BSJU vs. BSJV
Compare and contrast key facts about Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV).
BSJU and BSJV 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. BSJV is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2031. It was launched on Sep 11, 2023. Both BSJU and BSJV 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 BSJV.
Correlation
The correlation between BSJU and BSJV is 0.87, 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. BSJV - Performance Comparison
Key characteristics
BSJU:
0.99
BSJV:
0.63
BSJU:
1.38
BSJV:
0.87
BSJU:
1.18
BSJV:
1.12
BSJU:
1.44
BSJV:
0.85
BSJU:
6.57
BSJV:
3.34
BSJU:
0.77%
BSJV:
1.09%
BSJU:
5.07%
BSJV:
5.73%
BSJU:
-7.51%
BSJV:
-4.46%
BSJU:
-3.49%
BSJV:
-4.27%
Returns By Period
In the year-to-date period, BSJU achieves a -1.27% return, which is significantly higher than BSJV's -1.47% return.
BSJU
-1.27%
-2.97%
-1.55%
5.21%
N/A
N/A
BSJV
-1.47%
-3.76%
-2.68%
3.89%
N/A
N/A
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BSJU vs. BSJV - Expense Ratio Comparison
Both BSJU and BSJV have an expense ratio of 0.42%.
Risk-Adjusted Performance
BSJU vs. BSJV — Risk-Adjusted Performance Rank
BSJU
BSJV
BSJU vs. BSJV - 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 2031 High Yield Corporate Bond ETF (BSJV). 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. BSJV - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 7.33%, more than BSJV's 7.03% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 7.33% | 7.08% | 6.74% | 2.38% |
BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | 7.03% | 6.67% | 1.62% | 0.00% |
Drawdowns
BSJU vs. BSJV - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, which is greater than BSJV's maximum drawdown of -4.46%. Use the drawdown chart below to compare losses from any high point for BSJU and BSJV. For additional features, visit the drawdowns tool.
Volatility
BSJU vs. BSJV - Volatility Comparison
The current volatility for Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) is 2.30%, while Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) has a volatility of 2.96%. This indicates that BSJU experiences smaller price fluctuations and is considered to be less risky than BSJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.