BSJS vs OSCV
Comparison between INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF (BSJS, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).
5-Year PerformanceOSCV has outperformed BSJS, delivering a return of +7.1% compared to +3.1%
BSJS vs OSCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSJS
$703M
OSCV
$699M
Expense Ratio
Winner
BSJS
0.42%
OSCV
0.79%
Max Drawdown
Winner
BSJS
22.50%
OSCV
42.84%
Sharpe Ratio
BSJS
0.57
Winner
OSCV
1.00
5Y Beta
Winner
BSJS
0.19
OSCV
0.72
P/E Ratio
BSJS
N/A
OSCV
18.98
Forward P/E
BSJS
N/A
OSCV
16.06
PEG Ratio
BSJS
N/A
OSCV
0.16
5Y Dividends CAGR
BSJS
11.05%
Winner
OSCV
12.76%
5Y EPS CAGR
BSJS
N/A
OSCV
14.76%
P/S Ratio
BSJS
N/A
OSCV
2.54
P/B Ratio
BSJS
N/A
OSCV
2.35
BSJS vs OSCV - Holdings Comparison
BSJS and OSCV have 1 common holdings. Overlap is -0.15%
BSJS's top 25 holdings weight is 32.31%. OSCV's top 25 holdings weight is 56.70%.
| Rank | BSJS | OSCV |
|---|---|---|
| #1 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.44% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.05% |
| #2 | n/a (n/a) - 2.21% | THE HANOVER INSURANCE GROUP INC (THG) - 2.92% |
| #3 | DISH DBS CORPORATION 5.75% (n/a) - 2.13% | TEXAS ROADHOUSE INC (TXRH) - 2.79% |
| #4 | ORGANON & CO 4.125% (n/a) - 1.85% | n/a (AHR) - 2.75% |
| #5 | SIRIUS XM RADIO LLC 4% (n/a) - 1.74% | A10 NETWORKS INC (ATEN) - 2.61% |
| #6 | TENNECO LLC 8% (n/a) - 1.70% | n/a (VNOM) - 2.56% |
| #7 | n/a (n/a) - 1.49% | PRIMERICA INC (PRI) - 2.42% |
| #8 | AVANTOR FUNDING INC 4.625% (n/a) - 1.37% | PRICESMART INC (PSMT) - 2.41% |
| #9 | TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.34% | ENSIGN GROUP INC (ENSG) - 2.36% |
| #10 | WINDSTREAM SERVICES PE LLC 7.5% (n/a) - 1.31% | ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.34% |
| #11 | BAUSCH PLUS LOMB CORP. 8.375% (n/a) - 1.29% | HAWKINS INC (HWKN) - 2.25% |
| #12 | NEWELL BRANDS INC. 8.5% (n/a) - 1.16% | SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.24% |
| #13 | n/a (n/a) - 1.12% | STOCK YARDS BANCORP INC (SYBT) - 2.23% |
| #14 | n/a (n/a) - 1.08% | WINTRUST FINANCIAL CORP (WTFC) - 2.18% |
| #15 | ARAMARK SERVICES, INC. 5% (n/a) - 1.03% | ENCOMPASS HEALTH CORP (EHC) - 2.12% |
| #16 | SCIH SALT HOLDINGS INC. 4.875% (n/a) - 0.97% | CHEMED CORP (CHE) - 2.04% |
| #17 | DISCOVERY COMMUNICATIONS, LLC 3.95% (n/a) - 0.97% | PATHWARD FINANCIAL INC (CASH) - 2.00% |
| #18 | ION PLATFORM FINANCE S.A R.L. / ION PLATFORM FINANCE US INC. 4.625% (n/a) - 0.96% | GERMAN AMERICAN BANCORP INC (GABC) - 1.96% |
| #19 | KINETIK HOLDINGS LP 6.625% (n/a) - 0.95% | KADANT INC (KAI) - 1.90% |
| #20 | n/a (n/a) - 0.89% | FLOWSERVE CORP (FLS) - 1.89% |
| #21 | n/a (n/a) - 0.89% | NEW JERSEY RESOURCES CORP (NJR) - 1.80% |
| #22 | NEXSTAR MEDIA INC. 4.75% (n/a) - 0.88% | EASTGROUP PROPERTIES INC (EGP) - 1.79% |
| #23 | CLEAR CHANNEL OUTDOOR HOLDINGS INC. 7.5% (n/a) - 0.85% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.73% |
| #24 | COINBASE GLOBAL INC 3.375% (n/a) - 0.85% | HOME BANCSHARES INC (HOMB) - 1.70% |
| #25 | ARCHES BUYER INC 4.25% (n/a) - 0.84% | OWENS-CORNING INC (OC) - 1.66% |
| Total Holdings | 176 | 67 |
BSJS vs OSCV - Historical Returns
Returns include dividend reinvestment.
