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BSJV vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJV vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJV

1D
0.10%
1M
0.49%
YTD
1.22%
6M
2.16%
1Y
7.11%
3Y*
5Y*
10Y*

BSJO

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJV vs. BSJO - Yearly Performance Comparison


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Return for Risk

BSJV vs. BSJO — Risk / Return Rank

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

BSJV
BSJV Risk / Return Rank: 4848
Overall Rank
BSJV Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
BSJV Sortino Ratio Rank: 4949
Sortino Ratio Rank
BSJV Omega Ratio Rank: 4949
Omega Ratio Rank
BSJV Calmar Ratio Rank: 4444
Calmar Ratio Rank
BSJV Martin Ratio Rank: 5454
Martin Ratio Rank

BSJO
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.

BSJV vs. BSJO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). 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.


BSJVBSJODifference

Sharpe ratio

Return per unit of total volatility

1.64

Sortino ratio

Return per unit of downside risk

2.43

Omega ratio

Gain probability vs. loss probability

1.31

Calmar ratio

Return relative to maximum drawdown

2.20

Martin ratio

Return relative to average drawdown

9.49

BSJV vs. BSJO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJVBSJODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.64

Sharpe Ratio (All Time)

Calculated using the full available price history

1.44

Drawdowns

BSJV vs. BSJO - Drawdown Comparison

The maximum BSJV drawdown since its inception was -5.22%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSJV and BSJO.


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Drawdown Indicators


BSJVBSJODifference

Max Drawdown

Largest peak-to-trough decline

-5.22%

0.00%

-5.22%

Max Drawdown (1Y)

Largest decline over 1 year

-3.21%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-0.79%

0.00%

-0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.75%

Volatility

BSJV vs. BSJO - Volatility Comparison


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Volatility by Period


BSJVBSJODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.23%

Volatility (6M)

Calculated over the trailing 6-month period

3.32%

Volatility (1Y)

Calculated over the trailing 1-year period

4.36%

0.00%

+4.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.17%

0.00%

+6.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.17%

0.00%

+6.17%

BSJV vs. BSJO - Expense Ratio Comparison

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


Dividends

BSJV vs. BSJO - Dividend Comparison

BSJV's dividend yield for the trailing twelve months is around 6.57%, while BSJO has not paid dividends to shareholders.


Frequently Asked Questions


Both ETFs have the same 0.42% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BSJV and BSJO have the same expense ratio: 0.42% per year.

BSJV has the higher dividend yield at 6.57%, compared with 0.00% for BSJO.

BSJV tracks NASDAQ BulletShares USD Corporate Bond 2031, while BSJO tracks NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index.

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