BSJY vs SPY
Invesco BulletShares 2034 High Yield Corporate Bond ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BSJY | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.09% | |
| AUM | $5M | $821.1B | |
| Dividend Yield | 0.73% | 1.01% | |
| Holdings | 289 | 505 | |
| YTD Return | +0.99% | +12.22% | |
| 1Y Return | - | +20.83% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +12.98% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -1.2% | -56.5% | |
| Fund Family | Invesco (US) | State Street Investment Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 10, 2026 | Jan 22, 1993 |
BSJY vs SPY Performance
Invesco BulletShares 2034 High Yield Corporate Bond ETF (BSJY) is a ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BSJY is up 0.99% versus a gain of 12.22% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.2% for BSJY and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BSJY charges 0.42% per year while SPY charges 0.09%. On a $10,000 position that is $42 vs $9 annually, a gap of $33 per year that compounds over a long holding period. On income, BSJY currently yields 0.73% against 1.01% for SPY.
Holdings Overlap
BSJY and SPY share 0 holdings out of 793 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, BSJY or SPY?
BSJY has an expense ratio of 0.42% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
What is the holdings overlap between BSJY and SPY?
BSJY and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 793 unique securities.
Which pays a higher dividend, BSJY or SPY?
BSJY yields 0.73% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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