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BSJO vs. LCTU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJO vs. LCTU - 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 BlackRock U.S. Carbon Transition Readiness ETF (LCTU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJO

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

LCTU

1D
0.50%
1M
4.95%
YTD
9.58%
6M
9.62%
1Y
26.22%
3Y*
21.43%
5Y*
12.48%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJO vs. LCTU - Yearly Performance Comparison


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Return for Risk

BSJO vs. LCTU — Risk / Return Rank

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

BSJO

LCTU
LCTU Risk / Return Rank: 6464
Overall Rank
LCTU Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
LCTU Sortino Ratio Rank: 6464
Sortino Ratio Rank
LCTU Omega Ratio Rank: 6565
Omega Ratio Rank
LCTU Calmar Ratio Rank: 5757
Calmar Ratio Rank
LCTU Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSJO vs. LCTU - 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 BlackRock U.S. Carbon Transition Readiness ETF (LCTU). 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.


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

BSJO vs. LCTU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJOLCTUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

Drawdowns

BSJO vs. LCTU - Drawdown Comparison

The maximum BSJO drawdown since its inception was 0.00%, smaller than the maximum LCTU drawdown of -25.93%. Use the drawdown chart below to compare losses from any high point for BSJO and LCTU.


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Drawdown Indicators


BSJOLCTUDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-25.93%

+25.93%

Max Drawdown (1Y)

Largest decline over 1 year

-9.38%

Max Drawdown (3Y)

Largest decline over 3 years

-19.83%

Max Drawdown (5Y)

Largest decline over 5 years

-25.93%

Current Drawdown

Current decline from peak

0.00%

-0.24%

+0.24%

Average Drawdown

Average peak-to-trough decline

0.00%

-6.31%

+6.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

Volatility

BSJO vs. LCTU - Volatility Comparison


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Volatility by Period


BSJOLCTUDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.01%

Volatility (6M)

Calculated over the trailing 6-month period

9.36%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

12.30%

-12.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

17.15%

-17.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

17.01%

-17.01%

BSJO vs. LCTU - Expense Ratio Comparison

BSJO has a 0.42% expense ratio, which is higher than LCTU's 0.15% expense ratio.


Dividends

BSJO vs. LCTU - Dividend Comparison

BSJO has not paid dividends to shareholders, while LCTU's dividend yield for the trailing twelve months is around 0.92%.


PositionTTM20252024202320222021
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%0.00%
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
0.92%1.02%1.27%1.46%1.63%2.20%

Frequently Asked Questions


On fees, LCTU is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LCTU is cheaper with a 0.15% expense ratio, compared with 0.42% for BSJO.

LCTU has the higher dividend yield at 0.92%, compared with 0.00% for BSJO.

BSJO is categorized as High Yield Bonds, while LCTU is ESG. They also come from different issuers: Invesco and BlackRock. Their fees differ too: 0.42% for BSJO and 0.15% for LCTU.

Portfolio Optimizer

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