SVOL vs BSJT
Comparison between SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF).
5-Year PerformanceSVOL has outperformed BSJT, delivering a return of +7.1% compared to +2.7%
SVOL vs BSJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SVOL
$543M
BSJT
$540M
Expense Ratio
SVOL
0.66%
Winner
BSJT
0.42%
Max Drawdown
SVOL
50.81%
Winner
BSJT
23.60%
Sharpe Ratio
Winner
SVOL
0.73
BSJT
0.40
5Y Beta
SVOL
1.52
Winner
BSJT
0.21
SVOL vs BSJT - Holdings Comparison
SVOL and BSJT have 1 common holdings. Overlap is 0.00%
SVOL's top 25 holdings weight is 76.60%. BSJT's top 25 holdings weight is 25.31%.
| Rank | SVOL | BSJT |
|---|---|---|
| #1 | SIMPLIFY US EQUITY INCOME ETF (SPUC) - 20.54% | ECHOSTAR CORP. 10.75% (n/a) - 2.55% |
| #2 | SIMPLIFY AGGREGATE BOND ETF (AGGH) - 10.71% | TIBCO SOFTWARE INC 6.5% (n/a) - 1.73% |
| #3 | SIMPLIFY TREASURY OPTION INCOME ETF (BUCK) - 10.10% | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.67% |
| #4 | SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS) - 9.86% | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.43% |
| #5 | SIMPLIFY NATIONAL MUNI BOND ETF (NMB) - 9.78% | OAK-EAGLE ACQUIRECO INC. 7.25% (n/a) - 1.33% |
| #6 | SIMPLIFY NEXT INTANGIBLE CORE INDEX ETF (NXTI) - 7.25% | n/a (n/a) - 1.31% |
| #7 | SIMPLIFY TARGET 15 DISTRIBUTION ETF (XV) - 3.94% | TRANSDIGM, INC. 6.375% (n/a) - 1.24% |
| #8 | CASH (n/a) - 3.53% | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.19% |
| #9 | SIMPLIFY PIPER SANDLER USSM-CPPLUSINCETF (LITL) - 0.79% | OAK-EAGLE ACQUIRECO INC. 8.75% (n/a) - 1.18% |
| #10 | VIX US 08/19/26 C70 INDEX (n/a) - 0.04% | STAPLES, INC. 10.75% (n/a) - 1.05% |
| #11 | VIX US 07/22/26 C70 INDEX (n/a) - 0.02% | n/a (n/a) - 0.99% |
| #12 | SPXW US 08/14/26 P6000 INDEX (n/a) - 0.01% | RAKUTEN GROUP INC. 9.75% (n/a) - 0.97% |
| #13 | SPXW US 08/13/26 P6000 INDEX (n/a) - 0.01% | n/a (n/a) - 0.92% |
| #14 | SPXW US 08/18/26 P6000 INDEX (n/a) - 0.01% | INGRAM MICRO INC. 4.75% (n/a) - 0.87% |
| #15 | SPXW US 08/17/26 P6000 INDEX (n/a) - 0.01% | n/a (n/a) - 0.83% |
| #16 | SPXW US 07/22/26 P6100 INDEX (n/a) - 0.00% | COMSTOCK RESOURCES, INC. 6.75% (n/a) - 0.70% |
| #17 | SPXW US 07/21/26 P6200 INDEX (n/a) - 0.00% | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.69% |
| #18 | SPXW US 07/20/26 P6450 INDEX (n/a) - 0.00% | n/a (n/a) - 0.62% |
| #19 | SPXW US 07/17/26 P6480 INDEX (n/a) - 0.00% | TENET HEALTHCARE CORPORATION 4.25% (n/a) - 0.60% |
| #20 | SPXW US 07/16/26 P6200 INDEX (n/a) - 0.00% | VIRGIN MEDIA SECURED FINANCE PLC 5.5% (n/a) - 0.59% |
| #21 | SPXW US 07/15/26 P6525 INDEX (n/a) - 0.00% | DISH DBS CORPORATION 5.125% (n/a) - 0.58% |
| #22 | SPXW US 07/23/26 P6200 INDEX (n/a) - 0.00% | n/a (n/a) - 0.57% |
