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HBRDInvesco U.S. Hybrid Bond ETF

Get incomeNewRanked #1,643 of 1,650 in this goal

Tracks the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.85% Constrained Index.

Launched 2026

Annual Cost

#5,854 of 5,854 · expensive

Fund Size

#5,854 of 5,854 · small

Dividend YieldGoal

Track Record

6 months

#5,212 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,973-0.3%

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

ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.85% Constrained Index

What it actually holds

By weight

Concentration

Top 10 holdings = 13.1% of fundwell diversified

CVS Health Corp.
1.8%
Meiji Yasuda Life Insurance Co.
1.6%
Vodafone Group PLC
1.6%
Southern Co. (The)
1.4%
Meiji Yasuda Life Insurance Co.
1.4%
TransCanada Trust
1.1%
American Electric Power Co., Inc.
1.1%
American Electric Power Co., Inc.
1.1%
Dominion Energy, Inc.
1.1%
NextEra Energy Capital Holdings, Inc.
1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca, NYSE American

Full fund details

Objective
Tracks the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.85% Constrained Index.
Strategy
Invests primarily in U.S. dollar denominated hybrid corporate debt using a sampling methodology to track the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.85% Constrained Index. The Fund is non-diversified and market capitalization weighted.
Inception date
February 25, 2026

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Data updated on 2026-08-04