BSJR vs VOO
Invesco BulletShares 2027 High Yield Corporate Bond ETF vs Vanguard S&P 500 ETF
Which is better, BSJR or VOO?
High Yield Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. BSJR is less concentrated, with 24.4% of the fund in its ten largest positions against 36.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BSJR | VOO |
|---|---|---|
| Expense Ratio | 0.42% | 0.03%Best |
| AUM | $904M | $997.4B |
| Dividend Yield | 5.51% | 1.04% |
| Holdings | 104 | 509 |
| YTD Return | +2.20% | +11.55%Best |
| 1Y Return | +3.36% | +17.54%Best |
| 3Y Return (annualized) | +7.50% | +20.71%Best |
| 5Y Return (annualized) | +3.28% | +12.80%Best |
| Volatility (annualized) | 8.8%Best | 16.7% |
| Max Drawdown | -23.3%Best | -34.3% |
| $10,000 over 5 years | $11,751 | $18,262Best |
| Top 10 Weight | 24.4%Best | 36.4% |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Blend |
| Inception | Sep 12, 2019 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 12, 2019 to Sep 10, 2026 (7 years).
BSJR vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7 years both funds cover.
BSJR vs VOO Performance
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BSJR returned +3.36% while VOO returned +17.54%. Year to date, BSJR is up 2.20% versus a gain of 11.55% for VOO.
Over three years, BSJR compounded at +7.50% per year against +20.71% for VOO; over five years the annualized figures are +3.28% and +12.80% respectively. Across the full 7-year window we track, VOO has the edge at +15.39% annualized vs +3.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 16.7% 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 what each fund did in the worst stretch of the window measured above.
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 5.51% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 95 holdings in BSJR and 505 in VOO, totalling 96.8% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 95 positions we hold weights for in BSJR and 505 in VOO, against full books of 104 and 509.
What only one of them owns
Measured across the 95 and 505 positions we hold weights for.
VOO holds 496 positions BSJR does not, 99.4% of the fund.
Largest: NVDA 7.51%, AAPL 6.59%, MSFT 4.30%, AMZN 3.62%, GOOGL 3.25%
You are not choosing between two funds in isolation.
Whichever of BSJR and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $39 a year on a $10,000 investment.
Which performed better, BSJR or VOO?
Over the past year BSJR returned +3.36% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BSJR annualized +3.05% vs +15.39% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSJR or VOO?
VOO has been the more volatile fund at 16.7% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BSJR or VOO?
BSJR yields 5.51% while VOO yields 1.04%, so BSJR currently pays the higher dividend yield.
Is VOO better than BSJR?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. BSJR is less concentrated, with 24.4% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.