BSJR vs OUSM
Comparison between INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF) and ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF).
5-Year PerformanceOUSM has outperformed BSJR, delivering a return of +8.9% compared to +3.5%
BSJR vs OUSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSJR
$866M
OUSM
$862M
Expense Ratio
Winner
BSJR
0.42%
OUSM
0.48%
Max Drawdown
Winner
BSJR
23.27%
OUSM
40.05%
Sharpe Ratio
BSJR
0.13
Winner
OUSM
0.85
5Y Beta
Winner
BSJR
0.14
OUSM
0.69
P/E Ratio
BSJR
N/A
OUSM
18.00
Forward P/E
BSJR
N/A
OUSM
13.88
PEG Ratio
BSJR
N/A
OUSM
0.15
5Y Dividends CAGR
BSJR
2.65%
Winner
OUSM
12.89%
5Y EPS CAGR
BSJR
N/A
OUSM
11.93%
Debt to Equity
BSJR
N/A
OUSM
-52.62%
P/S Ratio
BSJR
N/A
OUSM
1.41
P/B Ratio
BSJR
N/A
OUSM
2.75
BSJR vs OUSM - Holdings Comparison
BSJR and OUSM have 0 common holdings. Overlap is 0.00%
BSJR's top 25 holdings weight is 47.20%. OUSM's top 25 holdings weight is 49.26%.
| Rank | BSJR | OUSM |
|---|---|---|
| #1 | VENTURE GLOBAL LNG INC. 9.875% (n/a) - 3.39% | CHEMED CORP (CHE) - 2.36% |
| #2 | TRANSDIGM, INC. 6.75% (n/a) - 3.37% | TEXAS ROADHOUSE INC (TXRH) - 2.28% |
| #3 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.93% | SEI INVESTMENTS CO (SEIC) - 2.23% |
| #4 | CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 2.62% | ESSENT GROUP LTD (ESNT) - 2.18% |
| #5 | n/a (n/a) - 2.21% | MGIC INVESTMENT CORP (MTG) - 2.16% |
| #6 | n/a (n/a) - 2.17% | NATIONAL HEALTHCARE CORP (NHC) - 2.08% |
| #7 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.15% | PRIMERICA INC (PRI) - 2.08% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.15% | DONALDSON CO INC (DCI) - 2.07% |
| #9 | SIRIUS XM RADIO LLC 5% (n/a) - 1.94% | H&R BLOCK INC (HRB) - 2.07% |
| #10 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.87% | ITT INC (ITT) - 2.05% |
| #11 | n/a (n/a) - 1.70% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.04% |
| #12 | n/a (n/a) - 1.65% | AVNET INC (AVT) - 2.01% |
| #13 | EQUIPMENTSHARE COM INC. 9% (n/a) - 1.63% | RADIAN GROUP INC (RDN) - 2.00% |
| #14 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.59% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.97% |
| #15 | BOYD GAMING CORPORATION 4.75% (n/a) - 1.58% | ENCOMPASS HEALTH CORP (EHC) - 1.97% |
| #16 | n/a (n/a) - 1.56% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.96% |
| #17 | MAYA S.A.S. 8.5% (n/a) - 1.55% | FEDERATED HERMES INC CLASS B (FHI) - 1.81% |
| #18 | DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.53% | LITTELFUSE INC (LFUS) - 1.80% |
| #19 | LIVE NATION ENTERTAINMENT, INC. 4.75% (n/a) - 1.51% | SKYWORKS SOLUTIONS INC (SWKS) - 1.78% |
| #20 | n/a (n/a) - 1.43% | THE WESTERN UNION CO (WU) - 1.76% |
| #21 | TRANSOCEAN INTERNATIONAL LTD. 8.75% (n/a) - 1.42% | DOLBY LABORATORIES INC CLASS A (DLB) - 1.75% |
| #22 | GEN DIGITAL INC 6.75% (n/a) - 1.40% | MUELLER INDUSTRIES INC (MLI) - 1.73% |
| #23 | RB GLOBAL HOLDINGS INC. 7.75% (n/a) - 1.32% | SERVICE CORP INTERNATIONAL (SCI) - 1.72% |
| #24 | n/a (n/a) - 1.31% | A.O. SMITH CORP (AOS) - 1.70% |
| #25 | BOMBARDIER INC. 7.25% (n/a) - 1.22% | TD SYNNEX CORP (SNX) - 1.70% |
| Total Holdings | 98 | 109 |
BSJR vs OUSM - Historical Returns
Returns include dividend reinvestment.
