VSLU vs. BSJO
Compare and contrast key facts about Applied Finance Valuation Large Cap ETF (VSLU) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO).
VSLU and BSJO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VSLU is an actively managed fund by Applied Finance Group. It was launched on Apr 29, 2021. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSLU or BSJO.
Correlation
The correlation between VSLU and BSJO is 0.60, 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.
Performance
VSLU vs. BSJO - Performance Comparison
Key characteristics
Returns By Period
VSLU
4.18%
1.87%
9.88%
23.49%
N/A
N/A
BSJO
N/A
N/A
N/A
N/A
N/A
N/A
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VSLU vs. BSJO - Expense Ratio Comparison
VSLU has a 0.49% expense ratio, which is higher than BSJO's 0.42% expense ratio.
Risk-Adjusted Performance
VSLU vs. BSJO — Risk-Adjusted Performance Rank
VSLU
BSJO
VSLU vs. BSJO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Finance Valuation Large Cap ETF (VSLU) 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.
Dividends
VSLU vs. BSJO - Dividend Comparison
VSLU's dividend yield for the trailing twelve months is around 0.57%, while BSJO has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSLU Applied Finance Valuation Large Cap ETF | 0.57% | 0.60% | 0.60% | 0.99% | 0.57% | 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
VSLU vs. BSJO - Drawdown Comparison
Volatility
VSLU vs. BSJO - Volatility Comparison
Applied Finance Valuation Large Cap ETF (VSLU) has a higher volatility of 2.91% compared to Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) at 0.00%. This indicates that VSLU'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.