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Upturn AI SWOT - About
Invesco BulletShares 2029 Corporate Bond ETF (BSCT)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 7.93% | Avg. Invested days 50 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 17.33 - 18.70 | Updated Date 06/30/2025 |
52 Weeks Range 17.33 - 18.70 | Updated Date 06/30/2025 |
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 of December 31, 2029. The ETF aims to provide a predictable stream of income and return of principal at maturity.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a wide range of investment products and services.
Management Expertise
Invesco has a team of experienced investment professionals specializing in fixed-income investments, ensuring competent management of the ETF.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the ICE BofA 2029 Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the ICE BofA 2029 Corporate Bond Index by investing in a diversified portfolio of investment-grade corporate bonds that mature in or around 2029.
Composition The ETF primarily holds investment-grade corporate bonds denominated in U.S. dollars. The portfolio is diversified across various sectors to mitigate risk.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 300000000
Competitors
Key Competitors
- iShares iBonds Dec 2029 Term Corporate ETF (IBDQ)
- Xtrackers Barclays US Corporate Bond ETF (LQD)
Competitive Landscape
The corporate bond ETF market is competitive, with several major players offering similar products. BSCS differentiates itself with its defined maturity structure, offering investors a predictable return of principal at a specific date. Its competitors like LQD are perpetual ETFs, while IBDQ also offer defined maturity with slight index and issuer differences.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The ETF's average trading volume can fluctuate, but generally provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's relatively high trading volume and efficient market pricing.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and corporate credit spreads significantly influence the performance of BSCS. Changes in these factors can affect bond prices and the ETF's overall return.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for defined-maturity corporate bond ETFs. The fund's holdings remain relatively consistent, focusing on bonds maturing around 2029.
Moat and Competitive Advantages
Competitive Edge
BSCS's defined maturity structure offers a unique advantage, providing investors with a predictable return of principal at a specific date. This appeals to investors seeking certainty and income within a defined timeframe. The fund focuses exclusively on investment-grade corporate bonds, offering a balance between risk and return. Invesco's established reputation and expertise in fixed-income management further enhance the ETF's competitive edge.
Risk Analysis
Volatility
The ETF's volatility is relatively low compared to equity ETFs but is sensitive to interest rate changes and credit spread movements.
Market Risk
The ETF is subject to market risk, including interest rate risk (changes in interest rates affecting bond prices) and credit risk (the risk of bond issuers defaulting on their payments).
Investor Profile
Ideal Investor Profile
BSCS is suitable for investors seeking a predictable stream of income and return of principal at a specific date, with a moderate risk tolerance.
Market Risk
BSCS is best suited for long-term investors who want to lock in yields and principal, and for those seeking to match liabilities with assets maturing in 2029.
Summary
The Invesco BulletShares 2029 Corporate Bond ETF (BSCS) offers a defined-maturity approach to corporate bond investing, providing a predictable income stream and return of principal. It is well-managed by Invesco and focuses on investment-grade corporate bonds. The ETF is suitable for long-term investors seeking certainty and income within a defined timeframe, but it is subject to interest rate and credit risks. BSCS provides access to a diversified portfolio of corporate bonds with a target maturity date of 2029.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share information can vary depending on data source and reporting period.
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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