VS

Correlation: 56.9%

What is IBD?

IBD was created on 2017-07-10 by Inspire. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 381.41m in AUM and 251 holdings. IBD tracks an equally weighted index of bonds issued by S&P 500-component companies that meet biblically responsible investing standards according to the Issuer.

What is BSCW?

BSCW was created on 2022-09-08 by Invesco. The fund's investment portfolio concentrates primarily on investment grade fixed income. BSCW tracks a market value-weighted index of USD-denominated corporate investment grade bonds with effective maturities in 2032.

Key Details

IBD
BSCW
Website
www.inspireetf.com
www.invesco.com
Inception Date

Jul 10, 2017

Sep 08, 2022

Asset Class

Fixed Income

Fixed Income

Investment Segment

Investment Grade

Investment Grade

AUM
$401.03M
$794.72M
Dividend Yield
4.26%
5.15%
Expense Ratio
0.44%
0.10%
Return 1Y
4.97%
5.91%

Holdings

Inspire Corporate Bond ETF - IBD is made up of 255 holdings. Traded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF - BSCW is made up of 250 holdings.

Name
Weight
-

1.97%

-

1.95%

-

1.95%

-

1.95%

5
5CKYNF3

NT Amphenol Corporation 4.35%

1.94%

-

1.94%

-

1.94%

-

1.93%

-

1.93%

-

1.91%

-

1.88%

-

1.85%

-

1.83%

-

1.82%

-

1.81%

-

1.8%

-

1.8%

5
5CWHXX0

NT Conagra Brands Inc 1.375%

1.8%

-

1.78%

-

1.78%

-

1.74%

-

1.74%

-

1.7%

-

1.68%

5
5DGDGJ2

NT Newmont Corporation 2.6%

1.68%

-

1.58%

-

1.58%

-

0.28%

-

0.28%

-

0.28%

Name
Weight
-

2.27%

5
5CLSXZ9

NT WarnerMedia Holdings Inc. 4.279%

2.07%

5
5CGCYG3

NT Verizon Communications Inc. 2.355%

1.69%

-

1.55%

5
5CKDKQ5

NT Meta Platforms Inc 3.85%

1.24%

5
5CJTLL3

NT Oracle Corp. 6.25%

1.15%

5
5492511

NT Sprint Capital Corporation 8.75%

1.13%

5
5DHLGQ4

NT Amazon.com, Inc. 3.6%

1.05%

5
5CKCTQ1

NT Amazon.com, Inc. 4.7%

1.02%

5
5CVFJT1

NT AT&T Inc 2.25%

1.01%

-

1%

5
5CVHWB6

NT Broadcom Inc 4.3%

0.91%

5
5DFYPR1

NT Ford Motor Company 3.25%

0.89%

5
5CNDGL6

NT GE Healthcare Technologies Inc. 5.905%

0.87%

-

0.87%

-

0.86%

5
5CGJXS3

NT The Toronto-Dominion Bank 4.456%

0.85%

-

0.81%

-

0.78%

5
5CJZWD7

NT Philip Morris International Inc. 5.75%

0.75%

5
5CHSXP6

NT Ford Motor Company 6.1%

0.75%

5
5DGWZN7

NT Bristol-Myers Squibb Company 2.95%

0.75%

5
5CXYYS4

NT Altria Group, Inc. 2.45%

0.7%

-

0.68%

5
5CHNCW9

NT Apple Inc. 3.35%

0.67%

5
5474634

NT GE Aerospace 6.75%

0.65%

-

0.64%

5
5CGGGJ4

NT UnitedHealth Group Inc. 4.2%

0.63%

5
5DHDWH2

NT The Toronto-Dominion Bank 3.2%

0.63%

-

0.63%

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Stock Correlation

The stocks that are correlated to BSCW - Traded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF are CUBE, PSA, SBAC, AMT, FTS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
