Compare · 2 funds side by side · dividends reinvested

BSJR and HYG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,820HYG · best of the two

02 / 04

BSJR and HYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco BulletShares 2027 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%5.45%+2.0%+3.0%+7.9%+3.3%−1.2%2.0%$954M1.4

iShares iBoxx $ High Yield Corporate Bond ETFBonds & Cash · High yield0.49%6.07%+0.7%+2.3%+8.5%+3.4%−2.9%3.9%$17.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BSJR 2019 · HYG 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2027 High Yield Corporate Bond ETF · $954M$11,758

BSJR

HYG

iShares iBoxx $ High Yield Corporate Bond ETF · $17.7B$11,820

$10,000 five years ago, dividends reinvested

BSJRMeasureHYG

+2.0%Year to dateJan 1 → Nov 5+0.7%

+3.0%1 yearTotal return+2.3%

+7.9%3 years · per year$10,000 became $12,547 · $12,780+8.5%

+3.3%5 years · per year$10,000 became $11,758 · $11,820+3.4%

0.42%Expense ratio$42 · $49 a year on $10k · lower is better0.49%

5.45%Trailing 12-mo yield$545 · $607 a year on $10k6.07%

−1.2%Worst dropSmaller is better−2.9%

2.0%VolatilityLower is calmer3.9%

BSJRHYG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3BSJR wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSJR vs HYG: Top 5 Holdings

Today

BSJR

2.8%in top 5

HYG

in top 5[…]

BSJRStockHYG

2.8%AGPXXnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BSJR vs HYG Returns, Every Period

InvescoBSJR

+3.3%

5 years, per year

HYGiShares

+3.4%

5 years, per year

BSJRHYGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BSJR vs HYG

YTD

InvescoBSJR

+2.0%

HYGiShares

+0.7%

+2.0%Year to date+0.7%

−1.2%Worst drop · 1Y−2.9%

2.0%Volatility · 1Y3.9%

5.5%Yield6.1%

$954MAssets$17.7B

3–1BSJR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSJR, HYG

Today

0.42%lowest, BSJR

FundExpense ratioFee$10k

BSJR0.42%$42

HYG0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BSJR, HYG

6.07%highest, HYG

FundTrailing yieldYield$10k

HYG6.07%$607

BSJR5.45%$545

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$558most kept, HYG

HYG$607 − $49 = $558

BSJR$545 − $42 = $503

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BSJR, HYG

Today

[…]holdings […]

BSJRHYG

BSJR—[…]

HYG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.0%BSJR, at 2.0% volatility

BSJRWorst drop−1.2%2.0% vol

HYGWorst drop−2.9%3.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HYGBSJR

+0.7%Year to date+2.0%

6.1%Yield5.5%

+2.3%Past year+3.0%

0.49%Fee0.42%

3–1BSJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026