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Upturn AI SWOT - About
Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS)
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Upturn Advisory Summary
08/14/2025: BSJS (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 15.35% | Avg. Invested days 97 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 19.98 - 22.02 | Updated Date 06/30/2025 |
52 Weeks Range 19.98 - 22.02 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco BulletShares 2028 High Yield Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJY) seeks to provide investment results that correspond to the price and yield performance of the ICE BofA 2028 Maturity High Yield Index. It focuses on high yield corporate bonds with a target maturity date in 2028, offering a defined-maturity investment strategy.
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 fixed income team with significant expertise in managing high yield bond portfolios.
Investment Objective
Goal
To seek investment results that correspond to the price and yield performance of the ICE BofA 2028 Maturity High Yield Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the ICE BofA 2028 Maturity High Yield Index, holding a portfolio of high yield corporate bonds with a defined maturity date.
Composition The ETF's assets consist primarily of high yield corporate bonds maturing in 2028.
Market Position
Market Share: Specific market share data for BSJY is not readily available in a single source; however, it is a prominent player within the defined maturity high yield ETF category.
Total Net Assets (AUM): 444783417
Competitors
Key Competitors
- iShares iBonds Dec 2028 Term High Yield ETF (IBHY)
- Guggenheim BulletShares High Yield Corporate Bond ETF (BSJH) - Discontinued
Competitive Landscape
The competitive landscape includes other defined maturity high yield bond ETFs. BSJY benefits from Invesco's established ETF platform and potentially lower expense ratio. However, competitors like IBHY may offer slight variations in index tracking or portfolio construction. BSJY has the disadvantage of concentration risk.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers such as Morningstar, Bloomberg, or the Invesco website. Performance will vary based on market conditions.
Benchmark Comparison: The ETF's performance should be compared against the ICE BofA 2028 Maturity High Yield Index to assess tracking accuracy.
Expense Ratio: 0.42
Liquidity
Average Trading Volume
Average daily trading volume fluctuates with market conditions, but is generally liquid enough for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's liquidity, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, credit spreads, and overall economic growth prospects influence the performance of high yield corporate bonds and BSJY.
Growth Trajectory
The ETF's growth depends on investor demand for defined maturity high yield bond exposure. Strategy and holdings are relatively stable due to the defined maturity approach.
Moat and Competitive Advantages
Competitive Edge
BSJY's competitive advantage stems from its defined maturity structure, offering investors a predictable maturity date. Invesco's established ETF platform and brand recognition contribute to its appeal. The fund allows investors to target a specific year for their high yield bond investments, simplifying portfolio construction. It offers an alternative to individual bond investing with diversification benefits and ease of trading.
Risk Analysis
Volatility
BSJY's volatility reflects the inherent risk of high yield corporate bonds, which are more sensitive to economic conditions and credit spreads than investment grade bonds.
Market Risk
The primary market risk is credit risk, as the underlying bonds are issued by companies with lower credit ratings. Interest rate risk also exists, but diminishes as the maturity date approaches.
Investor Profile
Ideal Investor Profile
BSJY is suitable for investors seeking targeted high yield exposure with a defined maturity date, such as those planning for a specific future expense or liability.
Market Risk
BSJY is best suited for long-term investors seeking a defined maturity high yield bond strategy.
Summary
The Invesco BulletShares 2028 High Yield Corporate Bond ETF provides targeted exposure to high yield corporate bonds maturing in 2028. With a defined maturity date, the ETF simplifies portfolio construction for investors seeking to match future liabilities or expenses. The fund's performance is closely tied to the high yield market and credit spreads. Investors should be aware of the inherent credit risk associated with high yield bonds. Invesco's established ETF management expertise offers stability and reliability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share and other data may be approximate and subject to change.
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 2028 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 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 2028. It does not purchase all of the securities in the index; instead, the fund utilizes a sampling methodology to seek to achieve its investment objective.
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.