BSJS vs JUCY
Invesco BulletShares 2028 High Yield Corporate Bond ETF vs Aptus Enhanced Yield ETF
Which is better, BSJS or JUCY?
BSJS has been ahead.
BSJS has a lower expense ratio. BSJS 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 | BSJS | JUCY |
|---|---|---|
| Expense Ratio | 0.42%Best | 0.60% |
| AUM | $776M | $352M |
| Dividend Yield | 6.15% | 8.94% |
| Holdings | 349 | 28 |
| YTD Return | +2.24%Best | -2.20% |
| 1Y Return | +3.71%Best | -0.48% |
| 3Y Return (annualized) | +8.69%Best | +2.15% |
| 5Y Return (annualized) | +3.13% | - |
| Volatility (annualized) | 4.8% | 2.0%Best |
| Max Drawdown | -5.0% | -3.6%Best |
| $10,000 over 4 years | $13,439Best | $11,107 |
| Fund Family | Invesco (US) | Aptus ETFs |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Sep 16, 2020 | 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).
BSJS 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.
BSJS vs JUCY Performance
Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) is an ETF from Invesco (US) and Aptus Enhanced Yield ETF (JUCY) is an ETF from Aptus ETFs. Over the past year BSJS returned +3.71% while JUCY returned -0.48%. Year to date, BSJS is up 2.24% versus a loss of 2.20% for JUCY.
Over three years, BSJS compounded at +8.69% per year against +2.15% for JUCY. Across the full 4-year window we track, BSJS has the edge at +7.67% annualized vs +2.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSJS has been the more volatile fund, with annualized monthly volatility of 4.8% 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 -5.0% for BSJS 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 0.13. They move largely independently of each other.
Fees and Cost Over Time
BSJS 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, BSJS currently yields 6.15% against 8.94% for JUCY.
Holdings Overlap
We hold position weights for 155 holdings in BSJS and 6 in JUCY, totalling 92.9% 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 155 positions we hold weights for in BSJS and 6 in JUCY, against full books of 349 and 28.
You are not choosing between two funds in isolation.
Whichever of BSJS 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, BSJS or JUCY?
BSJS has an expense ratio of 0.42% while JUCY charges 0.60%. BSJS is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, BSJS or JUCY?
Over the past year BSJS returned +3.71% vs -0.48% for JUCY, so BSJS leads on 1-year performance. Over the longest common window we track (4 years), BSJS annualized +7.67% vs +2.66% for JUCY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSJS or JUCY?
BSJS has been the more volatile fund at 4.8% annualized versus 2.0% for JUCY. Worst drawdown: BSJS -5.0% vs JUCY -3.6%.
Should I hold both BSJS and JUCY?
BSJS and JUCY have a monthly-return correlation of 0.13, 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, BSJS or JUCY?
BSJS yields 6.15% while JUCY yields 8.94%, so JUCY currently pays the higher dividend yield.
Is JUCY better than BSJS?
BSJS has a lower expense ratio. BSJS 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.