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AESR vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AESR vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield U.S. Equity Sector Rotation ETF (AESR) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AESR

1D
0.10%
1M
-2.60%
6M
10.93%
YTD
14.91%
1Y
26.05%
3Y*
22.31%
5Y*
13.23%
10Y*
ALL TIME*
15.61%

BSJO

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$621.56K$632.25K$1.84M

AESR vs. BSJO - Yearly Performance Comparison


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Return for Risk

AESR vs. BSJO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AESR
AESR Risk / Return Rank: 5757
Overall Rank
AESR Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AESR Sortino Ratio Rank: 4747
Sortino Ratio Rank
AESR Omega Ratio Rank: 4848
Omega Ratio Rank
AESR Calmar Ratio Rank: 7070
Calmar Ratio Rank
AESR Martin Ratio Rank: 6868
Martin Ratio Rank

BSJO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AESR vs. BSJO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AESRBSJODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.22

Calmar ratioReturn relative to maximum drawdown

2.41

Martin ratioReturn relative to average drawdown

8.36

AESR vs. BSJO - Sharpe Ratio Comparison


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Drawdowns

AESR vs. BSJO - Drawdown Comparison


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Drawdown Indicators


AESRBSJODifference

Max Drawdown

Largest peak-to-trough decline

-31.06%

Max Drawdown (1Y)

Largest decline over 1 year

-9.82%

Max Drawdown (3Y)

Largest decline over 3 years

-19.85%

Max Drawdown (5Y)

Largest decline over 5 years

-25.04%

Current Drawdown

Current decline from peak

-6.39%

Average Drawdown

Average peak-to-trough decline

-5.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

Volatility

AESR vs. BSJO - Volatility Comparison


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Volatility by Period


AESRBSJODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.50%

Volatility (6M)

Calculated over the trailing 6-month period

16.42%

Volatility (1Y)

Calculated over the trailing 1-year period

19.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.66%

AESR vs. BSJO - Expense Ratio Comparison

AESR has a 1.46% expense ratio, which is higher than BSJO's 0.42% expense ratio.


Dividends

AESR vs. BSJO - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 20.03%, while BSJO has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
AESR
Anfield U.S. Equity Sector Rotation ETF
20.03%23.02%0.17%0.33%0.73%6.59%1.06%0.33%
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, BSJO is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSJO is cheaper with a 0.42% expense ratio, compared with 1.46% for AESR.

AESR has the higher dividend yield at 20.03%, compared with 0.00% for BSJO.

AESR is categorized as Large Cap Growth Equities, while BSJO is High Yield Bonds. They also come from different issuers: Regents Park and Invesco. Their fees differ too: 1.46% for AESR and 0.42% for BSJO.

Portfolio Optimizer

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