BSCU vs. BSJT
BSCU (Invesco BulletShares 2030 Corporate Bond ETF) and BSJT (Invesco BulletShares 2029 High Yield Corporate Bond ETF) are both exchange-traded funds - BSCU is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2030 Index, while BSJT is a High Yield Bonds fund tracking the Invesco BulletShares High Yield Corporate Bond 2029 Index. Both are passively managed. Over the past 3 years, BSCU returned 5.57%/yr vs 8.62%/yr for BSJT. A 0.54 correlation means they provide meaningful diversification when combined. BSCU charges 0.10%/yr vs 0.42%/yr for BSJT.
Performance
BSCU vs. BSJT - Performance Comparison
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Returns By Period
In the year-to-date period, BSCU achieves a 0.35% return, which is significantly lower than BSJT's 1.33% return.
BSCU
- 1D
- 0.03%
- 1M
- 0.12%
- YTD
- 0.35%
- 6M
- 0.73%
- 1Y
- 4.59%
- 3Y*
- 5.57%
- 5Y*
- 0.85%
- 10Y*
- —
BSJT
- 1D
- 0.12%
- 1M
- 0.47%
- YTD
- 1.33%
- 6M
- 1.89%
- 1Y
- 6.65%
- 3Y*
- 8.62%
- 5Y*
- —
- 10Y*
- —
BSCU vs. BSJT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BSCU Invesco BulletShares 2030 Corporate Bond ETF | 0.35% | 8.24% | 3.12% | 8.66% | -15.08% | -1.71% |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | 1.33% | 7.63% | 8.01% | 13.59% | -14.85% | -0.52% |
Correlation
The correlation between BSCU and BSJT is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2021 | 0.54 |
The correlation between BSCU and BSJT has been stable across timeframes, ranging from 0.54 to 0.56 - a consistent structural relationship.
BSCU vs. BSJT - Sectors Allocation Comparison
Sectors
BSCU
BSJT
Healthcare
Financial Services
Technology
Consumer Cyclical
Energy
Consumer Defensive
Industrials
Utilities
Real Estate
Communication Services
Basic Materials
Healthcare
BSCU
BSJT
Financial Services
BSCU
BSJT
Technology
BSCU
BSJT
Consumer Cyclical
BSCU
BSJT
Energy
BSCU
BSJT
Consumer Defensive
BSCU
BSJT
Industrials
BSCU
BSJT
Utilities
BSCU
BSJT
Real Estate
BSCU
BSJT
Communication Services
BSCU
BSJT
Basic Materials
BSCU
BSJT
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Return for Risk
BSCU vs. BSJT — Risk / Return Rank
BSCU
BSJT
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.
| BSCU | BSJT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.33 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.70 | -0.48 |
| Martin ratioReturn relative to average drawdown | 7.62 | 11.54 | -3.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSCU | BSJT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.81 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.33 | -0.27 |
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.
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Drawdown Indicators
| BSCU | BSJT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -19.62% | -2.72% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -2.47% | +0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -5.66% | -5.59% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -21.74% | — | — |
Current DrawdownCurrent decline from peak | -0.88% | -0.02% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -5.44% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 0.58% | +0.03% |
Volatility
BSCU vs. BSJT - Volatility Comparison
The current volatility for Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is 0.85%, while Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) has a volatility of 0.96%. 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.
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Volatility by Period
| BSCU | BSJT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 0.96% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.11% | 2.62% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.97% | 3.68% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.61% | 8.20% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.47% | 8.20% | -1.73% |
BSCU vs. BSJT - Expense Ratio Comparison
BSCU has a 0.10% expense ratio, which is lower than BSJT's 0.42% expense ratio.
Dividends
BSCU vs. BSJT - Dividend Comparison
BSCU's dividend yield for the trailing twelve months is around 4.62%, less than BSJT's 6.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BSCU Invesco BulletShares 2030 Corporate Bond ETF | 4.62% | 4.56% | 4.70% | 4.07% | 3.06% | 1.93% | 0.33% |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | 6.75% | 6.77% | 6.65% | 6.42% | 5.45% | 1.20% | 0.00% |
Frequently Asked Questions
BSCU and BSJT have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSJT has higher volatility (0.96%) compared to BSCU (0.85%). In terms of maximum drawdown, BSCU dropped -22.34% vs BSJT's -19.62%.
On 3-year performance, BSJT leads with 8.62% vs 5.57% for BSCU. On fees, BSCU is cheaper at 0.10% per year. On volatility, BSCU has been the lower-risk option at 0.85%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BSJT has performed better with a 8.62% return vs 5.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCU is cheaper with a 0.10% expense ratio, compared with 0.42% for BSJT.
BSJT has the higher dividend yield at 6.75%, compared with 4.62% for BSCU.
BSCU is categorized as Corporate Bonds, while BSJT is High Yield Bonds. BSCU tracks NASDAQ BulletShares USD Corporate Bond 2030 Index, while BSJT tracks Invesco BulletShares High Yield Corporate Bond 2029 Index. Their fees differ too: 0.10% for BSCU and 0.42% for BSJT.
BSJT currently has the higher Sharpe Ratio (1.81 vs 1.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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