WOBDX vs. BSCN
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Invesco BulletShares 2023 Corporate Bond ETF (BSCN).
WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991. BSCN is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2023 TR Index. It was launched on Sep 17, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOBDX or BSCN.
Performance
WOBDX vs. BSCN - Performance Comparison
Returns By Period
WOBDX
2.22%
-0.73%
3.43%
6.82%
-0.36%
1.30%
BSCN
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
| WOBDX | BSCN |
|---|
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WOBDX vs. BSCN - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is higher than BSCN's 0.10% expense ratio.
Correlation
The correlation between WOBDX and BSCN is 0.46, 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.
Risk-Adjusted Performance
WOBDX vs. BSCN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and Invesco BulletShares 2023 Corporate Bond ETF (BSCN). 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
WOBDX vs. BSCN - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 3.91%, while BSCN has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 3.91% | 3.49% | 2.68% | 2.07% | 2.36% | 2.77% | 2.80% | 2.66% | 2.47% | 2.34% | 2.53% | 2.76% |
BSCN Invesco BulletShares 2023 Corporate Bond ETF | 0.40% | 3.69% | 1.51% | 1.56% | 2.36% | 2.92% | 2.88% | 2.67% | 2.88% | 2.88% | 0.72% | 0.00% |
Drawdowns
WOBDX vs. BSCN - Drawdown Comparison
Volatility
WOBDX vs. BSCN - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.36% compared to Invesco BulletShares 2023 Corporate Bond ETF (BSCN) at 0.00%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than BSCN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.