AVLV vs. BSJS
Compare and contrast key facts about Avantis U.S. Large Cap Value ETF (AVLV) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS).
AVLV and BSJS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVLV is a passively managed fund by American Century that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021. BSJS is a passively managed fund by Invesco that tracks the performance of the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index. It was launched on Sep 16, 2020. Both AVLV and BSJS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AVLV vs. BSJS - Performance Comparison
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AVLV vs. BSJS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVLV Avantis U.S. Large Cap Value ETF | 6.69% | 15.12% | 17.49% | 17.43% | -5.53% | 5.92% |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 0.03% | 8.31% | 7.38% | 12.28% | -13.69% | 0.19% |
Returns By Period
In the year-to-date period, AVLV achieves a 6.69% return, which is significantly higher than BSJS's 0.03% return.
AVLV
- 1D
- 2.27%
- 1M
- -3.51%
- YTD
- 6.69%
- 6M
- 12.29%
- 1Y
- 25.26%
- 3Y*
- 18.27%
- 5Y*
- —
- 10Y*
- —
BSJS
- 1D
- 0.67%
- 1M
- -0.61%
- YTD
- 0.03%
- 6M
- 1.24%
- 1Y
- 6.78%
- 3Y*
- 7.99%
- 5Y*
- 3.15%
- 10Y*
- —
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AVLV vs. BSJS - Expense Ratio Comparison
AVLV has a 0.15% expense ratio, which is lower than BSJS's 0.42% expense ratio.
Return for Risk
AVLV vs. BSJS — Risk / Return Rank
AVLV
BSJS
AVLV vs. BSJS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Large Cap Value ETF (AVLV) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS). 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.
| AVLV | BSJS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.29 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.94 | 2.00 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.84 | +0.07 |
Martin ratioReturn relative to average drawdown | 9.18 | 11.71 | -2.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVLV | BSJS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.29 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.49 | +0.22 |
Correlation
The correlation between AVLV and BSJS is 0.61, 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.
Dividends
AVLV vs. BSJS - Dividend Comparison
AVLV's dividend yield for the trailing twelve months is around 1.21%, less than BSJS's 6.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AVLV Avantis U.S. Large Cap Value ETF | 1.21% | 1.33% | 1.58% | 1.85% | 2.00% | 0.29% | 0.00% |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 6.41% | 6.49% | 7.04% | 6.75% | 5.82% | 4.86% | 0.75% |
Drawdowns
AVLV vs. BSJS - Drawdown Comparison
The maximum AVLV drawdown since its inception was -19.50%, which is greater than BSJS's maximum drawdown of -17.73%. Use the drawdown chart below to compare losses from any high point for AVLV and BSJS.
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Drawdown Indicators
| AVLV | BSJS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.50% | -17.73% | -1.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.79% | -3.64% | -10.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.73% | — |
Current DrawdownCurrent decline from peak | -4.26% | -0.82% | -3.44% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -4.12% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 0.57% | +2.29% |
Volatility
AVLV vs. BSJS - Volatility Comparison
Avantis U.S. Large Cap Value ETF (AVLV) has a higher volatility of 4.85% compared to Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) at 1.51%. This indicates that AVLV's price experiences larger fluctuations and is considered to be riskier than BSJS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVLV | BSJS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 1.51% | +3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 2.02% | +7.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 5.27% | +13.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.55% | 7.40% | +10.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.55% | 7.24% | +10.31% |