PSCC vs. EXI
Compare and contrast key facts about Invesco S&P SmallCap Consumer Staples ETF (PSCC) and iShares Global Industrials ETF (EXI).
PSCC and EXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both PSCC and EXI 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: PSCC or EXI.
Key characteristics
| PSCC | EXI | |
|---|---|---|
| YTD Return | -2.77% | 10.08% |
| 1Y Return | 4.66% | 24.08% |
| 3Y Return (Ann) | 3.24% | 6.97% |
| 5Y Return (Ann) | 10.09% | 11.30% |
| 10Y Return (Ann) | 10.49% | 8.90% |
| Sharpe Ratio | 0.27 | 1.99 |
| Daily Std Dev | 17.24% | 12.31% |
| Max Drawdown | -33.61% | -62.60% |
| Current Drawdown | -3.73% | -0.73% |
Correlation
The correlation between PSCC and EXI 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
PSCC vs. EXI - Performance Comparison
In the year-to-date period, PSCC achieves a -2.77% return, which is significantly lower than EXI's 10.08% return. Over the past 10 years, PSCC has outperformed EXI with an annualized return of 10.49%, while EXI has yielded a comparatively lower 8.90% annualized return. 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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PSCC vs. EXI - Expense Ratio Comparison
PSCC has a 0.29% expense ratio, which is lower than EXI's 0.43% expense ratio.
Risk-Adjusted Performance
PSCC vs. EXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Consumer Staples ETF (PSCC) and iShares Global Industrials ETF (EXI). 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
PSCC vs. EXI - Dividend Comparison
PSCC's dividend yield for the trailing twelve months is around 1.46%, less than EXI's 1.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCC Invesco S&P SmallCap Consumer Staples ETF | 1.46% | 1.49% | 1.29% | 1.21% | 1.59% | 1.77% | 0.94% | 1.25% | 1.48% | 1.34% | 1.60% | 0.42% |
EXI iShares Global Industrials ETF | 1.67% | 1.84% | 1.63% | 1.42% | 1.39% | 1.72% | 2.21% | 1.47% | 1.74% | 1.95% | 1.92% | 1.51% |
Drawdowns
PSCC vs. EXI - Drawdown Comparison
The maximum PSCC drawdown since its inception was -33.61%, smaller than the maximum EXI drawdown of -62.60%. Use the drawdown chart below to compare losses from any high point for PSCC and EXI. For additional features, visit the drawdowns tool.
Volatility
PSCC vs. EXI - Volatility Comparison
Invesco S&P SmallCap Consumer Staples ETF (PSCC) has a higher volatility of 3.74% compared to iShares Global Industrials ETF (EXI) at 3.23%. This indicates that PSCC's price experiences larger fluctuations and is considered to be riskier than EXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.