BSJX vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBSJXVOOWinner
Expense Ratio0.42%0.03%
AUM$20M$979.0B
Dividend Yield6.14%1.09%
Holdings141509
YTD Return+1.71%+11.51%
1Y Return+5.41%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)3.0%14.1%
Max Drawdown-3.4%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 11, 2025Sep 7, 2010

BSJX vs VOO Performance

Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSJX returned +5.41% while VOO returned +21.46%. Year to date, BSJX is up 1.71% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSJX charges 0.42% per year while 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, BSJX currently yields 6.14% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BSJX and VOO 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 VOO?

BSJX 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, BSJX or VOO?

Over the past year BSJX returned +5.41% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BSJX annualized +6.36% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, BSJX or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.0% for BSJX. Worst drawdown: BSJX -3.4% vs VOO -34.3%.

Should I hold both BSJX and VOO?

BSJX and VOO 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 VOO?

BSJX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 589 unique securities.

Which pays a higher dividend, BSJX or VOO?

BSJX yields 6.14% while VOO yields 1.09%, so BSJX currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →