BCUS vs. BSJO
Compare and contrast key facts about Bancreek U.S. Large Cap ETF (BCUS) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO).
BCUS and BSJO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BCUS is an actively managed fund by Bancreek. It was launched on Dec 20, 2023. 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: BCUS or BSJO.
Key characteristics
| BCUS | BSJO | |
|---|---|---|
| YTD Return | 19.47% | 4.26% |
| Daily Std Dev | 14.77% | 1.57% |
| Max Drawdown | -5.92% | -21.98% |
| Current Drawdown | -1.11% | 0.00% |
Correlation
The correlation between BCUS and BSJO is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BCUS vs. BSJO - Performance Comparison
In the year-to-date period, BCUS achieves a 19.47% return, which is significantly higher than BSJO's 4.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BCUS vs. BSJO - Expense Ratio Comparison
BCUS has a 0.70% expense ratio, which is higher than BSJO's 0.42% expense ratio.
Risk-Adjusted Performance
BCUS vs. BSJO - Risk-Adjusted Performance 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.
Not enough dataDividends
BCUS vs. BSJO - Dividend Comparison
BCUS's dividend yield for the trailing twelve months is around 0.12%, less than BSJO's 5.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
BCUS Bancreek U.S. Large Cap ETF | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 5.39% | 6.05% | 4.89% | 4.05% | 4.51% | 5.11% | 5.69% | 4.87% | 1.39% |
Drawdowns
BCUS vs. BSJO - Drawdown Comparison
The maximum BCUS drawdown since its inception was -5.92%, smaller than the maximum BSJO drawdown of -21.98%. Use the drawdown chart below to compare losses from any high point for BCUS and BSJO. For additional features, visit the drawdowns tool.
Volatility
BCUS vs. BSJO - Volatility Comparison
Bancreek U.S. Large Cap ETF (BCUS) has a higher volatility of 6.48% compared to Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) at 0.28%. This indicates that BCUS's price experiences larger fluctuations and is considered to be riskier than BSJO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.