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AVIE vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AVIE vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Inflation Focused Equity ETF (AVIE) 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


AVIE

1D
0.62%
1M
-1.83%
YTD
12.27%
6M
12.05%
1Y
21.85%
3Y*
12.88%
5Y*
10Y*

BSJO

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVIE vs. BSJO - Yearly Performance Comparison


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Return for Risk

AVIE vs. BSJO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVIE
AVIE Risk / Return Rank: 7474
Overall Rank
AVIE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
AVIE Sortino Ratio Rank: 7474
Sortino Ratio Rank
AVIE Omega Ratio Rank: 6767
Omega Ratio Rank
AVIE Calmar Ratio Rank: 8484
Calmar Ratio Rank
AVIE Martin Ratio Rank: 7474
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) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVIE vs. BSJO - Risk-Adjusted Trends 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.

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.


AVIEBSJODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.39

Calmar ratioReturn relative to maximum drawdown

4.42

Martin ratioReturn relative to average drawdown

13.43

AVIE vs. BSJO - Sharpe Ratio Comparison


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Drawdowns

AVIE vs. BSJO - Drawdown Comparison

The maximum AVIE drawdown since its inception was -12.39%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AVIE and BSJO.


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Drawdown Indicators


AVIEBSJODifference

Max Drawdown

Largest peak-to-trough decline

-12.39%

0.00%

-12.39%

Max Drawdown (1Y)

Largest decline over 1 year

-4.97%

Max Drawdown (3Y)

Largest decline over 3 years

-12.39%

Current Drawdown

Current decline from peak

-2.39%

0.00%

-2.39%

Average Drawdown

Average peak-to-trough decline

-3.00%

0.00%

-3.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

Volatility

AVIE vs. BSJO - Volatility Comparison


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Volatility by Period


AVIEBSJODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

Volatility (6M)

Calculated over the trailing 6-month period

7.03%

Volatility (1Y)

Calculated over the trailing 1-year period

9.97%

0.00%

+9.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.90%

0.00%

+12.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.90%

0.00%

+12.90%

AVIE vs. BSJO - Expense Ratio Comparison

AVIE has a 0.25% expense ratio, which is lower than BSJO's 0.42% expense ratio.


Dividends

AVIE vs. BSJO - Dividend Comparison

AVIE's dividend yield for the trailing twelve months is around 1.89%, while BSJO has not paid dividends to shareholders.


PositionTTM2025202420232022
AVIE
Avantis Inflation Focused Equity ETF
1.89%1.75%1.89%3.72%0.39%
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, AVIE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AVIE is cheaper with a 0.25% expense ratio, compared with 0.42% for BSJO.

AVIE has the higher dividend yield at 1.89%, compared with 0.00% for BSJO.

AVIE is categorized as Large Cap Blend Equities, while BSJO is High Yield Bonds. They also come from different issuers: Avantis and Invesco. Their fees differ too: 0.25% for AVIE and 0.42% for BSJO.

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