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BSJR vs. BSJS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BSJR and BSJS is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

BSJR vs. BSJS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS). The values are adjusted to include any dividend payments, if applicable.

-1.00%0.00%1.00%2.00%3.00%4.00%5.00%AugustSeptemberOctoberNovemberDecember2025
3.92%
4.14%
BSJR
BSJS

Key characteristics

Sharpe Ratio

BSJR:

2.40

BSJS:

1.93

Sortino Ratio

BSJR:

3.56

BSJS:

2.94

Omega Ratio

BSJR:

1.45

BSJS:

1.34

Calmar Ratio

BSJR:

4.21

BSJS:

2.61

Martin Ratio

BSJR:

18.89

BSJS:

16.01

Ulcer Index

BSJR:

0.43%

BSJS:

0.58%

Daily Std Dev

BSJR:

3.39%

BSJS:

4.84%

Max Drawdown

BSJR:

-22.58%

BSJS:

-17.73%

Current Drawdown

BSJR:

-0.40%

BSJS:

-0.36%

Returns By Period

In the year-to-date period, BSJR achieves a 0.67% return, which is significantly lower than BSJS's 1.29% return.


BSJR

YTD

0.67%

1M

0.65%

6M

3.93%

1Y

7.92%

5Y*

3.12%

10Y*

N/A

BSJS

YTD

1.29%

1M

1.06%

6M

4.14%

1Y

9.16%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


BSJR vs. BSJS - Expense Ratio Comparison

Both BSJR and BSJS have an expense ratio of 0.42%.


BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
Expense ratio chart for BSJR: 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 BSJS: 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

BSJR vs. BSJS — Risk-Adjusted Performance Rank

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

BSJR
The Risk-Adjusted Performance Rank of BSJR is 9191
Overall Rank
The Sharpe Ratio Rank of BSJR is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJR is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BSJR is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BSJR is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BSJR is 9393
Martin Ratio Rank

BSJS
The Risk-Adjusted Performance Rank of BSJS is 7878
Overall Rank
The Sharpe Ratio Rank of BSJS is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJS is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BSJS is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BSJS is 7272
Calmar Ratio Rank
The Martin Ratio Rank of BSJS is 9090
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.

BSJR vs. BSJS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS). 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
The chart of Sharpe ratio for BSJR, currently valued at 2.40, compared to the broader market0.002.004.002.401.93
The chart of Sortino ratio for BSJR, currently valued at 3.56, compared to the broader market0.005.0010.003.562.94
The chart of Omega ratio for BSJR, currently valued at 1.45, compared to the broader market1.002.003.001.451.34
The chart of Calmar ratio for BSJR, currently valued at 4.21, compared to the broader market0.005.0010.0015.0020.004.212.61
The chart of Martin ratio for BSJR, currently valued at 18.89, compared to the broader market0.0020.0040.0060.0080.00100.0018.8916.01
BSJR
BSJS

The current BSJR Sharpe Ratio is 2.40, which is comparable to the BSJS Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of BSJR and BSJS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
2.40
1.93
BSJR
BSJS

Dividends

BSJR vs. BSJS - Dividend Comparison

BSJR's dividend yield for the trailing twelve months is around 6.18%, less than BSJS's 6.43% yield.


TTM202420232022202120202019
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
6.18%6.75%6.49%5.38%4.50%4.53%1.20%
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
6.43%7.04%6.75%5.83%4.86%0.75%0.00%

Drawdowns

BSJR vs. BSJS - Drawdown Comparison

The maximum BSJR drawdown since its inception was -22.58%, which is greater than BSJS's maximum drawdown of -17.73%. Use the drawdown chart below to compare losses from any high point for BSJR and BSJS. For additional features, visit the drawdowns tool.


-1.50%-1.00%-0.50%0.00%AugustSeptemberOctoberNovemberDecember2025
-0.40%
-0.36%
BSJR
BSJS

Volatility

BSJR vs. BSJS - Volatility Comparison

The current volatility for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is 1.40%, while Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) has a volatility of 2.10%. This indicates that BSJR experiences smaller price fluctuations and is considered to be less risky than BSJS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.50%1.00%1.50%2.00%AugustSeptemberOctoberNovemberDecember2025
1.40%
2.10%
BSJR
BSJS
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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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