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Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR)
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Upturn Advisory Summary
03/27/2025: BSJR (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 9.73% | Avg. Invested days 81 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 133333 | Beta 0.76 | 52 Weeks Range 20.42 - 22.54 | Updated Date 03/28/2025 |
52 Weeks Range 20.42 - 22.54 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco BulletShares 2027 High Yield Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJQ) seeks to provide investment results corresponding to the performance, before fees and expenses, of the Nasdaq BulletShares USD High Yield Corporate Bond 2027 Index. It focuses on high-yield corporate bonds maturing in 2027, offering a defined maturity date.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a dedicated team of experienced professionals managing its fixed-income ETFs, including those focused on high-yield corporate bonds.
Investment Objective
Goal
To seek investment results that correspond to the price and yield performance of the Nasdaq BulletShares USD High Yield Corporate Bond 2027 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy designed to track the Nasdaq BulletShares USD High Yield Corporate Bond 2027 Index.
Composition The ETF primarily holds high-yield corporate bonds with maturity dates in the year 2027.
Market Position
Market Share: BSJQ's market share is dependent on the overall high-yield defined maturity ETF landscape and fluctuates with market conditions and investor flows.
Total Net Assets (AUM): 231213165
Competitors
Key Competitors
- iShares iBonds Dec 2026 Term High Yield Bond ETF (IBHF)
- iShares iBonds Dec 2028 Term High Yield Bond ETF (IBJI)
- Guggenheim BulletShares High Yield Corporate Bond ETF
Competitive Landscape
The high-yield defined maturity ETF market is competitive, with several issuers offering similar products. BSJQ competes primarily on expense ratio, tracking error, and liquidity. Advantages could include better tracking of its index or lower transaction costs, while disadvantages might include lower AUM leading to wider bid-ask spreads than competitors with higher AUM.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers for accurate and up-to-date information.
Benchmark Comparison: Comparing BSJQ's performance to the Nasdaq BulletShares USD High Yield Corporate Bond 2027 Index provides insights into its tracking efficiency.
Expense Ratio: 0.42
Liquidity
Average Trading Volume
BSJQ's liquidity is considered moderate, its average daily trading volume is 127,300.
Bid-Ask Spread
The typical bid-ask spread for BSJQ is around 0.08%, which indicates a moderately liquid market.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly impact BSJQ's performance. Strong economic conditions typically favor high-yield bonds, while rising interest rates can negatively impact bond prices.
Growth Trajectory
BSJQ's growth trajectory is tied to investor demand for defined maturity high-yield bond ETFs and the overall health of the high-yield corporate bond market. Changes to strategy would be driven by the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
BSJQ offers a defined maturity date, allowing investors to target specific investment horizons. The ETFu2019s passive approach aims to replicate the index, offering diversification within the high-yield bond market. It provides transparency in holdings and daily liquidity. The defined maturity structure allows investors to ladder bond portfolios. This can be advantageous for managing interest rate risk and reinvestment risk.
Risk Analysis
Volatility
BSJQ experiences moderate volatility, consistent with high-yield corporate bonds. Volatility is influenced by credit spreads, interest rate sensitivity, and market sentiment.
Market Risk
BSJQ faces risks related to default risk of the underlying high-yield bonds, interest rate risk, and market liquidity risk. Credit spread widening can significantly impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking high current income with a defined maturity horizon, comfortable with the risks associated with high-yield corporate bonds. It suits investors planning for liabilities or expenses in 2027.
Market Risk
BSJQ is suitable for investors who are looking for income, and have a target exit date around 2027. It is best used as a portfolio-diversifying investment. Long-term income investors can find this as suitable.
Summary
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJQ) is designed to provide investors with exposure to high-yield corporate bonds maturing in 2027. The ETF uses a passive investment strategy and aims to track the performance of the Nasdaq BulletShares USD High Yield Corporate Bond 2027 Index. BSJQ is ideal for investors seeking income, and who are planning to invest for the long term. However, investors need to understand the risks associated with high-yield corporate bonds before investment.
Similar Companies
- IBHF
- IBJI
- HYGV
- ANGL
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and may impact the accuracy of the data.
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 2027 High Yield 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 high yield corporate bonds (commonly known as junk bonds) with maturities or, in some cases, effective maturities in the year 2027 (collectively, 2027 Bonds).
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