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BSJO vs. AESR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJO vs. AESR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) and Anfield U.S. Equity Sector Rotation ETF (AESR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJO

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

AESR

1D
0.10%
1M
-2.60%
6M
10.93%
YTD
14.91%
1Y
26.05%
3Y*
22.31%
5Y*
13.23%
10Y*
ALL TIME*
15.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$621.56K$632.25K$1.84M

BSJO vs. AESR - Yearly Performance Comparison


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Return for Risk

BSJO vs. AESR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BSJO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


AESR
AESR Risk / Return Rank: 5757
Overall Rank
AESR Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AESR Sortino Ratio Rank: 4747
Sortino Ratio Rank
AESR Omega Ratio Rank: 4848
Omega Ratio Rank
AESR Calmar Ratio Rank: 7070
Calmar Ratio Rank
AESR Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BSJO vs. AESR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) and Anfield U.S. Equity Sector Rotation ETF (AESR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BSJOAESRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.22

Calmar ratioReturn relative to maximum drawdown

2.41

Martin ratioReturn relative to average drawdown

8.36

BSJO vs. AESR - Sharpe Ratio Comparison


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Drawdowns

BSJO vs. AESR - Drawdown Comparison


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Drawdown Indicators


BSJOAESRDifference

Max Drawdown

Largest peak-to-trough decline

-31.06%

Max Drawdown (1Y)

Largest decline over 1 year

-9.82%

Max Drawdown (3Y)

Largest decline over 3 years

-19.85%

Max Drawdown (5Y)

Largest decline over 5 years

-25.04%

Current Drawdown

Current decline from peak

-6.39%

Average Drawdown

Average peak-to-trough decline

-5.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

Volatility

BSJO vs. AESR - Volatility Comparison


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Volatility by Period


BSJOAESRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.50%

Volatility (6M)

Calculated over the trailing 6-month period

16.42%

Volatility (1Y)

Calculated over the trailing 1-year period

19.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.66%

BSJO vs. AESR - Expense Ratio Comparison

BSJO has a 0.42% expense ratio, which is lower than AESR's 1.46% expense ratio.


Dividends

BSJO vs. AESR - Dividend Comparison

BSJO has not paid dividends to shareholders, while AESR's dividend yield for the trailing twelve months is around 20.03%.


PositionTTM2025202420232022202120202019
AESR
Anfield U.S. Equity Sector Rotation ETF
20.03%23.02%0.17%0.33%0.73%6.59%1.06%0.33%
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, BSJO is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSJO is cheaper with a 0.42% expense ratio, compared with 1.46% for AESR.

AESR has the higher dividend yield at 20.03%, compared with 0.00% for BSJO.

BSJO is categorized as High Yield Bonds, while AESR is Large Cap Growth Equities. They also come from different issuers: Invesco and Regents Park. Their fees differ too: 0.42% for BSJO and 1.46% for AESR.

Portfolio Optimizer

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