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LCTU vs. BSJO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LCTU and BSJO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

LCTU vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
11.44%
1.59%
LCTU
BSJO

Key characteristics

Returns By Period


LCTU

YTD

4.84%

1M

2.79%

6M

10.39%

1Y

24.58%

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

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LCTU vs. BSJO - Expense Ratio Comparison

LCTU has a 0.15% 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 LCTU: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%

Risk-Adjusted Performance

LCTU vs. BSJO — Risk-Adjusted Performance Rank

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

LCTU
The Risk-Adjusted Performance Rank of LCTU is 7474
Overall Rank
The Sharpe Ratio Rank of LCTU is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of LCTU is 7171
Sortino Ratio Rank
The Omega Ratio Rank of LCTU is 7373
Omega Ratio Rank
The Calmar Ratio Rank of LCTU is 7575
Calmar Ratio Rank
The Martin Ratio Rank of LCTU is 7878
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.

LCTU vs. BSJO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) 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 LCTU, currently valued at 1.80, compared to the broader market0.002.004.001.805.74
The chart of Sortino ratio for LCTU, currently valued at 2.44, compared to the broader market-2.000.002.004.006.008.0010.0012.002.4411.35
The chart of Omega ratio for LCTU, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.001.332.89
The chart of Calmar ratio for LCTU, currently valued at 2.63, compared to the broader market0.005.0010.0015.002.6326.63
The chart of Martin ratio for LCTU, currently valued at 10.86, compared to the broader market0.0020.0040.0060.0080.00100.0010.86115.38
LCTU
BSJO


Rolling 12-month Sharpe Ratio2.003.004.005.006.00SeptemberOctoberNovemberDecember2025February
1.80
5.74
LCTU
BSJO

Dividends

LCTU vs. BSJO - Dividend Comparison

LCTU's dividend yield for the trailing twelve months is around 1.21%, while BSJO has not paid dividends to shareholders.


TTM202420232022202120202019201820172016
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
1.21%1.27%1.46%1.62%2.20%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

LCTU vs. BSJO - Drawdown Comparison


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

Volatility

LCTU vs. BSJO - Volatility Comparison

BlackRock U.S. Carbon Transition Readiness ETF (LCTU) has a higher volatility of 3.12% compared to Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) at 0.00%. This indicates that LCTU'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
3.12%
0
LCTU
BSJO
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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.

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