| #23 | SPXW US 07/24/26 P6250 INDEX (n/a) - 0.00% | DISCOVERY GLOBAL HOLDINGS INC. 4.054% (n/a) - 0.57% |
| #24 | SPXW US 08/10/26 P6000 INDEX (n/a) - 0.00% | ALTICE FINANCING S.A. 5.75% (n/a) - 0.57% |
| #25 | SPXW US 07/30/26 P6575 INDEX (n/a) - 0.00% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.56% |
| Total Holdings | 31 | 311 |
SVOL vs BSJT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SVOL
+1.84%
BSJT
+0.16%
3M
Winner
SVOL
+7.66%
BSJT
+0.92%
6M
Winner
SVOL
+1.73%
BSJT
+0.95%
1Y
Winner
SVOL
+15.62%
BSJT
+5.05%
5Y(CAGR)
Winner
SVOL
+7.14%
BSJT
+2.67%
Max(CAGR)
Winner
SVOL
+8.12%
BSJT
+2.67%
SVOL vs BSJT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SVOL | BSJT |
|---|---|---|
| 2026 | +2.84% | +1.45% |
| 2025 | +2.74% | +7.39% |
| 2024 | +6.52% | +8.75% |
| 2023 | +22.95% | +13.25% |
| 2022 | -5.04% | -14.68% |
| 2021 | +12.25% | -0.52% |
SVOL vs BSJT Drawdown Comparison
The maximum drawdown for SVOL was -33.48%, occurring on Apr 8, 2025. Recovery took 351 trading sessions.
The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.
The current SVOL drawdown is -0.37%. The current BSJT drawdown is -0.12%.
| Rank | SVOL | BSJT |
|---|---|---|
| #1 | -33.48% Feb 19, 2025 - Jul 15, 2026 | -19.62% Sep 15, 2021 - Jul 11, 2024 |
| #2 | -15.56% Jan 12, 2022 - May 8, 2023 | -5.59% Feb 28, 2025 - Jun 3, 2025 |
| #3 | -10.91% Jul 12, 2024 - Aug 15, 2024 | -2.47% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -8.52% Nov 4, 2021 - Jan 4, 2022 | -1.88% Dec 6, 2024 - Jan 24, 2025 |
| #5 | -6.89% Dec 4, 2024 - Jan 23, 2025 | -1.50% Sep 19, 2024 - Nov 29, 2024 |
| #6 | -5.11% Jul 2, 2021 - Aug 10, 2021 | -1.20% Sep 29, 2025 - Oct 24, 2025 |
| #7 | -4.99% Sep 2, 2021 - Oct 14, 2021 | -1.15% Jul 31, 2024 - Aug 14, 2024 |
| #8 | -4.66% Aug 27, 2024 - Nov 13, 2024 | -1.06% Oct 27, 2025 - Nov 25, 2025 |
| #9 | -4.61% Sep 14, 2023 - Nov 6, 2023 | -0.80% May 6, 2026 - May 29, 2026 |
| #10 | -3.79% Mar 27, 2024 - May 3, 2024 | -0.66% Feb 6, 2025 - Feb 14, 2025 |
| #11 | -2.85% Jun 11, 2021 - Jun 24, 2021 | -0.58% Jul 16, 2024 - Jul 30, 2024 |
| #12 | -2.14% Jan 4, 2022 - Jan 12, 2022 | -0.56% Jun 12, 2025 - Jun 20, 2025 |
| #13 | -2.10% May 14, 2021 - May 26, 2021 | -0.56% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -1.84% Aug 12, 2021 - Aug 27, 2021 | -0.49% Apr 27, 2026 - May 6, 2026 |
| #15 | -1.71% Oct 25, 2021 - Nov 2, 2021 | -0.48% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between SVOL and BSJT is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2021 - 2026)
SVOL vs BSJT dividend yield comparison.
| Year | SVOL | BSJT |
|---|---|---|
| 2026 | 10.58% | 3.80% |
| 2025 | 19.82% | 6.77% |
| 2024 | 16.79% | 6.65% |
| 2023 | 16.36% | 6.42% |
| 2022 | 18.32% | 5.45% |
| 2021 | 4.65% | 1.20% |
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