Correlation
The correlation between AVIE and BSJO is 0.47, 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.
AVIE vs. BSJO
Compare and contrast key facts about Avantis Inflation Focused Equity ETF (AVIE) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO).
AVIE and BSJO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVIE is an actively managed fund by Avantis. It was launched on Sep 27, 2022. 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: AVIE or BSJO.
Performance
AVIE vs. BSJO - Performance Comparison
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Key characteristics
Returns By Period
AVIE
0.82%
0.19%
-7.37%
-1.80%
N/A
N/A
N/A
BSJO
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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AVIE vs. BSJO - Expense Ratio Comparison
AVIE has a 0.25% expense ratio, which is lower than BSJO's 0.42% expense ratio.
Risk-Adjusted Performance
AVIE vs. BSJO — Risk-Adjusted Performance Rank
AVIE
BSJO
AVIE vs. BSJO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) 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
AVIE vs. BSJO - Dividend Comparison
AVIE's dividend yield for the trailing twelve months is around 2.03%, while BSJO has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 2.03% | 1.89% | 3.72% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 2.85% | 5.38% | 6.05% | 4.89% | 4.05% | 4.51% | 5.11% | 5.69% | 4.69% | 1.39% |
Drawdowns
AVIE vs. BSJO - Drawdown Comparison
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Volatility
AVIE vs. BSJO - Volatility Comparison
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