BSJT vs IFN

Comparison between Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceBSJT has outperformed IFN, delivering a return of +2.7% compared to +1.3%

BSJT vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSJT(ETF)	IFN(ETF)
Net Assets	$540M	$539M
Expense Ratio	0.42%	N/A
Max Drawdown	23.60%	84.81%
Sharpe Ratio	0.40	-1.17
5Y Beta	0.21	0.50
5Y Dividends CAGR	N/A	5.70%

Net Assets

Winner

BSJT

$540M

IFN

$539M

Expense Ratio

BSJT

0.42%

IFN

N/A

Max Drawdown

Winner

BSJT

23.60%

IFN

84.81%

Sharpe Ratio

Winner

BSJT

0.40

IFN

-1.17

5Y Beta

Winner

BSJT

0.21

IFN

0.50

5Y Dividends CAGR

BSJT

N/A

IFN

5.70%

BSJT vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	BSJT	IFN
1 month	+0.16%	-2.31%
3 months	+0.92%	-3.28%
6 months	+0.95%	-11.15%
1 year	+5.05%	-16.72%
5 years(CAGR)	+2.67%	+1.33%
10 years(CAGR)	N/A	+6.25%
Max(CAGR)	+2.67%	+9.99%

Winner

BSJT

+0.16%

IFN

-2.31%

Winner

BSJT

+0.92%

IFN

-3.28%

Winner

BSJT

+0.95%

IFN

-11.15%

Winner

BSJT

+5.05%

IFN

-16.72%

5Y(CAGR)

Winner

BSJT

+2.67%

IFN

+1.33%

10Y(CAGR)

BSJT

N/A

IFN

+6.25%

Max(CAGR)

BSJT

+2.67%

Winner

IFN

+9.99%

BSJT vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSJT	IFN
2026	+1.45%	-13.18%
2025	+7.39%	-1.32%
2024	+8.75%	-2.20%
2023	+13.25%	+32.46%
2022	-14.68%	-17.34%
2021	-0.52%	+22.42%
2020	N/A	+11.04%
2019	N/A	+11.21%
2018	N/A	-5.34%
2017	N/A	+39.00%
2016	N/A	+3.59%
2015	N/A	-6.72%
2014	N/A	+41.45%
2013	N/A	-2.50%
2012	N/A	+18.26%
2011	N/A	-43.26%
2010	N/A	+25.52%
2009	N/A	+59.56%
2008	N/A	-60.29%
2007	N/A	+60.19%
2006	N/A	+23.68%
2005	N/A	+45.06%
2004	N/A	+19.71%
2003	N/A	+136.57%
2002	N/A	+10.29%
2001	N/A	-21.06%
2000	N/A	-32.29%
1999	N/A	+40.99%

BSJT vs IFN Drawdown Comparison

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

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current BSJT drawdown is -0.12%. The current IFN drawdown is -25.60%.

Rank	BSJT	IFN
#1	-19.62% Sep 15, 2021 - Jul 11, 2024	-71.83% Jan 14, 2008 - May 16, 2017
#2	-5.59% Feb 28, 2025 - Jun 3, 2025	-65.52% Mar 6, 2000 - Dec 12, 2003
#3	-2.47% Jan 27, 2026 - Apr 14, 2026	-41.96% May 10, 2006 - Oct 15, 2007
#4	-1.88% Dec 6, 2024 - Jan 24, 2025	-41.41% Jan 17, 2020 - Dec 1, 2020
#5	-1.50% Sep 19, 2024 - Nov 29, 2024	-32.89% Apr 5, 2004 - Dec 13, 2004
#6	-1.20% Sep 29, 2025 - Oct 24, 2025	-31.53% Mar 8, 2024 - Mar 30, 2026
#7	-1.15% Jul 31, 2024 - Aug 14, 2024	-24.71% Jan 13, 2022 - Sep 11, 2023
#8	-1.06% Oct 27, 2025 - Nov 25, 2025	-23.21% Jan 23, 2018 - Jan 13, 2020
#9	-0.80% May 6, 2026 - May 29, 2026	-19.93% Jan 3, 2005 - Jun 29, 2005
#10	-0.66% Feb 6, 2025 - Feb 14, 2025	-18.00% Sep 20, 2005 - Dec 22, 2005
#11	-0.58% Jul 16, 2024 - Jul 30, 2024	-17.60% Jan 14, 2004 - Apr 5, 2004
#12	-0.56% Jun 12, 2025 - Jun 20, 2025	-17.14% Oct 31, 2007 - Dec 6, 2007
#13	-0.56% Jun 30, 2025 - Jul 22, 2025	-12.67% Oct 15, 2007 - Oct 29, 2007
#14	-0.49% Apr 27, 2026 - May 6, 2026	-10.93% Sep 25, 2023 - Nov 17, 2023
#15	-0.48% Aug 13, 2025 - Aug 22, 2025	-10.70% Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between BSJT and IFN is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2001 - 2026)

BSJT vs IFN dividend yield comparison.

Year	BSJT	IFN
2026	3.80%	7.36%
2025	6.77%	16.09%
2024	6.65%	14.60%
2023	6.42%	8.97%
2022	5.45%	21.47%
2021	1.20%	15.21%
2020	0.00%	9.77%
2019	0.00%	11.57%
2018	0.00%	22.25%
2017	0.00%	12.11%
2016	0.00%	7.97%
2015	0.00%	8.02%
2014	0.00%	7.22%
2013	0.00%	4.76%
2012	0.00%	11.34%
2011	0.00%	6.09%
2010	0.00%	11.02%
2008	0.00%	38.91%
2007	0.00%	15.44%
2006	0.00%	11.15%
2005	0.00%	11.23%
2004	0.00%	5.13%
2003	0.00%	0.52%
2002	0.00%	0.80%
2001	0.00%	0.74%