FPAG vs BSJT
Comparison between FPA GLOBAL EQUITY ETF (FPAG, ETF) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF).
5-Year PerformanceFPAG has outperformed BSJT, delivering a return of +12.8% compared to +2.7%
FPAG vs BSJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FPAG vs BSJT - Holdings Comparison
FPAG and BSJT have 1 common holdings. Overlap is 0.00%
FPAG's top 25 holdings weight is 66.78%. BSJT's top 25 holdings weight is 25.31%.
| Rank | FPAG | BSJT |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 4.45% | ECHOSTAR CORP. 10.75% (n/a) - 2.55% |
| #2 | ANALOG DEVICES INC (ADI) - 4.20% | TIBCO SOFTWARE INC 6.5% (n/a) - 1.73% |
| #3 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 3.81% | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.67% |
| #4 | CITIGROUP INC (C) - 3.58% | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.43% |
| #5 | VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) - 3.58% | OAK-EAGLE ACQUIRECO INC. 7.25% (n/a) - 1.33% |
| #6 | HEINEKEN HOLDING NV (n/a) - 3.51% | n/a (n/a) - 1.31% |
| #7 | SAFRAN SA (n/a) - 3.14% | TRANSDIGM, INC. 6.375% (n/a) - 1.24% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.90% | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.19% |
| #9 | AMAZON.COM INC (AMZN) - 2.88% | OAK-EAGLE ACQUIRECO INC. 8.75% (n/a) - 1.18% |
| #10 | ARTHUR J. GALLAGHER & CO (AJG) - 2.87% | STAPLES, INC. 10.75% (n/a) - 1.05% |
| #11 | BECTON DICKINSON & CO (BDX) - 2.79% | n/a (n/a) - 0.99% |
| #12 | THE MAGNUM ICE CREAM CO NV (n/a) - 2.57% | RAKUTEN GROUP INC. 9.75% (n/a) - 0.97% |
| #13 | COMCAST CORP CLASS A (CMCSA) - 2.45% | n/a (n/a) - 0.92% |
| #14 | AON PLC CLASS A (AON) - 2.45% | INGRAM MICRO INC. 4.75% (n/a) - 0.87% |
| #15 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.42% | n/a (n/a) - 0.83% |
| #16 | GLENCORE PLC (n/a) - 2.39% | COMSTOCK RESOURCES, INC. 6.75% (n/a) - 0.70% |
| #17 | ALPHABET INC CLASS A (GOOGL) - 2.30% | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.69% |
| #18 | EUROFINS SCIENTIFIC SE (n/a) - 2.05% | n/a (n/a) - 0.62% |
| #19 | SAMSUNG C&T CORP (n/a) - 1.97% | TENET HEALTHCARE CORPORATION 4.25% (n/a) - 0.60% |
| #20 | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 1.85% | VIRGIN MEDIA SECURED FINANCE PLC 5.5% (n/a) - 0.59% |
| #21 | KERRY GROUP PLC CLASS A (n/a) - 1.83% | DISH DBS CORPORATION 5.125% (n/a) - 0.58% |
| #22 | FORTUNE BRANDS INNOVATIONS INC (FBIN) - 1.77% | n/a (n/a) - 0.57% |
| #23 | NIPPON PAINT HOLDINGS CO LTD (n/a) - 1.74% | DISCOVERY GLOBAL HOLDINGS INC. 4.054% (n/a) - 0.57% |
| #24 | NXP SEMICONDUCTORS NV (NXPI) - 1.65% | ALTICE FINANCING S.A. 5.75% (n/a) - 0.57% |
| #25 | VAIL RESORTS INC (MTN) - 1.63% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.56% |
| Total Holdings | 67 | 311 |
FPAG vs BSJT - Historical Returns
Returns include dividend reinvestment.
FPAG vs BSJT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FPAG | BSJT |
|---|---|---|
| 2026 | +8.47% | +1.45% |
| 2025 | +25.54% | +7.39% |
| 2024 | +17.02% | +8.75% |
| 2023 | +28.81% | +13.25% |
| 2022 | -18.45% | -14.68% |
| 2021 | +2.93% | -0.52% |
FPAG vs BSJT Drawdown Comparison
The maximum drawdown for FPAG was -28.44%, occurring on Oct 11, 2022. Recovery took 386 trading sessions.
The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.
The current FPAG drawdown is -1.39%. The current BSJT drawdown is -0.12%.
| Rank | FPAG | BSJT |
|---|---|---|
| #1 | -28.44% Jan 12, 2022 - Jul 28, 2023 | -19.62% Sep 15, 2021 - Jul 11, 2024 |
| #2 | -18.05% Feb 18, 2025 - Jun 4, 2025 | -5.59% Feb 28, 2025 - Jun 3, 2025 |
| #3 | -12.14% Feb 20, 2026 - May 28, 2026 | -2.47% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -11.85% Jul 28, 2023 - Dec 11, 2023 | -1.88% Dec 6, 2024 - Jan 24, 2025 |
| #5 | -8.24% Jul 16, 2024 - Sep 26, 2024 | -1.50% Sep 19, 2024 - Nov 29, 2024 |
| #6 | -5.36% Oct 27, 2025 - Nov 28, 2025 | -1.20% Sep 29, 2025 - Oct 24, 2025 |
| #7 | -4.85% Jul 23, 2025 - Aug 22, 2025 | -1.15% Jul 31, 2024 - Aug 14, 2024 |
| #8 | -4.73% Mar 28, 2024 - May 8, 2024 | -1.06% Oct 27, 2025 - Nov 25, 2025 |
| #9 | -4.48% Dec 6, 2024 - Jan 21, 2025 | -0.80% May 6, 2026 - May 29, 2026 |
| #10 | -4.38% Feb 7, 2024 - Mar 7, 2024 | -0.66% Feb 6, 2025 - Feb 14, 2025 |
| #11 | -3.91% Dec 28, 2023 - Jan 25, 2024 | -0.58% Jul 16, 2024 - Jul 30, 2024 |
| #12 | -3.84% Sep 18, 2025 - Oct 20, 2025 | -0.56% Jun 12, 2025 - Jun 20, 2025 |
| #13 | -3.63% Nov 7, 2024 - Dec 6, 2024 | -0.56% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -3.31% Jun 15, 2026 - Jul 2, 2026 | -0.49% Apr 27, 2026 - May 6, 2026 |
| #15 | -3.09% Jun 4, 2026 - Jun 15, 2026 | -0.48% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between FPAG and BSJT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
FPAG vs BSJT dividend yield comparison.
| Year | FPAG | BSJT |
|---|---|---|
| 2026 | 0.32% | 3.80% |
| 2025 | 1.99% | 6.77% |
| 2024 | 1.42% | 6.65% |
| 2023 | 1.51% | 6.42% |
| 2022 | 1.22% | 5.45% |
| 2021 | 0.00% | 1.20% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks