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BSCSInvesco BulletShares 2028 Corporate Bond ETF

Get income8y track recordRanked #91 of 1,706 in this goal

Tracks the investment results of the Invesco BulletShares USD Corporate Bond 2028 Index.

By Invesco · Launched 2018

Annual Cost

0.10%

#424 of 6,033 · low cost

Fund Size

$3.5B

#564 of 6,033 · large

Return (1Y)

+2.5%

Track Record

8 years

#1,771 of 6,033 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,244+2.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Invesco BulletShares USD Corporate Bond 2028 Index

Holdings

By weight

Concentration

Top 10 holdings = 16.9% of funddiversified

Invesco Private Prime Fund
7.5%
Invesco Private Government Fund
2.9%
CVS Health Corp.
1.2%
Cigna Group (The)
0.9%
Amgen Inc.
0.9%
AerCap Ireland Capital DAC / AerCap Global Aviation Trust
0.9%
RTX Corp.
0.7%
Sprint Capital Corp.
0.6%
Citibank N.A.
0.6%
Amazon.com, Inc.
0.6%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.5%Low

Year-on-year price swings

Max drawdown
-18.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.86Moderate downside risk

Bond profile

Duration

4.2 years

Avg maturity

9.9 years

Credit ratings

AAA
0.6%
AA
11.0%
A
36.2%
BBB
51.4%
BB
0.8%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Invesco BulletShares USD Corporate Bond 2028 Index.
Strategy
Invests at least 80% of total assets in U.S. dollar-denominated investment grade corporate bonds with maturities in 2028, using a sampling methodology to track the Invesco BulletShares USD Corporate Bond 2028 Index. Bonds are selected based on credit rating and market value, with a concentration policy reflecting the Underlying Index.
Inception date
August 9, 2018
Fund family
Invesco

Next steps

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Data updated on 2026-09-16