BSJQ vs JHHY

BSJQ vs JHHY

Which is better, BSJQ or JHHY?

Each has led over a different period.

BSJQ has a lower expense ratio. BSJQ led over 1Y, JHHY over the full window.

Lower Fees: BSJQHigher Returns: split

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

MetricBSJQJHHY
Expense Ratio0.43%Best0.52%
AUM$715M$133M
Dividend Yield5.43%7.19%
Holdings46561
YTD Return+1.77%Best-0.35%
1Y Return+2.80%Best+1.35%
3Y Return (annualized)+6.77%-
5Y Return (annualized)+3.63%-
Volatility (annualized)1.6%Best3.9%
Max Drawdown-2.7%Best-5.0%
$10,000 over 2.5 years$11,440$11,669Best
Fund FamilyInvesco (US)John Hancock Investment Management
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionAug 9, 2018May 1, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: May 2, 2024 to Oct 14, 2026 (2.5 years).

BSJQ vs JHHY 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 2.5 years both funds cover.

Compare BSJQ against instead:BSJQ vs SPYBSJQ vs QQQBSJQ vs VOOBSJQ vs VTIJHHY against:JHHY vs VXUS

BSJQ vs JHHY Performance

Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) is an ETF from Invesco (US) and John Hancock High Yield ETF (JHHY) is an ETF from John Hancock Investment Management. Over the past year BSJQ returned +2.80% while JHHY returned +1.35%. Year to date, BSJQ is up 1.77% versus a loss of 0.35% for JHHY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JHHY has been the more volatile fund, with annualized monthly volatility of 3.9% 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 -5.0% for JHHY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSJQ charges 0.43% per year while JHHY charges 0.52%. On a $10,000 position that is $43 vs $52 annually, a gap of $9 per year that compounds over a long holding period. On income, BSJQ currently yields 5.43% against 7.19% for JHHY.

Holdings Overlap

BSJQ already in JHHY0.7%

At least 0.7% of BSJQ's money is in holdings JHHY also owns.

Stated as a floor: for JHHY, our book for it covers 62.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 13 positions we hold weights for in BSJQ and 409 in JHHY, against full books of 46 and 561.

Top Shared Holdings

StockWeight in BSJQWeight in JHHYDifference
HTZ 4.625 12/01/26 1Hertz Corp/The Regd 144A P/P 4.625000000.61%0.12%0.49%
GRSTAR 7.75 09/01/30Greystar Real Estate Par 7.75 09-01-20300.06%0.07%0.01%

You are not choosing between two funds in isolation.

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

BSJQJHHY

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Frequently Asked Questions

Which is cheaper, BSJQ or JHHY?

BSJQ has an expense ratio of 0.43% while JHHY charges 0.52%. BSJQ is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, BSJQ or JHHY?

Over the past year BSJQ returned +2.80% vs +1.35% for JHHY, 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 JHHY?

JHHY has been the more volatile fund at 3.9% annualized versus 1.6% for BSJQ. Worst drawdown: BSJQ -2.7% vs JHHY -5.0%.

Should I hold both BSJQ and JHHY?

BSJQ and JHHY have a monthly-return correlation of 0.79, 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 JHHY?

BSJQ yields 5.43% while JHHY yields 7.19%, so JHHY currently pays the higher dividend yield.

Is JHHY better than BSJQ?

BSJQ has a lower expense ratio. BSJQ led over 1Y, JHHY over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.