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WDE vs BSJX

Comparison between PRINCIPAL SECURITIZED DEBT ETF (WDE, ETF) and Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX, ETF).

WDE vs BSJX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
WDE
$20M
BSJX
$20M
Expense Ratio
Winner
WDE
0.19%
BSJX
0.42%
Max Drawdown
Winner
WDE
1.18%
BSJX
4.80%
Sharpe Ratio
WDE
-0.06
Winner
BSJX
0.55
5Y Beta
Winner
WDE
0.08
BSJX
0.25

WDE vs BSJX - Holdings Comparison

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

WDE's top 25 holdings weight is 100.00%. BSJX's top 25 holdings weight is 33.80%.

RankWDEBSJX
#1
STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00%
n/a (n/a) - 2.75%
#2N/A
TRANSDIGM, INC. 6.375% (n/a) - 2.29%
#3N/A
LEVEL 3 FINANCING, INC. 6.875% (n/a) - 1.76%
#4N/A
SWORD PURCHASER LLC 8.25% (n/a) - 1.62%
#5N/A
n/a (n/a) - 1.53%
#6N/A
VIKING CRUISES, LTD. 5.875% (n/a) - 1.46%
#7N/A
MICHAELS COMPANIES INC. 8.5% (n/a) - 1.41%
#8N/A
OLYMPUS WATER US HOLDING CORP. 7.25% (n/a) - 1.35%
#9N/A
NEPTUNE BIDCO US INC. 9.5% (n/a) - 1.30%
#10N/A
QUIKRETE HOLDINGS INC 6.75% (n/a) - 1.29%
#11N/A
SINCLAIR TELEVISION GROUP, INC. 8.125% (n/a) - 1.28%
#12N/A
CACI INTERNATIONAL INC. 6.375% (n/a) - 1.28%
#13N/A
TRANSDIGM, INC. 6% (n/a) - 1.27%
#14N/A
UNIVISION COMMUNICATIONS INC. 8.875% (n/a) - 1.26%
#15N/A
FAIR ISAAC CORPORATION 6% (n/a) - 1.24%
#16N/A
n/a (n/a) - 1.24%
#17N/A
SNAP INC 6.875% (n/a) - 1.24%
#18N/A
VENTURE GLOBAL PLAQUEMINES LNG LLC 7.5% (n/a) - 1.14%
#19N/A
n/a (n/a) - 1.05%
#20N/A
n/a (n/a) - 1.03%
#21N/A
IRON MOUNTAIN INC. 6.25% (n/a) - 1.02%
#22N/A
n/a (n/a) - 1.02%
#23N/A
AECOM 6% (n/a) - 1.01%
#24N/A
POST HOLDINGS INC. 6.375% (n/a) - 1.00%
#25N/A
VZ SECURED FINANCING BV 7.5% (n/a) - 0.96%
Total Holdings1145

WDE vs BSJX - Historical Returns

Returns include dividend reinvestment.

1M
WDE
-0.08%
Winner
BSJX
+0.33%
3M
WDE
N/A
BSJX
+0.52%
6M
WDE
N/A
BSJX
+1.25%
1Y
WDE
N/A
BSJX
+5.94%
Max(CAGR)
WDE
+3.48%
Winner
BSJX
+6.56%

WDE vs BSJX - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearWDEBSJX
2026+0.57%+1.71%
2025N/A+5.45%

WDE vs BSJX Drawdown Comparison

The maximum drawdown for WDE was -0.79%, occurring on Jul 21, 2026. This drawdown has not yet recovered.

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

The current WDE drawdown is -0.79%. The current BSJX drawdown is -0.30%.

RankWDEBSJX
#1-0.79%
Jun 29, 2026 - Jul 21, 2026
-3.41%
Feb 20, 2026 - Apr 17, 2026
#2-0.39%
May 29, 2026 - Jun 11, 2026
-1.70%
Apr 17, 2026 - Jun 15, 2026
#3-0.28%
Jun 16, 2026 - Jun 24, 2026
-1.41%
Oct 2, 2025 - Oct 24, 2025
#4N/A-1.16%
Oct 27, 2025 - Nov 25, 2025
#5N/A-0.88%
Jul 3, 2025 - Jul 29, 2025
#6N/A-0.53%
Jul 6, 2026 - Jul 13, 2026
#7N/A-0.53%
Sep 22, 2025 - Oct 2, 2025
#8N/A-0.45%
Dec 3, 2025 - Dec 23, 2025
#9N/A-0.44%
Aug 13, 2025 - Aug 22, 2025
#10N/A-0.40%
Jun 15, 2026 - Jun 29, 2026
#11N/A-0.35%
Aug 27, 2025 - Sep 4, 2025
#12N/A-0.32%
Jan 16, 2026 - Jan 22, 2026
#13N/A-0.30%
Jul 29, 2025 - Aug 4, 2025
#14N/A-0.22%
Dec 30, 2025 - Jan 5, 2026
#15N/A-0.21%
Sep 16, 2025 - Sep 18, 2025

Correlation

Correlation between WDE and BSJX is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2025 - 2026)

WDE vs BSJX dividend yield comparison.

YearWDEBSJX
20260.40%3.30%
20250.00%4.02%

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