EXI vs. PSCC
Compare and contrast key facts about iShares Global Industrials ETF (EXI) and Invesco S&P SmallCap Consumer Staples ETF (PSCC).
EXI and PSCC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXI is a passively managed fund by iShares that tracks the performance of the S&P Global 1200 / Industrials -SEC. It was launched on Sep 12, 2006. PSCC is a passively managed fund by Invesco that tracks the performance of the S&P Small Cap 600 Capped Consumer Staples. It was launched on Apr 7, 2010. Both EXI and PSCC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXI or PSCC.
Key characteristics
| EXI | PSCC | |
|---|---|---|
| YTD Return | 17.30% | 0.20% |
| 1Y Return | 28.54% | 9.89% |
| 3Y Return (Ann) | 7.62% | 3.06% |
| 5Y Return (Ann) | 10.51% | 10.89% |
| 10Y Return (Ann) | 9.46% | 9.70% |
| Sharpe Ratio | 2.28 | 0.61 |
| Sortino Ratio | 3.14 | 0.97 |
| Omega Ratio | 1.39 | 1.12 |
| Calmar Ratio | 3.90 | 1.01 |
| Martin Ratio | 13.77 | 2.12 |
| Ulcer Index | 2.10% | 4.79% |
| Daily Std Dev | 12.71% | 16.65% |
| Max Drawdown | -62.60% | -33.61% |
| Current Drawdown | -2.42% | -2.32% |
Correlation
The correlation between EXI and PSCC is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXI vs. PSCC - Performance Comparison
In the year-to-date period, EXI achieves a 17.30% return, which is significantly higher than PSCC's 0.20% return. Both investments have delivered pretty close results over the past 10 years, with EXI having a 9.46% annualized return and PSCC not far ahead at 9.70%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EXI vs. PSCC - Expense Ratio Comparison
EXI has a 0.43% expense ratio, which is higher than PSCC's 0.29% expense ratio.
Risk-Adjusted Performance
EXI vs. PSCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Industrials ETF (EXI) and Invesco S&P SmallCap Consumer Staples ETF (PSCC). 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.
Dividends
EXI vs. PSCC - Dividend Comparison
EXI's dividend yield for the trailing twelve months is around 1.35%, less than PSCC's 1.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI iShares Global Industrials ETF | 1.35% | 1.84% | 1.63% | 1.42% | 1.39% | 1.72% | 2.21% | 1.48% | 1.74% | 1.95% | 1.93% | 1.51% |
PSCC Invesco S&P SmallCap Consumer Staples ETF | 1.83% | 1.49% | 1.29% | 1.21% | 1.59% | 1.77% | 0.94% | 1.25% | 1.48% | 1.34% | 1.60% | 0.42% |
Drawdowns
EXI vs. PSCC - Drawdown Comparison
The maximum EXI drawdown since its inception was -62.60%, which is greater than PSCC's maximum drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for EXI and PSCC. For additional features, visit the drawdowns tool.
Volatility
EXI vs. PSCC - Volatility Comparison
The current volatility for iShares Global Industrials ETF (EXI) is 3.75%, while Invesco S&P SmallCap Consumer Staples ETF (PSCC) has a volatility of 5.13%. This indicates that EXI experiences smaller price fluctuations and is considered to be less risky than PSCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.