BSJT vs BLW

Comparison between Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF) and BlackRock Ltd Duration Income Trust (BLW, ETF).

5-Year PerformanceBSJT has outperformed BLW, delivering a return of +2.7% compared to +2.4%

BSJT vs BLW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSJT(ETF)	BLW(ETF)
Net Assets	$525M	$524M
Expense Ratio	0.42%	N/A
Max Drawdown	23.60%	53.45%
Sharpe Ratio	0.67	-0.81
5Y Beta	0.21	0.29
5Y Dividends CAGR	N/A	4.57%

Net Assets

Winner

BSJT

$525M

BLW

$524M

Expense Ratio

BSJT

0.42%

BLW

N/A

Max Drawdown

Winner

BSJT

23.60%

BLW

53.45%

Sharpe Ratio

Winner

BSJT

0.67

BLW

-0.81

5Y Beta

Winner

BSJT

0.21

BLW

0.29

5Y Dividends CAGR

BSJT

N/A

BLW

4.57%

BSJT vs BLW - Historical Returns

Returns include dividend reinvestment.

Period	BSJT	BLW
1 month	+0.61%	-1.87%
3 months	+2.53%	-4.52%
6 months	+2.07%	-5.35%
1 year	+6.14%	-3.69%
5 years(CAGR)	+2.70%	+2.39%
10 years(CAGR)	N/A	+6.30%
Max(CAGR)	+2.70%	+6.13%

Winner

BSJT

+0.61%

BLW

-1.87%

Winner

BSJT

+2.53%

BLW

-4.52%

Winner

BSJT

+2.07%

BLW

-5.35%

Winner

BSJT

+6.14%

BLW

-3.69%

5Y(CAGR)

Winner

BSJT

+2.70%

BLW

+2.39%

10Y(CAGR)

BSJT

N/A

BLW

+6.30%

Max(CAGR)

BSJT

+2.70%

Winner

BLW

+6.13%

BSJT vs BLW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	BSJT	BLW
2026	+1.29%	-6.19%
2025	+7.39%	+6.59%
2024	+8.75%	+10.99%
2023	+13.25%	+17.58%
2022	-14.68%	-13.83%
2021	-0.52%	+15.47%
2020	N/A	+5.10%
2019	N/A	+29.26%
2018	N/A	-10.83%
2017	N/A	+10.73%
2016	N/A	+15.15%
2015	N/A	+0.64%
2014	N/A	-0.89%
2013	N/A	-0.84%
2012	N/A	+22.20%
2011	N/A	+6.25%
2010	N/A	+19.07%
2009	N/A	+41.15%
2008	N/A	-25.24%
2007	N/A	-8.08%
2006	N/A	+19.10%
2005	N/A	-8.69%
2004	N/A	+15.50%
2003	N/A	-2.24%

BSJT vs BLW Drawdown Comparison

The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The current BSJT drawdown is -0.07%. The current BLW drawdown is -8.39%.

Rank	BSJT	BLW
#1	-19.62% Sep 15, 2021 - Jul 11, 2024	-44.04% Apr 16, 2007 - Feb 26, 2010
#2	-5.59% Feb 28, 2025 - Jun 3, 2025	-41.88% Jan 24, 2020 - Nov 24, 2020
#3	-2.47% Jan 27, 2026 - Apr 14, 2026	-26.26% Nov 12, 2021 - Mar 1, 2024
#4	-1.88% Dec 6, 2024 - Jan 24, 2025	-16.95% Jun 29, 2011 - Mar 23, 2012
#5	-1.50% Sep 19, 2024 - Nov 29, 2024	-14.04% May 24, 2013 - May 27, 2016
#6	-1.20% Sep 29, 2025 - Oct 24, 2025	-13.50% Jan 16, 2018 - Apr 11, 2019
#7	-1.15% Jul 31, 2024 - Aug 14, 2024	-13.28% Feb 7, 2005 - Feb 21, 2006
#8	-1.06% Oct 27, 2025 - Nov 25, 2025	-11.64% Apr 1, 2004 - Sep 22, 2004
#9	-0.80% May 6, 2026 - May 29, 2026	-11.19% Feb 18, 2026 - Mar 30, 2026
#10	-0.66% Feb 6, 2025 - Feb 14, 2025	-11.09% May 3, 2010 - Jul 26, 2010
#11	-0.58% Jul 16, 2024 - Jul 30, 2024	-10.56% Mar 3, 2025 - May 13, 2025
#12	-0.56% Jun 12, 2025 - Jun 20, 2025	-10.46% Nov 8, 2010 - Mar 29, 2011
#13	-0.56% Jun 30, 2025 - Jul 22, 2025	-6.43% May 11, 2012 - Jun 26, 2012
#14	-0.49% Apr 27, 2026 - May 6, 2026	-6.10% Oct 26, 2012 - Nov 23, 2012
#15	-0.48% Aug 13, 2025 - Aug 22, 2025	-5.78% Mar 27, 2012 - May 1, 2012

Correlation

Correlation between BSJT and BLW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2003 - 2026)

BSJT vs BLW dividend yield comparison.

Year	BSJT	BLW
2026	2.71%	4.59%
2025	6.77%	9.89%
2024	6.65%	9.39%
2023	6.42%	8.63%
2022	5.45%	8.26%
2021	1.20%	6.99%
2020	0.00%	7.39%
2019	0.00%	6.27%
2018	0.00%	7.14%
2017	0.00%	6.24%
2016	0.00%	9.68%
2015	0.00%	8.26%
2014	0.00%	8.24%
2013	0.00%	7.47%
2012	0.00%	7.55%
2011	0.00%	8.05%
2010	0.00%	6.68%
2009	0.00%	6.60%
2008	0.00%	12.65%
2007	0.00%	10.28%
2006	0.00%	7.85%
2005	0.00%	8.76%
2004	0.00%	7.62%
2003	0.00%	3.30%