BSJQ vs WTBN
Invesco BulletShares 2026 High Yield Corporate Bond ETF vs WisdomTree Bianco Total Return Fund ETF
Which is better, BSJQ or WTBN?
BSJQ has been ahead.
BSJQ has a lower expense ratio. BSJQ led over 1Y and the full window. BSJQ is less concentrated, with 94.9% of the fund in its ten largest positions against 95.1%.
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
| Metric | BSJQ | WTBN |
|---|---|---|
| Expense Ratio | 0.43%Best | 0.60% |
| AUM | $715M | $103M |
| Dividend Yield | 5.43% | 4.22% |
| Holdings | 46 | 14 |
| YTD Return | +1.77%Best | -3.29% |
| 1Y Return | +2.80%Best | -3.25% |
| 3Y Return (annualized) | +6.77% | - |
| 5Y Return (annualized) | +3.63% | - |
| Volatility (annualized) | 1.6%Best | 4.3% |
| Max Drawdown | -2.7%Best | -5.1% |
| $10,000 over 2.8 years | $11,651Best | $10,769 |
| Top 10 Weight | 94.9%Best | 95.1% |
| Fund Family | Invesco (US) | WisdomTree Investments |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Aug 9, 2018 | Dec 20, 2023 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 20, 2023 to Oct 14, 2026 (2.8 years).
BSJQ vs WTBN 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.
BSJQ vs WTBN Performance
Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) is an ETF from Invesco (US) and WisdomTree Bianco Total Return Fund ETF (WTBN) is an ETF from WisdomTree Investments. Over the past year BSJQ returned +2.80% while WTBN returned -3.25%. Year to date, BSJQ is up 1.77% versus a loss of 3.29% for WTBN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTBN has been the more volatile fund, with annualized monthly volatility of 4.3% 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 -5.1% for WTBN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSJQ charges 0.43% per year while WTBN charges 0.60%. On a $10,000 position that is $43 vs $60 annually, a gap of $17 per year that compounds over a long holding period. On income, BSJQ currently yields 5.43% against 4.22% for WTBN.
Holdings Overlap
We hold position weights for 13 holdings in BSJQ and 14 in WTBN, totalling 95.7% and 99.7% 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 14 in WTBN, against full books of 46 and 14.
What only one of them owns
Measured across the 13 and 14 positions we hold weights for.
BSJQ holds 13 positions WTBN does not, 95.7% of the fund.
Largest: AGPXX 76.81%, NCRATL 9.5 04/01/29 4.34%, IQV 5 10/15/26 144A 3.25%, BBDBCN 8.75 11/15/30 2.45%, RCAP 10 08/15/30 144 2.00%
You are not choosing between two funds in isolation.
Whichever of BSJQ and WTBN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSJQ or WTBN?
BSJQ has an expense ratio of 0.43% while WTBN charges 0.60%. BSJQ is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, BSJQ or WTBN?
Over the past year BSJQ returned +2.80% vs -3.25% for WTBN, 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 WTBN?
WTBN has been the more volatile fund at 4.3% annualized versus 1.6% for BSJQ. Worst drawdown: BSJQ -2.7% vs WTBN -5.1%.
Should I hold both BSJQ and WTBN?
BSJQ and WTBN have a monthly-return correlation of 0.53, 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 WTBN?
BSJQ yields 5.43% while WTBN yields 4.22%, so BSJQ currently pays the higher dividend yield.
Is WTBN better than BSJQ?
BSJQ has a lower expense ratio. BSJQ led over 1Y and the full window. BSJQ is less concentrated, with 94.9% of the fund in its ten largest positions against 95.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.