BSJU vs USNZ
Comparison between Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF) and XTRACKERS NET ZERO PATHWAY PARIS ALIGNED US EQUITY ETF (USNZ, ETF).
BSJU vs USNZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSJU
$291M
USNZ
$290M
Expense Ratio
BSJU
0.42%
Winner
USNZ
0.10%
Max Drawdown
Winner
BSJU
8.40%
USNZ
19.34%
Sharpe Ratio
BSJU
0.56
Winner
USNZ
1.18
5Y Beta
Winner
BSJU
0.24
USNZ
0.98
P/E Ratio
BSJU
N/A
USNZ
30.60
Forward P/E
BSJU
N/A
USNZ
21.55
PEG Ratio
BSJU
N/A
USNZ
0.28
5Y EPS CAGR
BSJU
N/A
USNZ
30.67%
Debt to Equity
BSJU
N/A
USNZ
34.98%
P/S Ratio
BSJU
N/A
USNZ
4.42
P/B Ratio
BSJU
N/A
USNZ
6.86
BSJU vs USNZ - Holdings Comparison
BSJU and USNZ have 1 common holdings. Overlap is 0.00%
BSJU's top 25 holdings weight is 29.82%. USNZ's top 25 holdings weight is 56.79%.
| Rank | BSJU | USNZ |
|---|---|---|
| #1 | HUB INTERNATIONAL LTD. 7.25% (n/a) - 1.91% | NVIDIA CORP (NVDA) - 9.71% |
| #2 | WULF COMPUTE LLC 7.75% (n/a) - 1.89% | APPLE INC (AAPL) - 9.14% |
| #3 | n/a (n/a) - 1.60% | MICROSOFT CORP (MSFT) - 5.61% |
| #4 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.58% | ALPHABET INC CLASS A (GOOGL) - 3.92% |
| #5 | n/a (n/a) - 1.55% | AMAZON.COM INC (AMZN) - 3.91% |
| #6 | n/a (n/a) - 1.51% | ALPHABET INC CLASS C (GOOG) - 3.32% |
| #7 | DAVITA INC 4.625% (n/a) - 1.50% | BROADCOM INC (AVGO) - 2.97% |
| #8 | APLD COMPUTECO LLC 9.25% (n/a) - 1.43% | META PLATFORMS INC CLASS A (META) - 2.56% |
| #9 | n/a (n/a) - 1.35% | TESLA INC (TSLA) - 1.86% |
| #10 | ATHENAHEALTH GROUP INC. 6.5% (n/a) - 1.27% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #11 | VOLTAGRID LLC 7.375% (n/a) - 1.17% | ELI LILLY AND CO (LLY) - 1.61% |
| #12 | CAESARS ENTERTAINMENT INC. 7% (n/a) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.52% |
| #13 | TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.14% | JPMORGAN CHASE & CO (JPM) - 1.49% |
| #14 | COREWEAVE INC. 9.25% (n/a) - 1.11% | JOHNSON & JOHNSON (JNJ) - 1.03% |
| #15 | CIPHER COMPUTE LLC 7.125% (n/a) - 1.01% | VISA INC CLASS A (V) - 0.95% |
| #16 | n/a (n/a) - 1.01% | INTEL CORP (INTC) - 0.87% |
| #17 | HERC HOLDINGS INC 7% (n/a) - 0.97% | APPLIED MATERIALS INC (AMAT) - 0.85% |
| #18 | ARDAGH GROUP S A 9.5% (n/a) - 0.94% | CISCO SYSTEMS INC (CSCO) - 0.80% |
| #19 | VENTURE GLOBAL LNG INC. 7% (n/a) - 0.86% | LAM RESEARCH CORP (LRCX) - 0.77% |
| #20 | TRANSDIGM, INC. 6.875% (n/a) - 0.84% | ABBVIE INC (ABBV) - 0.75% |
| #21 | MCAFEE CORP 7.375% (n/a) - 0.83% | CHARLES SCHWAB CORP (SCHW) - 0.28% |
| #22 | ALBION FINANCING 1 S.A.R.L. 7% (n/a) - 0.82% | UBER TECHNOLOGIES INC (UBER) - 0.28% |
| #23 | CHS/COMMUNITY HEALTH SYSTEMS INC 5.25% (n/a) - 0.81% | THE WALT DISNEY CO (DIS) - 0.28% |
| #24 | SIRIUS XM RADIO LLC 4.125% (n/a) - 0.79% | BLACKROCK INC (BLK) - 0.27% |
| #25 | TENET HEALTHCARE CORPORATION 4.375% (n/a) - 0.79% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.26% |
| Total Holdings | 220 | 271 |
BSJU vs USNZ - Historical Returns
Returns include dividend reinvestment.
