BSJR vs CBOX
Comparison between INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF) and Calamos Tax-Aware Collateral ETF (CBOX, ETF).
BSJR vs CBOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSJR
$824M
Winner
CBOX
$825M
Expense Ratio
BSJR
0.42%
Winner
CBOX
0.14%
Max Drawdown
BSJR
23.27%
Winner
CBOX
2.90%
Sharpe Ratio
Winner
BSJR
0.41
CBOX
0.10
5Y Beta
BSJR
0.15
Winner
CBOX
0.13
5Y Dividends CAGR
BSJR
4.45%
CBOX
N/A
BSJR vs CBOX - Historical Returns
Returns include dividend reinvestment.
1M
BSJR
+0.05%
Winner
CBOX
+0.34%
3M
BSJR
+0.63%
CBOX
N/A
6M
BSJR
+1.52%
CBOX
N/A
1Y
BSJR
+4.85%
CBOX
N/A
5Y(CAGR)
BSJR
+3.36%
CBOX
N/A
Max(CAGR)
BSJR
+4.00%
Winner
CBOX
+4.17%
BSJR vs CBOX - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSJR | CBOX |
|---|---|---|
| 2026 | +1.06% | +0.55% |
| 2025 | +7.14% | N/A |
| 2024 | +7.50% | N/A |
| 2023 | +11.70% | N/A |
| 2022 | -11.40% | N/A |
| 2021 | +3.85% | N/A |
| 2020 | +5.48% | N/A |
| 2019 | +3.00% | N/A |
BSJR vs CBOX Drawdown Comparison
The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The maximum drawdown for CBOX was -2.90%, occurring on Jun 3, 2026. This drawdown has not yet recovered.
The current BSJR drawdown is -0.31%. The current CBOX drawdown is -2.88%.
| Rank | BSJR | CBOX |
|---|---|---|
| #1 | -22.57% Feb 20, 2020 - Sep 1, 2020 | -2.90% Jun 2, 2026 - Jun 3, 2026 |
| #2 | -16.36% Dec 27, 2021 - Mar 8, 2024 | -0.03% May 22, 2026 - May 28, 2026 |
| #3 | -3.49% Sep 1, 2020 - Oct 12, 2020 | -0.02% Apr 27, 2026 - Apr 30, 2026 |
| #4 | -3.15% Feb 28, 2025 - Apr 25, 2025 | -0.01% May 20, 2026 - May 22, 2026 |
| #5 | -2.22% Oct 12, 2020 - Nov 5, 2020 | -0.00% May 12, 2026 - May 14, 2026 |
| #6 | -2.13% Nov 9, 2021 - Dec 23, 2021 | N/A |
| #7 | -2.12% Feb 12, 2021 - Apr 15, 2021 | N/A |
| #8 | -1.93% Mar 20, 2024 - May 3, 2024 | N/A |
| #9 | -1.44% Jan 16, 2020 - Feb 10, 2020 | N/A |
| #10 | -1.41% Jul 7, 2021 - Sep 1, 2021 | N/A |
| #11 | -1.23% Sep 15, 2021 - Nov 5, 2021 | N/A |
| #12 | -1.17% Dec 6, 2024 - Jan 15, 2025 | N/A |
| #13 | -1.16% Feb 13, 2026 - Apr 8, 2026 | N/A |
| #14 | -0.97% Nov 10, 2020 - Nov 17, 2020 | N/A |
| #15 | -0.89% Jul 31, 2024 - Aug 13, 2024 | N/A |
Correlation
Correlation between BSJR and CBOX is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
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