BDIV vs BSJY

Comparison between AAM BRENTVIEW DIVIDEND GROWTH ETF (BDIV, ETF) and Invesco BulletShares 2034 High Yield Corporate Bond ETF (BSJY, ETF).

BDIV vs BSJY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDIV(ETF)	BSJY(ETF)
Net Assets	$6.10M	$6.10M
Expense Ratio	0.49%	0.42%
Max Drawdown	15.15%	1.82%
Sharpe Ratio	1.36	-1.58
5Y Beta	0.70	0.18
P/E Ratio	26.90	N/A
Forward P/E	23.07	N/A
PEG Ratio	0.74	N/A
5Y EPS CAGR	19.41%	N/A
P/S Ratio	2.91	N/A
P/B Ratio	5.97	N/A

Net Assets

BDIV

$6.10M

BSJY

$6.10M

Expense Ratio

BDIV

0.49%

Winner

BSJY

0.42%

Max Drawdown

BDIV

15.15%

Winner

BSJY

1.82%

Sharpe Ratio

Winner

BDIV

1.36

BSJY

-1.58

5Y Beta

BDIV

0.70

Winner

BSJY

0.18

P/E Ratio

BDIV

26.90

BSJY

N/A

Forward P/E

BDIV

23.07

BSJY

N/A

PEG Ratio

BDIV

0.74

BSJY

N/A

5Y EPS CAGR

BDIV

19.41%

BSJY

N/A

P/S Ratio

BDIV

2.91

BSJY

N/A

P/B Ratio

BDIV

5.97

BSJY

N/A

BDIV vs BSJY - Holdings Comparison

BDIV and BSJY have 2 common holdings. Overlap is 0.18%

BDIV's top 25 holdings weight is 79.78%. BSJY's top 25 holdings weight is 36.53%.

Rank	BDIV	BSJY
#1	APPLE INC (AAPL) - 6.02%	META PLATFORMS INC 5.25% (n/a) - 3.17%
#2	MICROSOFT CORP (MSFT) - 5.64%	AMAZON.COM, INC. 4.875% (n/a) - 3.13%
#3	LAM RESEARCH CORP (LRCX) - 5.30%	n/a (n/a) - 2.69%
#4	ALPHABET INC CLASS A (GOOGL) - 4.30%	ORACLE CORP. 5.7% (n/a) - 2.53%
#5	JPMORGAN CHASE & CO (JPM) - 3.91%	SALESFORCE INC. 5.55% (n/a) - 2.35%
#6	TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.80%	ALPHABET INC. 4.8% (n/a) - 2.23%
#7	CHEVRON CORP (CVX) - 3.26%	ABBOTT LABORATORIES 4.65% (n/a) - 1.95%
#8	PHILIP MORRIS INTERNATIONAL INC (PM) - 3.22%	HOME DEPOT INC. 5.875% (n/a) - 1.69%
#9	JOHNSON & JOHNSON (JNJ) - 3.22%	TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 1.20%
#10	BROADCOM INC (AVGO) - 3.17%	INTEL CORPORATION 5.3% (n/a) - 1.17%
#11	MORGAN STANLEY (MS) - 3.17%	NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 1.17%
#12	ELI LILLY AND CO (LLY) - 2.97%	VERIZON COMMUNICATIONS INC. 5% (n/a) - 1.15%
#13	LINDE PLC (LIN) - 2.77%	BROADCOM INC 4.8% (n/a) - 1.14%
#14	TARGA RESOURCES CORP (TRGP) - 2.69%	n/a (n/a) - 1.07%
#15	NEXTERA ENERGY INC (NEE) - 2.61%	EATON CORP. 4.8% (n/a) - 1.07%
#16	UNION PACIFIC CORP (UNP) - 2.60%	HSBC HOLDINGS PLC 6.5% (n/a) - 1.00%
#17	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.49%	OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 1.00%
#18	VISA INC CLASS A (V) - 2.46%	BERKSHIRE HATHAWAY ENERGY COMPANY 6.125% (n/a) - 0.98%
#19	PARKER HANNIFIN CORP (PH) - 2.45%	AT&T INC 5.25% (n/a) - 0.91%
#20	TJX COMPANIES INC (TJX) - 2.39%	AMGEN INC. 4.85% (n/a) - 0.90%
#21	WASTE MANAGEMENT INC (WM) - 2.29%	MICROSOFT CORP. 3.45% (n/a) - 0.82%
#22	MCKESSON CORP (MCK) - 2.29%	ABBOTT LABORATORIES 4.75% (n/a) - 0.82%
#23	MUELLER INDUSTRIES INC (MLI) - 2.29%	ABBVIE INC. 4.75% (n/a) - 0.82%
#24	WEC ENERGY GROUP INC (WEC) - 2.28%	AMPHENOL CORPORATION 4.625% (n/a) - 0.81%
#25	WELLTOWER INC (WELL) - 2.19%	ENTERPRISE PRODUCTS OPERATING LLC 5.2% (n/a) - 0.76%
Total Holdings	38	180

BDIV vs BSJY - Historical Returns

Returns include dividend reinvestment.

Period	BDIV	BSJY
1 month	+1.34%	-0.67%
3 months	+3.25%	N/A
6 months	+7.56%	N/A
1 year	+17.12%	N/A
Max(CAGR)	+15.78%	-2.01%

Winner

BDIV

+1.34%

BSJY

-0.67%

BDIV

+3.25%

BSJY

N/A

BDIV

+7.56%

BSJY

N/A

BDIV

+17.12%

BSJY

N/A

Max(CAGR)

Winner

BDIV

+15.78%

BSJY

-2.01%

BDIV vs BSJY - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	BDIV	BSJY
2026	+8.68%	-0.24%
2025	+18.73%	N/A
2024	+3.15%	N/A

BDIV vs BSJY Drawdown Comparison

The maximum drawdown for BDIV was -14.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for BSJY was -1.11%, occurring on Jul 23, 2026. This drawdown has not yet recovered.

The current BDIV drawdown is -0.82%. The current BSJY drawdown is -1.11%.

Rank	BDIV	BSJY
#1	-14.98% Feb 19, 2025 - Jun 26, 2025	-1.11% Jul 6, 2026 - Jul 23, 2026
#2	-7.01% Feb 25, 2026 - Apr 23, 2026	-0.54% Jun 15, 2026 - Jul 6, 2026
#3	-6.38% Nov 29, 2024 - Feb 11, 2025	N/A
#4	-4.58% Jul 31, 2024 - Aug 15, 2024	N/A
#5	-3.64% Oct 27, 2025 - Nov 26, 2025	N/A
#6	-3.54% Oct 18, 2024 - Nov 8, 2024	N/A
#7	-3.08% Aug 30, 2024 - Sep 13, 2024	N/A
#8	-2.50% Nov 28, 2025 - Jan 6, 2026	N/A
#9	-2.30% Jul 25, 2025 - Aug 12, 2025	N/A
#10	-1.74% Oct 6, 2025 - Oct 15, 2025	N/A
#11	-1.68% Jan 12, 2026 - Feb 2, 2026	N/A
#12	-1.49% Nov 8, 2024 - Nov 22, 2024	N/A
#13	-1.45% Sep 30, 2024 - Oct 9, 2024	N/A
#14	-1.41% Jun 15, 2026 - Jul 7, 2026	N/A
#15	-1.36% May 26, 2026 - Jun 12, 2026	N/A

Correlation

Correlation between BDIV and BSJY is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101