BSJW vs VOO

BSJW vs VOO

Which is better, BSJW or VOO?

High Yield Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBSJWVOO
Expense Ratio0.42%0.03%Best
AUM$50M$997.4B
Dividend Yield6.14%1.08%
Holdings174509
YTD Return+2.02%+13.81%Best
1Y Return+4.50%+21.53%Best
3Y Return (annualized)-+21.46%
5Y Return (annualized)-+12.87%
Volatility (annualized)3.9%Best11.9%
Max Drawdown-4.5%Best-18.7%
$10,000 over 2.2 years$11,653$14,624Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionJun 12, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 12, 2024 to Sep 3, 2026 (2.2 years).

BSJW 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 2.2 years both funds cover.

BSJW vs VOO Performance

Invesco BulletShares 2032 High Yield Corporate Bond ETF (BSJW) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BSJW returned +4.50% while VOO returned +21.53%. Year to date, BSJW is up 2.02% versus a gain of 13.81% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.9% 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 -18.7% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSJW 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, BSJW currently yields 6.14% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 156 holdings in BSJW and 505 in VOO, totalling 79.8% 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 156 positions we hold weights for in BSJW and 505 in VOO, against full books of 174 and 509.

You are not choosing between two funds in isolation.

Whichever of BSJW and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BSJWVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSJW or VOO?

BSJW 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, BSJW or VOO?

Over the past year BSJW returned +4.50% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BSJW annualized +7.20% vs +18.86% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSJW or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 3.9% for BSJW. Worst drawdown: BSJW -4.5% vs VOO -18.7%.

Should I hold both BSJW and VOO?

BSJW and VOO have a monthly-return correlation of 0.70, 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, BSJW or VOO?

BSJW yields 6.14% while VOO yields 1.08%, so BSJW currently pays the higher dividend yield.

Is VOO better than BSJW?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.