BSJX vs WRND
Comparison between Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX, ETF) and NYLI GLOBAL EQUITY R&D LEADERS ETF (WRND, ETF).
BSJX vs WRND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSJX
$10M
Winner
WRND
$10M
Expense Ratio
BSJX
0.42%
Winner
WRND
0.18%
Max Drawdown
Winner
BSJX
4.80%
WRND
28.20%
Sharpe Ratio
BSJX
0.66
Winner
WRND
1.53
5Y Beta
Winner
BSJX
0.26
WRND
1.00
P/E Ratio
BSJX
N/A
WRND
26.06
Forward P/E
BSJX
N/A
WRND
25.25
PEG Ratio
BSJX
N/A
WRND
0.36
5Y EPS CAGR
BSJX
N/A
WRND
33.93%
Debt to Equity
BSJX
N/A
WRND
56.86%
P/S Ratio
BSJX
N/A
WRND
6.11
P/B Ratio
BSJX
N/A
WRND
7.67
BSJX vs WRND - Holdings Comparison
BSJX and WRND have 1 common holdings. Overlap is 0.00%
BSJX's top 25 holdings weight is 35.96%. WRND's top 25 holdings weight is 68.42%.
| Rank | BSJX | WRND |
|---|---|---|
| #1 | n/a (n/a) - 2.75% | NVIDIA CORP (NVDA) - 8.09% |
| #2 | TRANSDIGM, INC. 6.375% (n/a) - 2.24% | ALPHABET INC CLASS A (GOOGL) - 7.80% |
| #3 | OAK-EAGLE ACQUIRECO INC. 7.25% (n/a) - 2.10% | APPLE INC (AAPL) - 6.53% |
| #4 | LEVEL 3 FINANCING, INC. 6.875% (n/a) - 1.76% | n/a (n/a) - 4.62% |
| #5 | n/a (n/a) - 1.72% | AMAZON.COM INC (AMZN) - 4.52% |
| #6 | MICHAELS COMPANIES INC. 8.5% (n/a) - 1.67% | MICROSOFT CORP (MSFT) - 4.31% |
| #7 | SWORD PURCHASER LLC 8.25% (n/a) - 1.54% | ASML HOLDING NV (n/a) - 4.29% |
| #8 | VIKING CRUISES, LTD. 5.875% (n/a) - 1.41% | BROADCOM INC (AVGO) - 3.79% |
| #9 | TRANSDIGM, INC. 6% (n/a) - 1.33% | META PLATFORMS INC CLASS A (META) - 3.20% |
| #10 | CACI INTERNATIONAL INC. 6.375% (n/a) - 1.33% | ASTRAZENECA PLC (AZN:XLON) - 2.48% |
| #11 | QUIKRETE HOLDINGS INC 6.75% (n/a) - 1.33% | ELI LILLY AND CO (LLY) - 2.26% |
| #12 | NEPTUNE BIDCO US INC. 9.5% (n/a) - 1.32% | SIEMENS AG (n/a) - 2.09% |
| #13 | SINCLAIR TELEVISION GROUP, INC. 8.125% (n/a) - 1.30% | SAP SE (n/a) - 1.53% |
| #14 | n/a (n/a) - 1.29% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.48% |
| #15 | FAIR ISAAC CORPORATION 6% (n/a) - 1.29% | NOVO NORDISK AS CLASS B (n/a) - 1.36% |
| #16 | UNIVISION COMMUNICATIONS INC. 8.875% (n/a) - 1.29% | DELTA ELECTRONICS INC (n/a) - 1.35% |
| #17 | WINDSTREAM SERVICES PE LLC 7.5% (n/a) - 1.28% | EATON CORP PLC (ETN) - 1.35% |
| #18 | SNAP INC 6.875% (n/a) - 1.28% | TOKYO ELECTRON LTD (n/a) - 1.16% |
| #19 | OLYMPUS WATER US HOLDING CORP. 7.25% (n/a) - 1.28% | ORACLE CORP (ORCL) - 1.12% |
| #20 | VENTURE GLOBAL PLAQUEMINES LNG LLC 7.5% (n/a) - 1.17% | ADVANTEST CORP (n/a) - 0.99% |
| #21 | n/a (n/a) - 1.10% | GSK PLC (n/a) - 0.89% |
| #22 | VZ SECURED FINANCING BV 7.5% (n/a) - 1.07% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.89% |
| #23 | KIOXIA HOLDINGS CORP. 6.625% (n/a) - 1.05% | CISCO SYSTEMS INC (CSCO) - 0.82% |
| #24 | n/a (n/a) - 1.04% | LAM RESEARCH CORP (LRCX) - 0.76% |
| #25 | IRON MOUNTAIN INC. 6.25% (n/a) - 1.02% | MITSUBISHI ELECTRIC CORP (n/a) - 0.74% |
| Total Holdings | 135 | 208 |
BSJX vs WRND - Historical Returns
Returns include dividend reinvestment.
