- ISIN
- US73937B8862
- CUSIP
- 46138E149
- Issuer
- Invesco
- Inception Date
- Apr 7, 2010
- Region
- North America (U.S.)
- Category
- Health & Biotech Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P SmallCap 600 Health Care Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Micro-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $165M
Highlights
- Avg. Volume (1M)
- 28K
- Avg. Volume Value (1M)
- $1.53M
Share Price Chart
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Performance
PSCH Performance Chart
Invesco S&P SmallCap Health Care ETF (PSCH) is up 21.2% since the beginning of the year. PSCH is currently trading at $53 per share. Investors who bought $1,000 worth of PSCH shares 5 years ago would now be looking at an investment worth $861.
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Returns By Period
Invesco S&P SmallCap Health Care ETF (PSCH) has returned 21.19% so far this year and 40.46% over the past 12 months. Over the last ten years, PSCH has returned 8.28% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Invesco S&P SmallCap Health Care ETF
- 1D
- -1.79%
- 1M
- -0.73%
- 6M
- 20.76%
- YTD
- 21.19%
- 1Y
- 40.46%
- 3Y*
- 6.76%
- 5Y*
- -2.96%
- 10Y*
- 8.28%
- ALL TIME*
- 12.46%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
PSCH Monthly Returns History
Based on dividend-adjusted daily data since Apr 7, 2010, PSCH's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, an investment would double in approximately 5.1 years.
Historically, 60% of months were positive and 40% were negative. The best month was Jun 2026 with a return of +16.1%, while the worst month was Dec 2018 at -16.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, PSCH closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -13.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.36% | -1.99% | -5.05% | 8.42% | 1.13% | 16.07% | 1.95% | 21.19% | |||||
| 2025 | 7.52% | -7.12% | -2.12% | -4.67% | -2.01% | -0.89% | -4.66% | 8.22% | 0.64% | 1.75% | 8.07% | -3.70% | -0.49% |
| 2024 | -3.90% | 3.09% | 3.25% | -6.26% | 5.20% | -1.07% | 8.85% | 1.51% | -1.93% | -6.07% | 10.82% | -7.79% | 3.77% |
| 2023 | 6.05% | -2.78% | -3.76% | 1.28% | -2.88% | 3.49% | 0.05% | -7.09% | -9.10% | -5.49% | 5.04% | 14.82% | -2.71% |
| 2022 | -12.99% | 2.46% | 2.39% | -10.93% | -3.10% | -1.50% | 9.78% | -6.20% | -6.56% | 4.30% | 2.48% | -6.20% | -25.15% |
| 2021 | 6.22% | 2.82% | -0.85% | 1.55% | -0.46% | 4.19% | -1.79% | 0.44% | -4.48% | 0.02% | -5.55% | 4.18% | 5.75% |
Benchmark Metrics
Invesco S&P SmallCap Health Care ETF has an annualized alpha of 1.60%, beta of 0.99, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since April 07, 2010.
- With beta of 0.99 and R2 of 0.59, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.60%
- Beta
- 0.99
- R²
- 0.59
- Upside Capture
- 101.53%
- Downside Capture
- 99.23%
Expense Ratio
PSCH has an expense ratio of 0.29%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PSCH ranks 78 for risk / return — above 78% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Invesco S&P SmallCap Health Care ETF (PSCH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSCH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.25 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 2.00 | +0.60 |
| Martin ratioReturn relative to average drawdown | 8.34 | 8.49 | -0.15 |
Dividends
Dividend History
Invesco S&P SmallCap Health Care ETF provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.02 | $0.12 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
Dividend yield | 0.01% | 0.04% | 0.27% | 0.01% | 2.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco S&P SmallCap Health Care ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2024 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.12 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco S&P SmallCap Health Care ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco S&P SmallCap Health Care ETF was 46.32%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current Invesco S&P SmallCap Health Care ETF drawdown is 17.37%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-46.32%Oct 2023 | 2y 4mo | — | 5y 1moJun 2021 - now | — |
-38.90%Mar 2020 | 1y 6mo | 7mo 26d | 2y 2moSep 2018 - Nov 2020 | COVID crash2020 |
-24.93%Aug 2011 | 1mo 1d | 6mo 23d | 7mo 24dJul 2011 - Feb 2012 | — |
-22.45%Feb 2016 | 6mo 9d | 6mo 29d | 1y 1moAug 2015 - Sep 2016 | — |
-17.32%Nov 2016 | 1mo 11d | 3mo 13d | 4mo 24dSep 2016 - Feb 2017 | — |
Drawdown Indicators
| PSCH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.32% | -56.78% | +10.46% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | -9.10% | -6.26% |
Max Drawdown (3Y)Largest decline over 3 years | -22.98% | -18.90% | -4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -45.37% | -25.43% | -19.94% |
Max Drawdown (10Y)Largest decline over 10 years | -46.32% | -33.92% | -12.40% |
Current DrawdownCurrent decline from peak | -17.37% | -1.58% | -15.79% |
Average DrawdownAverage peak-to-trough decline | -13.52% | -10.70% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.14% | +2.64% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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