XRT vs BSJS
Comparison between STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT, ETF) and INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF (BSJS, ETF).
5-Year PerformanceBSJS has outperformed XRT, delivering a return of +3.3% compared to +0.3%
XRT vs BSJS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XRT
$693M
Winner
BSJS
$693M
Expense Ratio
Winner
XRT
0.35%
BSJS
0.42%
Max Drawdown
XRT
66.23%
Winner
BSJS
22.50%
Sharpe Ratio
XRT
0.57
Winner
BSJS
0.88
5Y Beta
XRT
0.95
Winner
BSJS
0.19
P/E Ratio
XRT
22.31
BSJS
N/A
Forward P/E
XRT
13.68
BSJS
N/A
5Y Dividends CAGR
XRT
1.61%
Winner
BSJS
20.54%
5Y EPS CAGR
XRT
8.64%
BSJS
N/A
Debt to Equity
XRT
17.22%
BSJS
N/A
XRT vs BSJS - Holdings Comparison
XRT and BSJS have 1 common holdings. Overlap is 0.00%
XRT's top 25 holdings weight is 40.73%. BSJS's top 25 holdings weight is 30.06%.
| Rank | XRT | BSJS |
|---|---|---|
| #1 | VICTORIA'S SECRET & CO (VSXY) - 2.46% | n/a (n/a) - 2.01% |
| #2 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.91% | DISH DBS CORPORATION 5.75% (n/a) - 2.01% |
| #3 | GROCERY OUTLET HOLDING CORP (GO) - 1.90% | VENTURE GLOBAL LNG INC. 8.125% (n/a) - 1.86% |
| #4 | ETSY INC (ETSY) - 1.84% | ORGANON & CO 4.125% (n/a) - 1.68% |
| #5 | MACY'S INC (M) - 1.72% | SIRIUS XM RADIO LLC 4% (n/a) - 1.58% |
| #6 | AMAZON.COM INC (AMZN) - 1.67% | TENNECO LLC 8% (n/a) - 1.55% |
| #7 | MURPHY USA INC (MUSA) - 1.65% | TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.38% |
| #8 | EBAY INC (EBAY) - 1.65% | n/a (n/a) - 1.35% |
| #9 | MARINEMAX INC (HZO) - 1.65% | n/a (n/a) - 1.27% |
| #10 | PRICESMART INC (PSMT) - 1.61% | AVANTOR FUNDING INC 4.625% (n/a) - 1.24% |
| #11 | BEST BUY CO INC (BBY) - 1.60% | BAUSCH PLUS LOMB CORP. 8.375% (n/a) - 1.16% |
| #12 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.59% | AMC GLOBAL MEDIA INC. 10.5% (n/a) - 1.10% |
| #13 | KOHL'S CORP (KSS) - 1.59% | NEWELL BRANDS INC. 8.5% (n/a) - 1.06% |
| #14 | LITHIA MOTORS INC CLASS A (LAD) - 1.55% | n/a (n/a) - 1.02% |
| #15 | URBAN OUTFITTERS INC (URBN) - 1.54% | DISCOVERY COMMUNICATIONS, LLC 3.95% (n/a) - 1.01% |
| #16 | MAPLEBEAR INC (CART) - 1.53% | n/a (n/a) - 0.98% |
| #17 | CASEY'S GENERAL STORES INC (CASY) - 1.53% | ARAMARK SERVICES, INC. 5% (n/a) - 0.93% |
| #18 | DICK'S SPORTING GOODS INC (DKS) - 1.52% | HERC HOLDINGS INC 7.25% (n/a) - 0.93% |
| #19 | ADVANCE AUTO PARTS INC (AAP) - 1.50% | SCIH SALT HOLDINGS INC. 4.875% (n/a) - 0.88% |
| #20 | BURLINGTON STORES INC (BURL) - 1.47% | n/a (n/a) - 0.87% |
| #21 | CARVANA CO CLASS A (CVNA) - 1.47% | KINETIK HOLDINGS LP 6.625% (n/a) - 0.87% |
| #22 | ROSS STORES INC (ROST) - 1.46% | EQUIPMENTSHARE COM INC. 9% (n/a) - 0.87% |
| #23 | INGLES MARKETS INC CLASS A (IMKTA) - 1.44% | GENMAB AS AND GENMAB FINANCE LLC 7.25% (n/a) - 0.84% |
| #24 | TARGET CORP (TGT) - 1.44% | n/a (n/a) - 0.81% |
| #25 | SPROUTS FARMERS MARKET INC (SFM) - 1.44% | NEXSTAR MEDIA INC. 4.75% (n/a) - 0.80% |
| Total Holdings | 75 | 192 |
XRT vs BSJS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XRT
+8.54%
BSJS
+0.74%
3M
Winner
XRT
+9.66%
BSJS
+1.99%
6M
XRT
-0.57%
Winner
BSJS
+2.08%
1Y
Winner
XRT
+14.19%
BSJS
+6.28%
5Y(CAGR)
XRT
+0.33%
Winner
BSJS
+3.28%
10Y(CAGR)
XRT
+9.22%
BSJS
N/A
Max(CAGR)
Winner
XRT
+9.96%
BSJS
+3.74%
XRT vs BSJS - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XRT | BSJS |
|---|---|---|
| 2026 | +0.84% | +1.86% |
| 2025 | +8.37% | +7.51% |
| 2024 | +11.87% | +7.66% |
| 2023 | +22.39% | +11.99% |
| 2022 | -32.60% | -13.41% |
| 2021 | +44.39% | +3.40% |
| 2020 | +43.03% | +4.05% |
| 2019 | +12.53% | N/A |
| 2018 | -9.69% | N/A |
| 2017 | +3.67% | N/A |
| 2016 | +3.96% | N/A |
| 2015 | -7.63% | N/A |
| 2014 | +11.57% | N/A |
| 2013 | +42.06% | N/A |
| 2012 | +22.76% | N/A |
| 2011 | +10.03% | N/A |
| 2010 | +37.55% | N/A |
| 2009 | +72.90% | N/A |
| 2008 | -35.93% | N/A |
| 2007 | -16.93% | N/A |
| 2006 | +9.83% | N/A |
XRT vs BSJS Drawdown Comparison
The maximum drawdown for XRT was -65.39%, occurring on Nov 20, 2008. Recovery took 714 trading sessions.
