BSJR vs GWX
Comparison between INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF) and STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF (GWX, ETF).
5-Year PerformanceGWX has outperformed BSJR, delivering a return of +7.1% compared to +3.5%
BSJR vs GWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSJR
$866M
Winner
GWX
$866M
Expense Ratio
BSJR
0.42%
Winner
GWX
0.40%
Max Drawdown
Winner
BSJR
23.27%
GWX
64.84%
Sharpe Ratio
BSJR
0.13
Winner
GWX
1.08
5Y Beta
Winner
BSJR
0.14
GWX
0.70
5Y Dividends CAGR
BSJR
2.65%
Winner
GWX
11.24%
BSJR vs GWX - Holdings Comparison
BSJR and GWX have 1 common holdings. Overlap is 0.00%
BSJR's top 25 holdings weight is 47.20%. GWX's top 25 holdings weight is 5.87%.
| Rank | BSJR | GWX |
|---|---|---|
| #1 | VENTURE GLOBAL LNG INC. 9.875% (n/a) - 3.39% | MEIKO ELECTRONICS CO LTD (n/a) - 0.33% |
| #2 | TRANSDIGM, INC. 6.75% (n/a) - 3.37% | KANEMATSU CORP (n/a) - 0.29% |
| #3 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.93% | TAMARACK VALLEY ENERGY LTD (n/a) - 0.28% |
| #4 | CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 2.62% | NITTO BOSEKI CO LTD (n/a) - 0.27% |
| #5 | n/a (n/a) - 2.21% | MEGA OR HOLDINGS LTD (n/a) - 0.26% |
| #6 | n/a (n/a) - 2.17% | KITRON ASA (n/a) - 0.25% |
| #7 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.15% | SPROTT INC (n/a) - 0.25% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.15% | CENTERRA GOLD INC (n/a) - 0.25% |
| #9 | SIRIUS XM RADIO LLC 5% (n/a) - 1.94% | WOORI TECHNOLOGY INCORPORATION (n/a) - 0.25% |
| #10 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.87% | INSIGNIA FINANCIAL LTD (n/a) - 0.24% |
| #11 | n/a (n/a) - 1.70% | AIXTRON SE (n/a) - 0.24% |
| #12 | n/a (n/a) - 1.65% | n/a (ZIM) - 0.23% |
| #13 | EQUIPMENTSHARE COM INC. 9% (n/a) - 1.63% | SEOJIN SYSTEM CO LTD (n/a) - 0.22% |
| #14 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.59% | WONIK IPS CO LTD (n/a) - 0.22% |
| #15 | BOYD GAMING CORPORATION 4.75% (n/a) - 1.58% | DAEDUCK ELECTRONICS ORDINARY SHARES (n/a) - 0.22% |
| #16 | n/a (n/a) - 1.56% | ROYAL HEIJMANS NV (n/a) - 0.22% |
| #17 | MAYA S.A.S. 8.5% (n/a) - 1.55% | CITIZEN WATCH CO LTD (n/a) - 0.21% |
| #18 | DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.53% | SENIOR PLC (n/a) - 0.21% |
| #19 | LIVE NATION ENTERTAINMENT, INC. 4.75% (n/a) - 1.51% | PALADIN ENERGY LTD (n/a) - 0.21% |
| #20 | n/a (n/a) - 1.43% | WESTGOLD RESOURCES LTD (n/a) - 0.21% |
| #21 | TRANSOCEAN INTERNATIONAL LTD. 8.75% (n/a) - 1.42% | DENISON MINES CORP (n/a) - 0.21% |
| #22 | GEN DIGITAL INC 6.75% (n/a) - 1.40% | DB HITEK CO LTD (n/a) - 0.20% |
| #23 | RB GLOBAL HOLDINGS INC. 7.75% (n/a) - 1.32% | WESDOME GOLD MINES LTD (n/a) - 0.20% |
| #24 | n/a (n/a) - 1.31% | KELLER GROUP PLC (n/a) - 0.20% |
| #25 | BOMBARDIER INC. 7.25% (n/a) - 1.22% | KIYO BANK LTD (n/a) - 0.20% |
| Total Holdings | 98 | 1989 |
BSJR vs GWX - Historical Returns
Returns include dividend reinvestment.
