Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco BulletShares 2028 High Yield Corporate Bond ETF(BSJS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BSJS
10/02/2026: BSJS (1-star) is currently NOT-A-BUY. Pass it for now.
Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) provides targeted exposure to a diversified portfolio of high-yield corporate bonds that all mature in 2028. It is an efficient, low-cost tool that allows investors to capture high-yield income while reducing long-term duration risk through its defined-maturity structure. The primary role of the ETF is to serve as a component in a laddered income strategy or as a 'buy-and-hold' until the 2028 maturity. Key risks include credit default risk, interest rate sensitivity, and potential market liquidity issues during stress. It is best suited for income-focused investors who can tolerate the credit risk inherent in speculative-grade debt.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on yield rather than capital appreciation, making it unsuitable for aggressive growth strategies. |
| Momentum investor | Weak fit | High-yield bond ETFs are generally not suitable for short-term momentum trading strategies. |
| Value investor | Mixed fit | Value investors may find interest when credit spreads are wide, offering higher income potential relative to risk. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent monthly income through high-yield coupon payments. |
| Low-risk investor | Mixed fit | While the defined maturity reduces duration risk, the underlying assets carry significant credit and default risks. |
Investor Profile
Ideal Investor Profile
Income-oriented investors who want exposure to high-yield bonds but desire a specific endpoint for their investment, similar to holding a bond to maturity.
Suitability
Best for long-term investors or those looking for a laddered income strategy; less suitable for active, high-frequency traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | High-yield bonds can experience price fluctuations during market stress, though this stabilizes as maturity approaches. |
| Market risk | Medium / high | Broader economic downturns can lead to significant declines in the price of corporate debt. |
| Concentration | Medium | The fund holds a diverse basket, but all holdings are restricted to a single maturity year. |
| Tracking/expense | Low | Invesco manages the tracking error efficiently with a transparent, rule-based index approach. |
| Liquidity | Medium | High-yield bond markets can occasionally become illiquid during periods of extreme financial instability. |
| Business/sector quality | High | The fund is limited to high-yield issuers, which possess a higher risk of default compared to investment-grade firms. |
Risk Analysis
Volatility
BSJS experiences moderate volatility consistent with the high-yield corporate bond market, trending lower as the 2028 maturity nears.
Market Risk
The fund is primarily exposed to credit risk (default of issuers) and interest rate risk, which are standard for high-yield debt instruments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | High-Yield Corporate Bonds maturing in 2028 | 99 | These bonds provide higher yield potential than investment-grade debt, with the defined maturity reducing long-term interest rate risk as 2028 approaches. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minor cash holdings are maintained for liquidity purposes and to facilitate the settlement of bond transactions. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 12.21% | Avg. Invested days 91 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $769.18M |
| Issuer | Invesco |
| Expense Ratio | 0.42% |
| Distribution Yield | 6.11% |
| Inception | Sep 16, 2020 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.17% |
| 1 Year | +3.70% |
| 3 Year | +8.29% |
| 5 Year | +2.94% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 1.62% |
| 3Y Volatility | 3.92% |
| 3Y Sharpe Ratio | 0.88 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 5.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Invesco Short-Term Investments Trust Government & Agency Portfolio Institutional | 2.16% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.