BSJU vs. BSJP
Compare and contrast key facts about Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
BSJU and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJU is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares High Yield Corporate Bond 2030 Index. It was launched on Sep 6, 2022. BSJP is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index. It was launched on Sep 27, 2017. Both BSJU and BSJP 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: BSJU or BSJP.
Key characteristics
| BSJU | BSJP | |
|---|---|---|
| YTD Return | 9.23% | 7.61% |
| 1Y Return | 16.29% | 10.36% |
| Sharpe Ratio | 2.82 | 5.05 |
| Sortino Ratio | 4.45 | 9.96 |
| Omega Ratio | 1.56 | 2.30 |
| Calmar Ratio | 6.13 | 23.68 |
| Martin Ratio | 23.00 | 93.87 |
| Ulcer Index | 0.66% | 0.11% |
| Daily Std Dev | 5.37% | 2.04% |
| Max Drawdown | -7.51% | -23.58% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between BSJU and BSJP is 0.88, 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.
Performance
BSJU vs. BSJP - Performance Comparison
In the year-to-date period, BSJU achieves a 9.23% return, which is significantly higher than BSJP's 7.61% 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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BSJU vs. BSJP - Expense Ratio Comparison
Both BSJU and BSJP have an expense ratio of 0.42%.
Risk-Adjusted Performance
BSJU vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP). 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
BSJU vs. BSJP - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.74%, which matches BSJP's 6.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.74% | 6.74% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 6.80% | 7.07% | 5.37% | 4.26% | 4.95% | 5.50% | 5.84% | 1.32% |
Drawdowns
BSJU vs. BSJP - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for BSJU and BSJP. For additional features, visit the drawdowns tool.
Volatility
BSJU vs. BSJP - Volatility Comparison
Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) has a higher volatility of 1.28% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 0.52%. This indicates that BSJU's price experiences larger fluctuations and is considered to be riskier than BSJP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.