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PSCE vs. AVUV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

PSCE vs. AVUV

Last updated Jun 23, 2026

PSCE (Invesco S&P SmallCap Energy ETF) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - PSCE is a Energy Equities fund tracking the S&P SmallCap 600 Energy Index, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. PSCE is passively managed, while AVUV is actively managed. Over the past 5 years, PSCE returned 8.83%/yr vs 11.94%/yr for AVUV. A 0.72 correlation means they provide meaningful diversification when combined. PSCE charges 0.29%/yr vs 0.25%/yr for AVUV.

Performance

PSCE vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Energy ETF (PSCE) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PSCE achieves a 32.45% return, which is significantly higher than AVUV's 20.76% return.

PSCE

1D
1.31%
1M
-9.77%
YTD
32.45%
6M
32.62%
1Y
40.46%
3Y*
10.33%
5Y*
8.83%
10Y*
-2.41%

AVUV

1D
0.31%
1M
2.33%
YTD
20.76%
6M
18.15%
1Y
39.60%
3Y*
20.03%
5Y*
11.94%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSCE vs. AVUV - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
PSCE
Invesco S&P SmallCap Energy ETF		32.45%-9.00%-5.47%5.07%48.45%59.85%-40.31%1.08%
AVUV
Avantis US Small Cap Value ETF		20.76%7.44%9.28%22.82%-4.91%42.20%6.43%8.54%

Correlation

The correlation between PSCE and AVUV is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (3Y)
Calculated over the trailing 3-year period

0.63

Correlation (5Y)
Calculated over the trailing 5-year period

0.69

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2019

0.72

Over the past year, the correlation between PSCE and AVUV has dropped to 0.49 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.

PSCE vs. AVUV - Sectors Allocation Comparison

Sectors
PSCE
AVUV

Energy

98.5%
15.8%

Basic Materials

1.4%
5.1%

Financial Services

0.2%
26.1%

Communication Services

-

3.1%

Consumer Cyclical

-

18.7%

Consumer Defensive

-

4.7%

Healthcare

-

4.8%

Industrials

-

13.6%

Real Estate

-

0.7%

Technology

-

7.4%

Utilities

-

0.1%

Energy

PSCE
98.5%
AVUV
15.8%

Basic Materials

PSCE
1.4%
AVUV
5.1%

Financial Services

PSCE
0.2%
AVUV
26.1%

Communication Services

PSCE

-

AVUV
3.1%

Consumer Cyclical

PSCE

-

AVUV
18.7%

Consumer Defensive

PSCE

-

AVUV
4.7%

Healthcare

PSCE

-

AVUV
4.8%

Industrials

PSCE

-

AVUV
13.6%

Real Estate

PSCE

-

AVUV
0.7%

Technology

PSCE

-

AVUV
7.4%

Utilities

PSCE

-

AVUV
0.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Invesco S&P SmallCap Energy ETF

Avantis US Small Cap Value ETF

Often compared with PSCE:
PSCE vs. XESPSCE vs. XOPPSCE vs. XLEPSCE vs. IEOPSCE vs. SPYPSCE vs. FENYPSCE vs. VB
Often compared with AVUV:
AVUV vs. VBRAVUV vs. VTIAVUV vs. IWMAVUV vs. IJRAVUV vs. DFSVAVUV vs. VIOVAVUV vs. AVUVX

Return for Risk

PSCE vs. AVUV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PSCE
PSCE Risk / Return Rank: 4949
Overall Rank
PSCE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
PSCE Sortino Ratio Rank: 4040
Sortino Ratio Rank
PSCE Omega Ratio Rank: 3838
Omega Ratio Rank
PSCE Calmar Ratio Rank: 6767
Calmar Ratio Rank
PSCE Martin Ratio Rank: 5858
Martin Ratio Rank
AVUV
AVUV Risk / Return Rank: 7676
Overall Rank
AVUV Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AVUV Sortino Ratio Rank: 7575
Sortino Ratio Rank
AVUV Omega Ratio Rank: 6868
Omega Ratio Rank
AVUV Calmar Ratio Rank: 8888
Calmar Ratio Rank
AVUV Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PSCE vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Energy ETF (PSCE) and Avantis US 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