1M
BSJU
+0.24%
Winner
USNZ
+0.76%
3M
BSJU
+0.95%
Winner
USNZ
+7.60%
6M
BSJU
+1.65%
Winner
USNZ
+10.68%
1Y
BSJU
+5.88%
Winner
USNZ
+20.88%
5Y(CAGR)
BSJU
N/A
USNZ
+19.12%
Max(CAGR)
BSJU
+7.58%
Winner
USNZ
+19.12%
BSJU vs USNZ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BSJU | USNZ |
|---|---|---|
| 2026 | +2.14% | +10.26% |
| 2025 | +8.32% | +17.91% |
| 2024 | +8.63% | +22.88% |
| 2023 | +12.66% | +27.98% |
| 2022 | -2.11% | +0.75% |
BSJU vs USNZ Drawdown Comparison
The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.
The maximum drawdown for USNZ was -19.16%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current BSJU drawdown is -0.30%. The current USNZ drawdown is -1.41%.
| Rank | BSJU | USNZ |
|---|---|---|
| #1 | -7.51% Sep 12, 2022 - Dec 13, 2022 | -19.16% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -5.93% Feb 2, 2023 - Jun 15, 2023 | -17.79% Aug 16, 2022 - Jun 1, 2023 |
| #3 | -5.12% Jul 13, 2023 - Nov 3, 2023 | -11.26% Jul 31, 2023 - Dec 1, 2023 |
| #4 | -5.09% Feb 28, 2025 - May 12, 2025 | -11.07% Jan 28, 2026 - Apr 15, 2026 |
| #5 | -4.93% Dec 13, 2022 - Jan 9, 2023 | -8.65% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -2.53% Feb 9, 2026 - Apr 8, 2026 | -6.41% Mar 28, 2024 - May 15, 2024 |
| #7 | -2.47% Mar 27, 2024 - May 3, 2024 | -5.56% Oct 28, 2025 - Dec 24, 2025 |
| #8 | -2.12% Dec 6, 2024 - Jan 27, 2025 | -4.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -1.79% Dec 27, 2023 - Jan 29, 2024 | -4.70% Dec 4, 2024 - Feb 18, 2025 |
| #10 | -1.66% Jun 15, 2023 - Jun 30, 2023 | -3.14% Oct 14, 2024 - Nov 7, 2024 |
| #11 | -1.59% Sep 27, 2024 - Nov 8, 2024 | -3.06% Jan 12, 2026 - Jan 28, 2026 |
| #12 | -1.53% Jun 30, 2023 - Jul 12, 2023 | -3.00% Jul 7, 2022 - Jul 19, 2022 |
| #13 | -1.42% Jan 12, 2023 - Feb 1, 2023 | -2.94% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -1.39% Sep 22, 2025 - Oct 24, 2025 | -2.53% Nov 8, 2024 - Nov 26, 2024 |
| #15 | -1.31% May 15, 2024 - Jun 5, 2024 | -2.37% Jul 21, 2022 - Jul 27, 2022 |
Correlation
Correlation between BSJU and USNZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
BSJU vs USNZ dividend yield comparison.
| Year | BSJU | USNZ |
|---|---|---|
| 2026 | 3.92% | 0.42% |
| 2025 | 6.52% | 1.02% |
| 2024 | 7.08% | 1.14% |
| 2023 | 6.74% | 1.19% |
| 2022 | 2.38% | 0.80% |
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