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Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT)

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Upturn Advisory Summary
10/24/2025: BSJT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 14.61% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 19.59 - 21.50 | Updated Date 06/29/2025 |
52 Weeks Range 19.59 - 21.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJJ) is designed to offer exposure to a portfolio of high-yield corporate bonds with a target maturity date of December 31, 2029. The fund aims to provide a predictable income stream and return of principal at maturity.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a diverse range of investment products, including ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in fixed-income investments.
Investment Objective
Goal
To seek investment results that correspond generally to the performance, before the Fundu2019s fees and expenses, of the Nasdaq BulletSharesu00ae USD High Yield Corporate Bond 2029 Index.
Investment Approach and Strategy
Strategy: The fund invests primarily in a portfolio of high-yield corporate bonds with a final maturity date in 2029.
Composition The ETF primarily holds high-yield corporate bonds.
Market Position
Market Share: The ETF holds a specific segment in the high-yield defined maturity bond market; exact share fluctuates.
Total Net Assets (AUM): 192236355
Competitors
Key Competitors
- iShares iBonds Dec 2029 Term High Yield Bond ETF (IBHF)
- Xtrackers Target Maturity High Yield Bond ETF 2029 (XHYQ)
Competitive Landscape
The competitive landscape consists of similar target maturity high-yield bond ETFs. BSJJ's advantage lies in its established presence and Invesco's reputation, while competitors might offer lower expense ratios or slightly different bond selection methodologies. The main disadvantage is the higher expense ratio than competitors.
Financial Performance
Historical Performance: Historical performance data is not provided, but it can be found from official Invesco's resources and financial data providers.
Benchmark Comparison: The ETF's performance should be compared against the Nasdaq BulletSharesu00ae USD High Yield Corporate Bond 2029 Index.
Expense Ratio: 0.42
Liquidity
Average Trading Volume
The ETF exhibits sufficient liquidity based on its average trading volume.
Bid-Ask Spread
The bid-ask spread is typically competitive and reflects the liquidity of the underlying high-yield bond market.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly influence the ETF's performance.
Growth Trajectory
The fund's growth trajectory is linked to investor demand for defined maturity high-yield exposure; holdings will gradually mature as it approaches 2029.
Moat and Competitive Advantages
Competitive Edge
BSJJu2019s primary advantage is its defined maturity structure, which allows investors to target a specific date for receiving their principal back. Its competitive advantage is also tied to Invesco's brand recognition and established track record in the ETF market. This structure helps investors manage duration risk more effectively compared to traditional bond funds. The fund targets a specific maturity date that reduces reinvestment risk for income-seeking investors.
Risk Analysis
Volatility
The ETF's volatility reflects the inherent volatility of the high-yield corporate bond market.
Market Risk
The ETF faces risks related to credit spreads, interest rate changes, and potential defaults of the underlying bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking a defined maturity high-yield bond fund to generate income and target a specific redemption date. This ETF is suited for investors looking for fixed-income exposure with a defined time horizon.
Market Risk
This ETF is suited for long-term investors seeking income and capital appreciation with a defined maturity date.
Summary
The Invesco BulletShares 2029 High Yield Corporate Bond ETF offers exposure to high-yield corporate bonds maturing in 2029. It's designed for investors seeking income and a predictable return of principal at maturity. The fund's performance is subject to credit and interest rate risks associated with high-yield bonds. Invesco's established brand and defined maturity structure are key advantages. However, a higher expense ratio than competitors should also be considered.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Nasdaq
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, affecting the accuracy of this information.
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 2029 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 2029 (collectively, "2029 Bonds").

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