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Invesco BulletShares 2034 Corporate Bond ETF (BSCY)



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Upturn Advisory Summary
08/14/2025: BSCY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 1.47% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.13 - 20.69 | Updated Date 06/28/2025 |
52 Weeks Range 19.13 - 20.69 | Updated Date 06/28/2025 |
Upturn AI SWOT
Invesco BulletShares 2034 Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2034 Corporate Bond ETF (BSDY) is a fixed income ETF that seeks investment results that correspond generally to the performance, before fees and expenses, of the Nasdaq BulletSharesu00ae USD Corporate Bond 2034 Index. It provides exposure to a portfolio of U.S. dollar-denominated investment-grade corporate bonds with a target maturity year of 2034. The ETF aims to deliver a predictable stream of income and principal repayment at the target maturity date.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of managing ETFs and other investment products.
Management Expertise
Invesco has a dedicated team of fixed income portfolio managers and analysts with extensive experience in managing corporate bond portfolios.
Investment Objective
Goal
The ETF aims to provide investment results that closely correspond to the performance of the Nasdaq BulletSharesu00ae USD Corporate Bond 2034 Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'target maturity' strategy, holding bonds that mature in the year 2034. The bonds are generally held until maturity, at which point the fund will terminate and distribute the remaining assets to shareholders.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment-grade corporate bonds. It primarily invests in securities included in the Nasdaq BulletSharesu00ae USD Corporate Bond 2034 Index.
Market Position
Market Share: The Invesco BulletShares ETFs have a significant market share within the defined maturity corporate bond ETF segment.
Total Net Assets (AUM): 48040000
Competitors
Key Competitors
- iShares iBonds Dec 2034 Term Corporate ETF (IBDV)
- Xtrackers Barclays US Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The competitive landscape includes other target maturity corporate bond ETFs and broader investment-grade corporate bond ETFs. BSDY's advantage lies in its defined maturity, offering a predictable return of capital. Competitors like LQD and BND provide broader exposure to the corporate bond market but lack the target maturity feature. BSDY's disadvantage compared to broad bond ETFs is the limited exposure and potential underperformance if broader market conditions are favorable.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. Provide data in structured format.
Benchmark Comparison: Benchmark comparison data needs to be sourced from financial data providers. Provide data in structured format.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume of BSDY is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically small, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly affect the performance of BSDY. Rising interest rates could negatively impact bond values, while a strong economy could improve credit quality.
Growth Trajectory
Growth trends depend on investor demand for defined maturity bond ETFs and the overall performance of the corporate bond market. No changes to the strategy are apparent, but holdings will change as bonds mature.
Moat and Competitive Advantages
Competitive Edge
BSDY's defined maturity structure is a key advantage, allowing investors to target a specific year for capital return. This predictability is valuable for retirement planning or other long-term financial goals. Invesco's reputation as an ETF provider adds to investor confidence. The low expense ratio also offers an advantage to the competitors. Its niche focus on corporate bonds maturing in 2034 also distinguishes it.
Risk Analysis
Volatility
BSDY's volatility is generally lower than equity ETFs but higher than government bond ETFs due to the credit risk associated with corporate bonds. Historical volatility data should be sourced from a financial data provider.
Market Risk
The primary market risks include interest rate risk (rising rates can decrease bond values) and credit risk (the risk of issuers defaulting on their debt). Economic downturns can exacerbate credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a predictable stream of income and a defined maturity date for their fixed-income investments. Investors planning for retirement in or around 2034 may find this ETF particularly appealing.
Market Risk
BSDY is best suited for long-term investors seeking a predictable return of capital and income. It is a more appropriate choice for passive index followers rather than active traders.
Summary
Invesco BulletShares 2034 Corporate Bond ETF provides targeted exposure to investment-grade corporate bonds maturing in 2034. Its defined maturity structure offers predictability, making it suitable for long-term investors planning for specific financial goals. While it carries interest rate and credit risks, the ETF's low expense ratio and Invesco's management expertise are positive factors. It's a good option for investors seeking a 'bond ladder' approach to fixed income investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary depending on the source and time 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 2034 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 2034. The fund is non-diversified.

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