OSCV vs BSJS
Comparison between OPUS SMALL CAP VALUE ETF (OSCV, ETF) and INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF (BSJS, ETF).
5-Year PerformanceOSCV has outperformed BSJS, delivering a return of +7.1% compared to +3.1%
OSCV vs BSJS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OSCV
$699M
Winner
BSJS
$703M
Expense Ratio
OSCV
0.79%
Winner
BSJS
0.42%
Max Drawdown
OSCV
42.84%
Winner
BSJS
22.50%
Sharpe Ratio
Winner
OSCV
1.00
BSJS
0.57
5Y Beta
OSCV
0.72
Winner
BSJS
0.19
P/E Ratio
OSCV
18.98
BSJS
N/A
Forward P/E
OSCV
16.06
BSJS
N/A
PEG Ratio
OSCV
0.16
BSJS
N/A
5Y Dividends CAGR
Winner
OSCV
12.76%
BSJS
11.05%
5Y EPS CAGR
OSCV
14.76%
BSJS
N/A
P/S Ratio
OSCV
2.54
BSJS
N/A
P/B Ratio
OSCV
2.35
BSJS
N/A
OSCV vs BSJS - Holdings Comparison
OSCV and BSJS have 1 common holdings. Overlap is -0.15%
OSCV's top 25 holdings weight is 56.70%. BSJS's top 25 holdings weight is 32.31%.
| Rank | OSCV | BSJS |
|---|---|---|
| #1 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.05% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.44% |
| #2 | THE HANOVER INSURANCE GROUP INC (THG) - 2.92% | n/a (n/a) - 2.21% |
| #3 | TEXAS ROADHOUSE INC (TXRH) - 2.79% | DISH DBS CORPORATION 5.75% (n/a) - 2.13% |
| #4 | n/a (AHR) - 2.75% | ORGANON & CO 4.125% (n/a) - 1.85% |
| #5 | A10 NETWORKS INC (ATEN) - 2.61% | SIRIUS XM RADIO LLC 4% (n/a) - 1.74% |
| #6 | n/a (VNOM) - 2.56% | TENNECO LLC 8% (n/a) - 1.70% |
| #7 | PRIMERICA INC (PRI) - 2.42% | n/a (n/a) - 1.49% |
| #8 | PRICESMART INC (PSMT) - 2.41% | AVANTOR FUNDING INC 4.625% (n/a) - 1.37% |
| #9 | ENSIGN GROUP INC (ENSG) - 2.36% | TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.34% |
| #10 | ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.34% | WINDSTREAM SERVICES PE LLC 7.5% (n/a) - 1.31% |
| #11 | HAWKINS INC (HWKN) - 2.25% | BAUSCH PLUS LOMB CORP. 8.375% (n/a) - 1.29% |
| #12 | SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.24% | NEWELL BRANDS INC. 8.5% (n/a) - 1.16% |
| #13 | STOCK YARDS BANCORP INC (SYBT) - 2.23% | n/a (n/a) - 1.12% |
| #14 | WINTRUST FINANCIAL CORP (WTFC) - 2.18% | n/a (n/a) - 1.08% |
| #15 | ENCOMPASS HEALTH CORP (EHC) - 2.12% | ARAMARK SERVICES, INC. 5% (n/a) - 1.03% |
| #16 | CHEMED CORP (CHE) - 2.04% | SCIH SALT HOLDINGS INC. 4.875% (n/a) - 0.97% |
| #17 | PATHWARD FINANCIAL INC (CASH) - 2.00% | DISCOVERY COMMUNICATIONS, LLC 3.95% (n/a) - 0.97% |
| #18 | GERMAN AMERICAN BANCORP INC (GABC) - 1.96% | ION PLATFORM FINANCE S.A R.L. / ION PLATFORM FINANCE US INC. 4.625% (n/a) - 0.96% |
| #19 | KADANT INC (KAI) - 1.90% | KINETIK HOLDINGS LP 6.625% (n/a) - 0.95% |
| #20 | FLOWSERVE CORP (FLS) - 1.89% | n/a (n/a) - 0.89% |
| #21 | NEW JERSEY RESOURCES CORP (NJR) - 1.80% | n/a (n/a) - 0.89% |
| #22 | EASTGROUP PROPERTIES INC (EGP) - 1.79% | NEXSTAR MEDIA INC. 4.75% (n/a) - 0.88% |
| #23 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.73% | CLEAR CHANNEL OUTDOOR HOLDINGS INC. 7.5% (n/a) - 0.85% |
