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PSCI vs. UBSI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.7

Performance

PSCI vs. UBSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Industrials ETF (PSCI) and United Bankshares, Inc. (UBSI). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
7.26%
4.08%
PSCI
UBSI

Key characteristics

Sharpe Ratio

PSCI:

1.41

UBSI:

0.41

Sortino Ratio

PSCI:

2.07

UBSI:

0.85

Omega Ratio

PSCI:

1.25

UBSI:

1.10

Calmar Ratio

PSCI:

2.86

UBSI:

0.51

Martin Ratio

PSCI:

6.77

UBSI:

1.48

Ulcer Index

PSCI:

4.41%

UBSI:

8.48%

Daily Std Dev

PSCI:

21.24%

UBSI:

30.43%

Max Drawdown

PSCI:

-45.55%

UBSI:

-62.13%

Current Drawdown

PSCI:

-5.82%

UBSI:

-10.19%

Returns By Period

In the year-to-date period, PSCI achieves a 4.55% return, which is significantly higher than UBSI's 2.61% return. Over the past 10 years, PSCI has outperformed UBSI with an annualized return of 13.08%, while UBSI has yielded a comparatively lower 4.65% annualized return.


PSCI

YTD

4.55%

1M

3.93%

6M

8.24%

1Y

26.61%

5Y*

15.01%

10Y*

13.08%

UBSI

YTD

2.61%

1M

1.39%

6M

4.33%

1Y

9.84%

5Y*

5.15%

10Y*

4.65%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

PSCI vs. UBSI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSCI
The Risk-Adjusted Performance Rank of PSCI is 5959
Overall Rank
The Sharpe Ratio Rank of PSCI is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of PSCI is 5656
Sortino Ratio Rank
The Omega Ratio Rank of PSCI is 5252
Omega Ratio Rank
The Calmar Ratio Rank of PSCI is 7575
Calmar Ratio Rank
The Martin Ratio Rank of PSCI is 5757
Martin Ratio Rank

UBSI
The Risk-Adjusted Performance Rank of UBSI is 6060
Overall Rank
The Sharpe Ratio Rank of UBSI is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of UBSI is 5555
Sortino Ratio Rank
The Omega Ratio Rank of UBSI is 5252
Omega Ratio Rank
The Calmar Ratio Rank of UBSI is 6868
Calmar Ratio Rank
The Martin Ratio Rank of UBSI is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for PSCI, currently valued at 1.41, compared to the broader market0.002.004.001.410.41
The chart of Sortino ratio for PSCI, currently valued at 2.07, compared to the broader market0.005.0010.002.070.85
The chart of Omega ratio for PSCI, currently valued at 1.25, compared to the broader market1.002.003.001.251.10
The chart of Calmar ratio for PSCI, currently valued at 2.86, compared to the broader market0.005.0010.0015.0020.002.860.51
The chart of Martin ratio for PSCI, currently valued at 6.77, compared to the broader market0.0020.0040.0060.0080.00100.006.771.48
PSCI
UBSI

The current PSCI Sharpe Ratio is 1.41, which is higher than the UBSI Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of PSCI and UBSI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.41
0.41
PSCI
UBSI

Dividends

PSCI vs. UBSI - Dividend Comparison

PSCI's dividend yield for the trailing twelve months is around 0.62%, less than UBSI's 3.84% yield.


TTM20242023202220212020201920182017201620152014
PSCI
Invesco S&P SmallCap Industrials ETF
0.62%0.65%0.72%0.87%0.69%0.59%0.64%0.67%0.71%0.74%1.02%0.81%
UBSI
United Bankshares, Inc.
3.84%3.94%3.86%3.56%3.89%4.32%3.54%4.37%3.83%2.85%3.49%3.42%

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.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.82%
-10.19%
PSCI
UBSI

Volatility

PSCI vs. UBSI - Volatility Comparison

The current volatility for Invesco S&P SmallCap Industrials ETF (PSCI) is 5.98%, while United Bankshares, Inc. (UBSI) has a volatility of 9.07%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%AugustSeptemberOctoberNovemberDecember2025
5.98%
9.07%
PSCI
UBSI
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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