BSJU vs ERC
Comparison between Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF) and Allspring Multi-Sector Income Fund (ERC, ETF).
BSJU vs ERC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSJU
$276M
Winner
ERC
$276M
Expense Ratio
BSJU
0.42%
ERC
N/A
Max Drawdown
Winner
BSJU
8.40%
ERC
61.26%
Sharpe Ratio
Winner
BSJU
0.78
ERC
0.22
5Y Beta
Winner
BSJU
0.24
ERC
0.29
5Y Dividends CAGR
BSJU
N/A
ERC
-4.92%
BSJU vs ERC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSJU
+0.56%
ERC
-0.52%
3M
Winner
BSJU
+2.50%
ERC
+1.85%
6M
Winner
BSJU
+2.43%
ERC
+0.04%
1Y
Winner
BSJU
+7.00%
ERC
+5.00%
5Y(CAGR)
BSJU
N/A
ERC
+1.91%
10Y(CAGR)
BSJU
N/A
ERC
+6.25%
Max(CAGR)
Winner
BSJU
+7.71%
ERC
+6.31%
BSJU vs ERC - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | BSJU | ERC |
|---|---|---|
| 2026 | +1.78% | +0.69% |
| 2025 | +8.32% | +11.57% |
| 2024 | +8.63% | +6.22% |
| 2023 | +12.66% | +4.86% |
| 2022 | -2.11% | -16.89% |
| 2021 | N/A | +19.00% |
| 2020 | N/A | +4.50% |
| 2019 | N/A | +27.12% |
| 2018 | N/A | -4.31% |
| 2017 | N/A | +11.37% |
| 2016 | N/A | +22.86% |
| 2015 | N/A | -6.98% |
| 2014 | N/A | +4.97% |
| 2013 | N/A | -7.17% |
| 2012 | N/A | +19.05% |
| 2011 | N/A | +4.26% |
| 2010 | N/A | +17.22% |
| 2009 | N/A | +46.85% |
| 2008 | N/A | -20.91% |
| 2007 | N/A | -1.03% |
| 2006 | N/A | +16.47% |
| 2005 | N/A | -7.05% |
| 2004 | N/A | +7.02% |
| 2003 | N/A | -3.51% |
BSJU vs ERC Drawdown Comparison
The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.
The maximum drawdown for ERC was -47.40%, occurring on Oct 10, 2008. Recovery took 558 trading sessions.
The current BSJU drawdown is -0.09%. The current ERC drawdown is -2.32%.
| Rank | BSJU | ERC |
|---|---|---|
| #1 | -7.51% Sep 12, 2022 - Dec 13, 2022 | -47.40% May 7, 2007 - Jul 23, 2009 |
| #2 | -5.93% Feb 2, 2023 - Jun 15, 2023 | -41.26% Feb 20, 2020 - Jan 7, 2021 |
| #3 | -5.12% Jul 13, 2023 - Nov 3, 2023 | -33.58% Sep 27, 2021 - Sep 16, 2025 |
| #4 | -5.09% Feb 28, 2025 - May 12, 2025 | -18.40% Apr 26, 2013 - Apr 29, 2016 |
| #5 | -4.93% Dec 13, 2022 - Jan 9, 2023 | -13.99% Apr 16, 2018 - Feb 1, 2019 |
| #6 | -2.53% Feb 9, 2026 - Apr 8, 2026 | -12.99% Feb 10, 2004 - Oct 8, 2004 |
| #7 | -2.47% Mar 27, 2024 - May 3, 2024 | -11.66% Jun 27, 2003 - Jan 9, 2004 |
| #8 | -2.12% Dec 6, 2024 - Jan 27, 2025 | -11.24% May 4, 2010 - Jul 23, 2010 |
| #9 | -1.79% Dec 27, 2023 - Jan 29, 2024 | -10.46% Jul 21, 2011 - Jan 19, 2012 |
| #10 | -1.66% Jun 15, 2023 - Jun 30, 2023 | -10.39% Dec 8, 2004 - Aug 8, 2006 |
| #11 | -1.59% Sep 27, 2024 - Nov 8, 2024 | -9.75% Nov 8, 2010 - Jul 15, 2011 |
| #12 | -1.53% Jun 30, 2023 - Jul 12, 2023 | -8.57% Oct 25, 2012 - Jan 17, 2013 |
| #13 | -1.42% Jan 12, 2023 - Feb 1, 2023 | -7.89% Sep 7, 2016 - Dec 28, 2016 |
| #14 | -1.39% Sep 22, 2025 - Oct 24, 2025 | -6.87% Feb 18, 2026 - Mar 30, 2026 |
| #15 | -1.31% May 15, 2024 - Jun 5, 2024 | -5.09% Jan 19, 2010 - Feb 25, 2010 |
Correlation
Correlation between BSJU and ERC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2003 - 2026)
BSJU vs ERC dividend yield comparison.
| Year | BSJU | ERC |
|---|---|---|
| 2026 | 2.75% | 4.87% |
| 2025 | 6.52% | 9.34% |
| 2024 | 7.08% | 8.65% |
| 2023 | 6.74% | 8.44% |
| 2022 | 2.38% | 10.71% |
| 2021 | 0.00% | 8.51% |
| 2020 | 0.00% | 9.50% |
| 2019 | 0.00% | 9.35% |
| 2018 | 0.00% | 11.56% |
| 2017 | 0.00% | 9.66% |
| 2016 | 0.00% | 8.80% |
| 2015 | 0.00% | 13.67% |
| 2014 | 0.00% | 8.78% |
| 2013 | 0.00% | 8.53% |
| 2012 | 0.00% | 7.42% |
| 2011 | 0.00% | 8.23% |
| 2010 | 0.00% | 8.48% |
| 2009 | 0.00% | 9.17% |
| 2008 | 0.00% | 23.72% |
| 2007 | 0.00% | 8.27% |
| 2006 | 0.00% | 8.19% |
| 2005 | 0.00% | 9.18% |
| 2004 | 0.00% | 8.54% |
| 2003 | 0.00% | 3.83% |
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