(BSCU) Invesco BulletShares 2030 - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46138J4601 • Target Maturity
BSCU: Corporate, Bonds, U.S. Dollar, Investment, Grade
The Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is designed for investors seeking exposure to investment-grade corporate bonds maturing around 2030. It typically allocates at least 80% of its assets to securities from its underlying index, which tracks these specific bonds. This fund doesnt replicate the entire index; instead, it uses a sampling approach to achieve its goals efficiently.
As part of the BulletShares series, BSCU offers a unique structure akin to holding individual bonds, with a defined maturity. This feature can help investors manage duration risk and predict returns more accurately. Its particularly useful for those looking to align investments with specific financial goals or liabilities.
With an AUM of $1.38 billion, BSCU provides diversification across a range of corporate bonds, reducing reliance on any single issuer. This diversification can mitigate credit risk, making it appealing for fund managers seeking stable, income-generating assets. The ETFs structure allows for clarity on maturity proceeds, aiding in portfolio planning and risk management.
Additional Sources for BSCU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BSCU ETF Overview
| Market Cap in USD | 1,452m |
| Category | Target Maturity |
| TER | 0.10% |
| IPO / Inception | 2020-09-16 |
BSCU ETF Ratings
| Growth 5y | -1.62% |
| Fundamental | - |
| Dividend | 70.6% |
| Rel. Strength Industry | -1.35 |
| Analysts | - |
| Fair Price Momentum | 15.83 USD |
| Fair Price DCF | - |
BSCU Dividends
| Dividend Yield 12m | 4.36% |
| Yield on Cost 5y | 4.14% |
| Annual Growth 5y | 62.44% |
| Payout Consistency | 83.3% |
BSCU Growth Ratios
| Growth Correlation 3m | 73.4% |
| Growth Correlation 12m | 73.4% |
| Growth Correlation 5y | -43.7% |
| CAGR 5y | -0.95% |
| CAGR/Max DD 5y | -0.04 |
| Sharpe Ratio 12m | 0.72 |
| Alpha | 0.81 |
| Beta | 0.14 |
| Volatility | 4.37% |
| Current Volume | 596.1k |
| Average Volume 20d | 490.5k |
As of March 14, 2025, the stock is trading at USD 16.53 with a total of 596,100 shares traded.
Over the past week, the price has changed by -0.12%, over one month by +1.05%, over three months by +1.14% and over the past year by +5.57%.
Neither. Based on ValueRay Analyses, Invesco BulletShares 2030 is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of -1.62 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BSCU as of March 2025 is 15.83. This means that BSCU is currently overvalued and has a potential downside of -4.23%.
Invesco BulletShares 2030 has no consensus analysts rating.
According to ValueRays Forecast Model, BSCU Invesco BulletShares 2030 will be worth about 17.1 in March 2026. The stock is currently trading at 16.53. This means that the stock has a potential upside of +3.45%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 17.1 | 3.4% |