1M
BSJS
+0.36%
Winner
OSCV
+3.10%
3M
BSJS
+1.23%
Winner
OSCV
+3.47%
6M
BSJS
+1.66%
Winner
OSCV
+7.49%
1Y
BSJS
+5.44%
Winner
OSCV
+18.25%
5Y(CAGR)
BSJS
+3.14%
Winner
OSCV
+7.07%
10Y(CAGR)
BSJS
N/A
OSCV
+8.19%
Max(CAGR)
BSJS
+3.74%
Winner
OSCV
+8.19%
BSJS vs OSCV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BSJS | OSCV |
|---|---|---|
| 2026 | +2.18% | +14.51% |
| 2025 | +7.51% | +2.15% |
| 2024 | +7.66% | +11.56% |
| 2023 | +11.99% | +10.47% |
| 2022 | -13.41% | -12.09% |
| 2021 | +3.40% | +29.75% |
| 2020 | +4.05% | +5.14% |
| 2019 | N/A | +28.01% |
| 2018 | N/A | -13.52% |
BSJS vs OSCV Drawdown Comparison
The maximum drawdown for BSJS was -17.72%, occurring on Sep 27, 2022. Recovery took 633 trading sessions.
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The current BSJS drawdown is -0.05%. The current OSCV drawdown is -0.75%.
| Rank | BSJS | OSCV |
|---|---|---|
| #1 | -17.72% Dec 27, 2021 - Jul 5, 2024 | -42.42% Jan 16, 2020 - Dec 8, 2020 |
| #2 | -4.44% Mar 4, 2025 - May 12, 2025 | -22.92% Nov 25, 2024 - Feb 6, 2026 |
| #3 | -3.01% Feb 12, 2021 - Jun 9, 2021 | -21.21% Jan 4, 2022 - Mar 4, 2024 |
| #4 | -2.54% Sep 16, 2021 - Dec 23, 2021 | -20.17% Aug 29, 2018 - Sep 11, 2019 |
| #5 | -2.22% Sep 16, 2020 - Oct 7, 2020 | -7.87% Nov 9, 2021 - Jan 4, 2022 |
| #6 | -2.15% Oct 13, 2020 - Nov 5, 2020 | -7.55% Feb 20, 2026 - Apr 17, 2026 |
| #7 | -1.64% Feb 23, 2026 - Apr 9, 2026 | -7.21% Jun 8, 2021 - Oct 13, 2021 |
| #8 | -1.63% Dec 4, 2024 - Jan 17, 2025 | -6.74% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -1.25% Sep 30, 2024 - Nov 7, 2024 | -6.59% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -1.17% Jul 7, 2021 - Aug 25, 2021 | -6.24% Mar 15, 2021 - Apr 16, 2021 |
| #11 | -0.84% Oct 2, 2025 - Oct 20, 2025 | -5.41% Jan 20, 2021 - Feb 8, 2021 |
| #12 | -0.73% Jul 31, 2024 - Aug 13, 2024 | -5.09% May 7, 2021 - Jun 8, 2021 |
| #13 | -0.69% Aug 13, 2025 - Aug 26, 2025 | -3.85% Feb 24, 2021 - Mar 9, 2021 |
| #14 | -0.69% May 19, 2025 - May 27, 2025 | -3.46% Apr 27, 2026 - Jun 24, 2026 |
| #15 | -0.68% Jan 21, 2025 - Jan 24, 2025 | -3.22% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between BSJS and OSCV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2018 - 2026)
BSJS vs OSCV dividend yield comparison.
| Year | BSJS | OSCV |
|---|---|---|
| 2026 | 3.50% | 0.41% |
| 2025 | 6.49% | 1.23% |
| 2024 | 7.04% | 1.29% |
| 2023 | 6.75% | 1.55% |
| 2022 | 5.82% | 1.12% |
| 2021 | 4.86% | 1.06% |
| 2020 | 0.75% | 1.11% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 0.25% |
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