BSJQ vs EZM
Comparison between INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
5-Year PerformanceEZM has outperformed BSJQ, delivering a return of +9.4% compared to +3.7%
BSJQ vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSJQ
$942M
EZM
$939M
Expense Ratio
BSJQ
0.43%
Winner
EZM
0.38%
Max Drawdown
Winner
BSJQ
24.95%
EZM
60.61%
Sharpe Ratio
BSJQ
0.01
Winner
EZM
1.13
5Y Beta
Winner
BSJQ
0.12
EZM
0.94
P/E Ratio
BSJQ
N/A
EZM
19.67
Forward P/E
BSJQ
N/A
EZM
13.74
5Y Dividends CAGR
BSJQ
3.20%
Winner
EZM
13.51%
5Y EPS CAGR
BSJQ
N/A
EZM
15.91%
Debt to Equity
BSJQ
N/A
EZM
34.48%
P/S Ratio
BSJQ
N/A
EZM
1.20
P/B Ratio
BSJQ
N/A
EZM
2.27
BSJQ vs EZM - Holdings Comparison
BSJQ and EZM have 0 common holdings. Overlap is 0.00%
BSJQ's top 25 holdings weight is 90.40%. EZM's top 25 holdings weight is 15.69%.
| Rank | BSJQ | EZM |
|---|---|---|
| #1 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 39.32% | VIATRIS INC (VTRS) - 1.42% |
| #2 | DISH DBS CORPORATION 5.25% (n/a) - 5.24% | CF INDUSTRIES HOLDINGS INC (CF) - 0.91% |
| #3 | NCR ATLEOS CORP. 9.5% (n/a) - 4.05% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.76% |
| #4 | ALTICE FRANCE SAS 9.5% (n/a) - 4.00% | TD SYNNEX CORP (SNX) - 0.73% |
| #5 | WESCO DISTRIBUTION, INC. 7.25% (n/a) - 3.59% | APA CORP (APA) - 0.73% |
| #6 | IQVIA INC 5% (n/a) - 2.84% | OVINTIV INC (OVV) - 0.71% |
| #7 | LIFEPOINT HEALTH, INC 9.875% (n/a) - 2.29% | THE AES CORP (AES) - 0.68% |
| #8 | EG GLOBAL FINANCE PLC 12% (n/a) - 2.29% | DAVITA INC (DVA) - 0.65% |
| #9 | WINDSOR HOLDINGS III LLC 8.5% (n/a) - 2.26% | BORGWARNER INC (BWA) - 0.63% |
| #10 | VIKING CRUISES, LTD. 9.125% (n/a) - 2.15% | JACKSON FINANCIAL INC (JXN) - 0.62% |
| #11 | BOMBARDIER INC. 8.75% (n/a) - 2.15% | FRANKLIN RESOURCES INC (BEN) - 0.62% |
| #12 | ALLWYN ENTERTAINMENT FINANCING (UK) PLC 7.875% (n/a) - 1.85% | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% |
| #13 | ARETEC ESCROW ISSUER 2 INC. 10% (n/a) - 1.81% | GLOBE LIFE INC (GL) - 0.61% |
| #14 | UNDER ARMOUR, INC. 3.25% (n/a) - 1.73% | STERLING INFRASTRUCTURE INC (STRL) - 0.59% |
| #15 | BUCKEYE PARTNERS LP 3.95% (n/a) - 1.62% | ENTEGRIS INC (ENTG) - 0.55% |
| #16 | CALDERYS FINANCING LLC 11.25% (n/a) - 1.60% | LINCOLN NATIONAL CORP (LNC) - 0.55% |
| #17 | FREEDOM MORTGAGE CORPORATION 12.25% (n/a) - 1.46% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54% |
| #18 | BATH & BODY WORKS INC 7.5% (n/a) - 1.39% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% |
| #19 | NAVIENT CORPORATION 6.75% (n/a) - 1.36% | MKS INC (MKSI) - 0.49% |
| #20 | RLJ LODGING TRUST LP 3.75% (n/a) - 1.35% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49% |
| #21 | SIRIUS XM RADIO LLC 3.125% (n/a) - 1.35% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.48% |
| #22 | CUSHMAN & WAKEFIELD U S BORROWER LLC 8.875% (n/a) - 1.20% | SITIME CORP ORDINARY SHARES (SITM) - 0.46% |
| #23 | HUGHES SATELLITE SYSTEMS CORPORATION 5.25% (n/a) - 1.18% | CROCS INC (CROX) - 0.45% |
| #24 | TEAM HEALTH HOLDINGS INC. 8.375% (n/a) - 1.17% | JM SMUCKER CO (SJM) - 0.45% |
| #25 | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.15% | ASSURANT INC (AIZ) - 0.44% |
| Total Holdings | 39 | 507 |
BSJQ vs EZM - Historical Returns
Returns include dividend reinvestment.
