HTEC vs. PSCH
Compare and contrast key facts about ROBO Global Healthcare Technology and Innovation ETF (HTEC) and Invesco S&P SmallCap Health Care ETF (PSCH).
HTEC and PSCH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTEC is a passively managed fund by Exchange Traded Concepts that tracks the performance of the ROBO Global® Healthcare Technology and Innovation Index. It was launched on Jun 25, 2019. PSCH is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Health Care Index. It was launched on Apr 7, 2010. Both HTEC and PSCH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
HTEC vs. PSCH - Performance Comparison
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HTEC vs. PSCH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HTEC ROBO Global Healthcare Technology and Innovation ETF | -6.51% | 23.91% | 2.68% | -2.94% | -33.72% | -0.28% | 65.01% | 9.34% |
PSCH Invesco S&P SmallCap Health Care ETF | -6.60% | -0.49% | 3.77% | -2.71% | -25.15% | 5.75% | 31.47% | 13.15% |
Returns By Period
The year-to-date returns for both stocks are quite close, with HTEC having a -6.51% return and PSCH slightly lower at -6.60%.
HTEC
- 1D
- 3.47%
- 1M
- -7.69%
- YTD
- -6.51%
- 6M
- 7.99%
- 1Y
- 21.99%
- 3Y*
- 3.80%
- 5Y*
- -5.56%
- 10Y*
- —
PSCH
- 1D
- 5.03%
- 1M
- -5.05%
- YTD
- -6.60%
- 6M
- -1.10%
- 1Y
- -4.92%
- 3Y*
- -1.84%
- 5Y*
- -7.37%
- 10Y*
- 6.52%
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HTEC vs. PSCH - Expense Ratio Comparison
HTEC has a 0.68% expense ratio, which is higher than PSCH's 0.29% expense ratio.
Return for Risk
HTEC vs. PSCH — Risk / Return Rank
HTEC
PSCH
HTEC vs. PSCH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ROBO Global Healthcare Technology and Innovation ETF (HTEC) and Invesco S&P SmallCap Health Care ETF (PSCH). 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.
| HTEC | PSCH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | -0.21 | +1.14 |
Sortino ratioReturn per unit of downside risk | 1.45 | -0.14 | +1.59 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.98 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | -0.10 | +1.41 |
Martin ratioReturn relative to average drawdown | 4.40 | -0.23 | +4.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTEC | PSCH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | -0.21 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | -0.32 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.49 | -0.30 |
Correlation
The correlation between HTEC and PSCH is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HTEC vs. PSCH - Dividend Comparison
HTEC's dividend yield for the trailing twelve months is around 1.05%, more than PSCH's 0.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HTEC ROBO Global Healthcare Technology and Innovation ETF | 1.05% | 0.98% | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PSCH Invesco S&P SmallCap Health Care ETF | 0.01% | 0.04% | 0.27% | 0.01% | 2.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
Drawdowns
HTEC vs. PSCH - Drawdown Comparison
The maximum HTEC drawdown since its inception was -57.53%, which is greater than PSCH's maximum drawdown of -46.32%. Use the drawdown chart below to compare losses from any high point for HTEC and PSCH.
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Drawdown Indicators
| HTEC | PSCH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.53% | -46.32% | -11.21% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -15.36% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -56.10% | -46.32% | -9.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.32% | — |
Current DrawdownCurrent decline from peak | -35.69% | -36.32% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -28.85% | -13.26% | -15.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.85% | 6.77% | -1.92% |
Volatility
HTEC vs. PSCH - Volatility Comparison
The current volatility for ROBO Global Healthcare Technology and Innovation ETF (HTEC) is 7.96%, while Invesco S&P SmallCap Health Care ETF (PSCH) has a volatility of 8.64%. This indicates that HTEC experiences smaller price fluctuations and is considered to be less risky than PSCH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTEC | PSCH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 8.64% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 14.40% | 14.92% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.82% | 23.58% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 22.91% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.53% | 23.65% | +1.88% |