BSJX vs IVV
BSJX vs IVV
Invesco BulletShares 2033 High Yield Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BSJX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $20M | $865.2B | |
| Dividend Yield | 6.14% | 1.09% | |
| Holdings | 141 | 508 | |
| YTD Return | +1.71% | +11.54% | |
| 1Y Return | +5.41% | +21.48% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +13.02% | |
| Volatility (annualized) | 3.0% | 15.1% | |
| Max Drawdown | -3.4% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 11, 2025 | May 15, 2000 |
BSJX vs IVV Performance
Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSJX returned +5.41% while IVV returned +21.48%. Year to date, BSJX is up 1.71% versus a gain of 11.54% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.0% for BSJX. 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 -3.4% for BSJX and -56.5% for IVV. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSJX charges 0.42% per year while IVV 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, BSJX currently yields 6.14% against 1.09% for IVV.
Holdings Overlap
BSJX and IVV share 0 holdings out of 589 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, BSJX or IVV?
BSJX has an expense ratio of 0.42% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, BSJX or IVV?
Over the past year BSJX returned +5.41% vs +21.48% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BSJX annualized +6.36% vs +6.97% for IVV. Past performance does not guarantee future results.
Which is riskier, BSJX or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 3.0% for BSJX. Worst drawdown: BSJX -3.4% vs IVV -56.5%.
Should I hold both BSJX and IVV?
BSJX and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSJX and IVV?
BSJX and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 589 unique securities.
Which pays a higher dividend, BSJX or IVV?
BSJX yields 6.14% while IVV yields 1.09%, so BSJX currently pays the higher dividend yield.
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