AESR vs. BSJO
Compare and contrast key facts about Anfield U.S. Equity Sector Rotation ETF (AESR) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO).
AESR and BSJO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AESR is an actively managed fund by Regents Park Funds. It was launched on Dec 17, 2019. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AESR or BSJO.
Correlation
The correlation between AESR and BSJO is 0.63, 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
AESR vs. BSJO - Performance Comparison
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Key characteristics
Returns By Period
AESR
4.61%
15.09%
4.68%
14.99%
15.94%
N/A
BSJO
N/A
N/A
N/A
N/A
N/A
N/A
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AESR vs. BSJO - Expense Ratio Comparison
AESR has a 1.46% expense ratio, which is higher than BSJO's 0.42% expense ratio.
Risk-Adjusted Performance
AESR vs. BSJO — Risk-Adjusted Performance Rank
AESR
BSJO
AESR vs. BSJO - Risk-Adjusted Performance 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.
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Dividends
AESR vs. BSJO - Dividend Comparison
AESR's dividend yield for the trailing twelve months is around 0.17%, while BSJO has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 0.17% | 0.17% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% | 0.00% | 0.00% | 0.00% |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 3.36% | 5.38% | 6.05% | 4.89% | 4.05% | 4.51% | 5.11% | 5.69% | 4.69% | 1.39% |
Drawdowns
AESR vs. BSJO - Drawdown Comparison
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Volatility
AESR vs. BSJO - Volatility Comparison
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