BTAL vs BSJU
Comparison between AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL, ETF) and Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF).
BTAL vs BSJU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTAL
$276M
Winner
BSJU
$276M
Expense Ratio
BTAL
1.40%
Winner
BSJU
0.42%
Max Drawdown
BTAL
56.68%
Winner
BSJU
8.40%
Sharpe Ratio
BTAL
-2.02
Winner
BSJU
0.78
5Y Beta
Winner
BTAL
-0.84
BSJU
0.24
BTAL vs BSJU - Holdings Comparison
BTAL and BSJU have 1 common holdings. Overlap is -2.41%
BTAL's top 25 holdings weight is 108.81%. BSJU's top 25 holdings weight is 28.96%.
| Rank | BTAL | BSJU |
|---|---|---|
| #1 | CASH (n/a) - 97.58% | WULF COMPUTE LLC 7.75% (n/a) - 1.89% |
| #2 | OKTA INC CLASS A (OKTA) - 0.61% | HUB INTERNATIONAL LTD. 7.25% (n/a) - 1.88% |
| #3 | SAILPOINT INC (SAIL) - 0.54% | n/a (n/a) - 1.59% |
| #4 | CLOUDFLARE INC (NET) - 0.52% | n/a (n/a) - 1.53% |
| #5 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.52% | n/a (n/a) - 1.50% |
| #6 | NEXTPOWER INC CLASS A (NXT) - 0.51% | DAVITA INC 4.625% (n/a) - 1.49% |
| #7 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.50% | APLD COMPUTECO LLC 9.25% (n/a) - 1.42% |
| #8 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 0.50% | n/a (n/a) - 1.35% |
| #9 | BORGWARNER INC (BWA) - 0.48% | ATHENAHEALTH GROUP INC. 6.5% (n/a) - 1.26% |
| #10 | GUIDEWIRE SOFTWARE INC (GWRE) - 0.48% | VOLTAGRID LLC 7.375% (n/a) - 1.17% |
| #11 | UIPATH INC CLASS A (PATH) - 0.47% | COREWEAVE INC. 9.25% (n/a) - 1.15% |
| #12 | DYNATRACE INC ORDINARY SHARES (DT) - 0.46% | CAESARS ENTERTAINMENT INC. 7% (n/a) - 1.13% |
| #13 | CACI INTERNATIONAL INC CLASS A (CACI) - 0.46% | TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.13% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.45% | CIPHER COMPUTE LLC 7.125% (n/a) - 1.01% |
| #15 | INTUIT INC (INTU) - 0.45% | n/a (n/a) - 1.01% |
| #16 | CCC INTELLIGENT SOLUTIONS HOLDINGS INC (CCC) - 0.45% | HERC HOLDINGS INC 7% (n/a) - 0.96% |
| #17 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.45% | ARDAGH GROUP S A 9.5% (n/a) - 0.93% |
| #18 | GARTNER INC (IT) - 0.45% | VENTURE GLOBAL LNG INC. 7% (n/a) - 0.86% |
| #19 | PAYCHEX INC (PAYX) - 0.44% | MCAFEE CORP 7.375% (n/a) - 0.84% |
| #20 | MOTOROLA SOLUTIONS INC (MSI) - 0.44% | TRANSDIGM, INC. 6.875% (n/a) - 0.84% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.41% | NOBLE FINANCE II LLC. 8% (n/a) - 0.82% |
| #22 | AUTODESK INC (ADSK) - 0.41% | ALBION FINANCING 1 S.A.R.L. 7% (n/a) - 0.81% |
| #23 | AUTOZONE INC (AZO) - 0.41% | CHS/COMMUNITY HEALTH SYSTEMS INC 5.25% (n/a) - 0.81% |
| #24 | QUEST DIAGNOSTICS INC (DGX) - 0.41% | SIRIUS XM RADIO LLC 4.125% (n/a) - 0.79% |
| #25 | H&R BLOCK INC (HRB) - 0.41% | TENET HEALTHCARE CORPORATION 4.375% (n/a) - 0.79% |
| Total Holdings | 366 | 222 |
BTAL vs BSJU - Historical Returns
Returns include dividend reinvestment.
