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Upturn AI SWOT - About
Invesco BulletShares 2033 Corporate Bond ETF (BSCX)
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Upturn Advisory Summary
08/14/2025: BSCX (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 8.64% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.53 - 21.16 | Updated Date 06/30/2025 |
52 Weeks Range 19.53 - 21.16 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco BulletShares 2033 Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2033 Corporate Bond ETF (BSCY) is designed to provide investment results that generally correspond to the price and yield performance of the Nasdaq BulletSharesu00ae USD Corporate Bond 2033 Index. It offers exposure to a portfolio of U.S. dollar-denominated investment-grade corporate bonds with a target maturity date of December 31, 2033. The ETF aims to deliver a return of principal as bonds mature, simulating a laddered bond portfolio.
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 team of experienced portfolio managers and analysts specializing in fixed-income investments.
Investment Objective
Goal
To seek investment results that correspond generally to the price and yield, before fees and expenses, of the Nasdaq BulletSharesu00ae USD Corporate Bond 2033 Index.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the performance of the Nasdaq BulletSharesu00ae USD Corporate Bond 2033 Index, which comprises U.S. dollar-denominated investment-grade corporate bonds with a final maturity date in 2033.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 180573555
Competitors
Key Competitors
- iShares iBonds Dec 2033 Term Corporate ETF (IBDP)
- Xtrackers Barclays US Corporate Bond ETF (LQD)
Competitive Landscape
The corporate bond ETF market is competitive, with several providers offering similar products. BSCY's primary advantage is its defined maturity structure, which appeals to investors seeking predictable income streams. LQD, with a much larger AUM, benefits from economies of scale and higher liquidity. Compared to other corporate bond ETFs, it faces competition from other similar maturity ETFs from iShares (IBDP).
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume of BSCY provides reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread on BSCY is relatively narrow, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and corporate credit spreads significantly impact BSCY's performance. Changes in these factors can affect bond yields and prices.
Growth Trajectory
BSCY's growth trajectory is tied to investor demand for defined-maturity corporate bond strategies and overall fixed-income market conditions; Strategy and holdings remain consistent, focusing on the 2033 maturity.
Moat and Competitive Advantages
Competitive Edge
BSCY's primary competitive advantage is its defined maturity date, which provides investors with a predictable return of principal at maturity. This structure allows investors to ladder their bond investments to manage interest rate risk and create a more stable income stream. Invesco's established brand and experience in fixed-income management further contribute to the ETF's appeal. BSCY offers targeted maturity exposure.
Risk Analysis
Volatility
BSCY's volatility is generally moderate, reflecting the investment-grade nature of its underlying holdings.
Market Risk
BSCY is subject to market risk, including interest rate risk (rising rates can decrease bond values), credit risk (the risk of issuer default), and inflation risk (erosion of purchasing power).
Investor Profile
Ideal Investor Profile
The ideal investor for BSCY is someone seeking a predictable stream of income and a return of principal at a defined future date. Investors near retirement or those with specific financial goals in 2033 may find this ETF particularly appealing.
Market Risk
BSCY is suitable for long-term investors seeking a defined-maturity corporate bond strategy. It is less appropriate for active traders seeking short-term gains.
Summary
Invesco BulletShares 2033 Corporate Bond ETF (BSCY) offers a defined-maturity approach to investing in investment-grade corporate bonds. Its structure provides a predictable income stream and a return of principal in 2033. BSCY is well-suited for long-term investors seeking a stable fixed-income investment with a target maturity date. However, investors should be aware of the associated risks, including interest rate and credit risk. It is also less liquid than some competing funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Nasdaq Official Website
- Morningstar
- MarketWatch
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and ETF performance are subject to change. 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 2033 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 2033. The fund is non-diversified.
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