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BSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF

Get income3y track recordRanked #577 of 1,650 in this goal

Tracks the Invesco BulletShares USD High Yield Corporate Bond 2030 Index.

By Invesco · Launched 2022

Annual Cost

0.42%

#2,099 of 5,861 · average

Fund Size

$291M

#2,023 of 5,861 · mid-size

Dividend YieldGoal

6.64%

Track Record

3 years

#2,708 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,585+5.9%

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 2030 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 18.8% of fundwell diversified

Invesco Private Prime Fund
4.9%
Invesco Private Government Fund
1.9%
WULF Compute LLC
1.8%
HUB International Ltd.
1.8%
EMRLD Borrower L.P./ Emerald Co-Issuer Inc.
1.5%
1011778 BC ULC / New Red Finance Inc.
1.5%
Mauser Packaging Solutions Holding Co.
1.4%
DaVita Inc.
1.4%
APLD ComputeCo LLC
1.3%
athenahealth Group Inc.
1.2%

Asset allocation

Bonds
99.1%
Cash
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.0%Low

Year-on-year price swings

Max drawdown
-7.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection

Bond profile

Duration

7.1 years

Avg maturity

9.9 years

Credit ratings

AAA
1.1%
BB
51.4%
B
37.9%
Below B
9.7%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the Invesco BulletShares USD High Yield Corporate Bond 2030 Index.
Strategy
Invests at least 80% of total assets in U.S. dollar-denominated high yield corporate bonds with maturities in 2030, using a sampling methodology to replicate the Underlying Index. Bonds are selected based on credit ratings and market value, focusing on issuers from the U.S., Canada, Western Europe, or Japan.
Inception date
September 8, 2022
Fund family
Invesco

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Data updated on 2026-08-04