1M
BTAL
-4.41%
Winner
BSJU
+0.56%
3M
BTAL
-19.99%
Winner
BSJU
+2.50%
6M
BTAL
-19.28%
Winner
BSJU
+2.43%
1Y
BTAL
-36.62%
Winner
BSJU
+7.00%
5Y(CAGR)
BTAL
-4.95%
BSJU
N/A
10Y(CAGR)
BTAL
-4.98%
BSJU
N/A
Max(CAGR)
BTAL
-4.04%
Winner
BSJU
+7.71%
BTAL vs BSJU - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BTAL | BSJU |
|---|---|---|
| 2026 | -18.22% | +1.78% |
| 2025 | -19.89% | +8.32% |
| 2024 | +10.73% | +8.63% |
| 2023 | -16.21% | +12.66% |
| 2022 | +21.71% | -2.11% |
| 2021 | -7.35% | N/A |
| 2020 | -13.74% | N/A |
| 2019 | +2.04% | N/A |
| 2018 | +16.45% | N/A |
| 2017 | -1.13% | N/A |
| 2016 | -5.06% | N/A |
| 2015 | +4.33% | N/A |
| 2014 | +8.06% | N/A |
| 2013 | -11.09% | N/A |
| 2012 | -7.04% | N/A |
| 2011 | -2.50% | N/A |
BTAL vs BSJU Drawdown Comparison
The maximum drawdown for BTAL was -50.29%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.
The current BTAL drawdown is -50.25%. The current BSJU drawdown is -0.09%.
| Rank | BTAL | BSJU |
|---|---|---|
| #1 | -50.29% Mar 12, 2020 - Jun 2, 2026 | -7.51% Sep 12, 2022 - Dec 13, 2022 |
| #2 | -29.52% Oct 3, 2011 - Mar 9, 2020 | -5.93% Feb 2, 2023 - Jun 15, 2023 |
| #3 | -2.13% Sep 26, 2011 - Sep 29, 2011 | -5.12% Jul 13, 2023 - Nov 3, 2023 |
| #4 | -1.62% Sep 13, 2011 - Sep 21, 2011 | -5.09% Feb 28, 2025 - May 12, 2025 |
| #5 | -1.46% Mar 9, 2020 - Mar 12, 2020 | -4.93% Dec 13, 2022 - Jan 9, 2023 |
| #6 | N/A | -2.53% Feb 9, 2026 - Apr 8, 2026 |
| #7 | N/A | -2.47% Mar 27, 2024 - May 3, 2024 |
| #8 | N/A | -2.12% Dec 6, 2024 - Jan 27, 2025 |
| #9 | N/A | -1.79% Dec 27, 2023 - Jan 29, 2024 |
| #10 | N/A | -1.66% Jun 15, 2023 - Jun 30, 2023 |
| #11 | N/A | -1.59% Sep 27, 2024 - Nov 8, 2024 |
| #12 | N/A | -1.53% Jun 30, 2023 - Jul 12, 2023 |
| #13 | N/A | -1.42% Jan 12, 2023 - Feb 1, 2023 |
| #14 | N/A | -1.39% Sep 22, 2025 - Oct 24, 2025 |
| #15 | N/A | -1.31% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between BTAL and BSJU is -0.57 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.57
-101
Dividend Comparison (2011 - 2026)
BTAL vs BSJU dividend yield comparison.
| Year | BTAL | BSJU |
|---|---|---|
| 2026 | 0.00% | 2.75% |
| 2025 | 2.49% | 6.52% |
| 2024 | 3.49% | 7.08% |
| 2023 | 6.14% | 6.74% |
| 2022 | 1.01% | 2.38% |
| 2019 | 0.88% | 0.00% |
| 2018 | 0.39% | 0.00% |
| 2012 | 0.00% | 0.00% |
| 2011 | 1.80% | 0.00% |
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