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

Correlation

The correlation between BSJU and BSJV is 0.86, 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.


-0.50.00.51.00.9

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.

-1.00%0.00%1.00%2.00%3.00%4.00%5.00%AugustSeptemberOctoberNovemberDecember2025
4.14%
2.83%
BSJU
BSJV

Key characteristics

Sharpe Ratio

BSJU:

1.84

BSJV:

1.30

Sortino Ratio

BSJU:

2.69

BSJV:

1.89

Omega Ratio

BSJU:

1.34

BSJV:

1.23

Calmar Ratio

BSJU:

3.67

BSJV:

2.57

Martin Ratio

BSJU:

12.53

BSJV:

6.20

Ulcer Index

BSJU:

0.72%

BSJV:

1.13%

Daily Std Dev

BSJU:

4.92%

BSJV:

5.35%

Max Drawdown

BSJU:

-7.51%

BSJV:

-4.46%

Current Drawdown

BSJU:

-0.43%

BSJV:

-1.16%

Returns By Period

In the year-to-date period, BSJU achieves a 0.95% return, which is significantly lower than BSJV's 1.03% return.


BSJU

YTD

0.95%

1M

0.39%

6M

4.14%

1Y

9.44%

5Y*

N/A

10Y*

N/A

BSJV

YTD

1.03%

1M

0.07%

6M

2.83%

1Y

7.54%

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%.


BSJU
Invesco Bulletshares 2030 High Yield Corporate Bond ETF
Expense ratio chart for BSJU: current value at 0.42% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.42%
Expense ratio chart for BSJV: current value at 0.42% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%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 8080
Overall Rank
The Sharpe Ratio Rank of BSJU is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJU is 7878
Sortino Ratio Rank
The Omega Ratio Rank of BSJU is 7676
Omega Ratio Rank
The Calmar Ratio Rank of BSJU is 8888
Calmar Ratio Rank
The Martin Ratio Rank of BSJU is 8383
Martin Ratio Rank

BSJV
The Risk-Adjusted Performance Rank of BSJV is 5959
Overall Rank
The Sharpe Ratio Rank of BSJV is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJV is 5656
Sortino Ratio Rank
The Omega Ratio Rank of BSJV is 5353
Omega Ratio Rank
The Calmar Ratio Rank of BSJV is 7474
Calmar Ratio Rank
The Martin Ratio Rank of BSJV is 5757
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.


Sharpe ratio
The chart of Sharpe ratio for BSJU, currently valued at 1.84, compared to the broader market0.002.004.001.841.30
The chart of Sortino ratio for BSJU, currently valued at 2.69, compared to the broader market-2.000.002.004.006.008.0010.0012.002.691.89
The chart of Omega ratio for BSJU, currently valued at 1.34, compared to the broader market0.501.001.502.002.503.001.341.23
The chart of Calmar ratio for BSJU, currently valued at 3.67, compared to the broader market0.005.0010.0015.003.672.57
The chart of Martin ratio for BSJU, currently valued at 12.53, compared to the broader market0.0020.0040.0060.0080.00100.0012.536.20
BSJU
BSJV

The current BSJU Sharpe Ratio is 1.84, which is higher than the BSJV Sharpe Ratio of 1.30. 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 Ratio1.001.502.002.503.003.50Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12
1.84
1.30
BSJU
BSJV

Dividends

BSJU vs. BSJV - Dividend Comparison

BSJU's dividend yield for the trailing twelve months is around 7.01%, more than BSJV's 6.60% yield.


TTM202420232022
BSJU
Invesco Bulletshares 2030 High Yield Corporate Bond ETF
7.01%7.08%6.74%2.38%
BSJV
Invesco BulletShares 2031 High Yield Corporate Bond ETF
6.60%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.


-2.50%-2.00%-1.50%-1.00%-0.50%0.00%AugustSeptemberOctoberNovemberDecember2025
-0.43%
-1.16%
BSJU
BSJV

Volatility

BSJU vs. BSJV - Volatility Comparison

Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) has a higher volatility of 2.00% compared to Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) at 1.76%. This indicates that BSJU's price experiences larger fluctuations and is considered to be riskier than BSJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%AugustSeptemberOctoberNovemberDecember2025
2.00%
1.76%
BSJU
BSJV
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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