BSJR vs NUGT
Comparison between INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF) and DIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES (NUGT, ETF).
5-Year PerformanceNUGT has outperformed BSJR, delivering a return of +15.7% compared to +3.4%
BSJR vs NUGT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSJR vs NUGT - Holdings Comparison
BSJR and NUGT have 0 common holdings. Overlap is 0.00%
BSJR's top 25 holdings weight is 47.72%. NUGT's top 25 holdings weight is 59.87%.
| Rank | BSJR | NUGT |
|---|---|---|
| #1 | DISH NETWORK CORPORATION 11.75% (n/a) - 4.39% | VANECK GOLD MINERS ETF (GDX) - 50.61% |
| #2 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 4.20% | GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 9.26% |
| #3 | TRANSDIGM, INC. 6.75% (n/a) - 3.03% | N/A |
| #4 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.65% | N/A |
| #5 | CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 2.37% | N/A |
| #6 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.03% | N/A |
| #7 | n/a (n/a) - 1.95% | N/A |
| #8 | n/a (n/a) - 1.95% | N/A |
| #9 | SIRIUS XM RADIO LLC 5% (n/a) - 1.78% | N/A |
| #10 | WAND NEWCO 3 INC 7.625% (n/a) - 1.77% | N/A |
| #11 | VENTURE GLOBAL LNG INC. 9.875% (n/a) - 1.70% | N/A |
| #12 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.69% | N/A |
| #13 | DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.58% | N/A |
| #14 | n/a (n/a) - 1.56% | N/A |
| #15 | EQUIPMENTSHARE COM INC. 9% (n/a) - 1.51% | N/A |
| #16 | BOYD GAMING CORPORATION 4.75% (n/a) - 1.47% | N/A |
| #17 | MAYA S.A.S. 8.5% (n/a) - 1.44% | N/A |
| #18 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.43% | N/A |
| #19 | LIVE NATION ENTERTAINMENT, INC. 4.75% (n/a) - 1.40% | N/A |
| #20 | n/a (n/a) - 1.40% | N/A |
| #21 | CHART INDUSTRIES INC 7.5% (n/a) - 1.35% | N/A |
| #22 | GEN DIGITAL INC 6.75% (n/a) - 1.33% | N/A |
| #23 | n/a (n/a) - 1.33% | N/A |
| #24 | n/a (n/a) - 1.23% | N/A |
| #25 | WINDSOR HOLDINGS III LLC 8.5% (n/a) - 1.18% | N/A |
| Total Holdings | 105 | 2 |
BSJR vs NUGT - Historical Returns
Returns include dividend reinvestment.
BSJR vs NUGT - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BSJR | NUGT |
|---|---|---|
| 2026 | +1.75% | -39.11% |
| 2025 | +7.14% | +385.27% |
| 2024 | +7.50% | +5.56% |
| 2023 | +11.70% | -3.75% |
| 2022 | -11.40% | -28.70% |
| 2021 | +3.85% | -35.36% |
| 2020 | +5.48% | -60.32% |
| 2019 | +3.00% | +102.29% |
| 2018 | N/A | -48.46% |
| 2017 | N/A | -7.85% |
| 2016 | N/A | +44.92% |
| 2015 | N/A | -79.93% |
| 2014 | N/A | -63.65% |
| 2013 | N/A | -95.24% |
| 2012 | N/A | -50.50% |
| 2011 | N/A | -46.56% |
| 2010 | N/A | +2.11% |
BSJR vs NUGT Drawdown Comparison
The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The maximum drawdown for NUGT was -99.97%, occurring on Sep 26, 2022. This drawdown has not yet recovered.
The current NUGT drawdown is -99.86%.
| Rank | BSJR | NUGT |
|---|---|---|
| #1 | -22.57% Feb 20, 2020 - Sep 1, 2020 | -99.97% Sep 8, 2011 - Sep 26, 2022 |
| #2 | -16.36% Dec 27, 2021 - Mar 8, 2024 | -35.24% Apr 8, 2011 - Sep 6, 2011 |
| #3 | -3.49% Sep 1, 2020 - Oct 12, 2020 | -26.64% Dec 14, 2010 - Apr 5, 2011 |
| #4 | -3.15% Feb 28, 2025 - Apr 25, 2025 | -0.82% Apr 6, 2011 - Apr 8, 2011 |
| #5 | -2.22% Oct 12, 2020 - Nov 5, 2020 | N/A |
| #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 NUGT is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2011 - 2026)
BSJR vs NUGT dividend yield comparison.
| Year | BSJR | NUGT |
|---|---|---|
| 2026 | 3.11% | 0.45% |
| 2025 | 6.19% | 0.22% |
| 2024 | 6.75% | 1.79% |
| 2023 | 6.48% | 1.67% |
| 2022 | 5.37% | 0.70% |
| 2021 | 4.49% | 0.00% |
| 2020 | 4.53% | 0.00% |
| 2019 | 1.20% | 0.63% |
| 2018 | 0.00% | 0.57% |
| 2011 | 0.00% | 5.21% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks