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BCUS vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BCUS vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bancreek U.S. Large Cap ETF (BCUS) 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


BCUS

1D
0.34%
1M
6.49%
YTD
15.74%
6M
15.07%
1Y
22.98%
3Y*
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)

BCUS vs. BSJO - Yearly Performance Comparison


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Return for Risk

BCUS vs. BSJO — Risk / Return Rank

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

BCUS
BCUS Risk / Return Rank: 4848
Overall Rank
BCUS Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
BCUS Sortino Ratio Rank: 4848
Sortino Ratio Rank
BCUS Omega Ratio Rank: 4646
Omega Ratio Rank
BCUS Calmar Ratio Rank: 4949
Calmar Ratio Rank
BCUS Martin Ratio Rank: 5454
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.

BCUS vs. BSJO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bancreek U.S. Large Cap ETF (BCUS) 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.


BCUSBSJODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.28

Calmar ratioReturn relative to maximum drawdown

2.35

Martin ratioReturn relative to average drawdown

9.23

BCUS vs. BSJO - Sharpe Ratio Comparison


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Drawdowns

BCUS vs. BSJO - Drawdown Comparison

The maximum BCUS drawdown since its inception was -18.14%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BCUS and BSJO.


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Drawdown Indicators


BCUSBSJODifference

Max Drawdown

Largest peak-to-trough decline

-18.14%

0.00%

-18.14%

Max Drawdown (1Y)

Largest decline over 1 year

-9.81%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-2.88%

0.00%

-2.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.50%

Volatility

BCUS vs. BSJO - Volatility Comparison


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Volatility by Period


BCUSBSJODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.25%

Volatility (6M)

Calculated over the trailing 6-month period

13.23%

Volatility (1Y)

Calculated over the trailing 1-year period

15.24%

0.00%

+15.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.43%

0.00%

+16.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.43%

0.00%

+16.43%

BCUS vs. BSJO - Expense Ratio Comparison

BCUS has a 0.70% expense ratio, which is higher than BSJO's 0.42% expense ratio.


Dividends

BCUS vs. BSJO - Dividend Comparison

BCUS's dividend yield for the trailing twelve months is around 0.31%, while BSJO has not paid dividends to shareholders.


PositionTTM20252024
BCUS
Bancreek U.S. Large Cap ETF
0.31%0.49%0.23%
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%

Frequently Asked Questions


On fees, BSJO is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSJO is cheaper with a 0.42% expense ratio, compared with 0.70% for BCUS.

BCUS has the higher dividend yield at 0.31%, compared with 0.00% for BSJO.

BCUS is categorized as Large Cap Blend Equities, while BSJO is High Yield Bonds. They also come from different issuers: Bancreek and Invesco. Their fees differ too: 0.70% for BCUS and 0.42% for BSJO.

Portfolio Optimizer

Find the right allocation for BCUS and BSJO

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