BSJX vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBSJXVYMWinner
Expense Ratio0.42%0.04%
AUM$20M$79.0B
Dividend Yield6.14%2.86%
Holdings141568
YTD Return+2.03%+15.45%
1Y Return+5.76%+26.05%
3Y Return (annualized)-+17.96%
5Y Return (annualized)-+12.54%
Volatility (annualized)3.0%14.6%
Max Drawdown-3.4%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 11, 2025Nov 10, 2006

BSJX vs VYM Performance

Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BSJX returned +5.76% while VYM returned +26.05%. Year to date, BSJX is up 2.03% versus a gain of 15.45% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSJX charges 0.42% per year while VYM charges 0.04%. On a $10,000 position that is $42 vs $4 annually, a gap of $38 per year that compounds over a long holding period. On income, BSJX currently yields 6.14% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

BSJX and VYM share 0 holdings out of 642 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 VYM?

BSJX has an expense ratio of 0.42% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

Which performed better, BSJX or VYM?

Over the past year BSJX returned +5.76% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BSJX annualized +6.62% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, BSJX or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.0% for BSJX. Worst drawdown: BSJX -3.4% vs VYM -58.8%.

Should I hold both BSJX and VYM?

BSJX and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSJX and VYM?

BSJX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 642 unique securities.

Which pays a higher dividend, BSJX or VYM?

BSJX yields 6.14% while VYM yields 2.86%, so BSJX currently pays the higher dividend yield.

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