PSCD vs. XLY
Compare and contrast key facts about Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) and Consumer Discretionary Select Sector SPDR Fund (XLY).
PSCD and XLY 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. XLY is a passively managed fund by State Street that tracks the performance of the Consumer Discretionary Select Sector Index. It was launched on Dec 16, 1998. Both PSCD and XLY 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: PSCD or XLY.
Correlation
The correlation between PSCD and XLY 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
PSCD vs. XLY - Performance Comparison
Key characteristics
PSCD:
-0.33
XLY:
0.59
PSCD:
-0.29
XLY:
1.00
PSCD:
0.96
XLY:
1.13
PSCD:
-0.28
XLY:
0.57
PSCD:
-0.90
XLY:
1.84
PSCD:
10.15%
XLY:
8.09%
PSCD:
27.76%
XLY:
25.19%
PSCD:
-56.57%
XLY:
-59.05%
PSCD:
-25.66%
XLY:
-18.55%
Returns By Period
In the year-to-date period, PSCD achieves a -18.43% return, which is significantly lower than XLY's -13.24% return. Over the past 10 years, PSCD has underperformed XLY with an annualized return of 6.25%, while XLY has yielded a comparatively higher 10.97% annualized return.
PSCD
-18.43%
-7.69%
-15.33%
-11.32%
18.45%
6.25%
XLY
-13.24%
-5.74%
-2.58%
12.43%
12.53%
10.97%
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PSCD vs. XLY - Expense Ratio Comparison
PSCD has a 0.29% expense ratio, which is higher than XLY's 0.13% expense ratio.
Risk-Adjusted Performance
PSCD vs. XLY — Risk-Adjusted Performance Rank
PSCD
XLY
PSCD vs. XLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) and Consumer Discretionary Select Sector SPDR Fund (XLY). 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
PSCD vs. XLY - Dividend Comparison
PSCD's dividend yield for the trailing twelve months is around 1.58%, more than XLY's 0.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCD Invesco S&P SmallCap Consumer Discretionary ETF | 1.58% | 1.28% | 1.09% | 1.60% | 0.57% | 0.55% | 0.91% | 1.39% | 0.97% | 1.06% | 1.10% | 0.69% |
XLY Consumer Discretionary Select Sector SPDR Fund | 0.91% | 0.72% | 0.78% | 1.00% | 0.53% | 0.82% | 1.28% | 1.34% | 1.20% | 1.71% | 1.43% | 1.31% |
Drawdowns
PSCD vs. XLY - Drawdown Comparison
The maximum PSCD drawdown since its inception was -56.57%, roughly equal to the maximum XLY drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for PSCD and XLY. For additional features, visit the drawdowns tool.
Volatility
PSCD vs. XLY - Volatility Comparison
Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) has a higher volatility of 16.91% compared to Consumer Discretionary Select Sector SPDR Fund (XLY) at 15.77%. This indicates that PSCD's price experiences larger fluctuations and is considered to be riskier than XLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.