BSJV vs. BSJU
Compare and contrast key facts about Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) and Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU).
BSJV and BSJU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJV is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2031. It was launched on Sep 11, 2023. 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. Both BSJV and BSJU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJV or BSJU.
Correlation
The correlation between BSJV and BSJU is 0.85, 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.
Performance
BSJV vs. BSJU - Performance Comparison
Key characteristics
BSJV:
1.04
BSJU:
1.52
BSJV:
1.51
BSJU:
2.20
BSJV:
1.18
BSJU:
1.27
BSJV:
2.07
BSJU:
3.05
BSJV:
5.30
BSJU:
10.78
BSJV:
1.06%
BSJU:
0.70%
BSJV:
5.43%
BSJU:
4.96%
BSJV:
-4.46%
BSJU:
-7.51%
BSJV:
-2.54%
BSJU:
-2.12%
Returns By Period
In the year-to-date period, BSJV achieves a 5.26% return, which is significantly lower than BSJU's 7.38% return.
BSJV
5.26%
-0.97%
3.24%
5.65%
N/A
N/A
BSJU
7.38%
-1.27%
3.75%
7.59%
N/A
N/A
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BSJV vs. BSJU - Expense Ratio Comparison
Both BSJV and BSJU have an expense ratio of 0.42%.
Risk-Adjusted Performance
BSJV vs. BSJU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) and Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU). 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.
Dividends
BSJV vs. BSJU - Dividend Comparison
BSJV's dividend yield for the trailing twelve months is around 6.05%, less than BSJU's 6.40% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | 6.05% | 1.62% | 0.00% |
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.40% | 6.74% | 2.38% |
Drawdowns
BSJV vs. BSJU - Drawdown Comparison
The maximum BSJV drawdown since its inception was -4.46%, smaller than the maximum BSJU drawdown of -7.51%. Use the drawdown chart below to compare losses from any high point for BSJV and BSJU. For additional features, visit the drawdowns tool.
Volatility
BSJV vs. BSJU - Volatility Comparison
Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) and Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) have volatilities of 1.46% and 1.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.