1M
BSJX
-0.06%
Winner
WRND
+0.03%
3M
BSJX
+0.39%
Winner
WRND
+9.80%
6M
BSJX
+1.28%
Winner
WRND
+11.20%
1Y
BSJX
+6.45%
Winner
WRND
+33.36%
5Y(CAGR)
BSJX
N/A
WRND
+14.03%
Max(CAGR)
BSJX
+6.57%
Winner
WRND
+14.03%
BSJX vs WRND - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BSJX | WRND |
|---|---|---|
| 2026 | +0.91% | +10.94% |
| 2025 | +5.45% | +28.17% |
| 2024 | N/A | +14.76% |
| 2023 | N/A | +33.92% |
| 2022 | N/A | -19.17% |
BSJX vs WRND Drawdown Comparison
The maximum drawdown for BSJX was -3.41%, occurring on Mar 27, 2026. Recovery took 39 trading sessions.
The maximum drawdown for WRND was -27.16%, occurring on Oct 14, 2022. Recovery took 336 trading sessions.
The current BSJX drawdown is -0.70%. The current WRND drawdown is -4.61%.
| Rank | BSJX | WRND |
|---|---|---|
| #1 | -3.41% Feb 20, 2026 - Apr 17, 2026 | -27.16% Feb 9, 2022 - Jun 13, 2023 |
| #2 | -1.70% Apr 17, 2026 - May 19, 2026 | -18.41% Feb 20, 2025 - Jun 6, 2025 |
| #3 | -1.41% Oct 2, 2025 - Oct 24, 2025 | -12.43% Jan 28, 2026 - Apr 14, 2026 |
| #4 | -1.16% Oct 27, 2025 - Nov 25, 2025 | -11.71% Jul 28, 2023 - Dec 14, 2023 |
| #5 | -0.88% Jul 3, 2025 - Jul 29, 2025 | -10.34% Jul 12, 2024 - Sep 26, 2024 |
| #6 | -0.53% Sep 22, 2025 - Oct 2, 2025 | -6.80% Oct 29, 2025 - Jan 6, 2026 |
| #7 | -0.45% Dec 3, 2025 - Dec 23, 2025 | -5.42% Apr 1, 2024 - May 13, 2024 |
| #8 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -4.83% Sep 27, 2024 - Jan 22, 2025 |
| #9 | -0.35% Aug 27, 2025 - Sep 4, 2025 | -4.61% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -0.32% Jan 16, 2026 - Jan 22, 2026 | -3.95% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -0.30% Jul 29, 2025 - Aug 4, 2025 | -3.90% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -0.22% Dec 30, 2025 - Jan 5, 2026 | -3.62% May 14, 2026 - May 26, 2026 |
| #13 | -0.21% Sep 16, 2025 - Sep 18, 2025 | -3.52% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -0.20% Jan 27, 2026 - Feb 3, 2026 | -2.57% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -0.18% Jun 12, 2025 - Jun 20, 2025 | -2.34% Aug 28, 2025 - Sep 8, 2025 |
Correlation
Correlation between BSJX and WRND is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2022 - 2026)
BSJX vs WRND dividend yield comparison.
| Year | BSJX | WRND |
|---|---|---|
| 2026 | 2.37% | 0.12% |
| 2025 | 4.02% | 1.29% |
| 2024 | 0.00% | 1.15% |
| 2023 | 0.00% | 2.06% |
| 2022 | 0.00% | 2.06% |
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