EIFAX vs. BSJO

Last updated Jun 23, 2026

EIFAX (Eaton Vance Floating-Rate Advantage Fund) and BSJO (Invesco BulletShares 2024 High Yield Corporate Bond ETF) are both funds - EIFAX is a Bank Loan fund managed by Eaton Vance, while BSJO is a High Yield Bonds fund tracking the NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index. EIFAX charges 0.47%/yr vs 0.42%/yr for BSJO.

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.

Returns By Period

EIFAX

• 1D: 0.00%
• 1M: 0.37%
• YTD: 0.48%
• 6M: 0.96%
• 1Y: 3.60%
• 3Y*: 6.83%
• 5Y*: 4.89%
• 10Y*: 5.06%

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 - Yearly Performance Comparison

	2026 (YTD)
EIFAX Eaton Vance Floating-Rate Advantage Fund	1.23%
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF	0.00%

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: 40
EIFAX Sharpe Ratio Rank: 27
EIFAX Sortino Ratio Rank: 60
EIFAX Omega Ratio Rank: 70
EIFAX Calmar Ratio Rank: 21
EIFAX Martin Ratio Rank: 20

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.

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.

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.

	EIFAX	BSJO	Difference
Sharpe ratio: Return per unit of total volatility	1.40	—	—
Sortino ratio: Return per unit of downside risk	2.96	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	1.58	—	—
Martin ratio: Return relative to average drawdown	4.76	—	—

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	-2.29%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-3.43%	—	—
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	-0.21%	0.00%	-0.21%
Average Drawdown Average peak-to-trough decline	-2.26%	0.00%	-2.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.76%	—	—

Volatility

Volatility by Period

	EIFAX	BSJO	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.98%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	2.58%	0.00%	+2.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.15%	0.00%	+3.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.45%	0.00%	+4.45%

EIFAX vs. BSJO - Expense Ratio Comparison

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

Dividends

EIFAX vs. BSJO - Dividend Comparison

EIFAX's dividend yield for the trailing twelve months is around 7.63%, while BSJO has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
EIFAX Eaton Vance Floating-Rate Advantage Fund	7.63%	8.09%	8.91%	7.02%	5.92%	4.03%	4.51%	5.58%	5.10%	4.46%	5.02%	5.29%