BSJS vs. AVLV
Compare and contrast key facts about Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) and Avantis U.S. Large Cap Value ETF (AVLV).
BSJS and AVLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJS is a passively managed fund by Invesco that tracks the performance of the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index. It was launched on Sep 16, 2020. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021. Both BSJS and AVLV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJS or AVLV.
Key characteristics
| BSJS | AVLV | |
|---|---|---|
| YTD Return | 7.84% | 21.59% |
| 1Y Return | 13.72% | 34.95% |
| 3Y Return (Ann) | 1.85% | 10.56% |
| Sharpe Ratio | 2.68 | 2.72 |
| Sortino Ratio | 4.26 | 3.81 |
| Omega Ratio | 1.50 | 1.50 |
| Calmar Ratio | 1.61 | 4.12 |
| Martin Ratio | 22.51 | 15.51 |
| Ulcer Index | 0.59% | 2.25% |
| Daily Std Dev | 4.94% | 12.81% |
| Max Drawdown | -17.73% | -19.34% |
| Current Drawdown | -0.50% | -0.52% |
Correlation
The correlation between BSJS and AVLV is 0.64, 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.
Performance
BSJS vs. AVLV - Performance Comparison
In the year-to-date period, BSJS achieves a 7.84% return, which is significantly lower than AVLV's 21.59% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BSJS vs. AVLV - Expense Ratio Comparison
BSJS has a 0.42% expense ratio, which is higher than AVLV's 0.15% expense ratio.
Risk-Adjusted Performance
BSJS vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) and Avantis U.S. Large Cap Value ETF (AVLV). 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.
Dividends
BSJS vs. AVLV - Dividend Comparison
BSJS's dividend yield for the trailing twelve months is around 6.93%, more than AVLV's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 6.93% | 6.75% | 5.83% | 4.86% | 0.75% |
AVLV Avantis U.S. Large Cap Value ETF | 1.52% | 1.85% | 2.00% | 0.29% | 0.00% |
Drawdowns
BSJS vs. AVLV - Drawdown Comparison
The maximum BSJS drawdown since its inception was -17.73%, smaller than the maximum AVLV drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for BSJS and AVLV. For additional features, visit the drawdowns tool.
Volatility
BSJS vs. AVLV - Volatility Comparison
The current volatility for Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) is 1.64%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 4.52%. This indicates that BSJS experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.