BSJU vs FTF
Comparison between Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF) and Franklin Ltd Duration Income Trust (FTF, ETF).
BSJU vs FTF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSJU
$260M
FTF
$260M
Expense Ratio
BSJU
0.42%
FTF
N/A
Max Drawdown
Winner
BSJU
8.40%
FTF
63.23%
Sharpe Ratio
Winner
BSJU
0.72
FTF
-0.24
5Y Beta
Winner
BSJU
0.24
FTF
0.30
5Y Dividends CAGR
BSJU
N/A
FTF
-4.40%
BSJU vs FTF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSJU
-0.03%
FTF
-0.91%
3M
Winner
BSJU
+0.92%
FTF
-1.25%
6M
Winner
BSJU
+1.59%
FTF
+0.75%
1Y
Winner
BSJU
+6.79%
FTF
+1.01%
5Y(CAGR)
BSJU
N/A
FTF
+2.13%
10Y(CAGR)
BSJU
N/A
FTF
+3.75%
Max(CAGR)
Winner
BSJU
+7.58%
FTF
+4.92%
BSJU vs FTF - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | BSJU | FTF |
|---|---|---|
| 2026 | +1.19% | -1.24% |
| 2025 | +8.32% | +4.80% |
| 2024 | +8.63% | +17.84% |
| 2023 | +12.66% | +12.41% |
| 2022 | -2.11% | -22.54% |
| 2021 | N/A | +8.60% |
| 2020 | N/A | +9.26% |
| 2019 | N/A | +17.39% |
| 2018 | N/A | -14.85% |
| 2017 | N/A | +9.32% |
| 2016 | N/A | +20.34% |
| 2015 | N/A | -5.63% |
| 2014 | N/A | +0.29% |
| 2013 | N/A | -6.21% |
| 2012 | N/A | +17.68% |
| 2011 | N/A | +8.07% |
| 2010 | N/A | +18.35% |
| 2009 | N/A | +52.93% |
| 2008 | N/A | -20.82% |
| 2007 | N/A | -7.48% |
| 2006 | N/A | +17.38% |
| 2005 | N/A | -8.66% |
| 2004 | N/A | +8.08% |
| 2003 | N/A | -1.02% |
BSJU vs FTF Drawdown Comparison
The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.
The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.
The current BSJU drawdown is -0.68%. The current FTF drawdown is -3.23%.
| Rank | BSJU | FTF |
|---|---|---|
| #1 | -7.51% Sep 12, 2022 - Dec 13, 2022 | -51.16% May 31, 2007 - Sep 28, 2009 |
| #2 | -5.93% Feb 2, 2023 - Jun 15, 2023 | -36.64% Aug 28, 2018 - Dec 18, 2020 |
| #3 | -5.12% Jul 13, 2023 - Nov 3, 2023 | -28.55% Dec 28, 2021 - Sep 16, 2024 |
| #4 | -5.09% Feb 28, 2025 - May 12, 2025 | -20.46% Feb 19, 2013 - Oct 21, 2016 |
| #5 | -4.93% Dec 13, 2022 - Jan 9, 2023 | -17.04% Jul 8, 2011 - Mar 27, 2012 |
| #6 | -2.53% Feb 9, 2026 - Apr 8, 2026 | -15.13% Mar 7, 2005 - Sep 15, 2006 |
| #7 | -2.47% Mar 27, 2024 - May 3, 2024 | -14.73% Apr 29, 2010 - Sep 29, 2010 |
| #8 | -2.12% Dec 6, 2024 - Jan 27, 2025 | -11.70% Mar 17, 2004 - Sep 3, 2004 |
| #9 | -1.79% Dec 27, 2023 - Jan 29, 2024 | -11.58% Feb 19, 2025 - Jul 1, 2025 |
| #10 | -1.66% Jun 15, 2023 - Jun 30, 2023 | -10.83% Oct 1, 2012 - Jan 2, 2013 |
| #11 | -1.59% Sep 27, 2024 - Nov 8, 2024 | -8.82% May 24, 2012 - Jun 27, 2012 |
| #12 | -1.53% Jun 30, 2023 - Jul 12, 2023 | -7.52% Oct 26, 2010 - Feb 11, 2011 |
| #13 | -1.42% Jan 12, 2023 - Feb 1, 2023 | -6.54% Feb 10, 2026 - Mar 27, 2026 |
| #14 | -1.39% Sep 22, 2025 - Oct 24, 2025 | -6.32% Sep 29, 2009 - Dec 14, 2009 |
| #15 | -1.31% May 15, 2024 - Jun 5, 2024 | -6.09% Jan 26, 2018 - Aug 22, 2018 |
Correlation
Correlation between BSJU and FTF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
BSJU vs FTF dividend yield comparison.
| Year | BSJU | FTF |
|---|---|---|
| 2026 | 2.76% | 5.32% |
| 2025 | 6.52% | 12.00% |
| 2024 | 7.08% | 11.13% |
| 2023 | 6.74% | 11.41% |
| 2022 | 2.38% | 12.62% |
| 2021 | 0.00% | 10.26% |
| 2020 | 0.00% | 9.50% |
| 2019 | 0.00% | 10.73% |
| 2018 | 0.00% | 12.37% |
| 2017 | 0.00% | 10.86% |
| 2016 | 0.00% | 6.56% |
| 2015 | 0.00% | 6.94% |
| 2014 | 0.00% | 7.05% |
| 2013 | 0.00% | 6.90% |
| 2012 | 0.00% | 6.35% |
| 2011 | 0.00% | 7.73% |
| 2010 | 0.00% | 7.84% |
| 2009 | 0.00% | 7.95% |
| 2008 | 0.00% | 11.27% |
| 2007 | 0.00% | 8.71% |
| 2006 | 0.00% | 7.83% |
| 2005 | 0.00% | 9.04% |
| 2004 | 0.00% | 8.11% |
| 2003 | 0.00% | 2.03% |
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