BSJU vs JRS

Comparison between Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).

BSJU vs JRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSJU(ETF)	JRS(ETF)
Net Assets	$260M	$260M
Expense Ratio	0.42%	N/A
Max Drawdown	8.40%	90.70%
Sharpe Ratio	0.72	0.70
5Y Beta	0.24	0.64
5Y Dividends CAGR	N/A	2.26%

Net Assets

Winner

BSJU

$260M

JRS

$260M

Expense Ratio

BSJU

0.42%

JRS

N/A

Max Drawdown

Winner

BSJU

8.40%

JRS

90.70%

Sharpe Ratio

Winner

BSJU

0.72

JRS

0.70

5Y Beta

Winner

BSJU

0.24

JRS

0.64

5Y Dividends CAGR

BSJU

N/A

JRS

2.26%

BSJU vs JRS - Historical Returns

Returns include dividend reinvestment.

Period	BSJU	JRS
1 month	-0.03%	+1.42%
3 months	+0.92%	+3.76%
6 months	+1.59%	+11.13%
1 year	+6.79%	+14.01%
5 years(CAGR)	N/A	+2.56%
10 years(CAGR)	N/A	+5.59%
Max(CAGR)	+7.58%	+7.02%

BSJU

-0.03%

Winner

JRS

+1.42%

BSJU

+0.92%

Winner

JRS

+3.76%

BSJU

+1.59%

Winner

JRS

+11.13%

BSJU

+6.79%

Winner

JRS

+14.01%

5Y(CAGR)

BSJU

N/A

JRS

+2.56%

10Y(CAGR)

BSJU

N/A

JRS

+5.59%

Max(CAGR)

Winner

BSJU

+7.58%

JRS

+7.02%

BSJU vs JRS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BSJU	JRS
2026	+1.19%	+10.71%
2025	+8.32%	-1.77%
2024	+8.63%	+19.56%
2023	+12.66%	+11.22%
2022	-2.11%	-35.38%
2021	N/A	+66.40%
2020	N/A	-12.66%
2019	N/A	+36.83%
2018	N/A	-17.88%
2017	N/A	+11.96%
2016	N/A	+10.78%
2015	N/A	-1.20%
2014	N/A	+30.79%
2013	N/A	-3.80%
2012	N/A	+7.61%
2011	N/A	+9.22%
2010	N/A	+39.39%
2009	N/A	+79.15%
2008	N/A	-61.78%
2007	N/A	-37.28%
2006	N/A	+53.15%
2005	N/A	+5.64%
2004	N/A	+21.41%
2003	N/A	+33.64%
2002	N/A	+10.59%
2001	N/A	-0.40%

BSJU vs JRS Drawdown Comparison

The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.

The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.

The current BSJU drawdown is -0.68%. The current JRS drawdown is -7.07%.

Rank	BSJU	JRS
#1	-7.51% Sep 12, 2022 - Dec 13, 2022	-87.70% Feb 7, 2007 - May 9, 2016
#2	-5.93% Feb 2, 2023 - Jun 15, 2023	-54.50% Feb 14, 2020 - Apr 8, 2021
#3	-5.12% Jul 13, 2023 - Nov 3, 2023	-45.52% Dec 31, 2021 - Oct 27, 2023
#4	-5.09% Feb 28, 2025 - May 12, 2025	-22.19% Apr 1, 2004 - Sep 2, 2004
#5	-4.93% Dec 13, 2022 - Jan 9, 2023	-21.97% Dec 29, 2017 - Feb 22, 2019
#6	-2.53% Feb 9, 2026 - Apr 8, 2026	-18.26% Sep 8, 2016 - Jun 13, 2017
#7	-2.47% Mar 27, 2024 - May 3, 2024	-13.95% Dec 14, 2004 - May 10, 2005
#8	-2.12% Dec 6, 2024 - Jan 27, 2025	-13.80% Sep 17, 2002 - Feb 21, 2003
#9	-1.79% Dec 27, 2023 - Jan 29, 2024	-13.60% Oct 16, 2006 - Dec 4, 2006
#10	-1.66% Jun 15, 2023 - Jun 30, 2023	-11.72% Jun 20, 2002 - Sep 6, 2002
#11	-1.59% Sep 27, 2024 - Nov 8, 2024	-10.32% Aug 3, 2005 - Jan 5, 2006
#12	-1.53% Jun 30, 2023 - Jul 12, 2023	-9.04% Sep 8, 2021 - Oct 25, 2021
#13	-1.42% Jan 12, 2023 - Feb 1, 2023	-8.15% Feb 10, 2004 - Mar 5, 2004
#14	-1.39% Sep 22, 2025 - Oct 24, 2025	-8.01% Nov 4, 2004 - Dec 1, 2004
#15	-1.31% May 15, 2024 - Jun 5, 2024	-7.93% Jul 14, 2003 - Sep 18, 2003

Correlation

Correlation between BSJU and JRS is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2002 - 2026)

BSJU vs JRS dividend yield comparison.

Year	BSJU	JRS
2026	2.76%	2.06%
2025	6.52%	8.88%
2024	7.08%	7.88%
2023	6.74%	8.70%
2022	2.38%	11.06%
2021	0.00%	5.93%
2020	0.00%	9.00%
2019	0.00%	7.16%
2018	0.00%	9.99%
2017	0.00%	8.88%
2016	0.00%	9.10%
2015	0.00%	9.04%
2014	0.00%	7.83%
2013	0.00%	9.93%
2012	0.00%	8.78%
2011	0.00%	8.72%
2010	0.00%	8.70%
2009	0.00%	11.51%
2008	0.00%	35.31%
2007	0.00%	16.75%
2006	0.00%	6.90%
2005	0.00%	8.30%
2004	0.00%	7.04%
2003	0.00%	7.37%
2002	0.00%	9.23%