PSCD vs. IEDI
Compare and contrast key facts about Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) and iShares Evolved U.S. Discretionary Spending ETF (IEDI).
PSCD and IEDI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSCD is a passively managed fund by Invesco that tracks the performance of the S&P Small Cap 600 / Consumer Discretionary -SEC. It was launched on Apr 7, 2010. IEDI is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Performance
PSCD vs. IEDI - Performance Comparison
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PSCD vs. IEDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PSCD Invesco S&P SmallCap Consumer Discretionary ETF | -1.61% | -2.87% | 6.46% | 33.23% | -28.06% | 37.34% | 29.07% | 17.49% | -5.03% |
IEDI iShares Evolved U.S. Discretionary Spending ETF | -1.55% | 4.05% | 22.11% | 24.32% | -23.17% | 21.19% | 29.83% | 31.07% | 0.71% |
Returns By Period
The year-to-date returns for both investments are quite close, with PSCD having a -1.61% return and IEDI slightly higher at -1.55%.
PSCD
- 1D
- 3.23%
- 1M
- -9.07%
- YTD
- -1.61%
- 6M
- -7.31%
- 1Y
- 12.57%
- 3Y*
- 6.30%
- 5Y*
- -0.69%
- 10Y*
- 8.97%
IEDI
- 1D
- 1.94%
- 1M
- -6.33%
- YTD
- -1.55%
- 6M
- -3.49%
- 1Y
- 6.91%
- 3Y*
- 13.88%
- 5Y*
- 6.69%
- 10Y*
- —
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PSCD vs. IEDI - Expense Ratio Comparison
PSCD has a 0.29% expense ratio, which is higher than IEDI's 0.18% expense ratio.
Return for Risk
PSCD vs. IEDI — Risk / Return Rank
PSCD
IEDI
PSCD vs. IEDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) and iShares Evolved U.S. Discretionary Spending ETF (IEDI). 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.
| PSCD | IEDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.41 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.84 | 0.75 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.79 | -0.04 |
Martin ratioReturn relative to average drawdown | 1.95 | 2.35 | -0.39 |
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
| PSCD | IEDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.41 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.37 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.62 | -0.24 |
Correlation
The correlation between PSCD and IEDI is 0.72, 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
PSCD vs. IEDI - Dividend Comparison
PSCD's dividend yield for the trailing twelve months is around 0.97%, less than IEDI's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCD Invesco S&P SmallCap Consumer Discretionary ETF | 0.97% | 0.94% | 1.28% | 1.09% | 1.60% | 0.57% | 0.56% | 0.91% | 1.39% | 0.97% | 1.07% | 1.10% |
IEDI iShares Evolved U.S. Discretionary Spending ETF | 0.98% | 0.95% | 0.90% | 1.13% | 3.38% | 0.70% | 0.83% | 2.07% | 1.57% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSCD vs. IEDI - Drawdown Comparison
The maximum PSCD drawdown since its inception was -56.57%, which is greater than IEDI's maximum drawdown of -30.60%. Use the drawdown chart below to compare losses from any high point for PSCD and IEDI.
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Drawdown Indicators
| PSCD | IEDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.57% | -30.60% | -25.97% |
Max Drawdown (1Y)Largest decline over 1 year | -17.14% | -10.57% | -6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -41.88% | -29.79% | -12.09% |
Max Drawdown (10Y)Largest decline over 10 years | -56.57% | — | — |
Current DrawdownCurrent decline from peak | -12.91% | -7.31% | -5.60% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -6.98% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 3.57% | +3.07% |
Volatility
PSCD vs. IEDI - Volatility Comparison
Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) has a higher volatility of 6.98% compared to iShares Evolved U.S. Discretionary Spending ETF (IEDI) at 4.85%. This indicates that PSCD's price experiences larger fluctuations and is considered to be riskier than IEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCD | IEDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 4.85% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 17.36% | 9.84% | +7.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.64% | 17.06% | +11.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.01% | 18.15% | +9.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.97% | 19.52% | +9.45% |