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PSCM vs. GOAU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PSCM vs. GOAU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Materials ETF (PSCM) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PSCM achieves a 25.13% return, which is significantly higher than GOAU's -1.69% return.


PSCM

1D
-0.91%
1M
-3.62%
YTD
25.13%
6M
30.92%
1Y
58.25%
3Y*
18.48%
5Y*
9.87%
10Y*
12.55%

GOAU

1D
1.83%
1M
2.05%
YTD
-1.69%
6M
2.10%
1Y
38.05%
3Y*
33.93%
5Y*
15.62%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSCM vs. GOAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSCM
Invesco S&P SmallCap Materials ETF
25.13%15.59%0.67%19.86%-6.45%18.02%22.18%21.75%-23.28%12.31%
GOAU
US Global GO GOLD and Precious Metal Miners ETF
-1.69%126.68%13.78%10.67%-11.66%-9.23%14.13%54.17%-11.88%7.92%

Correlation

The correlation between PSCM and GOAU is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Jun 29, 2017

0.23

The correlation between PSCM and GOAU shifts across timeframes, from 0.23 (all time) to 0.37 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

PSCM vs. GOAU — Risk / Return Rank

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

PSCM
PSCM Risk / Return Rank: 7676
Overall Rank
PSCM Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
PSCM Sortino Ratio Rank: 7777
Sortino Ratio Rank
PSCM Omega Ratio Rank: 6565
Omega Ratio Rank
PSCM Calmar Ratio Rank: 8080
Calmar Ratio Rank
PSCM Martin Ratio Rank: 8080
Martin Ratio Rank

GOAU
GOAU Risk / Return Rank: 2525
Overall Rank
GOAU Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
GOAU Sortino Ratio Rank: 2424
Sortino Ratio Rank
GOAU Omega Ratio Rank: 2626
Omega Ratio Rank
GOAU Calmar Ratio Rank: 2626
Calmar Ratio Rank
GOAU Martin Ratio Rank: 2323
Martin Ratio Rank
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.

PSCM vs. GOAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Materials ETF (PSCM) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). 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.


PSCMGOAUDifference
Sharpe ratioReturn per unit of total volatility

+1.61

Sortino ratioReturn per unit of downside risk

+2.11

Omega ratioGain probability vs. loss probability

1.38

1.18

+0.21

Calmar ratioReturn relative to maximum drawdown

4.09

1.23

+2.86

Martin ratioReturn relative to average drawdown

15.44

3.00

+12.43

PSCM vs. GOAU - Sharpe Ratio Comparison

The current PSCM Sharpe Ratio is 2.44, which is higher than the GOAU Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of PSCM and GOAU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PSCMGOAUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.44

0.84

+1.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.43

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.45

-0.06

Drawdowns

PSCM vs. GOAU - Drawdown Comparison

The maximum PSCM drawdown since its inception was -51.34%, smaller than the maximum GOAU drawdown of -55.41%. Use the drawdown chart below to compare losses from any high point for PSCM and GOAU.


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Drawdown Indicators


PSCMGOAUDifference

Max Drawdown

Largest peak-to-trough decline

-51.34%

-55.41%

+4.07%

Max Drawdown (1Y)

Largest decline over 1 year

-14.33%

-31.15%

+16.82%

Max Drawdown (3Y)

Largest decline over 3 years

-35.36%

-31.15%

-4.21%

Max Drawdown (5Y)

Largest decline over 5 years

-35.36%

-48.52%

+13.16%

Max Drawdown (10Y)

Largest decline over 10 years

-51.34%

Current Drawdown

Current decline from peak

-3.62%

-25.58%

+21.96%

Average Drawdown

Average peak-to-trough decline

-10.90%

-18.82%

+7.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

12.71%

-8.93%

Volatility

PSCM vs. GOAU - Volatility Comparison

The current volatility for Invesco S&P SmallCap Materials ETF (PSCM) is 7.42%, while US Global GO GOLD and Precious Metal Miners ETF (GOAU) has a volatility of 14.53%. This indicates that PSCM experiences smaller price fluctuations and is considered to be less risky than GOAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSCMGOAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.42%

14.53%

-7.11%

Volatility (6M)

Calculated over the trailing 6-month period

16.88%

37.31%

-20.43%

Volatility (1Y)

Calculated over the trailing 1-year period

24.00%

45.71%

-21.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.74%

36.44%

-10.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.91%

35.51%

-8.60%

PSCM vs. GOAU - Expense Ratio Comparison

PSCM has a 0.29% expense ratio, which is lower than GOAU's 0.60% expense ratio.


Dividends

PSCM vs. GOAU - Dividend Comparison

PSCM's dividend yield for the trailing twelve months is around 1.03%, more than GOAU's 0.96% yield.


PositionTTM20252024202320222021202020192018201720162015
GOAU
US Global GO GOLD and Precious Metal Miners ETF
0.96%0.94%2.11%0.99%1.55%1.28%0.74%0.16%0.47%0.27%0.00%0.00%
PSCM
Invesco S&P SmallCap Materials ETF
1.03%1.17%0.80%0.81%0.93%0.67%1.56%1.14%1.25%0.61%0.76%1.33%

Frequently Asked Questions


PSCM and GOAU have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GOAU has higher volatility (14.53%) compared to PSCM (7.42%). In terms of maximum drawdown, PSCM dropped -51.34% vs GOAU's -55.41%.

On 5-year performance, GOAU leads with 15.62% vs 9.87% for PSCM. On fees, PSCM is cheaper at 0.29% per year. On volatility, PSCM has been the lower-risk option at 7.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GOAU has performed better with a 15.62% return vs 9.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PSCM is cheaper with a 0.29% expense ratio, compared with 0.60% for GOAU.

PSCM has the higher dividend yield at 1.03%, compared with 0.96% for GOAU.

PSCM tracks S&P Small Cap 600 / Materials -SEC, while GOAU tracks U.S. Global GO GOLD and Precious Metal Miners Index. They also come from different issuers: Invesco and US Global. Their fees differ too: 0.29% for PSCM and 0.60% for GOAU.

PSCM currently has the higher Sharpe Ratio (2.44 vs 0.84), 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.

Portfolio Optimizer

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