BSJN vs. DEM
Compare and contrast key facts about Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) and WisdomTree Emerging Markets Equity Income Fund (DEM).
BSJN and DEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJN is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2023 Index. It was launched on Oct 7, 2015. DEM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets Equity income Index. It was launched on Jul 13, 2007. Both BSJN and DEM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJN or DEM.
Key characteristics
| BSJN | DEM |
|---|
Correlation
The correlation between BSJN and DEM is 0.49, 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.
Performance
BSJN vs. DEM - Performance Comparison
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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BSJN vs. DEM - Expense Ratio Comparison
BSJN has a 0.42% expense ratio, which is lower than DEM's 0.63% expense ratio.
Risk-Adjusted Performance
BSJN vs. DEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) and WisdomTree Emerging Markets Equity Income Fund (DEM). 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
BSJN vs. DEM - Dividend Comparison
BSJN has not paid dividends to shareholders, while DEM's dividend yield for the trailing twelve months is around 5.31%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSJN Invesco BulletShares 2023 High Yield Corporate Bond ETF | 0.61% | 4.80% | 4.16% | 3.60% | 4.67% | 5.38% | 5.58% | 4.97% | 4.72% | 1.05% | 0.00% | 0.00% |
DEM WisdomTree Emerging Markets Equity Income Fund | 5.31% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% | 5.51% | 4.10% |
Drawdowns
BSJN vs. DEM - Drawdown Comparison
Volatility
BSJN vs. DEM - Volatility Comparison
The current volatility for Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) is 0.00%, while WisdomTree Emerging Markets Equity Income Fund (DEM) has a volatility of 4.65%. This indicates that BSJN experiences smaller price fluctuations and is considered to be less risky than DEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.