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DUBS vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

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Returns By Period


DUBS

1D
-1.58%
1M
-1.54%
YTD
9.45%
6M
8.85%
1Y
27.27%
3Y*
20.66%
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)

DUBS vs. BSJO - Yearly Performance Comparison


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Return for Risk

DUBS vs. BSJO — Risk / Return Rank

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

DUBS
DUBS Risk / Return Rank: 7171
Overall Rank
DUBS Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
DUBS Sortino Ratio Rank: 6464
Sortino Ratio Rank
DUBS Omega Ratio Rank: 6969
Omega Ratio Rank
DUBS Calmar Ratio Rank: 7171
Calmar Ratio Rank
DUBS Martin Ratio Rank: 8181
Martin Ratio Rank

BSJO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

DUBS vs. BSJO - Risk-Adjusted Trends 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.

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.


DUBSBSJODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.37

Calmar ratioReturn relative to maximum drawdown

3.30

Martin ratioReturn relative to average drawdown

14.90

DUBS vs. BSJO - Sharpe Ratio Comparison


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Drawdowns

DUBS vs. BSJO - Drawdown Comparison

The maximum DUBS drawdown since its inception was -18.48%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DUBS and BSJO.


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Drawdown Indicators


DUBSBSJODifference

Max Drawdown

Largest peak-to-trough decline

-18.48%

0.00%

-18.48%

Max Drawdown (1Y)

Largest decline over 1 year

-8.29%

Max Drawdown (3Y)

Largest decline over 3 years

-18.48%

Current Drawdown

Current decline from peak

-3.32%

0.00%

-3.32%

Average Drawdown

Average peak-to-trough decline

-1.95%

0.00%

-1.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.83%

Volatility

DUBS vs. BSJO - Volatility Comparison


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Volatility by Period


DUBSBSJODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.37%

Volatility (6M)

Calculated over the trailing 6-month period

10.63%

Volatility (1Y)

Calculated over the trailing 1-year period

13.53%

0.00%

+13.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.72%

0.00%

+14.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.72%

0.00%

+14.72%

DUBS vs. BSJO - Expense Ratio Comparison

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


Dividends

DUBS vs. BSJO - Dividend Comparison

DUBS's dividend yield for the trailing twelve months is around 1.99%, while BSJO has not paid dividends to shareholders.


PositionTTM202520242023
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%
DUBS
Aptus Large Cap Enhanced Yield ETF
1.99%2.06%2.52%1.14%

Frequently Asked Questions


On fees, DUBS is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DUBS is cheaper with a 0.39% expense ratio, compared with 0.42% for BSJO.

DUBS has the higher dividend yield at 1.99%, compared with 0.00% for BSJO.

DUBS is categorized as Large Cap Blend Equities, while BSJO is High Yield Bonds. They also come from different issuers: Aptus and Invesco. Their fees differ too: 0.39% for DUBS and 0.42% for BSJO.

Portfolio Optimizer

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