1M
BSJR
+0.56%
Winner
GWX
+6.66%
3M
BSJR
+1.15%
Winner
GWX
+1.92%
6M
BSJR
+1.73%
Winner
GWX
+2.07%
1Y
BSJR
+4.24%
Winner
GWX
+23.50%
5Y(CAGR)
BSJR
+3.51%
Winner
GWX
+7.08%
10Y(CAGR)
BSJR
N/A
GWX
+7.56%
Max(CAGR)
BSJR
+4.06%
Winner
GWX
+4.84%
BSJR vs GWX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BSJR | GWX |
|---|---|---|
| 2026 | +2.32% | +13.36% |
| 2025 | +7.14% | +35.62% |
| 2024 | +7.50% | +1.47% |
| 2023 | +11.70% | +10.99% |
| 2022 | -11.40% | -20.31% |
| 2021 | +3.85% | +10.03% |
| 2020 | +5.48% | +12.62% |
| 2019 | +3.00% | +17.92% |
| 2018 | N/A | -19.91% |
| 2017 | N/A | +27.90% |
| 2016 | N/A | +8.22% |
| 2015 | N/A | +5.86% |
| 2014 | N/A | -6.48% |
| 2013 | N/A | +19.64% |
| 2012 | N/A | +13.12% |
| 2011 | N/A | -16.33% |
| 2010 | N/A | +21.76% |
| 2009 | N/A | +35.68% |
| 2008 | N/A | -44.34% |
| 2007 | N/A | -1.74% |
BSJR vs GWX Drawdown Comparison
The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The maximum drawdown for GWX was -63.21%, occurring on Mar 9, 2009. Recovery took 1504 trading sessions.
The current BSJR drawdown is -0.01%. The current GWX drawdown is -0.72%.
| Rank | BSJR | GWX |
|---|---|---|
| #1 | -22.57% Feb 20, 2020 - Sep 1, 2020 | -63.21% Oct 31, 2007 - Oct 22, 2013 |
| #2 | -16.36% Dec 27, 2021 - Mar 8, 2024 | -45.26% Jan 26, 2018 - Dec 17, 2020 |
| #3 | -3.49% Sep 1, 2020 - Oct 12, 2020 | -34.58% Sep 3, 2021 - Jun 12, 2025 |
| #4 | -3.15% Feb 28, 2025 - Apr 25, 2025 | -19.35% Jul 3, 2014 - Aug 10, 2016 |
| #5 | -2.22% Oct 12, 2020 - Nov 5, 2020 | -13.12% Jul 12, 2007 - Oct 29, 2007 |
| #6 | -2.13% Nov 9, 2021 - Dec 23, 2021 | -11.91% Feb 27, 2026 - May 6, 2026 |
| #7 | -2.12% Feb 12, 2021 - Apr 15, 2021 | -9.26% May 11, 2026 - Aug 14, 2026 |
| #8 | -1.93% Mar 20, 2024 - May 3, 2024 | -6.36% Oct 27, 2025 - Dec 10, 2025 |
| #9 | -1.44% Jan 16, 2020 - Feb 10, 2020 | -6.21% Jan 22, 2014 - Feb 28, 2014 |
| #10 | -1.41% Jul 7, 2021 - Sep 1, 2021 | -6.15% Sep 28, 2016 - Jan 25, 2017 |
| #11 | -1.23% Sep 15, 2021 - Nov 5, 2021 | -5.60% Jun 7, 2021 - Sep 1, 2021 |
| #12 | -1.17% Dec 6, 2024 - Jan 15, 2025 | -4.19% May 7, 2021 - Jun 1, 2021 |
| #13 | -1.16% Feb 13, 2026 - Apr 8, 2026 | -4.06% Mar 6, 2014 - Jun 5, 2014 |
| #14 | -0.97% Nov 10, 2020 - Nov 17, 2020 | -3.96% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -0.89% Jul 31, 2024 - Aug 13, 2024 | -3.87% Oct 22, 2013 - Dec 30, 2013 |
Correlation
Correlation between BSJR and GWX is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2007 - 2026)
BSJR vs GWX dividend yield comparison.
| Year | BSJR | GWX |
|---|---|---|
| 2026 | 3.10% | 1.14% |
| 2025 | 6.19% | 2.83% |
| 2024 | 6.75% | 2.71% |
| 2023 | 6.48% | 2.64% |
| 2022 | 5.37% | 2.71% |
| 2021 | 4.49% | 2.75% |
| 2020 | 4.53% | 1.74% |
| 2019 | 1.20% | 3.41% |
| 2018 | 0.00% | 2.94% |
| 2017 | 0.00% | 5.18% |
| 2016 | 0.00% | 4.21% |
| 2015 | 0.00% | 2.67% |
| 2014 | 0.00% | 13.53% |
| 2013 | 0.00% | 3.06% |
| 2012 | 0.00% | 2.68% |
| 2011 | 0.00% | 3.25% |
| 2010 | 0.00% | 2.36% |
| 2009 | 0.00% | 1.49% |
| 2008 | 0.00% | 1.92% |
| 2007 | 0.00% | 2.38% |
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