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Upturn AI SWOT - About
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR)
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Upturn Advisory Summary
10/24/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 13.27% | Avg. Invested days 85 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 20.65 - 22.69 | Updated Date 06/30/2025 |
52 Weeks Range 20.65 - 22.69 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco BulletShares 2027 High Yield Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJQ) is designed to provide investment results corresponding to the performance of the ICE BofA 2027 Maturity Corporate Bond Index. It focuses on high-yield corporate bonds maturing in the year 2027, offering a defined maturity date to investors.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of providing investment solutions.
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 to the price and yield performance of the ICE BofA 2027 Maturity Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'hold-to-maturity' strategy, aiming to hold bonds until their maturity date in 2027.
Composition The ETF holds a portfolio of high-yield corporate bonds with maturity dates primarily in the year 2027.
Market Position
Market Share: BSJQ holds a notable market share within the defined-maturity high-yield corporate bond ETF segment.
Total Net Assets (AUM): 214828213
Competitors
Key Competitors
- iShares iBonds Dec 2026 Term High Yield ETF (IBHF)
- Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSKR)
Competitive Landscape
The competitive landscape consists of other defined-maturity high-yield ETFs. BSJQ offers a specific maturity target, which can be an advantage for investors seeking to match liabilities. Competition is primarily based on AUM, expense ratios, and tracking error. Main disadvantage is the credit risk associated with holding high-yield bonds, and the target maturity date is fixed.
Financial Performance
Historical Performance: Historical performance can be obtained from the Invesco website and financial data providers. Data needs to be sourced dynamically for current values.
Benchmark Comparison: Performance should be compared against the ICE BofA 2027 Maturity Corporate Bond Index to assess tracking accuracy.
Expense Ratio: 0.42
Liquidity
Average Trading Volume
BSJQ's average trading volume indicates reasonable liquidity, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread for BSJQ is generally competitive, reflecting adequate trading depth.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly influence BSJQ's performance.
Growth Trajectory
Growth trends depend on investor demand for defined-maturity fixed-income products and the overall health of the high-yield corporate bond market.
Moat and Competitive Advantages
Competitive Edge
BSJQ's defined-maturity structure is a key advantage, providing investors with a predictable redemption date. This is beneficial for those with specific liability timelines. Invesco's brand recognition and experience in managing fixed-income ETFs also contribute to its competitive edge. Furthermore, the ETF provides access to a diversified portfolio of high-yield corporate bonds, which can be challenging for individual investors to replicate. The defined maturity date allows investors to better plan for cash flows and manage interest rate risk compared to perpetual bond funds.
Risk Analysis
Volatility
BSJQ's volatility is influenced by changes in interest rates, credit spreads, and the overall health of the high-yield market.
Market Risk
BSJQ is subject to credit risk (default risk of the underlying bonds) and interest rate risk (changes in bond prices due to interest rate fluctuations).
Investor Profile
Ideal Investor Profile
BSJQ is suitable for investors seeking income and capital appreciation with a defined investment horizon, particularly those planning for specific future expenses or liabilities in 2027.
Market Risk
BSJQ is best suited for long-term investors who understand the risks of high-yield bonds and are comfortable with moderate levels of volatility.
Summary
The Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJQ) offers exposure to a portfolio of high-yield corporate bonds maturing in 2027. It is designed for investors seeking a defined maturity date and income from high-yield bonds. The ETF is subject to credit risk and interest rate risk, making it suitable for investors with a moderate risk tolerance and long-term investment horizon. Invesco's strong reputation and experience in fixed-income management provide additional reassurance. BSJQ offers diversification and predictable cash flows through its defined maturity structure.
Peer Comparison
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. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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 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).
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.