Compare · 2 funds side by side · dividends reinvested

BSJT and SHYG

BSJTInvesco×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,592SHYG · best of the two

02 / 04

BSJT and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.14%+1.8%+3.3%+8.1%+4.7%−2.1%3.2%$7.7B1.4

Invesco BulletShares 2029 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.60%+2.1%+3.8%+9.4%+3.0%−2.4%3.3%$604M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BSJT 2021 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2029 High Yield Corporate Bond ETF · $604M$11,599

BSJT

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,592

$10,000 five years ago, dividends reinvested

BSJTMeasureSHYG

+2.1%Year to dateJan 1 → Nov 4+1.8%

+3.8%1 yearTotal return+3.3%

+9.4%3 years · per year$10,000 became $13,094 · $12,627+8.1%

+3.0%5 years · per year$10,000 became $11,599 · $12,592+4.7%

0.42%Expense ratio$42 · $30 a year on $10k · lower is better0.30%

6.60%Trailing 12-mo yield$660 · $714 a year on $10k7.14%

−2.4%Worst dropSmaller is better−2.1%

3.3%VolatilityLower is calmer3.2%

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

3–5SHYG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSJT vs SHYG: Top 5 Holdings

Today

BSJT

0.1%in top 5

SHYG

in top 5[…]

BSJTStockSHYG

0.1%AGPXXnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BSJT vs SHYG Returns, Every Period

InvescoBSJT

+3.0%

5 years, per year

SHYGiShares

+4.7%

5 years, per year

BSJTSHYGFaded: behind in that period

3–1BSJT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BSJT vs SHYG

YTD

InvescoBSJT

+2.1%

SHYGiShares

+1.8%

+2.1%Year to date+1.8%

−2.4%Worst drop · 1Y−2.1%

3.3%Volatility · 1Y3.2%

6.6%Yield7.1%

$604MAssets$7.7B

3–1SHYG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSJT, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

BSJT0.42%$42

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BSJT, SHYG

7.14%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.14%$714

BSJT6.60%$660

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$684most kept, SHYG

SHYG$714 − $30 = $684

BSJT$660 − $42 = $618

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BSJT, SHYG

Today

[…]holdings […]

BSJTSHYG

BSJT—[…]

SHYG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.8%BSJT, at 3.3% volatility

SHYGWorst drop−2.1%3.2% vol

BSJTWorst drop−2.4%3.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHYGBSJT

+1.8%Year to date+2.1%

7.1%Yield6.6%

+3.3%Past year+3.8%

0.30%Fee0.42%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026