BSJV
BSJV 1-star rating from Upturn Advisory

Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV)

Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) 1-star rating from Upturn Advisory
$26.46
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Upturn Advisory Summary

11/05/2025: BSJV (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

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 7.7%
Avg. Invested days 64
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 24.26 - 27.74
Updated Date 06/30/2025
52 Weeks Range 24.26 - 27.74
Updated Date 06/30/2025

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Invesco BulletShares 2031 High Yield Corporate Bond ETF

Invesco BulletShares 2031 High Yield Corporate Bond ETF(BSJV) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJY) is designed to provide investment results that correspond to the performance, before fees and expenses, of the Nasdaq BulletShares USD High Yield Corporate Bond 2031 Index. The fund seeks to provide a defined maturity, high yield corporate bond exposure, with holdings maturing in the year 2031.

Reputation and Reliability logo Reputation and Reliability

Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.

Leadership icon representing strong management expertise and executive team Management Expertise

Invesco has experienced portfolio managers and analysts specializing in fixed income and high yield corporate bonds.

Investment Objective

Icon representing investment goals and financial objectives Goal

To seek investment results that correspond to the price and yield performance of the Nasdaq BulletShares USD High Yield Corporate Bond 2031 Index before fees and expenses.

Investment Approach and Strategy

Strategy: The ETF employs a 'defined maturity' strategy, aiming to hold bonds that mature in or around the year 2031.

Composition Primarily high yield corporate bonds denominated in USD.

Market Position

Market Share: BSJY's market share within the defined maturity high yield corporate bond ETF segment is substantial, though constantly changing depending on capital inflows and outflows.

Total Net Assets (AUM): 185240000

Competitors

Key Competitors logo Key Competitors

  • iShares iBonds Dec 2030 Term High Yield Bond ETF (IBKH)
  • Guggenheim BulletShares High Yield Corporate Bond ETF (BSJJ) - Previously

Competitive Landscape

The competitive landscape includes several defined maturity high yield ETFs. BSJY competes on factors such as expense ratio, tracking error, and liquidity. A key advantage of BSJY lies in the Invesco BulletShares brand recognition within the target-maturity ETF space. Competitors may offer slightly different maturity targets or underlying index methodologies. Invesco has a large family of BulletShares ETFs, which can simplify portfolio construction for investors wanting a laddered bond portfolio.

Financial Performance

Historical Performance: Historical performance varies with market conditions and credit spreads. Data should be obtained from official Invesco resources for accuracy.

Benchmark Comparison: The ETF's performance should be compared to the Nasdaq BulletShares USD High Yield Corporate Bond 2031 Index to assess tracking efficiency.

Expense Ratio: 0.42

Liquidity

Average Trading Volume

The average trading volume indicates how easily shares can be bought or sold without significantly impacting the price. Average trading volume is approximately 36.97K.

Bid-Ask Spread

The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, indicating trading costs. The typical bid-ask spread is around 0.09%.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, and credit market conditions significantly influence BSJY's performance.

Growth Trajectory

Growth trends are influenced by investor demand for defined maturity high yield exposure. The ETF's strategy and holdings remain relatively consistent, though holdings may be actively managed in response to market changes.

Moat and Competitive Advantages

Competitive Edge

Invesco's BulletShares ETFs have built a reputation as a leading provider of target maturity bond ETFs. This brand recognition provides a competitive advantage. The defined maturity strategy offers investors a predictable investment horizon, which can be appealing for retirement planning or other specific financial goals. The high yield focus also differentiates it, appealing to investors seeking higher income.

Risk Analysis

Volatility

BSJY's volatility is dependent on broader market factors and the credit quality of its holdings. Historical data should be analyzed to determine BSJY's volatility.

Market Risk

Specific risks include interest rate risk, credit risk (default risk of the underlying bonds), and liquidity risk.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking defined maturity high yield exposure, potentially for income generation or liability matching purposes.

Market Risk

Suitable for investors with a moderate risk tolerance seeking a defined maturity bond strategy. Best suited for long-term investors who understand high yield bonds.

Summary

The Invesco BulletShares 2031 High Yield Corporate Bond ETF provides exposure to a portfolio of high yield corporate bonds maturing in 2031. It is suitable for investors seeking a defined maturity approach to high yield investing. The ETF's performance is linked to credit market conditions and interest rate movements. Potential investors should consider BSJY alongside other high yield and target maturity ETFs. The primary benefits are its defined maturity and Invescou2019s brand recognition.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • Invesco Official Website
  • ETF.com
  • Bloomberg
  • Morningstar

Disclaimers:

Data and analysis are based on available information and are subject to change. Investment decisions should be made after consulting with a financial professional.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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About Invesco BulletShares 2031 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 with maturities or, in some cases, "effective maturities" in the year 2031. The fund is non-diversified.