BSCN vs. WOBDX
Compare and contrast key facts about Invesco BulletShares 2023 Corporate Bond ETF (BSCN) and JPMorgan Core Bond Fund (WOBDX).
BSCN is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2023 TR Index. It was launched on Sep 17, 2014. WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCN or WOBDX.
Correlation
The correlation between BSCN and WOBDX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BSCN vs. WOBDX - Performance Comparison
Key characteristics
Returns By Period
BSCN
N/A
N/A
N/A
N/A
N/A
N/A
WOBDX
2.85%
0.10%
2.07%
7.63%
-0.50%
1.41%
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BSCN vs. WOBDX - Expense Ratio Comparison
BSCN has a 0.10% expense ratio, which is lower than WOBDX's 0.50% expense ratio.
Risk-Adjusted Performance
BSCN vs. WOBDX — Risk-Adjusted Performance Rank
BSCN
WOBDX
BSCN vs. WOBDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2023 Corporate Bond ETF (BSCN) and JPMorgan Core Bond Fund (WOBDX). 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.
Dividends
BSCN vs. WOBDX - Dividend Comparison
BSCN has not paid dividends to shareholders, while WOBDX's dividend yield for the trailing twelve months is around 3.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCN Invesco BulletShares 2023 Corporate Bond ETF | 0.00% | 0.00% | 3.69% | 1.51% | 1.56% | 2.36% | 2.92% | 2.88% | 2.67% | 2.88% | 2.88% | 0.72% |
WOBDX JPMorgan Core Bond Fund | 3.58% | 3.96% | 3.49% | 2.68% | 2.07% | 2.36% | 2.77% | 2.80% | 2.66% | 2.47% | 2.34% | 2.53% |
Drawdowns
BSCN vs. WOBDX - Drawdown Comparison
Volatility
BSCN vs. WOBDX - Volatility Comparison
The current volatility for Invesco BulletShares 2023 Corporate Bond ETF (BSCN) is 0.00%, while JPMorgan Core Bond Fund (WOBDX) has a volatility of 2.11%. This indicates that BSCN experiences smaller price fluctuations and is considered to be less risky than WOBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.