PSCE vs. AVUV
Compare and contrast key facts about Invesco S&P SmallCap Energy ETF (PSCE) and Avantis U.S. Small Cap Value ETF (AVUV).
PSCE and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSCE is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Energy Index. It was launched on Apr 7, 2010. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCE or AVUV.
Correlation
The correlation between PSCE and AVUV is 0.75, 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.
Performance
PSCE vs. AVUV - Performance Comparison
Key characteristics
PSCE:
-0.20
AVUV:
0.56
PSCE:
-0.09
AVUV:
0.96
PSCE:
0.99
AVUV:
1.12
PSCE:
-0.07
AVUV:
1.05
PSCE:
-0.52
AVUV:
2.34
PSCE:
10.69%
AVUV:
4.95%
PSCE:
27.71%
AVUV:
20.52%
PSCE:
-96.21%
AVUV:
-49.42%
PSCE:
-81.34%
AVUV:
-8.96%
Returns By Period
In the year-to-date period, PSCE achieves a -4.44% return, which is significantly lower than AVUV's -0.07% return.
PSCE
-4.44%
-9.60%
-8.41%
-4.70%
12.18%
-10.35%
AVUV
-0.07%
1.02%
7.75%
13.37%
15.40%
N/A
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PSCE vs. AVUV - Expense Ratio Comparison
PSCE has a 0.29% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
PSCE vs. AVUV — Risk-Adjusted Performance Rank
PSCE
AVUV
PSCE vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Energy ETF (PSCE) and Avantis U.S. Small Cap Value ETF (AVUV). 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
PSCE vs. AVUV - Dividend Comparison
PSCE's dividend yield for the trailing twelve months is around 1.78%, more than AVUV's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCE Invesco S&P SmallCap Energy ETF | 1.78% | 1.70% | 2.57% | 1.71% | 0.46% | 0.87% | 0.13% | 0.22% | 0.05% | 0.22% | 0.81% | 0.29% |
AVUV Avantis U.S. Small Cap Value ETF | 1.61% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSCE vs. AVUV - Drawdown Comparison
The maximum PSCE drawdown since its inception was -96.21%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for PSCE and AVUV. For additional features, visit the drawdowns tool.
Volatility
PSCE vs. AVUV - Volatility Comparison
Invesco S&P SmallCap Energy ETF (PSCE) has a higher volatility of 8.26% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 4.79%. This indicates that PSCE's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.