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AVSU vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AVSU vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Responsible U.S. Equity ETF (AVSU) 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


AVSU

1D
-0.43%
1M
6.75%
YTD
14.85%
6M
15.47%
1Y
33.58%
3Y*
22.19%
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)

AVSU vs. BSJO - Yearly Performance Comparison


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Return for Risk

AVSU vs. BSJO — Risk / Return Rank

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

AVSU
AVSU Risk / Return Rank: 7575
Overall Rank
AVSU Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
AVSU Sortino Ratio Rank: 7979
Sortino Ratio Rank
AVSU Omega Ratio Rank: 7575
Omega Ratio Rank
AVSU Calmar Ratio Rank: 6868
Calmar Ratio Rank
AVSU Martin Ratio Rank: 7878
Martin Ratio Rank

BSJO
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.

AVSU vs. BSJO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) 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.


AVSUBSJODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.45

Calmar ratioReturn relative to maximum drawdown

3.35

Martin ratioReturn relative to average drawdown

15.23

AVSU vs. BSJO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AVSUBSJODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

Drawdowns

AVSU vs. BSJO - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AVSU and BSJO.


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Drawdown Indicators


AVSUBSJODifference

Max Drawdown

Largest peak-to-trough decline

-21.67%

0.00%

-21.67%

Max Drawdown (1Y)

Largest decline over 1 year

-10.06%

Max Drawdown (3Y)

Largest decline over 3 years

-20.16%

Current Drawdown

Current decline from peak

-0.43%

0.00%

-0.43%

Average Drawdown

Average peak-to-trough decline

-5.47%

0.00%

-5.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.21%

Volatility

AVSU vs. BSJO - Volatility Comparison


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Volatility by Period


AVSUBSJODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

Volatility (6M)

Calculated over the trailing 6-month period

10.32%

Volatility (1Y)

Calculated over the trailing 1-year period

13.39%

0.00%

+13.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.87%

0.00%

+17.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.87%

0.00%

+17.87%

AVSU vs. BSJO - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than BSJO's 0.42% expense ratio.


Dividends

AVSU vs. BSJO - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 0.87%, while BSJO has not paid dividends to shareholders.


PositionTTM2025202420232022
AVSU
Avantis Responsible U.S. Equity ETF
0.87%1.03%1.22%1.22%0.99%
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, AVSU is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AVSU is cheaper with a 0.15% expense ratio, compared with 0.42% for BSJO.

AVSU has the higher dividend yield at 0.87%, compared with 0.00% for BSJO.

AVSU is categorized as Large Cap Blend Equities, while BSJO is High Yield Bonds. AVSU tracks Russell 3000 Index, while BSJO tracks NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index. They also come from different issuers: Avantis and Invesco. Their fees differ too: 0.15% for AVSU and 0.42% for BSJO.

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