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BSJX vs SPDF

Comparison between Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX, ETF) and DEFENDER RISK ADAPTIVE 500 ETF (SPDF, ETF).

BSJX vs SPDF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSJX
$18M
SPDF
$18M
Expense Ratio
Winner
BSJX
0.42%
SPDF
0.69%
Max Drawdown
BSJX
4.80%
Winner
SPDF
4.40%
Sharpe Ratio
BSJX
0.73
Winner
SPDF
2.51
5Y Beta
Winner
BSJX
0.26
SPDF
0.99

BSJX vs SPDF - Holdings Comparison

BSJX and SPDF have 0 common holdings. Overlap is 0.00%

BSJX's top 25 holdings weight is 35.87%. SPDF's top 25 holdings weight is 99.77%.

RankBSJXSPDF
#1
n/a (n/a) - 2.68%
STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 99.77%
#2
OAK-EAGLE ACQUIRECO INC. 7.25% (n/a) - 2.52%
N/A
#3
TRANSDIGM, INC. 6.375% (n/a) - 2.21%
N/A
#4
n/a (n/a) - 1.74%
N/A
#5
LEVEL 3 FINANCING, INC. 6.875% (n/a) - 1.72%
N/A
#6
MICHAELS COMPANIES INC. 8.5% (n/a) - 1.69%
N/A
#7
SWORD PURCHASER LLC 8.25% (n/a) - 1.60%
N/A
#8
VIKING CRUISES, LTD. 5.875% (n/a) - 1.44%
N/A
#9
OLYMPUS WATER US HOLDING CORP. 7.25% (n/a) - 1.36%
N/A
#10
n/a (n/a) - 1.31%
N/A
#11
FAIR ISAAC CORPORATION 6% (n/a) - 1.31%
N/A
#12
CACI INTERNATIONAL INC. 6.375% (n/a) - 1.30%
N/A
#13
NEPTUNE BIDCO US INC. 9.5% (n/a) - 1.30%
N/A
#14
QUIKRETE HOLDINGS INC 6.75% (n/a) - 1.29%
N/A
#15
TRANSDIGM, INC. 6% (n/a) - 1.28%
N/A
#16
SNAP INC 6.875% (n/a) - 1.26%
N/A
#17
UNIVISION COMMUNICATIONS INC. 8.875% (n/a) - 1.26%
N/A
#18
WINDSTREAM SERVICES PE LLC 7.5% (n/a) - 1.21%
N/A
#19
SINCLAIR TELEVISION GROUP, INC. 8.125% (n/a) - 1.21%
N/A
#20
VENTURE GLOBAL PLAQUEMINES LNG LLC 7.5% (n/a) - 1.18%
N/A
#21
n/a (n/a) - 1.04%
N/A
#22
n/a (n/a) - 1.01%
N/A
#23
IRON MOUNTAIN INC. 6.25% (n/a) - 1.00%
N/A
#24
AECOM 6% (n/a) - 0.98%
N/A
#25
POST HOLDINGS INC. 6.375% (n/a) - 0.97%
N/A
Total Holdings1391

BSJX vs SPDF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSJX
+0.59%
SPDF
+0.41%
3M
BSJX
+2.24%
SPDF
N/A
6M
BSJX
+1.95%
SPDF
N/A
1Y
BSJX
+6.97%
SPDF
N/A
Max(CAGR)
BSJX
+6.98%
Winner
SPDF
+42.58%

BSJX vs SPDF - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBSJXSPDF
2026+1.42%+5.79%
2025+5.45%N/A

BSJX vs SPDF Drawdown Comparison

The maximum drawdown for BSJX was -3.41%, occurring on Mar 27, 2026. Recovery took 39 trading sessions.

The maximum drawdown for SPDF was -4.40%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current BSJX drawdown is -0.20%. The current SPDF drawdown is -2.42%.

RankBSJXSPDF
#1-3.41%
Feb 20, 2026 - Apr 17, 2026
-4.40%
Jun 2, 2026 - Jun 10, 2026
#2-1.70%
Apr 17, 2026 - May 19, 2026
-1.90%
May 14, 2026 - May 26, 2026
#3-1.41%
Oct 2, 2025 - Oct 24, 2025
-0.86%
Apr 17, 2026 - Apr 22, 2026
#4-1.16%
Oct 27, 2025 - Nov 25, 2025
-0.62%
Apr 27, 2026 - Apr 30, 2026
#5-0.88%
Jul 3, 2025 - Jul 29, 2025
-0.55%
May 1, 2026 - May 5, 2026
#6-0.53%
Sep 22, 2025 - Oct 2, 2025
-0.48%
Apr 22, 2026 - Apr 24, 2026
#7-0.45%
Dec 3, 2025 - Dec 23, 2025
-0.37%
May 6, 2026 - May 8, 2026
#8-0.44%
Aug 13, 2025 - Aug 22, 2025
-0.12%
May 11, 2026 - May 13, 2026
#9-0.35%
Aug 27, 2025 - Sep 4, 2025
N/A
#10-0.32%
Jan 16, 2026 - Jan 22, 2026
N/A
#11-0.30%
Jul 29, 2025 - Aug 4, 2025
N/A
#12-0.22%
Dec 30, 2025 - Jan 5, 2026
N/A
#13-0.21%
Sep 16, 2025 - Sep 18, 2025
N/A
#14-0.20%
Jan 27, 2026 - Feb 3, 2026
N/A
#15-0.18%
Jun 12, 2025 - Jun 20, 2025
N/A

Correlation

Correlation between BSJX and SPDF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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