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BSJU vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJU vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJU

1D
-0.43%
1M
-0.34%
YTD
1.21%
6M
1.59%
1Y
6.80%
3Y*
8.46%
5Y*
10Y*

BSJO

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJU vs. BSJO - Yearly Performance Comparison


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Return for Risk

BSJU vs. BSJO — Risk / Return Rank

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

BSJU
BSJU Risk / Return Rank: 6060
Overall Rank
BSJU Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
BSJU Sortino Ratio Rank: 5959
Sortino Ratio Rank
BSJU Omega Ratio Rank: 5858
Omega Ratio Rank
BSJU Calmar Ratio Rank: 5757
Calmar Ratio Rank
BSJU Martin Ratio Rank: 7171
Martin Ratio Rank

BSJO
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.

BSJU vs. BSJO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). 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.


BSJUBSJODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.70

Martin ratioReturn relative to average drawdown

12.57

BSJU vs. BSJO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJUBSJODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

Drawdowns

BSJU vs. BSJO - Drawdown Comparison

The maximum BSJU drawdown since its inception was -7.51%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSJU and BSJO.


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Drawdown Indicators


BSJUBSJODifference

Max Drawdown

Largest peak-to-trough decline

-7.51%

0.00%

-7.51%

Max Drawdown (1Y)

Largest decline over 1 year

-2.53%

Max Drawdown (3Y)

Largest decline over 3 years

-5.12%

Current Drawdown

Current decline from peak

-0.68%

0.00%

-0.68%

Average Drawdown

Average peak-to-trough decline

-1.08%

0.00%

-1.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.54%

Volatility

BSJU vs. BSJO - Volatility Comparison


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Volatility by Period


BSJUBSJODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.28%

Volatility (6M)

Calculated over the trailing 6-month period

3.09%

Volatility (1Y)

Calculated over the trailing 1-year period

3.92%

0.00%

+3.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.90%

0.00%

+7.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.90%

0.00%

+7.90%

BSJU vs. BSJO - Expense Ratio Comparison

Both BSJU and BSJO have an expense ratio of 0.42%.


Dividends

BSJU vs. BSJO - Dividend Comparison

BSJU's dividend yield for the trailing twelve months is around 6.66%, while BSJO has not paid dividends to shareholders.


PositionTTM2025202420232022
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%
BSJU
Invesco Bulletshares 2030 High Yield Corporate Bond ETF
6.66%6.52%7.08%6.74%2.38%

Frequently Asked Questions


Both ETFs have the same 0.42% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BSJU and BSJO have the same expense ratio: 0.42% per year.

BSJU has the higher dividend yield at 6.66%, compared with 0.00% for BSJO.

BSJU tracks Invesco BulletShares High Yield Corporate Bond 2030 Index, while BSJO tracks NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index.

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