BSJW vs VOO
Invesco BulletShares 2032 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 505 holdings.
Side-by-Side Comparison
| Metric | BSJW | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $45M | $979.0B | |
| Dividend Yield | 6.05% | 1.09% | |
| Holdings | 174 | 509 | |
| YTD Return | +1.94% | +13.72% | |
| 1Y Return | +5.46% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 3.9% | 14.1% | |
| Max Drawdown | -4.5% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 12, 2024 | Sep 7, 2010 |
BSJW vs VOO Performance
Invesco BulletShares 2032 High Yield Corporate Bond ETF (BSJW) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSJW returned +5.46% while VOO returned +21.63%. Year to date, BSJW is up 1.94% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -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 0.70. 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 6.05% against 1.09% for VOO.
Holdings Overlap
BSJW and VOO share 0 holdings out of 654 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 VOO?
BSJW 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, BSJW or VOO?
Over the past year BSJW returned +5.46% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BSJW annualized +7.37% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, BSJW or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 3.9% for BSJW. Worst drawdown: BSJW -4.5% vs VOO -34.3%.
Should I hold both BSJW and VOO?
BSJW and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSJW and VOO?
BSJW and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 654 unique securities.
Which pays a higher dividend, BSJW or VOO?
BSJW yields 6.05% while VOO yields 1.09%, so BSJW currently pays the higher dividend yield.
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