PSCC vs. RZV
Compare and contrast key facts about Invesco S&P SmallCap Consumer Staples ETF (PSCC) and Invesco S&P SmallCap 600® Pure Value ETF (RZV).
PSCC and RZV 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. RZV is a passively managed fund by Invesco that tracks the performance of the S&P Small Cap 600 Pure Value. It was launched on Mar 1, 2006. Both PSCC and RZV 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 RZV.
Key characteristics
| PSCC | RZV | |
|---|---|---|
| YTD Return | -2.77% | -0.93% |
| 1Y Return | 4.66% | 20.70% |
| 3Y Return (Ann) | 3.24% | 5.64% |
| 5Y Return (Ann) | 10.09% | 12.26% |
| 10Y Return (Ann) | 10.49% | 7.13% |
| Sharpe Ratio | 0.27 | 0.98 |
| Daily Std Dev | 17.24% | 23.11% |
| Max Drawdown | -33.61% | -77.11% |
| Current Drawdown | -3.73% | -2.20% |
Correlation
The correlation between PSCC and RZV is 0.70, 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. RZV - Performance Comparison
In the year-to-date period, PSCC achieves a -2.77% return, which is significantly lower than RZV's -0.93% return. Over the past 10 years, PSCC has outperformed RZV with an annualized return of 10.49%, while RZV has yielded a comparatively lower 7.13% 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. RZV - Expense Ratio Comparison
PSCC has a 0.29% expense ratio, which is lower than RZV's 0.35% expense ratio.
Risk-Adjusted Performance
PSCC vs. RZV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Consumer Staples ETF (PSCC) and Invesco S&P SmallCap 600® Pure Value ETF (RZV). 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. RZV - Dividend Comparison
PSCC's dividend yield for the trailing twelve months is around 1.46%, more than RZV's 1.15% 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% |
RZV Invesco S&P SmallCap 600® Pure Value ETF | 1.15% | 1.13% | 1.43% | 0.86% | 0.63% | 1.03% | 2.03% | 1.02% | 0.46% | 1.24% | 0.68% | 0.64% |
Drawdowns
PSCC vs. RZV - Drawdown Comparison
The maximum PSCC drawdown since its inception was -33.61%, smaller than the maximum RZV drawdown of -77.11%. Use the drawdown chart below to compare losses from any high point for PSCC and RZV. For additional features, visit the drawdowns tool.
Volatility
PSCC vs. RZV - Volatility Comparison
The current volatility for Invesco S&P SmallCap Consumer Staples ETF (PSCC) is 3.74%, while Invesco S&P SmallCap 600® Pure Value ETF (RZV) has a volatility of 4.69%. This indicates that PSCC experiences smaller price fluctuations and is considered to be less risky than RZV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.