PSCI vs. UBSI
Compare and contrast key facts about Invesco S&P SmallCap Industrials ETF (PSCI) and United Bankshares, Inc. (UBSI).
PSCI is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Industrials Index. It was launched on Apr 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCI or UBSI.
Key characteristics
| PSCI | UBSI | |
|---|---|---|
| YTD Return | 26.54% | 14.57% |
| 1Y Return | 50.37% | 48.06% |
| 3Y Return (Ann) | 13.14% | 7.21% |
| 5Y Return (Ann) | 16.28% | 4.93% |
| 10Y Return (Ann) | 13.36% | 5.66% |
| Sharpe Ratio | 2.27 | 1.48 |
| Sortino Ratio | 3.21 | 2.37 |
| Omega Ratio | 1.39 | 1.28 |
| Calmar Ratio | 5.11 | 1.56 |
| Martin Ratio | 13.00 | 5.44 |
| Ulcer Index | 3.78% | 8.61% |
| Daily Std Dev | 21.64% | 31.53% |
| Max Drawdown | -45.55% | -62.13% |
| Current Drawdown | 0.00% | -2.23% |
Correlation
The correlation between PSCI and UBSI is 0.67, 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
PSCI vs. UBSI - Performance Comparison
In the year-to-date period, PSCI achieves a 26.54% return, which is significantly higher than UBSI's 14.57% return. Over the past 10 years, PSCI has outperformed UBSI with an annualized return of 13.36%, while UBSI has yielded a comparatively lower 5.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PSCI vs. UBSI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Industrials ETF (PSCI) and United Bankshares, Inc. (UBSI). 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
PSCI vs. UBSI - Dividend Comparison
PSCI's dividend yield for the trailing twelve months is around 0.64%, less than UBSI's 3.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCI Invesco S&P SmallCap Industrials ETF | 0.64% | 0.72% | 0.87% | 0.69% | 0.59% | 0.64% | 0.67% | 0.71% | 0.74% | 1.02% | 0.81% | 0.47% |
UBSI United Bankshares, Inc. | 3.55% | 3.86% | 3.56% | 3.89% | 4.32% | 3.54% | 4.37% | 3.83% | 2.85% | 3.49% | 3.42% | 3.97% |
Drawdowns
PSCI vs. UBSI - Drawdown Comparison
The maximum PSCI drawdown since its inception was -45.55%, smaller than the maximum UBSI drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for PSCI and UBSI. For additional features, visit the drawdowns tool.
Volatility
PSCI vs. UBSI - Volatility Comparison
The current volatility for Invesco S&P SmallCap Industrials ETF (PSCI) is 7.99%, while United Bankshares, Inc. (UBSI) has a volatility of 14.36%. This indicates that PSCI experiences smaller price fluctuations and is considered to be less risky than UBSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.