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Upturn AI SWOT - About
Invesco BulletShares 2028 Corporate Bond ETF (BSCS)
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Upturn Advisory Summary
04/01/2025: BSCS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.17% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 533204 | Beta 0.82 | 52 Weeks Range 18.82 - 20.39 | Updated Date 04/1/2025 |
52 Weeks Range 18.82 - 20.39 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco BulletShares 2028 Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2028 Corporate Bond ETF (BSCS) is designed to provide targeted exposure to the U.S. corporate bond market, with a focus on bonds maturing in 2028. It offers a defined maturity date, aiming to provide investors with a predictable income stream and return of principal at maturity.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
Invesco has a dedicated fixed income team with expertise in managing corporate bond portfolios.
Investment Objective
Goal
The ETF seeks to track the investment results (before fees and expenses) of the Nasdaq BulletSharesu00ae USD Corporate Bond 2028 Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of its underlying index, which is composed of U.S. dollar-denominated, investment-grade corporate bonds with a maturity date in 2028.
Composition The ETF holds a diversified portfolio of U.S. corporate bonds, primarily investment-grade, with a defined maturity date.
Market Position
Market Share: BSCS holds a substantial market share within the defined maturity corporate bond ETF category.
Total Net Assets (AUM): 106900000
Competitors
Key Competitors
- Guggenheim Target Maturity Corporate Bond ETF (BSCO)
Competitive Landscape
The competitive landscape consists of target maturity corporate bond ETFs. BSCS provides a cost effective approach when compared to BSCO. A disadvantage is the higher average daily trading volume of its competitors which makes it easier to trade.
Financial Performance
Historical Performance: Historical performance varies depending on interest rate movements and credit spreads.
Benchmark Comparison: The ETF's performance is generally closely aligned with its underlying index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The ETF has a moderate average trading volume, offering reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policy, and credit market conditions influence the performance of the ETF.
Growth Trajectory
Growth is tied to the demand for defined maturity bond ETFs and the overall health of the corporate bond market.
Moat and Competitive Advantages
Competitive Edge
BSCS offers a cost-effective, targeted exposure to U.S. corporate bonds maturing in 2028 with a predictable maturity date, distinguishing it from traditional bond ETFs. It provides a defined maturity structure that appeals to investors seeking a specific investment horizon. This structure reduces reinvestment risk compared to traditional bond funds. Additionally, its low expense ratio can attract cost-conscious investors.
Risk Analysis
Volatility
The ETF exhibits moderate volatility, influenced by interest rate sensitivity and credit risk.
Market Risk
The ETF is subject to market risk, including interest rate risk, credit risk, and liquidity risk associated with its underlying bond holdings.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking a defined maturity bond strategy, a predictable income stream, and a return of principal at maturity.
Market Risk
BSCS is suitable for long-term investors who have a specific investment horizon and desire predictable returns.
Summary
Invesco BulletShares 2028 Corporate Bond ETF (BSCS) provides targeted exposure to U.S. corporate bonds maturing in 2028, offering a defined maturity date and predictable income. It is managed by Invesco, a reputable firm, and seeks to replicate the performance of the Nasdaq BulletSharesu00ae USD Corporate Bond 2028 Index. The ETF exhibits moderate volatility and is suitable for long-term investors with a specific investment horizon. The fund is most susceptible to interest rate risk and credit risk, but provides a cost effective means to create a laddered fixed income strategy.
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Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Nasdaq
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares 2028 Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment grade corporate bonds with maturities or, in some cases, effective maturities in the year 2028 (collectively, 2028 Bonds).
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