WOBDX vs. BSCT
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. BSCT is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2029 Index. It was launched on Sep 12, 2019.
Performance
WOBDX vs. BSCT - Performance Comparison
Loading graphics...
WOBDX vs. BSCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 0.12% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 0.54% |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 0.13% | 7.51% | 3.45% | 8.61% | -12.88% | -2.13% | 10.83% | 1.72% |
Returns By Period
In the year-to-date period, WOBDX achieves a 0.12% return, which is significantly lower than BSCT's 0.13% return.
WOBDX
- 1D
- 0.19%
- 1M
- -1.47%
- YTD
- 0.12%
- 6M
- 0.83%
- 1Y
- 4.11%
- 3Y*
- 3.84%
- 5Y*
- 0.60%
- 10Y*
- 1.99%
BSCT
- 1D
- -0.03%
- 1M
- -0.75%
- YTD
- 0.13%
- 6M
- 1.11%
- 1Y
- 5.20%
- 3Y*
- 5.22%
- 5Y*
- 1.50%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WOBDX vs. BSCT - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is higher than BSCT's 0.10% expense ratio.
Return for Risk
WOBDX vs. BSCT — Risk / Return Rank
WOBDX
BSCT
WOBDX vs. BSCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT). 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.
| WOBDX | BSCT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.68 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.47 | 2.35 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.78 | -1.07 |
Martin ratioReturn relative to average drawdown | 4.74 | 11.58 | -6.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WOBDX | BSCT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.68 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.26 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.32 | +0.86 |
Correlation
The correlation between WOBDX and BSCT is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WOBDX vs. BSCT - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.04%, less than BSCT's 4.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 4.04% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 4.58% | 4.53% | 4.51% | 3.89% | 2.65% | 1.94% | 2.24% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WOBDX vs. BSCT - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum BSCT drawdown of -19.14%. Use the drawdown chart below to compare losses from any high point for WOBDX and BSCT.
Loading graphics...
Drawdown Indicators
| WOBDX | BSCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -19.14% | +2.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -1.93% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -19.14% | +2.49% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | — | — |
Current DrawdownCurrent decline from peak | -1.93% | -0.96% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -5.49% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.46% | +0.51% |
Volatility
WOBDX vs. BSCT - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.63% compared to Invesco BulletShares 2029 Corporate Bond ETF (BSCT) at 1.08%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than BSCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WOBDX | BSCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.08% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 1.60% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 3.11% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 5.74% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 7.35% | -2.66% |