BSJT vs. SJT
Compare and contrast key facts about Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) and San Juan Basin Royalty Trust (SJT).
BSJT is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares High Yield Corporate Bond 2029 Index. It was launched on Sep 15, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJT or SJT.
Correlation
The correlation between BSJT and SJT is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BSJT vs. SJT - Performance Comparison
Key characteristics
BSJT:
1.89
SJT:
0.30
BSJT:
2.71
SJT:
0.80
BSJT:
1.35
SJT:
1.09
BSJT:
2.30
SJT:
0.18
BSJT:
13.15
SJT:
0.50
BSJT:
0.72%
SJT:
27.21%
BSJT:
5.04%
SJT:
46.18%
BSJT:
-19.52%
SJT:
-92.83%
BSJT:
-0.05%
SJT:
-62.26%
Returns By Period
In the year-to-date period, BSJT achieves a 1.65% return, which is significantly lower than SJT's 40.99% return.
BSJT
1.65%
0.54%
3.25%
9.62%
N/A
N/A
SJT
40.99%
21.62%
44.77%
13.22%
28.05%
-2.36%
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Risk-Adjusted Performance
BSJT vs. SJT — Risk-Adjusted Performance Rank
BSJT
SJT
BSJT vs. SJT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) and San Juan Basin Royalty Trust (SJT). 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
BSJT vs. SJT - Dividend Comparison
BSJT's dividend yield for the trailing twelve months is around 6.12%, more than SJT's 1.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | 6.12% | 6.66% | 6.42% | 5.45% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SJT San Juan Basin Royalty Trust | 1.75% | 2.89% | 21.81% | 14.58% | 12.67% | 5.96% | 6.83% | 8.04% | 10.19% | 4.51% | 8.81% | 9.01% |
Drawdowns
BSJT vs. SJT - Drawdown Comparison
The maximum BSJT drawdown since its inception was -19.52%, smaller than the maximum SJT drawdown of -92.83%. Use the drawdown chart below to compare losses from any high point for BSJT and SJT. For additional features, visit the drawdowns tool.
Volatility
BSJT vs. SJT - Volatility Comparison
The current volatility for Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) is 1.11%, while San Juan Basin Royalty Trust (SJT) has a volatility of 18.78%. This indicates that BSJT experiences smaller price fluctuations and is considered to be less risky than SJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.