ACSI vs. BSJO
Compare and contrast key facts about American Customer Satisfaction ETF (ACSI) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO).
ACSI and BSJO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ACSI is a passively managed fund by Exponential ETFs that tracks the performance of the American Customer Satisfaction Investable Index. It was launched on Nov 1, 2016. BSJO is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index. It was launched on Sep 14, 2016. Both ACSI and BSJO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACSI or BSJO.
Key characteristics
| ACSI | BSJO | |
|---|---|---|
| YTD Return | 17.45% | 4.60% |
| 1Y Return | 35.59% | 7.32% |
| 3Y Return (Ann) | 4.90% | 2.29% |
| 5Y Return (Ann) | 12.53% | 3.05% |
| Sharpe Ratio | 2.77 | 5.13 |
| Sortino Ratio | 3.58 | 9.41 |
| Omega Ratio | 1.49 | 2.51 |
| Calmar Ratio | 1.67 | 5.40 |
| Martin Ratio | 18.73 | 84.96 |
| Ulcer Index | 1.73% | 0.09% |
| Daily Std Dev | 11.39% | 1.47% |
| Max Drawdown | -34.49% | -21.98% |
| Current Drawdown | -0.53% | -0.04% |
Correlation
The correlation between ACSI and BSJO is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ACSI vs. BSJO - Performance Comparison
In the year-to-date period, ACSI achieves a 17.45% return, which is significantly higher than BSJO's 4.60% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ACSI vs. BSJO - Expense Ratio Comparison
ACSI has a 0.66% expense ratio, which is higher than BSJO's 0.42% expense ratio.
Risk-Adjusted Performance
ACSI vs. BSJO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Customer Satisfaction ETF (ACSI) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ACSI vs. BSJO - Dividend Comparison
ACSI's dividend yield for the trailing twelve months is around 0.86%, less than BSJO's 6.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
ACSI American Customer Satisfaction ETF | 0.86% | 1.01% | 0.81% | 0.31% | 0.82% | 1.64% | 1.59% | 1.20% | 0.18% |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 6.41% | 6.05% | 4.89% | 4.05% | 4.51% | 5.11% | 5.69% | 4.87% | 1.39% |
Drawdowns
ACSI vs. BSJO - Drawdown Comparison
The maximum ACSI drawdown since its inception was -34.49%, which is greater than BSJO's maximum drawdown of -21.98%. Use the drawdown chart below to compare losses from any high point for ACSI and BSJO. For additional features, visit the drawdowns tool.
Volatility
ACSI vs. BSJO - Volatility Comparison
American Customer Satisfaction ETF (ACSI) has a higher volatility of 3.09% compared to Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) at 0.30%. This indicates that ACSI's price experiences larger fluctuations and is considered to be riskier than BSJO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.