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BSJN vs. IDV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BSJN and IDV is 0.50, 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.


-0.50.00.51.00.5

Performance

BSJN vs. IDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) and iShares International Select Dividend ETF (IDV). The values are adjusted to include any dividend payments, if applicable.

40.00%50.00%60.00%70.00%JulyAugustSeptemberOctoberNovemberDecember
37.75%
54.20%
BSJN
IDV

Key characteristics

Returns By Period


BSJN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IDV

YTD

2.67%

1M

-3.66%

6M

0.26%

1Y

4.24%

5Y*

2.41%

10Y*

3.51%

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BSJN vs. IDV - Expense Ratio Comparison

BSJN has a 0.42% expense ratio, which is lower than IDV's 0.49% expense ratio.


IDV
iShares International Select Dividend ETF
Expense ratio chart for IDV: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%
Expense ratio chart for BSJN: current value at 0.42% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.42%

Risk-Adjusted Performance

BSJN vs. IDV - 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 iShares International Select Dividend ETF (IDV). 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.


Sharpe ratio
No data
The chart of Calmar ratio for BSJN, currently valued at 0.00, compared to the broader market0.005.0010.0015.000.000.52
BSJN
IDV


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-1.00
0.40
BSJN
IDV

Dividends

BSJN vs. IDV - Dividend Comparison

BSJN has not paid dividends to shareholders, while IDV's dividend yield for the trailing twelve months is around 7.92%.


TTM20232022202120202019201820172016201520142013
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
0.00%4.80%4.16%3.60%4.67%5.38%5.58%4.97%4.72%1.05%0.00%0.00%
IDV
iShares International Select Dividend ETF
7.92%6.51%7.33%5.78%5.47%5.15%5.93%4.53%4.70%5.08%6.03%4.48%

Drawdowns

BSJN vs. IDV - Drawdown Comparison


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.19%
-10.05%
BSJN
IDV

Volatility

BSJN vs. IDV - Volatility Comparison

The current volatility for Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) is 0.00%, while iShares International Select Dividend ETF (IDV) has a volatility of 3.42%. This indicates that BSJN experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%JulyAugustSeptemberOctoberNovemberDecember0
3.42%
BSJN
IDV
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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