BSJO vs. EIFAX
BSJO (Invesco BulletShares 2024 High Yield Corporate Bond ETF) and EIFAX (Eaton Vance Floating-Rate Advantage Fund) are both funds - BSJO is a High Yield Bonds fund tracking the NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index, while EIFAX is a Bank Loan fund managed by Eaton Vance. BSJO charges 0.42%/yr vs 0.47%/yr for EIFAX.
Performance
BSJO vs. EIFAX - Performance Comparison
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Returns By Period
BSJO
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
EIFAX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.62%
- YTD
- 0.51%
- 1Y
- 2.27%
- 3Y*
- 5.92%
- 5Y*
- 4.82%
- 10Y*
- 4.88%
- ALL TIME*
- 5.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 |
BSJO vs. EIFAX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 0.00% |
EIFAX Eaton Vance Floating-Rate Advantage Fund | 1.26% |
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Return for Risk
BSJO vs. EIFAX — Risk / Return Rank
BSJO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EIFAX
BSJO vs. EIFAX - 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 Eaton Vance Floating-Rate Advantage Fund (EIFAX). 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.
| BSJO | EIFAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.95 | — |
| Martin ratioReturn relative to average drawdown | — | 2.85 | — |
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Drawdowns
BSJO vs. EIFAX - Drawdown Comparison
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Drawdown Indicators
| BSJO | EIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -40.28% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.29% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -3.43% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -7.63% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.22% | — |
Current DrawdownCurrent decline from peak | — | -0.21% | — |
Average DrawdownAverage peak-to-trough decline | — | -2.25% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.76% | — |
Volatility
BSJO vs. EIFAX - Volatility Comparison
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Volatility by Period
| BSJO | EIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.22% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.92% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 2.52% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 3.15% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 4.45% | — |
BSJO vs. EIFAX - Expense Ratio Comparison
BSJO has a 0.42% expense ratio, which is lower than EIFAX's 0.47% expense ratio.
Dividends
BSJO vs. EIFAX - Dividend Comparison
BSJO has not paid dividends to shareholders, while EIFAX's dividend yield for the trailing twelve months is around 6.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
EIFAX Eaton Vance Floating-Rate Advantage Fund | 6.86% | 8.09% | 8.91% | 7.02% | 5.92% | 4.03% | 4.51% | 5.58% | 5.10% | 4.46% | 5.02% | 5.29% |
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