PSCI vs. XLII

Last updated Jun 4, 2026

PSCI (Invesco S&P SmallCap Industrials ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - PSCI is a Industrials Equities fund tracking the S&P SmallCap 600 Industrials Index, while XLII is a Derivative Income fund actively managed by State Street. PSCI is passively managed, while XLII is actively managed. Their correlation of 0.83 suggests significant overlap in exposure. PSCI charges 0.29%/yr vs 0.35%/yr for XLII.

Performance

PSCI vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Industrials ETF (PSCI) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PSCI achieves a 13.72% return, which is significantly higher than XLII's 6.73% return.

PSCI

• 1D: -0.49%
• 1M: 0.56%
• YTD: 13.72%
• 6M: 13.66%
• 1Y: 35.33%
• 3Y*: 21.37%
• 5Y*: 13.36%
• 10Y*: 14.92%

XLII

• 1D: -0.15%
• 1M: 2.45%
• YTD: 6.73%
• 6M: 8.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PSCI vs. XLII - Yearly Performance Comparison

	2026 (YTD)	2025
PSCI Invesco S&P SmallCap Industrials ETF	13.72%	7.25%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	6.73%	6.62%

Correlation

The correlation between PSCI and XLII is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.83

PSCI vs. XLII - Sectors Allocation Comparison

Sectors	PSCI	XLII
Industrials	82.9%	-
Technology	7.1%	-
Consumer Cyclical	5.4%	-
Energy	2.1%	-
Basic Materials	0.9%	-
Real Estate	0.7%	-
Healthcare	0.5%	-
Communication Services	0.4%	-
Financial Services	0.0%	100.3%
Consumer Defensive	-	-
Utilities	-	-

Return for Risk

PSCI vs. XLII — Risk / Return Rank

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

PSCI

PSCI Risk / Return Rank: 48
PSCI Sharpe Ratio Rank: 48
PSCI Sortino Ratio Rank: 51
PSCI Omega Ratio Rank: 46
PSCI Calmar Ratio Rank: 48
PSCI Martin Ratio Rank: 49

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.

PSCI vs. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Industrials ETF (PSCI) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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.

	PSCI	XLII	Difference
Sharpe ratio: Return per unit of total volatility	1.69	—	—
Sortino ratio: Return per unit of downside risk	2.49	—	—
Omega ratio: Gain probability vs. loss probability	1.29	—	—
Calmar ratio: Return relative to maximum drawdown	2.39	—	—
Martin ratio: Return relative to average drawdown	8.11	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	PSCI	XLII	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.69	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	1.44	-0.87

Drawdowns

PSCI vs. XLII - Drawdown Comparison

The maximum PSCI drawdown since its inception was -45.55%, which is greater than XLII's maximum drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for PSCI and XLII.

Drawdown Indicators

	PSCI	XLII	Difference
Max Drawdown Largest peak-to-trough decline	-45.55%	-10.10%	-35.45%
Max Drawdown (1Y) Largest decline over 1 year	-14.88%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-29.36%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-29.36%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-45.55%	—	—
Current Drawdown Current decline from peak	-2.90%	-0.36%	-2.54%
Average Drawdown Average peak-to-trough decline	-6.91%	-1.34%	-5.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.37%	—	—

Volatility

Volatility by Period

	PSCI	XLII	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.10%	—	—
Volatility (6M) Calculated over the trailing 6-month period	15.45%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.05%	11.55%	+9.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.02%	11.55%	+11.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.25%	11.55%	+13.70%

PSCI vs. XLII - Expense Ratio Comparison

PSCI has a 0.29% expense ratio, which is lower than XLII's 0.35% expense ratio.

Dividends

PSCI vs. XLII - Dividend Comparison

PSCI's dividend yield for the trailing twelve months is around 1.40%, less than XLII's 11.29% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PSCI Invesco S&P SmallCap Industrials ETF	1.40%	1.56%	0.65%	0.72%	0.87%	0.69%	0.59%	0.64%	0.67%	0.71%	0.74%	1.02%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	11.29%	5.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PSCI and XLII in my portfolio?

PSCI and XLII have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PSCI or XLII?

On fees, PSCI is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PSCI or XLII?

PSCI is cheaper with a 0.29% expense ratio, compared with 0.35% for XLII.

Which ETF pays a higher dividend yield, PSCI or XLII?

XLII has the higher dividend yield at 11.29%, compared with 1.40% for PSCI.

What is the main difference between PSCI and XLII?

PSCI is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: Invesco and State Street. Their fees differ too: 0.29% for PSCI and 0.35% for XLII.