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

Correlation

The correlation between BSJN and VWEAX is 0.43, 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.


-0.50.00.51.00.4

Performance

BSJN vs. VWEAX - 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 Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX). The values are adjusted to include any dividend payments, if applicable.

0.00%1.00%2.00%3.00%4.00%AugustSeptemberOctoberNovemberDecember20250
3.73%
BSJN
VWEAX

Key characteristics

Returns By Period


BSJN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VWEAX

YTD

0.55%

1M

0.70%

6M

3.93%

1Y

8.19%

5Y*

3.51%

10Y*

4.68%

*Annualized

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


BSJN vs. VWEAX - Expense Ratio Comparison

BSJN has a 0.42% expense ratio, which is higher than VWEAX's 0.13% expense ratio.


BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
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%
Expense ratio chart for VWEAX: current value at 0.13% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.13%

Risk-Adjusted Performance

BSJN vs. VWEAX — Risk-Adjusted Performance Rank

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

BSJN

VWEAX
The Risk-Adjusted Performance Rank of VWEAX is 9393
Overall Rank
The Sharpe Ratio Rank of VWEAX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of VWEAX is 9393
Sortino Ratio Rank
The Omega Ratio Rank of VWEAX is 9393
Omega Ratio Rank
The Calmar Ratio Rank of VWEAX is 9494
Calmar Ratio Rank
The Martin Ratio Rank of VWEAX is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BSJN vs. VWEAX - 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 Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX). 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 market0.005.0010.0015.0020.000.004.41
BSJN
VWEAX


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
-1.00
2.58
BSJN
VWEAX

Dividends

BSJN vs. VWEAX - Dividend Comparison

BSJN has not paid dividends to shareholders, while VWEAX's dividend yield for the trailing twelve months is around 6.15%.


TTM20242023202220212020201920182017201620152014
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
0.00%0.00%4.80%4.16%3.60%4.67%5.38%5.58%4.97%4.72%1.05%0.00%
VWEAX
Vanguard High-Yield Corporate Fund Admiral Shares
6.15%6.18%5.79%5.20%4.24%4.72%5.32%6.10%5.42%5.49%5.99%5.71%

Drawdowns

BSJN vs. VWEAX - Drawdown Comparison


-1.20%-1.00%-0.80%-0.60%-0.40%-0.20%0.00%AugustSeptemberOctoberNovemberDecember2025
-0.19%
-0.21%
BSJN
VWEAX

Volatility

BSJN vs. VWEAX - Volatility Comparison

The current volatility for Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) is 0.00%, while Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) has a volatility of 1.10%. This indicates that BSJN experiences smaller price fluctuations and is considered to be less risky than VWEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%AugustSeptemberOctoberNovemberDecember20250
1.10%
BSJN
VWEAX
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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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