C
CUBECubeSmart
55.80%$8.18B-22.95%5.85%
P
PSAPublic Storage
55.42%$46.72B-9.21%4.54%
S
SBACSBA Communications Corp.
53.99%$22.45B-4.59%1.97%
A
AMTAmerican Tower Corp.
53.65%$95.81B+6.15%3.21%
F
FTSFortis, Inc.
51.71%$22.32B+13.40%3.94%
E
EXRExtra Space Storage, Inc.
51.66%$26.87B-16.92%5.19%
P
PFSIPennyMac Financial Services, Inc.
51.27%$4.75B+1.45%1.21%
N
NSANational Storage Affiliates Trust
51.26%$2.48B-19.19%7.15%
F
FCPTFour Corners Property Trust, Inc.
51.22%$2.61B+7.29%5.46%
A
AGNCAGNC Investment Corp.
50.77%$7.82B-12.68%17.17%
F
FAFFirst American Financial Corp.
49.12%$5.98B-3.40%3.75%
S
SAFESafehold, Inc.
48.55%$1.08B-28.36%4.77%
N
NTSTNetSTREIT Corp.
48.51%$1.19B-18.83%5.83%
N
NNNNNN REIT, Inc.
48.13%$7.06B-11.93%6.25%
N
NLYAnnaly Capital Management, Inc.
47.84%$10.67B-8.18%15.12%
R
RKTRocket Cos., Inc.
47.38%$1.98B-1.22%0.00%
U
UWMCUWM Holdings Corp.
47.32%$729.85M-31.66%9.07%
C
CCSCentury Communities, Inc.
47.06%$1.80B-33.65%1.86%
H
HDThe Home Depot, Inc.
46.26%$333.24B-7.24%2.75%
M
MFAMFA Financial, Inc.
46.04%$877.61M-23.84%16.79%

ETF Correlation

The ETFs that are correlated to IBD - Inspire Corporate Bond ETF are IBDW, IBDY, SPIB, SCHI, VCIT

Name
Correlation
AUM
Expense Ratio
I
IBDWiShares iBonds Dec 2031 Term Corporate ETF
58.21%$1.44B0.1%
I
IBDYiShares iBonds Dec 2033 Term Corporate ETF
58.03%$712.55M0.1%
S
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF
57.61%$9.37B0.04%
S
SCHISchwab 5 10 Year Corporate Bond ETF
57.25%$7.95B0.03%
V
VCITVanguard Intermediate Term Corporate Bond ETF
57.12%$51.50B0.03%
I
IBDXiShares iBonds Dec 2032 Term Corporate ETF
57.01%$1.02B0.1%
A
AVIGAvantis Core Fixed Income ETF
56.98%$1.09B0.15%
B
BSCWTraded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF
56.94%$794.72M0.1%
I
IGIBiShares Trust iShares 5 10 Year Investment Grade Corporate Bond ETF
56.91%$14.72B0.04%
I
IGEBiShares Investment Grade Systematic Bond ETF
56.89%$1.07B0.18%
U
USIGiShares Broad USD Investment Grade Corporate Bond ETF
56.88%$12.66B0.04%
I
IBDViShares iBonds Dec 2030 Term Corporate ETF
56.83%$1.75B0.1%
S
SCHJSchwab 1 5 Year Corporate Bond ETF
56.61%$511.84M0.03%
G
GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF
56.50%$861.98M0.08%
I
IBDUiShares iBonds Dec 2029 Term Corporate ETF
56.48%$2.51B0.1%
B
BSCVTraded Self Indexed Fund Trust Invesco BulletShares 2031 Corporate Bond ETF
56.35%$936.13M0.1%
V
VTCVanguard Total Corporate Bond ETF
56.32%$1.14B0.03%
S
SPBOSPDR Portfolio Corporate Bond ETF
56.29%$1.75B0.03%
B
BIVVanguard Intermediate Term Bond ETF
55.86%$22.33B0.03%
J
JCPBTraded Fund Trust JPMorgan Core Plus Bond ETF
55.77%$6.14B0.38%

The ETFs that are correlated to BSCW - Traded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF are IGIB, VCIT, USIG, IBDX, SPBO

