BSJR vs WTBN
Invesco BulletShares 2027 High Yield Corporate Bond ETF vs WisdomTree Bianco Total Return Fund ETF
Which is better, BSJR or WTBN?
BSJR has been ahead.
BSJR has a lower expense ratio. BSJR led over 1Y and the full window. BSJR is less concentrated, with 26.9% 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 | BSJR | WTBN |
|---|---|---|
| Expense Ratio | 0.42%Best | 0.60% |
| AUM | $945M | $103M |
| Dividend Yield | 5.51% | 4.22% |
| Holdings | 193 | 14 |
| YTD Return | +2.28%Best | -2.69% |
| 1Y Return | +3.23%Best | -2.61% |
| 3Y Return (annualized) | +8.00% | - |
| 5Y Return (annualized) | +3.30% | - |
| Volatility (annualized) | 2.3%Best | 4.3% |
| Max Drawdown | -3.1%Best | -5.1% |
| $10,000 over 2.8 years | $11,785Best | $10,833 |
| Top 10 Weight | 26.9%Best | 95.1% |
| Fund Family | Invesco (US) | WisdomTree Investments |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Sep 12, 2019 | 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 15, 2026 (2.8 years).
BSJR 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.
BSJR vs WTBN Performance
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is an ETF from Invesco (US) and WisdomTree Bianco Total Return Fund ETF (WTBN) is an ETF from WisdomTree Investments. Over the past year BSJR returned +3.23% while WTBN returned -2.61%. Year to date, BSJR is up 2.28% versus a loss of 2.69% 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 2.3% for BSJR. 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 -3.1% for BSJR 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSJR charges 0.42% per year while WTBN 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 4.22% for WTBN.
Holdings Overlap
We hold position weights for 88 holdings in BSJR and 14 in WTBN, totalling 96.8% 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 88 positions we hold weights for in BSJR and 14 in WTBN, against full books of 193 and 14.
What only one of them owns
Measured across the 88 and 14 positions we hold weights for.
BSJR holds 88 positions WTBN does not, 96.8% of the fund.
Largest: AGPXX 4.82%, VENLNG 9.875 02/01/3 3.74%, RAKUTN 11.25 02/15/2 3.26%, CYH 10.875 01/15/32 2.86%, IEP 5.25 05/15/27 2.41%
You are not choosing between two funds in isolation.
Whichever of BSJR 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, BSJR or WTBN?
BSJR has an expense ratio of 0.42% while WTBN charges 0.60%. BSJR is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, BSJR or WTBN?
Over the past year BSJR returned +3.23% vs -2.61% for WTBN, so BSJR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSJR or WTBN?
WTBN has been the more volatile fund at 4.3% annualized versus 2.3% for BSJR. Worst drawdown: BSJR -3.1% vs WTBN -5.1%.
Should I hold both BSJR and WTBN?
BSJR and WTBN have a monthly-return correlation of 0.71, 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 WTBN?
BSJR yields 5.51% while WTBN yields 4.22%, so BSJR currently pays the higher dividend yield.
Is WTBN better than BSJR?
BSJR has a lower expense ratio. BSJR led over 1Y and the full window. BSJR is less concentrated, with 26.9% 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.