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BSJU vs. BSJV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BSJU and BSJV is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

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.

10.00%12.00%14.00%16.00%18.00%NovemberDecember2025FebruaryMarchApril
17.08%
15.58%
BSJU
BSJV

Key characteristics

Sharpe Ratio

BSJU:

1.35

BSJV:

1.23

Sortino Ratio

BSJU:

2.02

BSJV:

1.78

Omega Ratio

BSJU:

1.28

BSJV:

1.24

Calmar Ratio

BSJU:

1.62

BSJV:

1.55

Martin Ratio

BSJU:

8.17

BSJV:

6.33

Ulcer Index

BSJU:

1.01%

BSJV:

1.28%

Daily Std Dev

BSJU:

6.11%

BSJV:

6.62%

Max Drawdown

BSJU:

-7.51%

BSJV:

-5.22%

Current Drawdown

BSJU:

-0.87%

BSJV:

-0.90%

Returns By Period

In the year-to-date period, BSJU achieves a 1.41% return, which is significantly lower than BSJV's 2.00% return.


BSJU

YTD

1.41%

1M

0.34%

6M

1.82%

1Y

8.31%

5Y*

N/A

10Y*

N/A

BSJV

YTD

2.00%

1M

0.43%

6M

2.11%

1Y

8.34%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


BSJU vs. BSJV - Expense Ratio Comparison

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


Expense ratio chart for BSJU: current value is 0.42%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BSJU: 0.42%
Expense ratio chart for BSJV: current value is 0.42%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BSJV: 0.42%

Risk-Adjusted Performance

BSJU vs. BSJV — Risk-Adjusted Performance Rank

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

BSJU
The Risk-Adjusted Performance Rank of BSJU is 8989
Overall Rank
The Sharpe Ratio Rank of BSJU is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJU is 8989
Sortino Ratio Rank
The Omega Ratio Rank of BSJU is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BSJU is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BSJU is 9191
Martin Ratio Rank

BSJV
The Risk-Adjusted Performance Rank of BSJV is 8787
Overall Rank
The Sharpe Ratio Rank of BSJV is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJV is 8686
Sortino Ratio Rank
The Omega Ratio Rank of BSJV is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BSJV is 9090
Calmar Ratio Rank
The Martin Ratio Rank of BSJV is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BSJU, currently valued at 1.35, compared to the broader market-1.000.001.002.003.004.00
BSJU: 1.35
BSJV: 1.23
The chart of Sortino ratio for BSJU, currently valued at 2.02, compared to the broader market-2.000.002.004.006.008.00
BSJU: 2.02
BSJV: 1.78
The chart of Omega ratio for BSJU, currently valued at 1.28, compared to the broader market0.501.001.502.002.50
BSJU: 1.28
BSJV: 1.24
The chart of Calmar ratio for BSJU, currently valued at 1.62, compared to the broader market0.002.004.006.008.0010.0012.00
BSJU: 1.62
BSJV: 1.55
The chart of Martin ratio for BSJU, currently valued at 8.17, compared to the broader market0.0020.0040.0060.00
BSJU: 8.17
BSJV: 6.33

The current BSJU Sharpe Ratio is 1.35, which is comparable to the BSJV Sharpe Ratio of 1.23. 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
1.35
1.23
BSJU
BSJV

Dividends

BSJU vs. BSJV - Dividend Comparison

BSJU's dividend yield for the trailing twelve months is around 7.17%, more than BSJV's 6.82% yield.


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. For additional features, visit the drawdowns tool.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.87%
-0.90%
BSJU
BSJV

Volatility

BSJU vs. BSJV - Volatility Comparison

The current volatility for Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) is 4.26%, while Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) has a volatility of 4.60%. 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.


1.00%2.00%3.00%4.00%5.00%NovemberDecember2025FebruaryMarchApril
4.26%
4.60%
BSJU
BSJV