APUE vs. BSJO
Compare and contrast key facts about ActivePassive U.S. Equity ETF (APUE) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO).
APUE and BSJO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APUE is an actively managed fund by ActivePassive. It was launched on May 2, 2023. 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: APUE or BSJO.
Correlation
The correlation between APUE and BSJO is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
APUE vs. BSJO - Performance Comparison
Key characteristics
Returns By Period
APUE
3.76%
0.66%
9.37%
23.01%
N/A
N/A
BSJO
N/A
N/A
N/A
N/A
N/A
N/A
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APUE vs. BSJO - Expense Ratio Comparison
APUE has a 0.33% expense ratio, which is lower than BSJO's 0.42% expense ratio.
Risk-Adjusted Performance
APUE vs. BSJO — Risk-Adjusted Performance Rank
APUE
BSJO
APUE vs. BSJO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ActivePassive U.S. Equity ETF (APUE) 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
APUE vs. BSJO - Dividend Comparison
APUE's dividend yield for the trailing twelve months is around 0.76%, while BSJO has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
APUE ActivePassive U.S. Equity ETF | 0.76% | 0.79% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 4.37% | 5.38% | 6.05% | 4.89% | 4.05% | 4.51% | 5.11% | 5.69% | 4.69% | 1.39% |
Drawdowns
APUE vs. BSJO - Drawdown Comparison
Volatility
APUE vs. BSJO - Volatility Comparison
ActivePassive U.S. Equity ETF (APUE) has a higher volatility of 3.00% compared to Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) at 0.00%. This indicates that APUE'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.