BSJQ vs VOO

BSJQ vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBSJQVOOWinner
Expense Ratio0.43%0.03%
AUM$831M$997.4B
Dividend Yield5.72%1.08%
Holdings34509
YTD Return+1.52%+12.25%
1Y Return+3.62%+20.92%
3Y Return (annualized)+6.64%+21.79%
5Y Return (annualized)+3.80%+13.05%
Volatility (annualized)7.7%14.1%
Max Drawdown-25.0%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionAug 9, 2018Sep 7, 2010

BSJQ vs VOO Performance

Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSJQ returned +3.62% while VOO returned +20.92%. Year to date, BSJQ is up 1.52% versus a gain of 12.25% for VOO.

Over three years, BSJQ compounded at +6.64% per year against +21.79% for VOO; over five years the annualized figures are +3.80% and +13.05% respectively. Across the full 8-year window we track, VOO has the edge at +13.45% annualized vs +2.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.7% for BSJQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -25.0% for BSJQ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSJQ charges 0.43% per year while VOO charges 0.03%. On a $10,000 position that is $43 vs $3 annually, a gap of $40 per year that compounds over a long holding period. On income, BSJQ currently yields 5.72% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

BSJQ and VOO share 0 holdings out of 544 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BSJQ or VOO?

BSJQ has an expense ratio of 0.43% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, BSJQ or VOO?

Over the past year BSJQ returned +3.62% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BSJQ annualized +2.90% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, BSJQ or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.7% for BSJQ. Worst drawdown: BSJQ -25.0% vs VOO -34.3%.

Should I hold both BSJQ and VOO?

BSJQ and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSJQ and VOO?

BSJQ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, BSJQ or VOO?

BSJQ yields 5.72% while VOO yields 1.08%, so BSJQ currently pays the higher dividend yield.

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