The maximum drawdown for BSJS was -17.72%, occurring on Sep 27, 2022. Recovery took 633 trading sessions.
The current XRT drawdown is -10.68%. The current BSJS drawdown is -0.05%.
| Rank | XRT | BSJS |
|---|---|---|
| #1 | -65.39% Jun 1, 2007 - Apr 1, 2010 | -17.72% Dec 27, 2021 - Jul 5, 2024 |
| #2 | -47.00% Aug 23, 2018 - Aug 10, 2020 | -4.44% Mar 4, 2025 - May 12, 2025 |
| #3 | -44.57% Nov 16, 2021 - Sep 30, 2022 | -3.01% Feb 12, 2021 - Jun 9, 2021 |
| #4 | -24.17% Jul 16, 2015 - Jun 7, 2018 | -2.54% Sep 16, 2021 - Dec 23, 2021 |
| #5 | -22.20% Jul 7, 2011 - Jan 25, 2012 | -2.22% Sep 16, 2020 - Oct 7, 2020 |
| #6 | -21.67% Apr 26, 2010 - Nov 4, 2010 | -2.15% Oct 13, 2020 - Nov 5, 2020 |
| #7 | -16.54% Jan 27, 2021 - Mar 10, 2021 | -1.64% Feb 23, 2026 - Apr 9, 2026 |
| #8 | -12.21% Nov 27, 2013 - Jul 2, 2014 | -1.63% Dec 4, 2024 - Jan 17, 2025 |
| #9 | -10.65% Mar 12, 2021 - May 3, 2021 | -1.25% Sep 30, 2024 - Nov 7, 2024 |
| #10 | -10.08% Mar 26, 2012 - Sep 6, 2012 | -1.17% Jul 7, 2021 - Aug 25, 2021 |
| #11 | -9.18% Oct 15, 2020 - Nov 16, 2020 | -0.84% Oct 2, 2025 - Oct 20, 2025 |
| #12 | -9.14% Jul 1, 2021 - Nov 3, 2021 | -0.73% Jul 31, 2024 - Aug 13, 2024 |
| #13 | -9.04% May 12, 2011 - Jul 1, 2011 | -0.69% Aug 13, 2025 - Aug 26, 2025 |
| #14 | -8.66% Sep 2, 2020 - Oct 7, 2020 | -0.69% May 19, 2025 - May 27, 2025 |
| #15 | -8.45% Feb 20, 2007 - Apr 9, 2007 | -0.68% Jan 21, 2025 - Jan 24, 2025 |
Correlation
Correlation between XRT and BSJS is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2006 - 2026)
XRT vs BSJS dividend yield comparison.
| Year | XRT | BSJS |
|---|---|---|
| 2026 | 0.25% | 2.48% |
| 2025 | 0.77% | 6.49% |
| 2024 | 1.52% | 7.04% |
| 2023 | 1.40% | 6.75% |
| 2022 | 2.15% | 5.82% |
| 2021 | 1.55% | 4.86% |
| 2020 | 1.01% | 0.75% |
| 2019 | 1.57% | 0.00% |
| 2018 | 1.51% | 0.00% |
| 2017 | 1.52% | 0.00% |
| 2016 | 1.36% | 0.00% |
| 2015 | 2.03% | 0.00% |
| 2014 | 1.48% | 0.00% |
| 2013 | 1.20% | 0.00% |
| 2012 | 3.32% | 0.00% |
| 2011 | 1.90% | 0.00% |
| 2010 | 1.97% | 0.00% |
| 2009 | 2.69% | 0.00% |
| 2008 | 5.21% | 0.00% |
| 2007 | 0.89% | 0.00% |
| 2006 | 0.40% | 0.00% |
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