BSJT vs CSM
Comparison between Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF) and PROSHARES LARGE CAP CORE PLUS (CSM, ETF).
5-Year PerformanceCSM has outperformed BSJT, delivering a return of +13.0% compared to +2.7%
BSJT vs CSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSJT vs CSM - Holdings Comparison
BSJT and CSM have 1 common holdings. Overlap is -2.21%
BSJT's top 25 holdings weight is 24.95%. CSM's top 25 holdings weight is 44.14%.
| Rank | BSJT | CSM |
|---|---|---|
| #1 | ECHOSTAR CORP. 10.75% (n/a) - 2.64% | NVIDIA CORP (NVDA) - 5.56% |
| #2 | TIBCO SOFTWARE INC 6.5% (n/a) - 1.76% | UBS 130/30 LONG BASKET SWAP (n/a) - 5.05% |
| #3 | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.68% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.78% |
| #4 | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.45% | APPLE INC (AAPL) - 4.70% |
| #5 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.34% | MICROSOFT CORP (MSFT) - 3.36% |
| #6 | n/a (n/a) - 1.31% | AMAZON.COM INC (AMZN) - 2.45% |
| #7 | TRANSDIGM, INC. 6.375% (n/a) - 1.24% | BROADCOM INC (AVGO) - 2.25% |
| #8 | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.18% | ALPHABET INC CLASS A (GOOGL) - 2.02% |
| #9 | STAPLES, INC. 10.75% (n/a) - 1.05% | CTE PROSHARES TRUST M (n/a) - 1.71% |
| #10 | n/a (n/a) - 0.99% | MICRON TECHNOLOGY INC (MU) - 1.61% |
| #11 | RAKUTEN GROUP INC. 9.75% (n/a) - 0.97% | ALPHABET INC CLASS C (GOOG) - 1.56% |
| #12 | n/a (n/a) - 0.92% | META PLATFORMS INC CLASS A (META) - 1.35% |
| #13 | INGRAM MICRO INC. 4.75% (n/a) - 0.87% | ADVANCED MICRO DEVICES INC (AMD) - 1.11% |
| #14 | n/a (n/a) - 0.80% | ELI LILLY AND CO (LLY) - 1.04% |
| #15 | COMSTOCK RESOURCES, INC. 6.75% (n/a) - 0.70% | TESLA INC (TSLA) - 1.00% |
| #16 | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.70% |
| #17 | ALTICE FINANCING S.A. 5.75% (n/a) - 0.64% | n/a (DELL) - 0.68% |
| #18 | n/a (n/a) - 0.64% | JPMORGAN CHASE & CO (JPM) - 0.63% |
| #19 | DISH DBS CORPORATION 5.125% (n/a) - 0.61% | NETFLIX INC (NFLX) - 0.60% |
| #20 | VIRGIN MEDIA SECURED FINANCE PLC 5.5% (n/a) - 0.61% | GENERAL DYNAMICS CORP (GD) - 0.33% |
| #21 | DISCOVERY GLOBAL HOLDINGS INC. 4.054% (n/a) - 0.60% | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.33% |
| #22 | TENET HEALTHCARE CORPORATION 4.25% (n/a) - 0.60% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.33% |
| #23 | n/a (n/a) - 0.57% | METLIFE INC (MET) - 0.33% |
| #24 | SIRIUS XM RADIO LLC 5.5% (n/a) - 0.55% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.33% |
| #25 | ITT HOLDINGS LLC 6.5% (n/a) - 0.54% | NORTHROP GRUMMAN CORP (NOC) - 0.33% |
| Total Holdings | 318 | 263 |
BSJT vs CSM - Historical Returns
Returns include dividend reinvestment.
BSJT vs CSM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | BSJT | CSM |
|---|---|---|
| 2026 | +1.29% | +6.89% |
| 2025 | +7.39% | +22.04% |
| 2024 | +8.75% | +22.42% |
| 2023 | +13.25% | +24.05% |
| 2022 | -14.68% | -18.61% |
| 2021 | -0.52% | +34.52% |
| 2020 | N/A | +10.20% |
| 2019 | N/A | +28.94% |
| 2018 | N/A | -8.62% |
| 2017 | N/A | +21.46% |
| 2016 | N/A | +15.46% |
| 2015 | N/A | -0.48% |
| 2014 | N/A | +17.21% |
| 2013 | N/A | +32.52% |
| 2012 | N/A | +14.81% |
| 2011 | N/A | -0.83% |
| 2010 | N/A | +12.54% |
| 2009 | N/A | +25.40% |
BSJT vs CSM Drawdown Comparison
The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current BSJT drawdown is -0.07%. The current CSM drawdown is -2.56%.
| Rank | BSJT | CSM |
|---|---|---|
| #1 | -19.62% Sep 15, 2021 - Jul 11, 2024 | -36.11% Feb 19, 2020 - Sep 1, 2020 |
| #2 | -5.59% Feb 28, 2025 - Jun 3, 2025 | -23.81% Dec 29, 2021 - Dec 19, 2023 |
| #3 | -2.47% Jan 27, 2026 - Apr 14, 2026 | -21.13% Sep 21, 2018 - Jul 3, 2019 |
| #4 | -1.88% Dec 6, 2024 - Jan 24, 2025 | -19.99% Apr 29, 2011 - Feb 28, 2012 |
| #5 | -1.50% Sep 19, 2024 - Nov 29, 2024 | -18.30% Feb 19, 2025 - Jun 24, 2025 |
| #6 | -1.20% Sep 29, 2025 - Oct 24, 2025 | -15.53% Apr 15, 2010 - Nov 4, 2010 |
| #7 | -1.15% Jul 31, 2024 - Aug 14, 2024 | -13.68% May 21, 2015 - Apr 18, 2016 |
| #8 | -1.06% Oct 27, 2025 - Nov 25, 2025 | -10.06% Apr 2, 2012 - Aug 7, 2012 |
| #9 | -0.80% May 6, 2026 - May 29, 2026 | -9.78% Sep 2, 2020 - Nov 24, 2020 |
| #10 | -0.66% Feb 6, 2025 - Feb 14, 2025 | -9.71% Jan 26, 2018 - Aug 20, 2018 |
| #11 | -0.58% Jul 16, 2024 - Jul 30, 2024 | -9.40% Jan 6, 2026 - Apr 15, 2026 |
| #12 | -0.56% Jun 12, 2025 - Jun 20, 2025 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -0.56% Jun 30, 2025 - Jul 22, 2025 | -7.61% Oct 17, 2012 - Jan 4, 2013 |
| #14 | -0.49% Apr 27, 2026 - May 6, 2026 | -7.42% Jan 14, 2010 - Mar 5, 2010 |
| #15 | -0.48% Aug 13, 2025 - Aug 22, 2025 | -7.28% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BSJT and CSM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2009 - 2026)
BSJT vs CSM dividend yield comparison.
| Year | BSJT | CSM |
|---|---|---|
| 2026 | 2.71% | 0.25% |
| 2025 | 6.77% | 1.04% |
| 2024 | 6.65% | 1.06% |
| 2023 | 6.42% | 1.17% |
| 2022 | 5.45% | 1.37% |
| 2021 | 1.20% | 0.78% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.41% |
| 2018 | 0.00% | 1.55% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.50% |
| 2015 | 0.00% | 1.67% |
| 2014 | 0.00% | 1.39% |
| 2013 | 0.00% | 1.22% |
| 2012 | 0.00% | 0.61% |
| 2011 | 0.00% | 1.01% |
| 2010 | 0.00% | 0.34% |
| 2009 | 0.00% | 0.43% |
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