PortfoliosLab logoPortfoliosLab logo
BSCU vs. BSJT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BSCU vs. BSJT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

BSCU vs. BSJT - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
-0.09%8.24%3.12%8.66%-15.08%-1.71%
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
-0.64%7.63%8.01%13.59%-14.85%-0.52%

Returns By Period

In the year-to-date period, BSCU achieves a -0.09% return, which is significantly higher than BSJT's -0.64% return.


BSCU

1D
0.42%
1M
-1.31%
YTD
-0.09%
6M
1.16%
1Y
5.53%
3Y*
5.14%
5Y*
1.07%
10Y*

BSJT

1D
0.96%
1M
-0.48%
YTD
-0.64%
6M
0.74%
1Y
6.78%
3Y*
7.82%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BSCU vs. BSJT - Expense Ratio Comparison

BSCU has a 0.10% expense ratio, which is lower than BSJT's 0.42% expense ratio.


Return for Risk

BSCU vs. BSJT — Risk / Return Rank

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

BSCU
BSCU Risk / Return Rank: 8181
Overall Rank
BSCU Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
BSCU Sortino Ratio Rank: 8383
Sortino Ratio Rank
BSCU Omega Ratio Rank: 7676
Omega Ratio Rank
BSCU Calmar Ratio Rank: 8181
Calmar Ratio Rank
BSCU Martin Ratio Rank: 8383
Martin Ratio Rank

BSJT
BSJT Risk / Return Rank: 7171
Overall Rank
BSJT Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
BSJT Sortino Ratio Rank: 7171
Sortino Ratio Rank
BSJT Omega Ratio Rank: 7272
Omega Ratio Rank
BSJT Calmar Ratio Rank: 6464
Calmar Ratio Rank
BSJT Martin Ratio Rank: 7777
Martin Ratio Rank
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.

BSCU vs. BSJT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2030 Corporate Bond ETF (BSCU) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT). 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.


BSCUBSJTDifference

Sharpe ratio

Return per unit of total volatility

1.50

1.25

+0.25

Sortino ratio

Return per unit of downside risk

2.18

1.79

+0.38

Omega ratio

Gain probability vs. loss probability

1.29

1.27

+0.02

Calmar ratio

Return relative to maximum drawdown

2.30

1.61

+0.69

Martin ratio

Return relative to average drawdown

9.45

8.21

+1.24

BSCU vs. BSJT - Sharpe Ratio Comparison

The current BSCU Sharpe Ratio is 1.50, which is comparable to the BSJT Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of BSCU and BSJT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


BSCUBSJTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.50

1.25

+0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.28

-0.23

Correlation

The correlation between BSCU and BSJT is 0.53, 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

BSCU vs. BSJT - Dividend Comparison

BSCU's dividend yield for the trailing twelve months is around 4.63%, less than BSJT's 6.87% yield.


TTM202520242023202220212020
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
4.63%4.56%4.70%4.07%3.06%1.93%0.33%
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
6.87%6.77%6.65%6.42%5.45%1.20%0.00%

Drawdowns

BSCU vs. BSJT - Drawdown Comparison

The maximum BSCU drawdown since its inception was -22.34%, which is greater than BSJT's maximum drawdown of -19.62%. Use the drawdown chart below to compare losses from any high point for BSCU and BSJT.


Loading graphics...

Drawdown Indicators


BSCUBSJTDifference

Max Drawdown

Largest peak-to-trough decline

-22.34%

-19.62%

-2.72%

Max Drawdown (1Y)

Largest decline over 1 year

-2.39%

-4.15%

+1.76%

Max Drawdown (5Y)

Largest decline over 5 years

-21.74%

Current Drawdown

Current decline from peak

-1.31%

-1.35%

+0.04%

Average Drawdown

Average peak-to-trough decline

-8.26%

-5.65%

-2.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.58%

0.81%

-0.23%

Volatility

BSCU vs. BSJT - Volatility Comparison

The current volatility for Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is 1.40%, while Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) has a volatility of 1.81%. This indicates that BSCU experiences smaller price fluctuations and is considered to be less risky than BSJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


BSCUBSJTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.40%

1.81%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

2.02%

2.70%

-0.68%

Volatility (1Y)

Calculated over the trailing 1-year period

3.71%

5.45%

-1.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.66%

8.33%

-1.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.55%

8.33%

-1.78%