BSJT vs IVV
Invesco BulletShares 2029 High Yield Corporate Bond ETF vs iShares Core S&P 500 ETF
Which is better, BSJT or IVV?
High Yield Bond against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | BSJT | IVV |
|---|---|---|
| Expense Ratio | 0.42% | 0.03%Best |
| AUM | $595M | $876.4B |
| Dividend Yield | 6.55% | 1.06% |
| Holdings | 323 | 508 |
| YTD Return | +1.83% | +12.01%Best |
| 1Y Return | +3.33% | +16.48%Best |
| 3Y Return (annualized) | +8.14% | +21.21%Best |
| 5Y Return (annualized) | +2.67% | +12.95%Best |
| Volatility (annualized) | 8.7%Best | 15.7% |
| Max Drawdown | -19.6%Best | -24.5% |
| $10,000 over 5 years | $11,408 | $18,384Best |
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Blend |
| Inception | Sep 15, 2021 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 15, 2021 to Sep 14, 2026 (5 years).
BSJT vs IVV 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 5 years both funds cover.
BSJT vs IVV Performance
Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BSJT returned +3.33% while IVV returned +16.48%. Year to date, BSJT is up 1.83% versus a gain of 12.01% for IVV.
Over three years, BSJT compounded at +8.14% per year against +21.21% for IVV; over five years the annualized figures are +2.67% and +12.95% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 8.7% for BSJT. 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 -19.6% for BSJT and -24.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSJT 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, BSJT currently yields 6.55% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 292 holdings in BSJT and 490 in IVV, totalling 92.6% and 99.3% 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 292 positions we hold weights for in BSJT and 490 in IVV, against full books of 323 and 508.
You are not choosing between two funds in isolation.
Whichever of BSJT and IVV 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, BSJT or IVV?
BSJT has an expense ratio of 0.42% while IVV charges 0.03%. IVV is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, BSJT or IVV?
Over the past year BSJT returned +3.33% vs +16.48% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSJT or IVV?
IVV has been the more volatile fund at 15.7% annualized versus 8.7% for BSJT. Worst drawdown: BSJT -19.6% vs IVV -24.5%.
Should I hold both BSJT and IVV?
BSJT and IVV have a monthly-return correlation of 0.81, 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, BSJT or IVV?
BSJT yields 6.55% while IVV yields 1.06%, so BSJT currently pays the higher dividend yield.
Is IVV better than BSJT?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.