BSJT vs. SJT

In the year-to-date period, BSJT achieves a 1.89% return, which is significantly lower than SJT's 63.97% return.

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

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.

The current BSJT Sharpe Ratio is 1.38, which is comparable to the SJT Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of BSJT and SJT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSJT's dividend yield for the trailing twelve months is around 6.90%, while SJT has not paid dividends to shareholders.

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.

The current volatility for Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) is 2.14%, while San Juan Basin Royalty Trust (SJT) has a volatility of 13.57%. 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.