PSCI vs. UBSI
PSCI (Invesco S&P SmallCap Industrials ETF) is Industrials Equities fund tracking the S&P SmallCap 600 Industrials Index, while UBSI (United Bankshares, Inc.) is a stock. Over the past 10 years, PSCI returned 14.98%/yr vs 6.81%/yr for UBSI. Their 0.66 correlation means they have sometimes moved together and sometimes differently.
Performance
PSCI vs. UBSI - Performance Comparison
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Returns By Period
In the year-to-date period, PSCI achieves a 18.13% return, which is significantly lower than UBSI's 28.49% return. Over the past 10 years, PSCI has outperformed UBSI with an annualized return of 14.98%, while UBSI has yielded a comparatively lower 6.81% annualized return.
PSCI
- 1D
- 0.51%
- 1M
- -2.40%
- 6M
- 8.12%
- YTD
- 18.13%
- 1Y
- 29.94%
- 3Y*
- 19.32%
- 5Y*
- 14.91%
- 10Y*
- 14.98%
- ALL TIME*
- 13.64%
UBSI
- 1D
- 0.19%
- 1M
- 4.46%
- 6M
- 16.56%
- YTD
- 28.49%
- 1Y
- 43.61%
- 3Y*
- 18.34%
- 5Y*
- 11.44%
- 10Y*
- 6.81%
- ALL TIME*
- 10.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $892.59K | $880.26K | $789.49K | |
| $53.99M | $49.83M | $44.47M |
PSCI vs. UBSI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSCI Invesco S&P SmallCap Industrials ETF | 18.13% | 13.50% | 16.68% | 31.64% | -9.02% | 24.44% | 12.02% | 29.80% | -13.20% | 17.52% |
UBSI United Bankshares, Inc. | 28.49% | 6.50% | 4.26% | -3.17% | 16.06% | 16.34% | -11.68% | 28.84% | -7.08% | -22.13% |
Correlation
The correlation between PSCI and UBSI is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Apr 7, 2010 | 0.66 |
The correlation between PSCI and UBSI shifts across timeframes, from 0.56 (1 year) to 0.67 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
PSCI vs. UBSI — Risk / Return Rank
PSCI
UBSI
PSCI vs. UBSI - Risk-Adjusted Trends 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.
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.
| PSCI | UBSI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.33 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | 3.05 | -1.19 |
| Martin ratioReturn relative to average drawdown | 6.11 | 8.78 | -2.68 |
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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.
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Drawdown Indicators
| PSCI | UBSI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.55% | -62.13% | +16.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -13.73% | -1.15% |
Max Drawdown (3Y)Largest decline over 3 years | -29.36% | -25.77% | -3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -38.12% | +8.76% |
Max Drawdown (10Y)Largest decline over 10 years | -45.55% | -52.40% | +6.85% |
Current DrawdownCurrent decline from peak | -4.96% | -1.12% | -3.84% |
Average DrawdownAverage peak-to-trough decline | -6.87% | -13.72% | +6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 4.75% | -0.22% |
Volatility
PSCI vs. UBSI - Volatility Comparison
Invesco S&P SmallCap Industrials ETF (PSCI) and United Bankshares, Inc. (UBSI) have volatilities of 5.54% and 5.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCI | UBSI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 5.55% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.87% | 14.86% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.70% | 22.97% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 28.53% | -5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.25% | 32.35% | -7.10% |
Dividends
PSCI vs. UBSI - Dividend Comparison
PSCI's dividend yield for the trailing twelve months is around 1.34%, less than UBSI's 3.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCI Invesco S&P SmallCap Industrials ETF | 1.34% | 1.56% | 0.65% | 0.72% | 0.87% | 0.69% | 0.59% | 0.64% | 0.67% | 0.71% | 0.74% | 1.02% |
UBSI United Bankshares, Inc. | 3.12% | 3.88% | 3.94% | 3.86% | 3.56% | 3.89% | 4.32% | 3.54% | 4.37% | 3.83% | 2.85% | 3.49% |
Frequently Asked Questions
PSCI and UBSI have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBSI has higher volatility (5.55%) compared to PSCI (5.54%). In terms of maximum drawdown, PSCI dropped -45.55% vs UBSI's -62.13%.
UBSI currently has the higher Sharpe Ratio (1.82 vs 1.28), 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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