BSJT vs VOO
BSJT vs VOO
Invesco BulletShares 2029 High Yield Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BSJT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $559M | $979.0B | |
| Dividend Yield | 6.69% | 1.09% | |
| Holdings | 330 | 509 | |
| YTD Return | +1.62% | +9.95% | |
| 1Y Return | +5.20% | +19.58% | |
| 3Y Return (annualized) | +8.21% | +19.43% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 8.8% | 14.2% | |
| Max Drawdown | -19.6% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 15, 2021 | Sep 7, 2010 |
BSJT vs VOO Performance
Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSJT returned +5.20% while VOO returned +19.58%. Year to date, BSJT is up 1.62% versus a gain of 9.95% for VOO.
Over three years, BSJT compounded at +8.21% per year against +19.43% for VOO. Across the full 5-year window we track, VOO has the edge at +13.35% annualized vs +2.69%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 8.8% for BSJT. 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 -19.6% for BSJT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSJT charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, BSJT currently yields 6.69% against 1.09% for VOO.
Holdings Overlap
BSJT and VOO share 0 holdings out of 823 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BSJT or VOO?
BSJT has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, BSJT or VOO?
Over the past year BSJT returned +5.20% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), BSJT annualized +2.69% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, BSJT or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 8.8% for BSJT. Worst drawdown: BSJT -19.6% vs VOO -34.3%.
Should I hold both BSJT and VOO?
BSJT and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSJT and VOO?
BSJT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 823 unique securities.
Which pays a higher dividend, BSJT or VOO?
BSJT yields 6.69% while VOO yields 1.09%, so BSJT currently pays the higher dividend yield.
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