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BSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF

Get income5y track recordRanked #422 of 1,650 in this goal

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

By Invesco · Launched 2020

Annual Cost

0.42%

#2,092 of 5,854 · average

Fund Size

$703M

#1,359 of 5,854 · large

Dividend YieldGoal

6.22%

Track Record

5 years

#2,136 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,516+5.2%

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 High Yield Corporate Bond 2028 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.7% of fundwell diversified

Invesco Private Prime Fund
15.8%
Invesco Private Government Fund
5.9%
Invesco Government & Agency Portfolio
2.5%
CCO Holdings, LLC/CCO Holdings Capital Corp.
1.8%
DISH DBS Corp.
1.7%
Venture Global LNG, Inc.
1.6%
Organon & Co. / Organon Foreign Debt Co-Issuer B.V.
1.5%
Sirius XM Radio LLC.
1.4%
Tenneco Inc.
1.3%
United Rentals (North America), Inc.
1.2%

Asset allocation

Bonds
97.1%
Cash
2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.7%Low

Year-on-year price swings

Max drawdown
-17.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.26Good downside protection

Bond profile

Duration

6.0 years

Avg maturity

9.9 years

Credit ratings

AAA
5.1%
BB
47.7%
B
35.7%
Below B
11.5%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Invesco BulletShares USD High Yield Corporate Bond 2028 Index.
Strategy
Invests at least 80% of total assets in U.S. dollar-denominated high yield corporate bonds with maturities in 2028, using a sampling methodology to replicate the Underlying Index. Bonds must have a maximum credit rating of BB+ and be issued by companies in the U.S., Canada, Western Europe, or Japan.
Inception date
September 16, 2020
Fund family
Invesco

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Data updated on 2026-08-03