PSCE vs. PBOG
PSCE (Invesco S&P SmallCap Energy ETF) and PBOG (Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF) are both Energy Equities funds - PSCE tracks the S&P SmallCap 600 Energy Index while PBOG tracks the BITA Global Oil & Gas Select Index. Both are passively managed. Their 0.78 correlation means they have sometimes moved together and sometimes differently. PSCE charges 0.29%/yr vs 0.13%/yr for PBOG.
Performance
PSCE vs. PBOG - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with PSCE having a 35.93% return and PBOG slightly lower at 35.00%.
PSCE
- 1D
- 1.76%
- 1M
- 7.67%
- 6M
- 15.91%
- YTD
- 35.93%
- 1Y
- 55.62%
- 3Y*
- 3.86%
- 5Y*
- 13.60%
- 10Y*
- -1.41%
- ALL TIME*
- -3.92%
PBOG
- 1D
- 0.97%
- 1M
- 16.05%
- 6M
- 20.42%
- YTD
- 35.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.29M | $3.21M | $2.88M | |
| $1.43M | $1.38M | $1.78M |
PSCE vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSCE Invesco S&P SmallCap Energy ETF | 35.93% | 1.62% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 35.00% | 1.39% |
Correlation
The correlation between PSCE and PBOG is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | 0.78 |
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Return for Risk
PSCE vs. PBOG — Risk / Return Rank
PSCE
PBOG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PSCE vs. PBOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Energy ETF (PSCE) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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.
| PSCE | PBOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | — | — |
| Martin ratioReturn relative to average drawdown | 9.13 | — | — |
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Drawdowns
PSCE vs. PBOG - Drawdown Comparison
The maximum PSCE drawdown since its inception was -96.21%, which is greater than PBOG's maximum drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for PSCE and PBOG.
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Drawdown Indicators
| PSCE | PBOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.21% | -19.24% | -76.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -44.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -45.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -90.70% | — | — |
Current DrawdownCurrent decline from peak | -75.85% | -4.85% | -71.00% |
Average DrawdownAverage peak-to-trough decline | -58.99% | -5.21% | -53.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | — | — |
Volatility
PSCE vs. PBOG - Volatility Comparison
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Volatility by Period
| PSCE | PBOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.68% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 20.04% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.41% | 24.21% | +3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.95% | 24.21% | +12.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.02% | 24.21% | +18.81% |
PSCE vs. PBOG - Expense Ratio Comparison
PSCE has a 0.29% expense ratio, which is higher than PBOG's 0.13% expense ratio.
Dividends
PSCE vs. PBOG - Dividend Comparison
PSCE's dividend yield for the trailing twelve months is around 2.22%, more than PBOG's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 0.13% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PSCE Invesco S&P SmallCap Energy ETF | 2.22% | 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 PBOG have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBOG is cheaper with a 0.13% expense ratio, compared with 0.29% for PSCE.
PSCE has the higher dividend yield at 2.22%, compared with 0.13% for PBOG.
PSCE tracks S&P SmallCap 600 Energy Index, while PBOG tracks BITA Global Oil & Gas Select Index. They also come from different issuers: Invesco and Portfolio Building Block. Their fees differ too: 0.29% for PSCE and 0.13% for PBOG.
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