BSJU vs. SPMO
Compare and contrast key facts about Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and Invesco S&P 500 Momentum ETF (SPMO).
BSJU and SPMO 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. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015. Both BSJU and SPMO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSJU vs. SPMO - Performance Comparison
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BSJU vs. SPMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | -0.14% | 8.58% | 8.20% | 12.91% | -2.11% |
SPMO Invesco S&P 500 Momentum ETF | -3.77% | 26.58% | 45.82% | 17.56% | 4.73% |
Returns By Period
In the year-to-date period, BSJU achieves a -0.14% return, which is significantly higher than SPMO's -3.77% return.
BSJU
- 1D
- 0.27%
- 1M
- -0.59%
- YTD
- -0.14%
- 6M
- 1.19%
- 1Y
- 7.20%
- 3Y*
- 7.97%
- 5Y*
- —
- 10Y*
- —
SPMO
- 1D
- 2.13%
- 1M
- -4.40%
- YTD
- -3.77%
- 6M
- -4.53%
- 1Y
- 23.97%
- 3Y*
- 29.27%
- 5Y*
- 17.66%
- 10Y*
- 17.41%
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BSJU vs. SPMO - Expense Ratio Comparison
BSJU has a 0.42% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Return for Risk
BSJU vs. SPMO — Risk / Return Rank
BSJU
SPMO
BSJU vs. SPMO - 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 S&P 500 Momentum ETF (SPMO). 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.
| BSJU | SPMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.06 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.60 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.96 | -0.14 |
Martin ratioReturn relative to average drawdown | 9.75 | 6.90 | +2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSJU | SPMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.06 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.93 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.86 | +0.09 |
Correlation
The correlation between BSJU and SPMO is 0.54, 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.
Dividends
BSJU vs. SPMO - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.62%, more than SPMO's 0.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.62% | 6.52% | 7.08% | 6.74% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPMO Invesco S&P 500 Momentum ETF | 0.89% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
BSJU vs. SPMO - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, smaller than the maximum SPMO drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for BSJU and SPMO.
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Drawdown Indicators
| BSJU | SPMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.51% | -30.95% | +23.44% |
Max Drawdown (1Y)Largest decline over 1 year | -4.14% | -12.70% | +8.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.95% | — |
Current DrawdownCurrent decline from peak | -0.97% | -7.31% | +6.34% |
Average DrawdownAverage peak-to-trough decline | -1.12% | -4.66% | +3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 3.60% | -2.83% |
Volatility
BSJU vs. SPMO - Volatility Comparison
The current volatility for Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) is 2.30%, while Invesco S&P 500 Momentum ETF (SPMO) has a volatility of 7.22%. This indicates that BSJU experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJU | SPMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.30% | 7.22% | -4.92% |
Volatility (6M)Calculated over the trailing 6-month period | 3.01% | 12.80% | -9.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.75% | 22.77% | -17.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.04% | 19.08% | -11.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.04% | 20.09% | -12.05% |