EIFAX vs. BSJO

Last updated Apr 2, 2026

Compare and contrast key facts about Eaton Vance Floating-Rate Advantage Fund (EIFAX) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO).

EIFAX is managed by Eaton Vance. It was launched on Mar 16, 2008. BSJO is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index. It was launched on Sep 14, 2016.

Performance

EIFAX vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Floating-Rate Advantage Fund (EIFAX) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). The values are adjusted to include any dividend payments, if applicable.

EIFAX vs. BSJO - Yearly Performance Comparison

	2026 (YTD)
EIFAX Eaton Vance Floating-Rate Advantage Fund	-1.25%
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF	0.00%

Returns By Period

EIFAX

• 1D: 0.11%
• 1M: -0.32%
• YTD: -1.88%
• 6M: -1.19%
• 1Y: 2.70%
• 3Y*: 6.43%
• 5Y*: 4.64%
• 10Y*: 5.15%

BSJO

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EIFAX vs. BSJO - Expense Ratio Comparison

EIFAX has a 0.47% expense ratio, which is higher than BSJO's 0.42% expense ratio.

EIFAX

Eaton Vance Floating-Rate Advantage Fund

BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Return for Risk

EIFAX vs. BSJO — Risk / Return Rank

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

EIFAX

EIFAX Risk / Return Rank: 42
EIFAX Sharpe Ratio Rank: 35
EIFAX Sortino Ratio Rank: 33
EIFAX Omega Ratio Rank: 62
EIFAX Calmar Ratio Rank: 45
EIFAX Martin Ratio Rank: 35

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.

EIFAX vs. BSJO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Floating-Rate Advantage Fund (EIFAX) 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.

	EIFAX	BSJO	Difference
Sharpe ratio Return per unit of total volatility	0.82	—	—
Sortino ratio Return per unit of downside risk	1.20	—	—
Omega ratio Gain probability vs. loss probability	1.25	—	—
Calmar ratio Return relative to maximum drawdown	1.22	—	—
Martin ratio Return relative to average drawdown	3.93	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	EIFAX	BSJO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.82	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.50	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.16	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.17	—	—

Dividends

EIFAX vs. BSJO - Dividend Comparison

EIFAX's dividend yield for the trailing twelve months is around 7.40%, while BSJO has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EIFAX Eaton Vance Floating-Rate Advantage Fund	7.40%	8.09%	8.91%	7.02%	5.92%	4.03%	4.51%	5.58%	5.10%	4.46%	5.02%	5.29%
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

EIFAX vs. BSJO - Drawdown Comparison

The maximum EIFAX drawdown since its inception was -40.28%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for EIFAX and BSJO.

Drawdown Indicators

	EIFAX	BSJO	Difference
Max Drawdown Largest peak-to-trough decline	-40.28%	0.00%	-40.28%
Max Drawdown (1Y) Largest decline over 1 year	-2.45%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-7.63%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-24.22%	—	—
Current Drawdown Current decline from peak	-2.18%	0.00%	-2.18%
Average Drawdown Average peak-to-trough decline	-2.28%	0.00%	-2.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.79%	—	—

Volatility

Volatility by Period

	EIFAX	BSJO	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.85%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.83%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.31%	0.00%	+3.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.10%	0.00%	+3.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.45%	0.00%	+4.45%