PTBD vs. BSJR
Compare and contrast key facts about Pacer Trendpilot US Bond ETF (PTBD) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR).
PTBD and BSJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PTBD is a passively managed fund by Pacer that tracks the performance of the Pacer Trendpilot US Bond Index. It was launched on Oct 22, 2019. BSJR is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. It was launched on Sep 12, 2019. Both PTBD and BSJR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PTBD vs. BSJR - Performance Comparison
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PTBD vs. BSJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PTBD Pacer Trendpilot US Bond ETF | -0.70% | 2.49% | 4.24% | 8.84% | -20.88% | 0.47% | 10.62% | 2.49% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 0.35% | 7.41% | 7.15% | 11.91% | -11.35% | 3.60% | 5.69% | 2.07% |
Returns By Period
In the year-to-date period, PTBD achieves a -0.70% return, which is significantly lower than BSJR's 0.35% return.
PTBD
- 1D
- 0.26%
- 1M
- -1.20%
- YTD
- -0.70%
- 6M
- -1.37%
- 1Y
- -0.28%
- 3Y*
- 4.34%
- 5Y*
- -1.72%
- 10Y*
- —
BSJR
- 1D
- 0.14%
- 1M
- -0.15%
- YTD
- 0.35%
- 6M
- 1.21%
- 1Y
- 5.96%
- 3Y*
- 7.58%
- 5Y*
- 3.45%
- 10Y*
- —
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PTBD vs. BSJR - Expense Ratio Comparison
PTBD has a 0.60% expense ratio, which is higher than BSJR's 0.42% expense ratio.
Return for Risk
PTBD vs. BSJR — Risk / Return Rank
PTBD
BSJR
PTBD vs. BSJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Bond ETF (PTBD) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). 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.
| PTBD | BSJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.06 | 1.60 | -1.66 |
Sortino ratioReturn per unit of downside risk | -0.05 | 2.50 | -2.56 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.41 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 2.08 | -2.07 |
Martin ratioReturn relative to average drawdown | 0.01 | 14.18 | -14.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PTBD | BSJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.06 | 1.60 | -1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.51 | -0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.42 | -0.34 |
Correlation
The correlation between PTBD and BSJR is 0.61, 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.
Dividends
PTBD vs. BSJR - Dividend Comparison
PTBD's dividend yield for the trailing twelve months is around 5.45%, less than BSJR's 5.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PTBD Pacer Trendpilot US Bond ETF | 5.45% | 5.62% | 6.56% | 6.55% | 6.14% | 2.70% | 2.50% | 0.62% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.97% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% |
Drawdowns
PTBD vs. BSJR - Drawdown Comparison
The maximum PTBD drawdown since its inception was -26.00%, which is greater than BSJR's maximum drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for PTBD and BSJR.
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Drawdown Indicators
| PTBD | BSJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.00% | -22.58% | -3.42% |
Max Drawdown (1Y)Largest decline over 1 year | -3.36% | -2.92% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.00% | -16.37% | -9.63% |
Current DrawdownCurrent decline from peak | -10.40% | -0.29% | -10.11% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -3.33% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 0.43% | +0.92% |
Volatility
PTBD vs. BSJR - Volatility Comparison
Pacer Trendpilot US Bond ETF (PTBD) has a higher volatility of 1.93% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 1.05%. This indicates that PTBD's price experiences larger fluctuations and is considered to be riskier than BSJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTBD | BSJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 1.05% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 1.48% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.54% | 3.75% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.23% | 6.74% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.88% | 9.48% | -1.60% |