BSJW vs QQQ
Invesco BulletShares 2032 High Yield Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BSJW offers more diversification with 174 holdings.
Side-by-Side Comparison
| Metric | BSJW | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.18% | |
| AUM | $48M | $496.3B | |
| Dividend Yield | 6.14% | 0.44% | |
| Holdings | 174 | 108 | |
| YTD Return | +1.98% | +16.64% | |
| 1Y Return | +5.80% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 3.9% | 30.6% | |
| Max Drawdown | -4.5% | -83.0% | |
| Fund Family | Invesco (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 12, 2024 | Mar 10, 1999 |
BSJW vs QQQ Performance
Invesco BulletShares 2032 High Yield Corporate Bond ETF (BSJW) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BSJW returned +5.80% while QQQ returned +27.27%. Year to date, BSJW is up 1.98% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 3.9% for BSJW. 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 -4.5% for BSJW and -83.0% for QQQ. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSJW charges 0.42% per year while QQQ charges 0.18%. On a $10,000 position that is $42 vs $18 annually, a gap of $24 per year that compounds over a long holding period. On income, BSJW currently yields 6.14% against 0.44% for QQQ.
Holdings Overlap
BSJW and QQQ share 0 holdings out of 251 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, BSJW or QQQ?
BSJW has an expense ratio of 0.42% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, BSJW or QQQ?
Over the past year BSJW returned +5.80% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BSJW annualized +7.30% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, BSJW or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 3.9% for BSJW. Worst drawdown: BSJW -4.5% vs QQQ -83.0%.
Should I hold both BSJW and QQQ?
BSJW and QQQ have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSJW and QQQ?
BSJW and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 251 unique securities.
Which pays a higher dividend, BSJW or QQQ?
BSJW yields 6.14% while QQQ yields 0.44%, so BSJW currently pays the higher dividend yield.
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