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BSJU vs. BSJV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BSJU vs. BSJV - 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 2031 High Yield Corporate Bond ETF (BSJV). The values are adjusted to include any dividend payments, if applicable.

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BSJU vs. BSJV - Yearly Performance Comparison


Returns By Period

In the year-to-date period, BSJU achieves a -0.14% return, which is significantly higher than BSJV's -0.84% return.


BSJU

1D
0.27%
1M
-0.59%
YTD
-0.14%
6M
1.19%
1Y
7.20%
3Y*
7.97%
5Y*
10Y*

BSJV

1D
0.30%
1M
-1.05%
YTD
-0.84%
6M
0.34%
1Y
6.54%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BSJU vs. BSJV - Expense Ratio Comparison

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


Return for Risk

BSJU vs. BSJV — Risk / Return Rank

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

BSJU
BSJU Risk / Return Rank: 7272
Overall Rank
BSJU Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
BSJU Sortino Ratio Rank: 7373
Sortino Ratio Rank
BSJU Omega Ratio Rank: 7373
Omega Ratio Rank
BSJU Calmar Ratio Rank: 6565
Calmar Ratio Rank
BSJU Martin Ratio Rank: 8181
Martin Ratio Rank

BSJV
BSJV Risk / Return Rank: 5858
Overall Rank
BSJV Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
BSJV Sortino Ratio Rank: 5555
Sortino Ratio Rank
BSJV Omega Ratio Rank: 5858
Omega Ratio Rank
BSJV Calmar Ratio Rank: 5555
Calmar Ratio Rank
BSJV Martin Ratio Rank: 6565
Martin Ratio Rank
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. BSJV - 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 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.


BSJUBSJVDifference

Sharpe ratio

Return per unit of total volatility

1.26

1.04

+0.22

Sortino ratio

Return per unit of downside risk

1.93

1.51

+0.42

Omega ratio

Gain probability vs. loss probability

1.29

1.23

+0.06

Calmar ratio

Return relative to maximum drawdown

1.81

1.55

+0.27

Martin ratio

Return relative to average drawdown

9.75

7.18

+2.57

BSJU vs. BSJV - Sharpe Ratio Comparison

The current BSJU Sharpe Ratio is 1.26, which is comparable to the BSJV Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of BSJU and BSJV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BSJUBSJVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

1.04

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.95

1.37

-0.42

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.


Dividends

BSJU vs. BSJV - Dividend Comparison

BSJU's dividend yield for the trailing twelve months is around 6.62%, which matches BSJV's 6.61% yield.


TTM2025202420232022
BSJU
Invesco Bulletshares 2030 High Yield Corporate Bond ETF
6.62%6.52%7.08%6.74%2.38%
BSJV
Invesco BulletShares 2031 High Yield Corporate Bond ETF
6.61%6.52%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 -5.22%. Use the drawdown chart below to compare losses from any high point for BSJU and BSJV.


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Drawdown Indicators


BSJUBSJVDifference

Max Drawdown

Largest peak-to-trough decline

-7.51%

-5.22%

-2.29%

Max Drawdown (1Y)

Largest decline over 1 year

-4.14%

-4.47%

+0.33%

Current Drawdown

Current decline from peak

-0.97%

-1.73%

+0.76%

Average Drawdown

Average peak-to-trough decline

-1.12%

-0.81%

-0.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

0.96%

-0.19%

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 2.59%. 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.


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Volatility by Period


BSJUBSJVDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.30%

2.59%

-0.29%

Volatility (6M)

Calculated over the trailing 6-month period

3.01%

3.39%

-0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

5.75%

6.33%

-0.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.04%

6.28%

+1.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.04%

6.28%

+1.76%