PSCD vs. XRT
Compare and contrast key facts about Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) and SPDR S&P Retail ETF (XRT).
PSCD and XRT 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. XRT is a passively managed fund by State Street that tracks the performance of the S&P Retail Select Industry. It was launched on Jun 19, 2006. Both PSCD and XRT 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
PSCD vs. XRT - Performance Comparison
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PSCD vs. XRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSCD Invesco S&P SmallCap Consumer Discretionary ETF | -1.01% | -2.87% | 6.46% | 33.23% | -28.06% | 37.34% | 29.07% | 17.49% | -9.28% | 18.16% |
XRT SPDR S&P Retail ETF | -5.24% | 8.07% | 11.78% | 21.53% | -31.64% | 42.60% | 41.91% | 14.12% | -8.04% | 4.22% |
Returns By Period
In the year-to-date period, PSCD achieves a -1.01% return, which is significantly higher than XRT's -5.24% return. Over the past 10 years, PSCD has outperformed XRT with an annualized return of 9.03%, while XRT has yielded a comparatively lower 7.35% annualized return.
PSCD
- 1D
- 0.61%
- 1M
- -7.23%
- YTD
- -1.01%
- 6M
- -7.27%
- 1Y
- 12.50%
- 3Y*
- 6.52%
- 5Y*
- -0.57%
- 10Y*
- 9.03%
XRT
- 1D
- 0.16%
- 1M
- -6.20%
- YTD
- -5.24%
- 6M
- -6.21%
- 1Y
- 16.31%
- 3Y*
- 9.74%
- 5Y*
- -0.55%
- 10Y*
- 7.35%
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PSCD vs. XRT - Expense Ratio Comparison
PSCD has a 0.29% expense ratio, which is lower than XRT's 0.35% expense ratio.
Return for Risk
PSCD vs. XRT — Risk / Return Rank
PSCD
XRT
PSCD vs. XRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) and SPDR S&P Retail ETF (XRT). 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 | XRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.66 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.15 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.14 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.30 | -0.53 |
Martin ratioReturn relative to average drawdown | 1.99 | 3.42 | -1.44 |
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 | XRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.66 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.02 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.27 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.34 | +0.04 |
Correlation
The correlation between PSCD and XRT is 0.88, 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. XRT - Dividend Comparison
PSCD's dividend yield for the trailing twelve months is around 0.96%, more than XRT's 0.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCD Invesco S&P SmallCap Consumer Discretionary ETF | 0.96% | 0.94% | 1.28% | 1.09% | 1.60% | 0.57% | 0.56% | 0.91% | 1.39% | 0.97% | 1.07% | 1.10% |
XRT SPDR S&P Retail ETF | 0.86% | 0.77% | 1.52% | 1.40% | 2.15% | 1.55% | 1.01% | 1.57% | 1.51% | 1.52% | 1.36% | 1.30% |
Drawdowns
PSCD vs. XRT - Drawdown Comparison
The maximum PSCD drawdown since its inception was -56.57%, smaller than the maximum XRT drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for PSCD and XRT.
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Drawdown Indicators
| PSCD | XRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.57% | -65.81% | +9.24% |
Max Drawdown (1Y)Largest decline over 1 year | -17.14% | -13.53% | -3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -41.88% | -44.57% | +2.69% |
Max Drawdown (10Y)Largest decline over 10 years | -56.57% | -47.02% | -9.55% |
Current DrawdownCurrent decline from peak | -12.38% | -16.69% | +4.31% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -15.01% | +3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.67% | 5.16% | +1.51% |
Volatility
PSCD vs. XRT - Volatility Comparison
Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) has a higher volatility of 7.04% compared to SPDR S&P Retail ETF (XRT) at 5.66%. This indicates that PSCD's price experiences larger fluctuations and is considered to be riskier than XRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCD | XRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 5.66% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 17.36% | 14.63% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.65% | 24.74% | +3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.01% | 27.01% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.97% | 27.16% | +1.81% |