PSCT vs. FSPSX
Compare and contrast key facts about Invesco S&P SmallCap Information Technology ETF (PSCT) and Fidelity International Index Fund (FSPSX).
PSCT is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Information Technology Index. It was launched on Apr 7, 2010. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCT or FSPSX.
Correlation
The correlation between PSCT and FSPSX is 0.66, 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
PSCT vs. FSPSX - Performance Comparison
Key characteristics
PSCT:
0.12
FSPSX:
0.22
PSCT:
0.34
FSPSX:
0.38
PSCT:
1.04
FSPSX:
1.05
PSCT:
0.16
FSPSX:
0.23
PSCT:
0.42
FSPSX:
0.80
PSCT:
7.07%
FSPSX:
3.53%
PSCT:
24.47%
FSPSX:
13.01%
PSCT:
-40.44%
FSPSX:
-33.69%
PSCT:
-7.18%
FSPSX:
-12.35%
Returns By Period
In the year-to-date period, PSCT achieves a 0.43% return, which is significantly higher than FSPSX's 0.19% return. Over the past 10 years, PSCT has outperformed FSPSX with an annualized return of 11.36%, while FSPSX has yielded a comparatively lower 4.89% annualized return.
PSCT
0.43%
1.87%
4.58%
0.78%
8.69%
11.36%
FSPSX
0.19%
-3.94%
-4.77%
1.31%
4.25%
4.89%
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PSCT vs. FSPSX - Expense Ratio Comparison
PSCT has a 0.29% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Risk-Adjusted Performance
PSCT vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Information Technology ETF (PSCT) and Fidelity International Index Fund (FSPSX). 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
PSCT vs. FSPSX - Dividend Comparison
PSCT's dividend yield for the trailing twelve months is around 0.01%, less than FSPSX's 0.38% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Invesco S&P SmallCap Information Technology ETF | 0.01% | 0.02% | 0.00% | 0.01% | 0.08% | 0.22% | 0.47% | 0.19% | 0.25% | 0.15% | 0.13% | 0.21% |
Fidelity International Index Fund | 0.38% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% | 2.59% |
Drawdowns
PSCT vs. FSPSX - Drawdown Comparison
The maximum PSCT drawdown since its inception was -40.44%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for PSCT and FSPSX. For additional features, visit the drawdowns tool.
Volatility
PSCT vs. FSPSX - Volatility Comparison
Invesco S&P SmallCap Information Technology ETF (PSCT) has a higher volatility of 6.98% compared to Fidelity International Index Fund (FSPSX) at 4.63%. This indicates that PSCT's price experiences larger fluctuations and is considered to be riskier than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.