IBHF vs BSJR
Comparison between ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF) and INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF).
5-Year PerformanceIBHF has outperformed BSJR, delivering a return of +4.0% compared to +3.4%
IBHF vs BSJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHF
$858M
BSJR
$854M
Expense Ratio
Winner
IBHF
0.35%
BSJR
0.42%
Max Drawdown
Winner
IBHF
15.67%
BSJR
23.27%
Sharpe Ratio
IBHF
-0.19
Winner
BSJR
0.21
5Y Beta
Winner
IBHF
0.09
BSJR
0.15
5Y Dividends CAGR
Winner
IBHF
16.03%
BSJR
2.65%
IBHF vs BSJR - Holdings Comparison
IBHF and BSJR have 1 common holdings. Overlap is 0.00%
IBHF's top 25 holdings weight is 60.72%. BSJR's top 25 holdings weight is 47.72%.
| Rank | IBHF | BSJR |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 14.36% | DISH NETWORK CORPORATION 11.75% (n/a) - 4.39% |
| #2 | IQVIA INC 5% (n/a) - 3.42% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 4.20% |
| #3 | FMC CORP. 3.2% (n/a) - 3.35% | TRANSDIGM, INC. 6.75% (n/a) - 3.03% |
| #4 | SIRIUS XM RADIO LLC 3.125% (n/a) - 3.24% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.65% |
| #5 | BUCKEYE PARTNERS LP 3.95% (n/a) - 3.19% | CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 2.37% |
| #6 | n/a (n/a) - 3.02% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.03% |
| #7 | AIR CANADA 3.875% (n/a) - 2.78% | n/a (n/a) - 1.95% |
| #8 | RLJ LODGING TRUST LP 3.75% (n/a) - 2.71% | n/a (n/a) - 1.95% |
| #9 | n/a (n/a) - 2.10% | SIRIUS XM RADIO LLC 5% (n/a) - 1.78% |
| #10 | EMPIRE RESORTS INC. 7.75% (n/a) - 1.86% | WAND NEWCO 3 INC 7.625% (n/a) - 1.77% |
| #11 | CELANESE US HOLDINGS LLC 1.4% (n/a) - 1.78% | VENTURE GLOBAL LNG INC. 9.875% (n/a) - 1.70% |
| #12 | NISSAN MOTOR ACCEPTANCE CO LLC 1.85% (n/a) - 1.75% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.69% |
| #13 | DISH DBS CORPORATION 5.25% (n/a) - 1.73% | DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.58% |
| #14 | MGM RESORTS INTERNATIONAL 4.625% (n/a) - 1.70% | n/a (n/a) - 1.56% |
| #15 | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.66% | EQUIPMENTSHARE COM INC. 9% (n/a) - 1.51% |
| #16 | MORGAN STANLEY 4.35% (n/a) - 1.58% | BOYD GAMING CORPORATION 4.75% (n/a) - 1.47% |
| #17 | n/a (n/a) - 1.46% | MAYA S.A.S. 8.5% (n/a) - 1.44% |
| #18 | n/a (n/a) - 1.20% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.43% |
| #19 | DISH DBS CORPORATION 7.75% (n/a) - 1.19% | LIVE NATION ENTERTAINMENT, INC. 4.75% (n/a) - 1.40% |
| #20 | SUMISHO AIR LEASE CORP. 1.875% (n/a) - 1.17% | n/a (n/a) - 1.40% |
| #21 | n/a (n/a) - 1.13% | CHART INDUSTRIES INC 7.5% (n/a) - 1.35% |
| #22 | AMGEN INC. 2.6% (n/a) - 1.11% | GEN DIGITAL INC 6.75% (n/a) - 1.33% |
| #23 | BLACKSTONE PRIVATE CREDIT FUND 2.625% (n/a) - 1.08% | n/a (n/a) - 1.33% |
| #24 | AMERICAN TOWER CORPORATION 3.375% (n/a) - 1.08% | n/a (n/a) - 1.23% |
| #25 | CDW LLC / CDW FINANCE CORP 2.67% (n/a) - 1.07% | WINDSOR HOLDINGS III LLC 8.5% (n/a) - 1.18% |
| Total Holdings | 160 | 105 |
IBHF vs BSJR - Historical Returns
Returns include dividend reinvestment.