Name
Correlation
AUM
Expense Ratio
I
IGIBiShares Trust iShares 5 10 Year Investment Grade Corporate Bond ETF
98.71%$14.72B0.04%
V
VCITVanguard Intermediate Term Corporate Bond ETF
98.58%$51.50B0.03%
U
USIGiShares Broad USD Investment Grade Corporate Bond ETF
98.38%$12.66B0.04%
I
IBDXiShares iBonds Dec 2032 Term Corporate ETF
98.30%$1.02B0.1%
S
SPBOSPDR Portfolio Corporate Bond ETF
98.29%$1.75B0.03%
S
SCHISchwab 5 10 Year Corporate Bond ETF
98.29%$7.95B0.03%
Q
QLTAiShares Aaa A Rated Corporate Bond ETF
98.13%$1.65B0.15%
L
LQDiShares iBoxx USD Investment Grade Corporate Bond ETF
98.10%$28.86B0.14%
I
IGEBiShares Investment Grade Systematic Bond ETF
98.04%$1.07B0.18%
S
SUSCiShares Trust iShares ESG Aware USD Corporate Bond ETF
97.91%$1.11B0.18%
V
VTCVanguard Total Corporate Bond ETF
97.75%$1.14B0.03%
A
AVIGAvantis Core Fixed Income ETF
97.72%$1.09B0.15%
G
GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF
97.66%$861.98M0.08%
I
IBDYiShares iBonds Dec 2033 Term Corporate ETF
97.45%$712.55M0.1%
V
VCEBVanguard ESG U.S. Corporate Bond ETF
97.31%$830.13M0.12%
D
DFCFDimensional Core Fixed Income ETF
97.30%$6.66B0.17%
I
IUSBiShares Core Total USD Bond Market ETF
97.24%$32.92B0.06%
I
IBDWiShares iBonds Dec 2031 Term Corporate ETF
97.18%$1.44B0.1%
S
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF
96.95%$9.37B0.04%
B
BSCVTraded Self Indexed Fund Trust Invesco BulletShares 2031 Corporate Bond ETF
96.91%$936.13M0.1%

Holding Overlap

IBD - Inspire Corporate Bond ETF and BSCW - Traded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF have a 4 holding overlap. Which accounts for a 2.2% overlap.

Number of overlapping holdings

4

% of overlapping holdings

2.16%

Name
Weight in IBD
Weight in BSCW
5
5DGDGJ2

NEWMONT MNG COR

1.68%0.34%
5
5CGCQS2

CINTAS CORP

0.24%0.34%
5
5DGFHB8

WESTERN DIGITAL

0.21%0.20%
5
5DDZBL6

EXTRA SPACE STO

0.21%0.22%

News

SeekingAlpha

The Fed will likely be forced to cut despite inflation remaining above target, with markets now inching toward pricing a fourth cut in 2025. Click to read.

SeekingAlpha

In this challenging market, what role can fixed income play in a portfolio? TD Asset Management's Lauren Bellai discusses bonds, corporate credit and the latest jobs reports.

Yahoo

Inspire Investing, the world's largest provider of faith-based ETFs, celebrates the 1st anniversary of the groundbreaking Inspire 500 ETF (NYSE: PTL), the lowest cost large cap faith-based ETF currently available (as of 3/17/25).

Yahoo

Inc. magazine today revealed that Inspire Impact Group is No. 41 on its fifth annual Inc. Regionals: Rocky Mountain list, the most prestigious ranking of the fastest-growing private companies in the Rocky Mountain region, which includes Montana, Idaho, Wyoming, Nevada, Utah, and Colorado. An extension of the national Inc. 5000 list, the Regionals offer a unique look at the most successful companies within the Rocky Mountain economy's most dynamic segment–its independent small businesses.

SeekingAlpha

With a slower growth outlook, we’d expect the Federal Reserve to look through tariffs' inflationary impact and let rates go lower.

SeekingAlpha

Cash positions for US investment-grade companies declined in the last few months of 2024, according to the latest S&P Global Market Intelligence data.

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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