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BSJR vs MSFU

Comparison between INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF) and DIREXION DAILY MSFT BULL 2X SHARES (MSFU, ETF).

BSJR vs MSFU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BSJR
$866M
MSFU
$861M
Expense Ratio
BSJR
0.42%
MSFU
N/A
Max Drawdown
Winner
BSJR
23.27%
MSFU
65.09%
Sharpe Ratio
Winner
BSJR
0.13
MSFU
-0.17
5Y Beta
Winner
BSJR
0.14
MSFU
1.84
5Y Dividends CAGR
BSJR
2.65%
MSFU
N/A

BSJR vs MSFU - Holdings Comparison

BSJR and MSFU have 0 common holdings. Overlap is 0.00%

BSJR's top 25 holdings weight is 47.20%. MSFU's top 25 holdings weight is 12.07%.

RankBSJRMSFU
#1
VENTURE GLOBAL LNG INC. 9.875% (n/a) - 3.39%
MICROSOFT CORP (MSFT) - 12.07%
#2
TRANSDIGM, INC. 6.75% (n/a) - 3.37%
N/A
#3
RAKUTEN GROUP INC. 11.25% (n/a) - 2.93%
N/A
#4
CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 2.62%
N/A
#5
n/a (n/a) - 2.21%
N/A
#6
n/a (n/a) - 2.17%
N/A
#7
TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.15%
N/A
#8
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.15%
N/A
#9
SIRIUS XM RADIO LLC 5% (n/a) - 1.94%
N/A
#10
LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.87%
N/A
#11
n/a (n/a) - 1.70%
N/A
#12
n/a (n/a) - 1.65%
N/A
#13
EQUIPMENTSHARE COM INC. 9% (n/a) - 1.63%
N/A
#14
IRON MOUNTAIN INC. 4.875% (n/a) - 1.59%
N/A
#15
BOYD GAMING CORPORATION 4.75% (n/a) - 1.58%
N/A
#16
n/a (n/a) - 1.56%
N/A
#17
MAYA S.A.S. 8.5% (n/a) - 1.55%
N/A
#18
DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.53%
N/A
#19
LIVE NATION ENTERTAINMENT, INC. 4.75% (n/a) - 1.51%
N/A
#20
n/a (n/a) - 1.43%
N/A
#21
TRANSOCEAN INTERNATIONAL LTD. 8.75% (n/a) - 1.42%
N/A
#22
GEN DIGITAL INC 6.75% (n/a) - 1.40%
N/A
#23
RB GLOBAL HOLDINGS INC. 7.75% (n/a) - 1.32%
N/A
#24
n/a (n/a) - 1.31%
N/A
#25
BOMBARDIER INC. 7.25% (n/a) - 1.22%
N/A
Total Holdings981

BSJR vs MSFU - Historical Returns

Returns include dividend reinvestment.

1M
BSJR
+0.56%
Winner
MSFU
+43.41%
3M
BSJR
+1.15%
Winner
MSFU
+24.31%
6M
BSJR
+1.73%
Winner
MSFU
+33.35%
1Y
Winner
BSJR
+4.24%
MSFU
-23.38%
5Y(CAGR)
BSJR
+3.51%
MSFU
N/A
Max(CAGR)
BSJR
+4.06%
Winner
MSFU
+13.75%

BSJR vs MSFU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearBSJRMSFU
2026+2.32%-8.79%
2025+7.14%+15.26%
2024+7.50%+8.05%
2023+11.70%+83.14%
2022-11.40%-13.28%
2021+3.85%N/A
2020+5.48%N/A
2019+3.00%N/A

BSJR vs MSFU Drawdown Comparison

The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.

The maximum drawdown for MSFU was -62.31%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The current BSJR drawdown is -0.01%. The current MSFU drawdown is -32.30%.

RankBSJRMSFU
#1-22.57%
Feb 20, 2020 - Sep 1, 2020
-62.31%
Aug 4, 2025 - Jun 25, 2026
#2-16.36%
Dec 27, 2021 - Mar 8, 2024
-48.11%
Jul 5, 2024 - Jul 15, 2025
#3-3.49%
Sep 1, 2020 - Oct 12, 2020
-29.17%
Sep 12, 2022 - Mar 16, 2023
#4-3.15%
Feb 28, 2025 - Apr 25, 2025
-20.16%
Jul 18, 2023 - Nov 10, 2023
#5-2.22%
Oct 12, 2020 - Nov 5, 2020
-18.48%
Mar 21, 2024 - Jun 12, 2024
#6-2.13%
Nov 9, 2021 - Dec 23, 2021
-8.42%
Jun 15, 2023 - Jul 18, 2023
#7-2.12%
Feb 12, 2021 - Apr 15, 2021
-8.28%
Apr 6, 2023 - Apr 26, 2023
#8-1.93%
Mar 20, 2024 - May 3, 2024
-6.86%
Nov 28, 2023 - Jan 12, 2024
#9-1.44%
Jan 16, 2020 - Feb 10, 2020
-6.65%
Feb 9, 2024 - Mar 14, 2024
#10-1.41%
Jul 7, 2021 - Sep 1, 2021
-5.60%
Jun 5, 2023 - Jun 14, 2023
#11-1.23%
Sep 15, 2021 - Nov 5, 2021
-4.61%
Jan 29, 2024 - Feb 2, 2024
#12-1.17%
Dec 6, 2024 - Jan 15, 2025
-3.72%
Mar 17, 2023 - Mar 24, 2023
#13-1.16%
Feb 13, 2026 - Apr 8, 2026
-3.48%
Jul 31, 2025 - Aug 4, 2025
#14-0.97%
Nov 10, 2020 - Nov 17, 2020
-3.42%
May 22, 2023 - May 25, 2023
#15-0.89%
Jul 31, 2024 - Aug 13, 2024
-3.21%
Mar 14, 2024 - Mar 21, 2024

Correlation

Correlation between BSJR and MSFU is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2019 - 2026)

BSJR vs MSFU dividend yield comparison.

YearBSJRMSFU
20263.10%0.77%
20256.19%8.15%
20246.75%7.00%
20236.48%2.11%
20225.37%0.54%
20214.49%0.00%
20204.53%0.00%
20191.20%0.00%

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