EXI vs. PSCC

Last updated Jun 23, 2026

EXI (iShares Global Industrials ETF) and PSCC (Invesco S&P SmallCap Consumer Staples ETF) are both exchange-traded funds - EXI is a Industrials Equities fund tracking the S&P Global 1200 / Industrials -SEC, while PSCC is a Consumer Staples Equities fund tracking the S&P Small Cap 600 Capped Consumer Staples. Both are passively managed. Over the past 10 years, EXI returned 13.30%/yr vs 6.69%/yr for PSCC. A 0.58 correlation means they provide meaningful diversification when combined. EXI charges 0.43%/yr vs 0.29%/yr for PSCC.

Performance

EXI vs. PSCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Industrials ETF (EXI) and Invesco S&P SmallCap Consumer Staples ETF (PSCC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EXI achieves a 14.80% return, which is significantly higher than PSCC's 10.85% return. Over the past 10 years, EXI has outperformed PSCC with an annualized return of 13.30%, while PSCC has yielded a comparatively lower 6.69% annualized return.

EXI

• 1D: 0.59%
• 1M: 4.27%
• YTD: 14.80%
• 6M: 14.21%
• 1Y: 27.99%
• 3Y*: 21.35%
• 5Y*: 12.62%
• 10Y*: 13.30%

PSCC

• 1D: -2.16%
• 1M: 4.01%
• YTD: 10.85%
• 6M: 8.63%
• 1Y: 4.95%
• 3Y*: 0.24%
• 5Y*: 1.15%
• 10Y*: 6.69%

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

EXI vs. PSCC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EXI iShares Global Industrials ETF	14.80%	25.88%	12.47%	22.04%	-12.36%	17.37%	11.33%	27.13%	-14.41%	25.16%
PSCC Invesco S&P SmallCap Consumer Staples ETF	10.85%	-16.47%	0.98%	14.83%	-6.66%	28.82%	11.17%	17.39%	-6.72%	9.72%

Correlation

The correlation between EXI and PSCC is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.37
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (5Y) Calculated over the trailing 5-year period	0.56
Correlation (10Y) Calculated over the trailing 10-year period	0.54
Correlation (All Time) Calculated using the full available price history since Apr 7, 2010	0.58

Over the past year, the correlation between EXI and PSCC has dropped to 0.37 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

EXI vs. PSCC - Sectors Allocation Comparison

Sectors	EXI	PSCC
Industrials	94.4%	2.8%
Technology	4.0%	-
Utilities	2.6%	-
Communication Services	1.1%	-
Consumer Cyclical	0.2%	2.9%
Basic Materials	0.2%	3.6%
Financial Services	0.1%	0.2%
Consumer Defensive	0.1%	90.7%
Energy	-	-
Healthcare	-	-
Real Estate	-	-

Return for Risk

EXI vs. PSCC — Risk / Return Rank

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

EXI

EXI Risk / Return Rank: 51
EXI Sharpe Ratio Rank: 51
EXI Sortino Ratio Rank: 52
EXI Omega Ratio Rank: 50
EXI Calmar Ratio Rank: 47
EXI Martin Ratio Rank: 54

PSCC

PSCC Risk / Return Rank: 12
PSCC Sharpe Ratio Rank: 12
PSCC Sortino Ratio Rank: 12
PSCC Omega Ratio Rank: 12
PSCC Calmar Ratio Rank: 12
PSCC Martin Ratio Rank: 11

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.

EXI vs. PSCC - Risk-Adjusted Trends 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.

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.

	EXI	PSCC	Difference
Sharpe ratio: Return per unit of total volatility	1.70	0.30	+1.40
Sortino ratio: Return per unit of downside risk	2.47	0.54	+1.93
Omega ratio: Gain probability vs. loss probability	1.31	1.06	+0.25
Calmar ratio: Return relative to maximum drawdown	2.28	0.33	+1.95
Martin ratio: Return relative to average drawdown	9.05	0.57	+8.48

EXI vs. PSCC - Sharpe Ratio Comparison

The current EXI Sharpe Ratio is 1.70, which is higher than the PSCC Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of EXI and PSCC, 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

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.

Drawdown Indicators

	EXI	PSCC	Difference
Max Drawdown Largest peak-to-trough decline	-62.60%	-33.61%	-28.99%
Max Drawdown (1Y) Largest decline over 1 year	-12.35%	-15.17%	+2.82%
Max Drawdown (3Y) Largest decline over 3 years	-14.38%	-23.36%	+8.98%
Max Drawdown (5Y) Largest decline over 5 years	-27.23%	-23.36%	-3.87%
Max Drawdown (10Y) Largest decline over 10 years	-39.56%	-33.61%	-5.95%
Current Drawdown Current decline from peak	0.00%	-13.45%	+13.45%
Average Drawdown Average peak-to-trough decline	-9.95%	-5.99%	-3.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.10%	8.69%	-5.59%

Volatility

EXI vs. PSCC - Volatility Comparison

iShares Global Industrials ETF (EXI) and Invesco S&P SmallCap Consumer Staples ETF (PSCC) have volatilities of 5.48% and 5.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EXI	PSCC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.48%	5.22%	+0.26%
Volatility (6M) Calculated over the trailing 6-month period	14.00%	11.32%	+2.68%
Volatility (1Y) Calculated over the trailing 1-year period	16.60%	16.75%	-0.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.09%	18.27%	-1.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.45%	19.33%	-0.88%

EXI vs. PSCC - Expense Ratio Comparison

EXI has a 0.43% expense ratio, which is higher than PSCC's 0.29% expense ratio.

Dividends

EXI vs. PSCC - Dividend Comparison

EXI's dividend yield for the trailing twelve months is around 1.06%, less than PSCC's 2.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EXI iShares Global Industrials ETF	1.06%	1.32%	1.47%	1.84%	1.63%	1.42%	1.26%	1.72%	2.21%	1.48%	1.75%	1.95%
PSCC Invesco S&P SmallCap Consumer Staples ETF	2.35%	2.35%	1.88%	1.49%	1.29%	1.21%	1.59%	1.77%	0.94%	1.25%	1.48%	1.34%

Frequently Asked Questions

Can I hold both EXI and PSCC in my portfolio?

EXI and PSCC have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EXI or PSCC?

EXI has higher volatility (5.48%) compared to PSCC (5.22%). In terms of maximum drawdown, EXI dropped -62.60% vs PSCC's -33.61%.

Which ETF is better, EXI or PSCC?

On 10-year performance, EXI leads with 13.30% vs 6.69% for PSCC. On fees, PSCC is cheaper at 0.29% per year. On volatility, PSCC has been the lower-risk option at 5.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EXI or PSCC?

Over the 10-year period, EXI has performed better with a 13.30% return vs 6.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EXI or PSCC?

PSCC is cheaper with a 0.29% expense ratio, compared with 0.43% for EXI.

Which ETF pays a higher dividend yield, EXI or PSCC?

PSCC has the higher dividend yield at 2.35%, compared with 1.06% for EXI.

What is the main difference between EXI and PSCC?

EXI is categorized as Industrials Equities, while PSCC is Consumer Staples Equities. EXI tracks S&P Global 1200 / Industrials -SEC, while PSCC tracks S&P Small Cap 600 Capped Consumer Staples. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.43% for EXI and 0.29% for PSCC.

Which has better risk-adjusted returns?

EXI currently has the higher Sharpe Ratio (1.70 vs 0.30), 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.