BSJU vs. UGA
BSJU (Invesco Bulletshares 2030 High Yield Corporate Bond ETF) and UGA (United States Gasoline Fund LP) are both exchange-traded funds - BSJU is a High Yield Bonds fund tracking the Invesco BulletShares High Yield Corporate Bond 2030 Index, while UGA is a Oil & Gas fund tracking the Front Month Unleaded Gasoline. Both are passively managed. Over the past 3 years, BSJU returned 9.06%/yr vs 18.95%/yr for UGA. At a 0.03 correlation, their price movements are largely independent. BSJU charges 0.42%/yr vs 0.75%/yr for UGA.
Performance
BSJU vs. UGA - Performance Comparison
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Returns By Period
In the year-to-date period, BSJU achieves a 1.91% return, which is significantly lower than UGA's 64.09% return.
BSJU
- 1D
- 0.00%
- 1M
- 0.69%
- YTD
- 1.91%
- 6M
- 2.02%
- 1Y
- 6.57%
- 3Y*
- 9.06%
- 5Y*
- —
- 10Y*
- —
UGA
- 1D
- -1.12%
- 1M
- -12.11%
- YTD
- 64.09%
- 6M
- 60.42%
- 1Y
- 59.74%
- 3Y*
- 18.95%
- 5Y*
- 22.69%
- 10Y*
- 14.31%
BSJU vs. UGA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 1.91% | 8.58% | 8.20% | 12.91% | -2.11% |
UGA United States Gasoline Fund LP | 64.09% | -2.00% | 3.77% | 1.27% | 19.17% |
Correlation
The correlation between BSJU and UGA is -0.29, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.06 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2022 | 0.03 |
The correlation between BSJU and UGA shifts across timeframes, from -0.29 (1 year) to 0.03 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BSJU vs. UGA — Risk / Return Rank
BSJU
UGA
BSJU vs. UGA - 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 United States Gasoline Fund LP (UGA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSJU | UGA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.30 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 3.17 | -0.56 |
| Martin ratioReturn relative to average drawdown | 12.07 | 9.39 | +2.67 |
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Drawdowns
BSJU vs. UGA - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for BSJU and UGA.
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Drawdown Indicators
| BSJU | UGA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.51% | -86.59% | +79.08% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -18.96% | +16.43% |
Max Drawdown (3Y)Largest decline over 3 years | -5.12% | -26.68% | +21.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -75.89% | — |
Current DrawdownCurrent decline from peak | -0.14% | -18.05% | +17.91% |
Average DrawdownAverage peak-to-trough decline | -1.07% | -36.69% | +35.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 6.43% | -5.88% |
Volatility
BSJU vs. UGA - Volatility Comparison
The current volatility for Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) is 1.04%, while United States Gasoline Fund LP (UGA) has a volatility of 9.24%. This indicates that BSJU experiences smaller price fluctuations and is considered to be less risky than UGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJU | UGA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 9.24% | -8.20% |
Volatility (6M)Calculated over the trailing 6-month period | 3.12% | 30.57% | -27.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 35.22% | -31.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 34.45% | -26.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.86% | 37.22% | -29.36% |
BSJU vs. UGA - Expense Ratio Comparison
BSJU has a 0.42% expense ratio, which is lower than UGA's 0.75% expense ratio.
Dividends
BSJU vs. UGA - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.65%, while UGA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.65% | 6.52% | 7.08% | 6.74% | 2.38% |
UGA United States Gasoline Fund LP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSJU and UGA have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UGA has higher volatility (9.24%) compared to BSJU (1.04%). In terms of maximum drawdown, BSJU dropped -7.51% vs UGA's -86.59%.
On 3-year performance, UGA leads with 18.95% vs 9.06% for BSJU. On fees, BSJU is cheaper at 0.42% per year. On volatility, BSJU has been the lower-risk option at 1.04%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, UGA has performed better with a 18.95% return vs 9.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSJU is cheaper with a 0.42% expense ratio, compared with 0.75% for UGA.
BSJU has the higher dividend yield at 6.65%, compared with 0.00% for UGA.
BSJU is categorized as High Yield Bonds, while UGA is Oil & Gas. BSJU tracks Invesco BulletShares High Yield Corporate Bond 2030 Index, while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: Invesco and Concierge Technologies. Their fees differ too: 0.42% for BSJU and 0.75% for UGA.
UGA currently has the higher Sharpe Ratio (1.73 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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