1M
IBHF
+0.01%
Winner
BSJR
+0.33%
3M
IBHF
-0.26%
Winner
BSJR
+0.82%
6M
IBHF
+0.46%
Winner
BSJR
+1.41%
1Y
IBHF
+3.39%
Winner
BSJR
+4.16%
5Y(CAGR)
Winner
IBHF
+4.01%
BSJR
+3.36%
Max(CAGR)
Winner
IBHF
+4.57%
BSJR
+4.03%
IBHF vs BSJR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBHF | BSJR |
|---|---|---|
| 2026 | +0.59% | +1.75% |
| 2025 | +6.49% | +7.14% |
| 2024 | +8.41% | +7.50% |
| 2023 | +10.58% | +11.70% |
| 2022 | -6.74% | -11.40% |
| 2021 | +4.60% | +3.85% |
| 2020 | +2.97% | +5.48% |
| 2019 | N/A | +3.00% |
IBHF vs BSJR Drawdown Comparison
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The current IBHF drawdown is -0.44%.
| Rank | IBHF | BSJR |
|---|---|---|
| #1 | -11.19% Dec 27, 2021 - Nov 14, 2023 | -22.57% Feb 20, 2020 - Sep 1, 2020 |
| #2 | -2.53% Feb 28, 2025 - Apr 25, 2025 | -16.36% Dec 27, 2021 - Mar 8, 2024 |
| #3 | -1.87% Nov 5, 2021 - Dec 22, 2021 | -3.49% Sep 1, 2020 - Oct 12, 2020 |
| #4 | -1.40% Jan 7, 2021 - Mar 29, 2021 | -3.15% Feb 28, 2025 - Apr 25, 2025 |
| #5 | -1.13% Mar 20, 2024 - May 2, 2024 | -2.22% Oct 12, 2020 - Nov 5, 2020 |
| #6 | -1.09% Jul 6, 2021 - Sep 1, 2021 | -2.13% Nov 9, 2021 - Dec 23, 2021 |
| #7 | -1.08% Dec 27, 2023 - Feb 1, 2024 | -2.12% Feb 12, 2021 - Apr 15, 2021 |
| #8 | -0.79% Sep 15, 2021 - Nov 4, 2021 | -1.93% Mar 20, 2024 - May 3, 2024 |
| #9 | -0.75% May 19, 2026 - Jun 5, 2026 | -1.44% Jan 16, 2020 - Feb 10, 2020 |
| #10 | -0.69% Dec 6, 2024 - Dec 26, 2024 | -1.41% Jul 7, 2021 - Sep 1, 2021 |
| #11 | -0.66% May 7, 2021 - May 24, 2021 | -1.23% Sep 15, 2021 - Nov 5, 2021 |
| #12 | -0.64% Feb 27, 2026 - Apr 14, 2026 | -1.17% Dec 6, 2024 - Jan 15, 2025 |
| #13 | -0.60% Jul 31, 2024 - Aug 12, 2024 | -1.16% Feb 13, 2026 - Apr 8, 2026 |
| #14 | -0.52% May 15, 2024 - Jun 3, 2024 | -0.97% Nov 10, 2020 - Nov 17, 2020 |
| #15 | -0.52% Oct 27, 2025 - Nov 25, 2025 | -0.89% Jul 31, 2024 - Aug 13, 2024 |
Correlation
Correlation between IBHF and BSJR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2019 - 2026)
IBHF vs BSJR dividend yield comparison.
| Year | IBHF | BSJR |
|---|---|---|
| 2026 | 2.87% | 3.11% |
| 2025 | 6.73% | 6.19% |
| 2024 | 7.17% | 6.75% |
| 2023 | 7.33% | 6.48% |
| 2022 | 6.01% | 5.37% |
| 2021 | 4.55% | 4.49% |
| 2020 | 0.61% | 4.53% |
| 2019 | 0.00% | 1.20% |
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