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Upturn AI SWOT - About
Invesco BulletShares 2029 Corporate Bond ETF (BSCT)
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Upturn Advisory Summary
04/01/2025: BSCT (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 1.47% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 415708 | Beta 0.96 | 52 Weeks Range 17.08 - 18.59 | Updated Date 04/1/2025 |
52 Weeks Range 17.08 - 18.59 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco BulletShares 2029 Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2029 Corporate Bond ETF (BSCS) is designed to provide exposure to a portfolio of U.S. dollar-denominated investment grade corporate bonds with a target maturity date in 2029. The fund aims to deliver a return of principal if held until the maturity date.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record in the ETF market.
Management Expertise
Invesco has extensive experience in fixed income investing, with a team of seasoned professionals managing their bond ETFs.
Investment Objective
Goal
Seeks to replicate, before fees and expenses, the performance of the Nasdaq BulletSharesu00ae USD Corporate Bond 2029 Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index of corporate bonds maturing in 2029, employing a 'laddered' maturity strategy.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment grade corporate bonds with a final maturity date in the target year.
Market Position
Market Share: BSCS has a significant market share within the defined maturity corporate bond ETF category.
Total Net Assets (AUM): 260000000
Competitors
Key Competitors
- iShares iBonds Dec 2029 Term Corporate ETF (IBDR)
Competitive Landscape
The competitive landscape includes other defined maturity corporate bond ETFs. BSCS offers a first-mover advantage and brand recognition, while competitors may offer lower expense ratios or different index methodologies.
Financial Performance
Historical Performance: Historical performance varies with interest rate movements and credit spreads. Reviewing past returns reveals an average yield to maturity consistent with investment-grade bond market conditions leading up to the maturity date.
Benchmark Comparison: The ETF's performance is closely aligned with the Nasdaq BulletSharesu00ae USD Corporate Bond 2029 Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
BSCS generally has a moderate to high average trading volume, reflecting its popularity among investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Interest rate trends, credit spreads, and overall economic conditions influence the ETF's performance.
Growth Trajectory
The ETF experiences growth as investors seek defined maturity bond exposure, influenced by prevailing market conditions and interest rate expectations.
Moat and Competitive Advantages
Competitive Edge
BSCS offers a strategic advantage through its defined maturity date, allowing investors to align their bond investments with specific future liabilities. This targeted maturity structure reduces reinvestment risk compared to traditional bond funds. Invesco's established brand in BulletShares ETFs further enhances its appeal. The relatively low expense ratio within the target maturity bond ETF space and strong AUM add to the competitive edge.
Risk Analysis
Volatility
The ETF experiences moderate volatility, primarily influenced by interest rate changes and credit spread fluctuations.
Market Risk
The ETF is exposed to market risk associated with corporate bonds, including credit risk (issuer default) and interest rate risk (bond prices declining as interest rates rise).
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking predictable income and principal repayment at a specific future date, such as those planning for retirement or other long-term financial goals.
Market Risk
The ETF is best for long-term investors seeking defined maturity bond exposure.
Summary
Invesco BulletShares 2029 Corporate Bond ETF (BSCS) is a defined maturity corporate bond ETF designed to provide exposure to investment grade corporate bonds maturing in 2029. It offers investors a predictable income stream and the potential for principal repayment at the target maturity date. BSCS's performance is influenced by interest rate movements and credit spreads, making it suitable for long-term investors seeking defined maturity bond exposure. Invesco's established brand and the ETF's low expense ratio are competitive advantages. The risk profile is moderate, driven mainly by market and credit risks.
Similar Companies
- IBDR
- BSCO
- BSCP
- BSCR
- BSJN
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual financial circumstances and risk tolerance.
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 2029 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 2029 (collectively, 2029 Bonds).
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