1M
BSJR
+0.56%
Winner
OUSM
+4.06%
3M
BSJR
+1.15%
Winner
OUSM
+8.74%
6M
BSJR
+1.73%
Winner
OUSM
+7.74%
1Y
BSJR
+4.24%
Winner
OUSM
+15.07%
5Y(CAGR)
BSJR
+3.51%
Winner
OUSM
+8.94%
10Y(CAGR)
BSJR
N/A
OUSM
+9.65%
Max(CAGR)
BSJR
+4.06%
Winner
OUSM
+9.65%
BSJR vs OUSM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | BSJR | OUSM |
|---|---|---|
| 2026 | +2.32% | +14.97% |
| 2025 | +7.14% | +2.83% |
| 2024 | +7.50% | +13.77% |
| 2023 | +11.70% | +17.87% |
| 2022 | -11.40% | -7.79% |
| 2021 | +3.85% | +22.84% |
| 2020 | +5.48% | +7.71% |
| 2019 | +3.00% | +28.03% |
| 2018 | N/A | -11.00% |
| 2017 | N/A | +10.41% |
| 2016 | N/A | +0.00% |
BSJR vs OUSM Drawdown Comparison
The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current BSJR drawdown is -0.01%. The current OUSM drawdown is -0.66%.
| Rank | BSJR | OUSM |
|---|---|---|
| #1 | -22.57% Feb 20, 2020 - Sep 1, 2020 | -39.83% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -16.36% Dec 27, 2021 - Mar 8, 2024 | -22.47% Sep 14, 2018 - Oct 28, 2019 |
| #3 | -3.49% Sep 1, 2020 - Oct 12, 2020 | -19.44% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -3.15% Feb 28, 2025 - Apr 25, 2025 | -19.05% Jan 4, 2022 - Feb 1, 2023 |
| #5 | -2.22% Oct 12, 2020 - Nov 5, 2020 | -11.01% Jul 19, 2023 - Dec 11, 2023 |
| #6 | -2.13% Nov 9, 2021 - Dec 23, 2021 | -10.32% Feb 2, 2023 - Jul 13, 2023 |
| #7 | -2.12% Feb 12, 2021 - Apr 15, 2021 | -9.21% Feb 11, 2026 - Jun 16, 2026 |
| #8 | -1.93% Mar 20, 2024 - May 3, 2024 | -8.85% Jan 23, 2018 - Jun 5, 2018 |
| #9 | -1.44% Jan 16, 2020 - Feb 10, 2020 | -7.36% Nov 12, 2021 - Jan 4, 2022 |
| #10 | -1.41% Jul 7, 2021 - Sep 1, 2021 | -7.07% Mar 28, 2024 - Jul 12, 2024 |
| #11 | -1.23% Sep 15, 2021 - Nov 5, 2021 | -5.96% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -1.17% Dec 6, 2024 - Jan 15, 2025 | -5.25% Sep 2, 2021 - Oct 21, 2021 |
| #13 | -1.16% Feb 13, 2026 - Apr 8, 2026 | -4.97% May 7, 2021 - Aug 3, 2021 |
| #14 | -0.97% Nov 10, 2020 - Nov 17, 2020 | -4.78% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -0.89% Jul 31, 2024 - Aug 13, 2024 | -3.96% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between BSJR and OUSM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2017 - 2026)
BSJR vs OUSM dividend yield comparison.
| Year | BSJR | OUSM |
|---|---|---|
| 2026 | 3.10% | 1.12% |
| 2025 | 6.19% | 2.09% |
| 2024 | 6.75% | 1.62% |
| 2023 | 6.48% | 1.64% |
| 2022 | 5.37% | 1.98% |
| 2021 | 4.49% | 1.55% |
| 2020 | 4.53% | 2.02% |
| 2019 | 1.20% | 1.99% |
| 2018 | 0.00% | 2.63% |
| 2017 | 0.00% | 2.17% |
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