BSJR vs VOO
Invesco BulletShares 2027 High Yield Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BSJR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $890M | $997.4B | |
| Dividend Yield | 5.59% | 1.08% | |
| Holdings | 104 | 509 | |
| YTD Return | +2.19% | +12.25% | |
| 1Y Return | +3.98% | +20.92% | |
| 3Y Return (annualized) | +7.93% | +21.79% | |
| 5Y Return (annualized) | +3.48% | +13.05% | |
| Volatility (annualized) | 8.8% | 14.1% | |
| Max Drawdown | -23.3% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 12, 2019 | Sep 7, 2010 |
BSJR vs VOO Performance
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSJR returned +3.98% while VOO returned +20.92%. Year to date, BSJR is up 2.19% versus a gain of 12.25% for VOO.
Over three years, BSJR compounded at +7.93% per year against +21.79% for VOO; over five years the annualized figures are +3.48% and +13.05% respectively. Across the full 7-year window we track, VOO has the edge at +13.45% annualized vs +3.07%. 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 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 -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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSJR charges 0.42% per year while VOO 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 1.08% for VOO.
Holdings Overlap
BSJR and VOO 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 VOO?
BSJR has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, BSJR or VOO?
Over the past year BSJR returned +3.98% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BSJR annualized +3.07% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, BSJR or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 8.8% for BSJR. Worst drawdown: BSJR -23.3% vs VOO -34.3%.
Should I hold both BSJR and VOO?
BSJR and VOO 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 VOO?
BSJR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 594 unique securities.
Which pays a higher dividend, BSJR or VOO?
BSJR yields 5.59% while VOO yields 1.08%, so BSJR currently pays the higher dividend yield.
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