Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF (BSCW)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: BSCW (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 3.75% | Avg. Invested days 41 | 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) 183002 | Beta - | 52 Weeks Range 18.65 - 20.90 | Updated Date 04/1/2025 |
52 Weeks Range 18.65 - 20.90 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2032 Corporate Bond ETF (BSCW) is a target maturity ETF that invests in a diversified portfolio of investment-grade U.S. corporate bonds with effective maturities in the year 2032. It offers a predictable income stream with a defined maturity date. The ETF's investment strategy focuses on holding bonds until their maturity, aiming to deliver the face value of the bonds at the target date.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a wide range of investment products, including ETFs. They are considered reliable with substantial AUM across various asset classes.
Management Expertise
Invesco has experienced portfolio managers and analysts specializing in fixed-income investments. Their team's expertise in bond selection and management contributes to the ETF's performance.
Investment Objective
Goal
The primary investment goal is to provide investment results that correspond, before fees and expenses, to the performance of the Nasdaq BulletSharesu00ae USD Corporate Bond 2032 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the Nasdaq BulletSharesu00ae USD Corporate Bond 2032 Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment-grade corporate bonds with maturity dates around 2032.
Market Position
Market Share: The market share varies and depends on the competitive landscape of target maturity corporate bond ETFs.
Total Net Assets (AUM): 31670000
Competitors
Key Competitors
- iShares iBonds Dec 2032 Term Corporate ETF (IBDO)
Competitive Landscape
The competitive landscape involves a few players offering similar target maturity corporate bond ETFs. BSCW's advantage lies in its specific index tracking and Invesco's brand recognition. Disadvantages might include expense ratio compared to competitors and tracking error.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers. It fluctuates based on prevailing interest rates and credit spreads.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq BulletSharesu00ae USD Corporate Bond 2032 Index to assess tracking efficiency.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume for BSCW is relatively low, suggesting moderate liquidity.
Bid-Ask Spread
The bid-ask spread varies based on market conditions and trading volume, and can potentially impact trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and overall corporate bond market conditions affect BSCW's performance.
Growth Trajectory
The growth trajectory is influenced by investor demand for target maturity strategies and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
BSCW's competitive advantage is centered around providing investors with a defined maturity date for their corporate bond investments, allowing for precise planning of future income streams. Invesco's established brand name and expertise in fixed-income management can attract investors seeking a reliable provider. The ETF focuses on investment-grade bonds, minimizing credit risk compared to high-yield alternatives. BSCW's defined maturity structure distinguishes it from perpetual bond funds, offering a unique value proposition.
Risk Analysis
Volatility
BSCW's volatility is generally lower than equity ETFs but can fluctuate based on interest rate sensitivity and credit spread changes.
Market Risk
Market risk primarily stems from interest rate risk (changes in rates impacting bond prices) and credit risk (downgrades or defaults affecting bond values).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a predictable income stream at a specific future date, such as retirees planning for future expenses or those with defined financial goals.
Market Risk
BSCW is best suited for long-term investors seeking a passive, income-oriented investment within a defined timeframe.
Summary
The Invesco BulletShares 2032 Corporate Bond ETF provides exposure to a diversified portfolio of investment-grade corporate bonds maturing around 2032. It suits investors seeking a defined maturity date for their fixed-income investments. The ETF's performance is influenced by interest rate movements and credit spreads. Invesco's brand recognition and expertise contribute to its appeal. However, liquidity should be considered, and the expense ratio should be compared to its competitors to ensure the best possible investment.
Similar Companies
- IBDO
- XTEN
- IBSB
- BSCQ
- BSJO
- IBLF
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary.
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 Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 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 index. The 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 2032. It is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.