1M
BSJQ
+0.09%
Winner
EZM
+1.26%
3M
BSJQ
+0.11%
Winner
EZM
+4.61%
6M
BSJQ
+0.92%
Winner
EZM
+7.86%
1Y
BSJQ
+3.91%
Winner
EZM
+21.99%
5Y(CAGR)
BSJQ
+3.70%
Winner
EZM
+9.36%
10Y(CAGR)
BSJQ
N/A
EZM
+10.75%
Max(CAGR)
BSJQ
+4.51%
Winner
EZM
+9.61%
BSJQ vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BSJQ | EZM |
|---|---|---|
| 2026 | +1.21% | +12.87% |
| 2025 | +6.40% | +9.06% |
| 2024 | +7.53% | +10.82% |
| 2023 | +9.76% | +20.20% |
| 2022 | -7.27% | -12.73% |
| 2021 | +4.74% | +33.04% |
| 2020 | +2.56% | +5.41% |
| 2019 | +16.91% | +23.94% |
| 2018 | -4.07% | -13.00% |
| 2017 | N/A | +16.60% |
| 2016 | N/A | +21.22% |
| 2015 | N/A | -4.54% |
| 2014 | N/A | +9.77% |
| 2013 | N/A | +36.84% |
| 2012 | N/A | +16.52% |
| 2011 | N/A | +0.01% |
| 2010 | N/A | +24.31% |
| 2009 | N/A | +46.06% |
| 2008 | N/A | -34.76% |
| 2007 | N/A | -6.95% |
BSJQ vs EZM Drawdown Comparison
The maximum drawdown for BSJQ was -24.12%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current BSJQ drawdown is -0.14%. The current EZM drawdown is -0.28%.
| Rank | BSJQ | EZM |
|---|---|---|
| #1 | -24.12% Feb 14, 2020 - Nov 19, 2020 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -11.95% Dec 28, 2021 - Dec 1, 2023 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -7.44% Sep 28, 2018 - Feb 4, 2019 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -2.66% Feb 26, 2025 - Apr 25, 2025 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -1.83% Nov 5, 2021 - Dec 22, 2021 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -1.82% May 6, 2019 - Jun 11, 2019 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -1.75% Jul 26, 2019 - Aug 26, 2019 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -1.53% Jan 16, 2020 - Feb 12, 2020 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -1.26% Feb 12, 2021 - Apr 1, 2021 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -1.08% Mar 21, 2024 - Apr 29, 2024 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -1.04% Sep 23, 2019 - Oct 18, 2019 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -0.98% Sep 16, 2021 - Nov 5, 2021 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -0.93% Jul 3, 2019 - Jul 26, 2019 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -0.92% Dec 27, 2023 - Jan 25, 2024 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -0.92% Jul 6, 2021 - Aug 27, 2021 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between BSJQ and EZM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
BSJQ vs EZM dividend yield comparison.
| Year | BSJQ | EZM |
|---|---|---|
| 2026 | 3.24% | 0.56% |
| 2025 | 6.10% | 1.39% |
| 2024 | 6.58% | 1.22% |
| 2023 | 6.58% | 1.25% |
| 2022 | 5.58% | 1.57% |
| 2021 | 4.27% | 1.08% |
| 2020 | 4.64% | 1.67% |
| 2019 | 4.59% | 1.34% |
| 2018 | 2.39% | 1.57% |
| 2017 | 0.00% | 1.14% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 1.30% |
| 2014 | 0.00% | 1.16% |
| 2013 | 0.00% | 0.99% |
| 2012 | 0.00% | 1.73% |
| 2011 | 0.00% | 0.99% |
| 2010 | 0.00% | 1.40% |
| 2009 | 0.00% | 1.04% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 0.93% |
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