BSJQ vs CPLS

BSJQ vs CPLS

Which is better, BSJQ or CPLS?

BSJQ has been ahead.

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

Lower Fees: CPLSHigher Returns: BSJQ

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

MetricBSJQCPLS
Expense Ratio0.43%0.30%Best
AUM$715M$200M
Dividend Yield5.43%4.87%
Holdings46818
YTD Return+1.77%Best-2.78%
1Y Return+2.80%Best-2.71%
3Y Return (annualized)+6.77%-
5Y Return (annualized)+3.63%-
Volatility (annualized)1.6%Best4.5%
Max Drawdown-2.7%Best-4.7%
$10,000 over 2.8 years$11,624Best$10,739
Fund FamilyInvesco (US)AllianceBernstein L.P.
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionAug 9, 2018Dec 13, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 13, 2023 to Oct 14, 2026 (2.8 years).

BSJQ vs CPLS 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 2.8 years both funds cover.

Compare BSJQ against instead:BSJQ vs SPYBSJQ vs QQQBSJQ vs VOOBSJQ vs VTICPLS against:CPLS vs VXUS

BSJQ vs CPLS Performance

Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) is an ETF from Invesco (US) and AB Core Plus Bond ETF (CPLS) is an ETF from AllianceBernstein L.P.. Over the past year BSJQ returned +2.80% while CPLS returned -2.71%. Year to date, BSJQ is up 1.77% versus a loss of 2.78% for CPLS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CPLS has been the more volatile fund, with annualized monthly volatility of 4.5% compared with 1.6% for BSJQ. 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 -2.7% for BSJQ and -4.7% for CPLS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BSJQ charges 0.43% per year while CPLS charges 0.30%. On a $10,000 position that is $43 vs $30 annually, a gap of $13 per year that compounds over a long holding period. On income, BSJQ currently yields 5.43% against 4.87% for CPLS.

Holdings Overlap

We hold position weights for 13 holdings in BSJQ and 382 in CPLS, totalling 95.7% and 66.6% 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 13 positions we hold weights for in BSJQ and 382 in CPLS, against full books of 46 and 818.

You are not choosing between two funds in isolation.

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

BSJQCPLS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSJQ or CPLS?

BSJQ has an expense ratio of 0.43% while CPLS charges 0.30%. CPLS is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, BSJQ or CPLS?

Over the past year BSJQ returned +2.80% vs -2.71% for CPLS, so BSJQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSJQ or CPLS?

CPLS has been the more volatile fund at 4.5% annualized versus 1.6% for BSJQ. Worst drawdown: BSJQ -2.7% vs CPLS -4.7%.

Should I hold both BSJQ and CPLS?

BSJQ and CPLS have a monthly-return correlation of 0.61, 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, BSJQ or CPLS?

BSJQ yields 5.43% while CPLS yields 4.87%, so BSJQ currently pays the higher dividend yield.

Is CPLS better than BSJQ?

CPLS has a lower expense ratio. BSJQ 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.