PSCEAVUVDifference
Sharpe ratioReturn per unit of total volatility
1.48
2.26

-0.78

Sortino ratioReturn per unit of downside risk
2.01
3.21

-1.19

Omega ratioGain probability vs. loss probability

1.24

1.39

-0.14

Calmar ratioReturn relative to maximum drawdown

3.20

5.00

-1.80

Martin ratioReturn relative to average drawdown

9.94

14.84

-4.90

PSCE vs. AVUV - Sharpe Ratio Comparison

The current PSCE Sharpe Ratio is 1.48, which is lower than the AVUV Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of PSCE and AVUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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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.

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Drawdown Indicators

PSCEAVUVDifference

Max Drawdown

Largest peak-to-trough decline

-96.21%

-49.42%

-46.79%

Max Drawdown (1Y)

Largest decline over 1 year

-12.70%

-7.95%

-4.75%

Max Drawdown (3Y)

Largest decline over 3 years

-44.57%

-28.79%

-15.78%

Max Drawdown (5Y)

Largest decline over 5 years

-45.42%

-28.79%

-16.63%

Max Drawdown (10Y)

Largest decline over 10 years

-90.70%

—

—

Current Drawdown

Current decline from peak

-76.47%

-1.61%

-74.86%

Average Drawdown

Average peak-to-trough decline

-58.87%

-7.90%

-50.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.15%

2.68%

+1.47%

Volatility

PSCE vs. AVUV - Volatility Comparison

Invesco S&P SmallCap Energy ETF (PSCE) has a higher volatility of 8.87% compared to Avantis US Small Cap Value ETF (AVUV) at 4.28%. 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.

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Volatility by Period

PSCEAVUVDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.87%

4.28%

+4.59%

Volatility (6M)

Calculated over the trailing 6-month period

18.98%

11.39%

+7.59%

Volatility (1Y)

Calculated over the trailing 1-year period

27.56%

17.67%

+9.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.40%

22.65%

+14.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.22%

28.23%

+14.99%

PSCE vs. AVUV - Expense Ratio Comparison

PSCE has a 0.29% expense ratio, which is higher than AVUV's 0.25% expense ratio.

Dividends

PSCE vs. AVUV - Dividend Comparison

PSCE's dividend yield for the trailing twelve months is around 2.72%, more than AVUV's 1.63% yield.

PositionTTM20252024202320222021202020192018201720162015
AVUV
Avantis US Small Cap Value ETF		1.63%1.58%1.61%1.65%1.74%1.28%1.21%0.38%0.00%0.00%0.00%0.00%
PSCE
Invesco S&P SmallCap Energy ETF		2.72%2.39%1.70%2.57%1.70%0.46%0.87%0.14%0.22%0.04%0.22%0.82%

Frequently Asked Questions

PSCE and AVUV have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PSCE has higher volatility (8.87%) compared to AVUV (4.28%). In terms of maximum drawdown, PSCE dropped -96.21% vs AVUV's -49.42%.

On 5-year performance, AVUV leads with 11.94% vs 8.83% for PSCE. On fees, AVUV is cheaper at 0.25% per year. On volatility, AVUV has been the lower-risk option at 4.28%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, AVUV has performed better with a 11.94% return vs 8.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AVUV is cheaper with a 0.25% expense ratio, compared with 0.29% for PSCE.

PSCE has the higher dividend yield at 2.72%, compared with 1.63% for AVUV.

PSCE is categorized as Energy Equities, while AVUV is Small Cap Value Equities. They also come from different issuers: Invesco and Avantis. Their fees differ too: 0.29% for PSCE and 0.25% for AVUV.

AVUV currently has the higher Sharpe Ratio (2.26 vs 1.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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