ELFY vs. PSCU

Last updated Jun 25, 2026

ELFY (ALPS Electrification Infrastructure ETF) and PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) are both Utilities Equities funds - ELFY tracks the Ladenburg Thalmann Electrification Infrastructure Index while PSCU tracks the S&P SmallCap 600 Capped Utilities & Communication Services Index. Both are passively managed. Over the past year, ELFY returned 41.93% vs 15.22% for PSCU. A 0.51 correlation means they provide meaningful diversification when combined. ELFY charges 0.50%/yr vs 0.29%/yr for PSCU.

Performance

ELFY vs. PSCU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Electrification Infrastructure ETF (ELFY) and Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ELFY achieves a 26.39% return, which is significantly higher than PSCU's 11.15% return.

ELFY

• 1D: -0.23%
• 1M: 0.20%
• YTD: 26.39%
• 6M: 24.39%
• 1Y: 41.93%
• 3Y*: —
• 5Y*: —
• 10Y*: —

PSCU

• 1D: 0.31%
• 1M: -0.69%
• YTD: 11.15%
• 6M: 10.83%
• 1Y: 15.22%
• 3Y*: 8.73%
• 5Y*: 0.32%
• 10Y*: 5.27%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ELFY vs. PSCU - Yearly Performance Comparison

	2026 (YTD)	2025
ELFY ALPS Electrification Infrastructure ETF	26.39%	34.72%
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF	11.15%	7.37%

Correlation

The correlation between ELFY and PSCU is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.48
Correlation (All Time) Calculated using the full available price history since Apr 10, 2025	0.51

The correlation between ELFY and PSCU has been stable across timeframes, ranging from 0.48 to 0.51 - a consistent structural relationship.

ELFY vs. PSCU - Sectors Allocation Comparison

Sectors	ELFY	PSCU
Utilities	36.8%	31.2%
Industrials	27.5%	3.5%
Energy	15.8%	-
Technology	13.3%	0.9%
Basic Materials	5.3%	-
Consumer Cyclical	0.9%	3.6%
Financial Services	0.4%	0.0%
Communication Services	-	58.9%
Consumer Defensive	-	-
Healthcare	-	-
Real Estate	-	2.0%

Return for Risk

ELFY vs. PSCU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ELFY

ELFY Risk / Return Rank: 77
ELFY Sharpe Ratio Rank: 75
ELFY Sortino Ratio Rank: 70
ELFY Omega Ratio Rank: 68
ELFY Calmar Ratio Rank: 90
ELFY Martin Ratio Rank: 83

PSCU

PSCU Risk / Return Rank: 32
PSCU Sharpe Ratio Rank: 30
PSCU Sortino Ratio Rank: 29
PSCU Omega Ratio Rank: 26
PSCU Calmar Ratio Rank: 41
PSCU Martin Ratio Rank: 34

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ELFY vs. PSCU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Electrification Infrastructure ETF (ELFY) and Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.

	ELFY	PSCU	Difference
Sharpe ratio: Return per unit of total volatility	2.13	0.97	+1.16
Sortino ratio: Return per unit of downside risk	2.82	1.45	+1.38
Omega ratio: Gain probability vs. loss probability	1.36	1.17	+0.19
Calmar ratio: Return relative to maximum drawdown	5.03	1.84	+3.20
Martin ratio: Return relative to average drawdown	15.16	4.50	+10.65

ELFY vs. PSCU - Sharpe Ratio Comparison

The current ELFY Sharpe Ratio is 2.13, which is higher than the PSCU Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of ELFY and PSCU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ELFY vs. PSCU - Drawdown Comparison

The maximum ELFY drawdown since its inception was -8.37%, smaller than the maximum PSCU drawdown of -29.97%. Use the drawdown chart below to compare losses from any high point for ELFY and PSCU.

Drawdown Indicators

	ELFY	PSCU	Difference
Max Drawdown Largest peak-to-trough decline	-8.37%	-29.97%	+21.60%
Max Drawdown (1Y) Largest decline over 1 year	-8.37%	-8.32%	-0.05%
Max Drawdown (3Y) Largest decline over 3 years	—	-23.55%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.97%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.97%	—
Current Drawdown Current decline from peak	-2.73%	-4.43%	+1.70%
Average Drawdown Average peak-to-trough decline	-1.68%	-7.65%	+5.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.78%	3.39%	-0.61%

Volatility

ELFY vs. PSCU - Volatility Comparison

ALPS Electrification Infrastructure ETF (ELFY) has a higher volatility of 8.44% compared to Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) at 4.81%. This indicates that ELFY's price experiences larger fluctuations and is considered to be riskier than PSCU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ELFY	PSCU	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.44%	4.81%	+3.63%
Volatility (6M) Calculated over the trailing 6-month period	15.97%	11.19%	+4.78%
Volatility (1Y) Calculated over the trailing 1-year period	19.79%	15.78%	+4.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.66%	18.43%	+1.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.66%	19.49%	+0.17%

ELFY vs. PSCU - Expense Ratio Comparison

ELFY has a 0.50% expense ratio, which is higher than PSCU's 0.29% expense ratio.

Dividends

ELFY vs. PSCU - Dividend Comparison

ELFY's dividend yield for the trailing twelve months is around 0.97%, less than PSCU's 1.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ELFY ALPS Electrification Infrastructure ETF	0.97%	0.76%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF	1.00%	1.10%	0.98%	1.60%	1.71%	2.69%	1.20%	2.47%	2.35%	1.84%	6.93%	2.94%

Frequently Asked Questions

Can I hold both ELFY and PSCU in my portfolio?

ELFY and PSCU have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ELFY or PSCU?

ELFY has higher volatility (8.44%) compared to PSCU (4.81%). In terms of maximum drawdown, ELFY dropped -8.37% vs PSCU's -29.97%.

Which ETF is better, ELFY or PSCU?

On 1-year performance, ELFY leads with 41.93% vs 15.22% for PSCU. On fees, PSCU is cheaper at 0.29% per year. On volatility, PSCU has been the lower-risk option at 4.81%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ELFY or PSCU?

Over the 1-year period, ELFY has performed better with a 41.93% return vs 15.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ELFY or PSCU?

PSCU is cheaper with a 0.29% expense ratio, compared with 0.50% for ELFY.

Which ETF pays a higher dividend yield, ELFY or PSCU?

PSCU has the higher dividend yield at 1.00%, compared with 0.97% for ELFY.

What is the main difference between ELFY and PSCU?

ELFY tracks Ladenburg Thalmann Electrification Infrastructure Index, while PSCU tracks S&P SmallCap 600 Capped Utilities & Communication Services Index. They also come from different issuers: ALPS and Invesco. Their fees differ too: 0.50% for ELFY and 0.29% for PSCU.

Which has better risk-adjusted returns?

ELFY currently has the higher Sharpe Ratio (2.13 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.