| #24 | HOME BANCSHARES INC (HOMB) - 1.70% | COINBASE GLOBAL INC 3.375% (n/a) - 0.85% |
| #25 | OWENS-CORNING INC (OC) - 1.66% | ARCHES BUYER INC 4.25% (n/a) - 0.84% |
| Total Holdings | 67 | 176 |
OSCV vs BSJS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OSCV
+3.10%
BSJS
+0.36%
3M
Winner
OSCV
+3.47%
BSJS
+1.23%
6M
Winner
OSCV
+7.49%
BSJS
+1.66%
1Y
Winner
OSCV
+18.25%
BSJS
+5.44%
5Y(CAGR)
Winner
OSCV
+7.07%
BSJS
+3.14%
10Y(CAGR)
OSCV
+8.19%
BSJS
N/A
Max(CAGR)
Winner
OSCV
+8.19%
BSJS
+3.74%
OSCV vs BSJS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | OSCV | BSJS |
|---|---|---|
| 2026 | +14.51% | +2.18% |
| 2025 | +2.15% | +7.51% |
| 2024 | +11.56% | +7.66% |
| 2023 | +10.47% | +11.99% |
| 2022 | -12.09% | -13.41% |
| 2021 | +29.75% | +3.40% |
| 2020 | +5.14% | +4.05% |
| 2019 | +28.01% | N/A |
| 2018 | -13.52% | N/A |
OSCV vs BSJS Drawdown Comparison
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The maximum drawdown for BSJS was -17.72%, occurring on Sep 27, 2022. Recovery took 633 trading sessions.
The current OSCV drawdown is -0.75%. The current BSJS drawdown is -0.05%.
| Rank | OSCV | BSJS |
|---|---|---|
| #1 | -42.42% Jan 16, 2020 - Dec 8, 2020 | -17.72% Dec 27, 2021 - Jul 5, 2024 |
| #2 | -22.92% Nov 25, 2024 - Feb 6, 2026 | -4.44% Mar 4, 2025 - May 12, 2025 |
| #3 | -21.21% Jan 4, 2022 - Mar 4, 2024 | -3.01% Feb 12, 2021 - Jun 9, 2021 |
| #4 | -20.17% Aug 29, 2018 - Sep 11, 2019 | -2.54% Sep 16, 2021 - Dec 23, 2021 |
| #5 | -7.87% Nov 9, 2021 - Jan 4, 2022 | -2.22% Sep 16, 2020 - Oct 7, 2020 |
| #6 | -7.55% Feb 20, 2026 - Apr 17, 2026 | -2.15% Oct 13, 2020 - Nov 5, 2020 |
| #7 | -7.21% Jun 8, 2021 - Oct 13, 2021 | -1.64% Feb 23, 2026 - Apr 9, 2026 |
| #8 | -6.74% Jul 31, 2024 - Sep 19, 2024 | -1.63% Dec 4, 2024 - Jan 17, 2025 |
| #9 | -6.59% Mar 28, 2024 - Jul 15, 2024 | -1.25% Sep 30, 2024 - Nov 7, 2024 |
| #10 | -6.24% Mar 15, 2021 - Apr 16, 2021 | -1.17% Jul 7, 2021 - Aug 25, 2021 |
| #11 | -5.41% Jan 20, 2021 - Feb 8, 2021 | -0.84% Oct 2, 2025 - Oct 20, 2025 |
| #12 | -5.09% May 7, 2021 - Jun 8, 2021 | -0.73% Jul 31, 2024 - Aug 13, 2024 |
| #13 | -3.85% Feb 24, 2021 - Mar 9, 2021 | -0.69% Aug 13, 2025 - Aug 26, 2025 |
| #14 | -3.46% Apr 27, 2026 - Jun 24, 2026 | -0.69% May 19, 2025 - May 27, 2025 |
| #15 | -3.22% Nov 11, 2024 - Nov 25, 2024 | -0.68% Jan 21, 2025 - Jan 24, 2025 |
Correlation
Correlation between OSCV and BSJS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2018 - 2026)
OSCV vs BSJS dividend yield comparison.
| Year | OSCV | BSJS |
|---|---|---|
| 2026 | 0.41% | 3.50% |
| 2025 | 1.23% | 6.49% |
| 2024 | 1.29% | 7.04% |
| 2023 | 1.55% | 6.75% |
| 2022 | 1.12% | 5.82% |
| 2021 | 1.06% | 4.86% |
| 2020 | 1.11% | 0.75% |
| 2019 | 1.75% | 0.00% |
| 2018 | 0.25% | 0.00% |
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