PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
DUBS vs. BSJO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DUBS and BSJO is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

DUBS vs. BSJO - Performance Comparison

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

-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
10.07%
1.59%
DUBS
BSJO

Key characteristics

Returns By Period


DUBS

YTD

4.17%

1M

2.04%

6M

10.07%

1Y

23.16%

5Y*

N/A

10Y*

N/A

BSJO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

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.


DUBS vs. BSJO - Expense Ratio Comparison

DUBS has a 0.39% expense ratio, which is lower than BSJO's 0.42% expense ratio.


BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
Expense ratio chart for BSJO: 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 DUBS: current value at 0.39% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.39%

Risk-Adjusted Performance

DUBS vs. BSJO — Risk-Adjusted Performance Rank

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

DUBS
The Risk-Adjusted Performance Rank of DUBS is 7979
Overall Rank
The Sharpe Ratio Rank of DUBS is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of DUBS is 7575
Sortino Ratio Rank
The Omega Ratio Rank of DUBS is 8080
Omega Ratio Rank
The Calmar Ratio Rank of DUBS is 7878
Calmar Ratio Rank
The Martin Ratio Rank of DUBS is 8484
Martin Ratio Rank

BSJO
The Risk-Adjusted Performance Rank of BSJO is 9999
Overall Rank
The Sharpe Ratio Rank of BSJO is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJO is 9999
Sortino Ratio Rank
The Omega Ratio Rank of BSJO is 9999
Omega Ratio Rank
The Calmar Ratio Rank of BSJO is 9999
Calmar Ratio Rank
The Martin Ratio Rank of BSJO is 9999
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.

DUBS vs. BSJO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Large Cap Enhanced Yield ETF (DUBS) 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.


Sharpe ratio
The chart of Sharpe ratio for DUBS, currently valued at 1.96, compared to the broader market0.002.004.001.965.85
The chart of Sortino ratio for DUBS, currently valued at 2.62, compared to the broader market0.005.0010.002.6211.67
The chart of Omega ratio for DUBS, currently valued at 1.37, compared to the broader market0.501.001.502.002.503.001.372.94
The chart of Calmar ratio for DUBS, currently valued at 2.87, compared to the broader market0.005.0010.0015.0020.002.8727.42
The chart of Martin ratio for DUBS, currently valued at 12.88, compared to the broader market0.0020.0040.0060.0080.00100.00120.0012.88118.79
DUBS
BSJO


Rolling 12-month Sharpe Ratio2.003.004.005.006.00SeptemberOctoberNovemberDecember2025February
1.96
5.85
DUBS
BSJO

Dividends

DUBS vs. BSJO - Dividend Comparison

DUBS's dividend yield for the trailing twelve months is around 2.42%, while BSJO has not paid dividends to shareholders.


TTM202420232022202120202019201820172016
DUBS
Aptus Large Cap Enhanced Yield ETF
2.42%2.52%1.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
4.37%5.38%6.05%4.89%4.05%4.51%5.11%5.69%4.69%1.39%

Drawdowns

DUBS vs. BSJO - Drawdown Comparison


-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February00
DUBS
BSJO

Volatility

DUBS vs. BSJO - Volatility Comparison

Aptus Large Cap Enhanced Yield ETF (DUBS) has a higher volatility of 3.06% compared to Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) at 0.00%. This indicates that DUBS's price experiences larger fluctuations and is considered to be riskier than BSJO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.06%
0
DUBS
BSJO
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab