BSJR vs JUCY
Invesco BulletShares 2027 High Yield Corporate Bond ETF vs Aptus Enhanced Yield ETF
Which is better, BSJR or JUCY?
BSJR has been ahead.
BSJR has a lower expense ratio. BSJR led over 1Y, 3Y and the full window.
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 | BSJR | JUCY |
|---|---|---|
| Expense Ratio | 0.42%Best | 0.60% |
| AUM | $945M | $352M |
| Dividend Yield | 5.51% | 8.94% |
| Holdings | 193 | 28 |
| YTD Return | +2.10%Best | -2.20% |
| 1Y Return | +3.18%Best | -0.48% |
| 3Y Return (annualized) | +7.94%Best | +2.15% |
| 5Y Return (annualized) | +3.25% | - |
| Volatility (annualized) | 4.1% | 2.0%Best |
| Max Drawdown | -4.6% | -3.6%Best |
| $10,000 over 4 years | $13,390Best | $11,107 |
| Fund Family | Invesco (US) | Aptus ETFs |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Sep 12, 2019 | Oct 31, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Nov 1, 2022 to Oct 14, 2026 (4 years).
BSJR vs JUCY 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 4 years both funds cover.
BSJR vs JUCY Performance
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is an ETF from Invesco (US) and Aptus Enhanced Yield ETF (JUCY) is an ETF from Aptus ETFs. Over the past year BSJR returned +3.18% while JUCY returned -0.48%. Year to date, BSJR is up 2.10% versus a loss of 2.20% for JUCY.
Over three years, BSJR compounded at +7.94% per year against +2.15% for JUCY. Across the full 4-year window we track, BSJR has the edge at +7.57% annualized vs +2.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSJR has been the more volatile fund, with annualized monthly volatility of 4.1% compared with 2.0% for JUCY. 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 -4.6% for BSJR and -3.6% for JUCY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.12. They move largely independently of each other.
Fees and Cost Over Time
BSJR charges 0.42% per year while JUCY charges 0.60%. On a $10,000 position that is $42 vs $60 annually, a gap of $18 per year that compounds over a long holding period. On income, BSJR currently yields 5.51% against 8.94% for JUCY.
Holdings Overlap
We hold position weights for 88 holdings in BSJR and 6 in JUCY, totalling 96.8% and 51.2% 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 88 positions we hold weights for in BSJR and 6 in JUCY, against full books of 193 and 28.
You are not choosing between two funds in isolation.
Whichever of BSJR and JUCY 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, BSJR or JUCY?
BSJR has an expense ratio of 0.42% while JUCY charges 0.60%. BSJR is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, BSJR or JUCY?
Over the past year BSJR returned +3.18% vs -0.48% for JUCY, so BSJR leads on 1-year performance. Over the longest common window we track (4 years), BSJR annualized +7.57% vs +2.66% for JUCY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSJR or JUCY?
BSJR has been the more volatile fund at 4.1% annualized versus 2.0% for JUCY. Worst drawdown: BSJR -4.6% vs JUCY -3.6%.
Should I hold both BSJR and JUCY?
BSJR and JUCY have a monthly-return correlation of 0.12, 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, BSJR or JUCY?
BSJR yields 5.51% while JUCY yields 8.94%, so JUCY currently pays the higher dividend yield.
Is JUCY better than BSJR?
BSJR has a lower expense ratio. BSJR led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.