BSJR vs IVV
Invesco BulletShares 2027 High Yield Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BSJR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $890M | $907.0B | |
| Dividend Yield | 5.59% | 1.10% | |
| Holdings | 104 | 508 | |
| YTD Return | +2.28% | +14.29% | |
| 1Y Return | +4.10% | +21.79% | |
| 3Y Return (annualized) | +7.74% | +22.19% | |
| 5Y Return (annualized) | +3.48% | +13.28% | |
| Volatility (annualized) | 8.8% | 15.1% | |
| Max Drawdown | -23.3% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 12, 2019 | May 15, 2000 |
BSJR vs IVV Performance
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSJR returned +4.10% while IVV returned +21.79%. Year to date, BSJR is up 2.28% versus a gain of 14.29% for IVV.
Over three years, BSJR compounded at +7.74% per year against +22.19% for IVV; over five years the annualized figures are +3.48% and +13.28% respectively. Across the full 7-year window we track, IVV has the edge at +7.06% annualized vs +3.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.8% for BSJR. 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 -23.3% for BSJR and -56.5% for IVV. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSJR charges 0.42% per year while IVV charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, BSJR currently yields 5.59% against 1.10% for IVV.
Holdings Overlap
BSJR and IVV share 0 holdings out of 594 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, BSJR or IVV?
BSJR has an expense ratio of 0.42% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, BSJR or IVV?
Over the past year BSJR returned +4.10% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), BSJR annualized +3.09% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, BSJR or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 8.8% for BSJR. Worst drawdown: BSJR -23.3% vs IVV -56.5%.
Should I hold both BSJR and IVV?
BSJR and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSJR and IVV?
BSJR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 594 unique securities.
Which pays a higher dividend, BSJR or IVV?
BSJR yields 5.59% while IVV yields 1.10%, so BSJR currently pays the higher dividend yield.
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