PSCU vs. BILT
PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) and BILT (iShares Infrastructure Active ETF) are both Utilities Equities funds. PSCU is passively managed, while BILT is actively managed. At a 0.35 correlation, their price movements are largely independent. PSCU charges 0.29%/yr vs 0.60%/yr for BILT.
Performance
PSCU vs. BILT - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with PSCU having a 12.29% return and BILT slightly higher at 12.39%.
PSCU
- 1D
- -2.32%
- 1M
- -2.43%
- YTD
- 12.29%
- 6M
- 10.22%
- 1Y
- 18.43%
- 3Y*
- 6.90%
- 5Y*
- 0.96%
- 10Y*
- 5.81%
BILT
- 1D
- 0.00%
- 1M
- -1.24%
- YTD
- 12.39%
- 6M
- 11.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSCU vs. BILT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF | 12.29% | 3.87% |
BILT iShares Infrastructure Active ETF | 12.39% | 3.99% |
Correlation
The correlation between PSCU and BILT is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 1, 2025 | 0.35 |
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Return for Risk
PSCU vs. BILT — Risk / Return Rank
PSCU
BILT
PSCU vs. BILT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) and iShares Infrastructure Active ETF (BILT). 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.
| PSCU | BILT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | — | — |
| Martin ratioReturn relative to average drawdown | 5.64 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSCU | BILT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 2.00 | -1.52 |
Drawdowns
PSCU vs. BILT - Drawdown Comparison
The maximum PSCU drawdown since its inception was -29.97%, which is greater than BILT's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for PSCU and BILT.
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Drawdown Indicators
| PSCU | BILT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.97% | -5.38% | -24.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.32% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -23.55% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.97% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -29.97% | — | — |
Current DrawdownCurrent decline from peak | -3.46% | -2.36% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -7.67% | -1.44% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | — | — |
Volatility
PSCU vs. BILT - Volatility Comparison
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Volatility by Period
| PSCU | BILT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.07% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 10.28% | +5.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.42% | 10.28% | +8.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 10.28% | +9.19% |
PSCU vs. BILT - Expense Ratio Comparison
PSCU has a 0.29% expense ratio, which is lower than BILT's 0.60% expense ratio.
Dividends
PSCU vs. BILT - Dividend Comparison
PSCU's dividend yield for the trailing twelve months is around 0.99%, less than BILT's 1.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 1.33% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF | 0.99% | 1.10% | 0.98% | 1.60% | 1.71% | 2.69% | 1.20% | 2.47% | 2.35% | 1.84% | 6.93% | 2.94% |
Frequently Asked Questions
PSCU and BILT have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PSCU is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PSCU is cheaper with a 0.29% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 1.33%, compared with 0.99% for PSCU.
They also come from different issuers: Invesco and iShares. Their fees differ too: 0.29% for PSCU and 0.60% for BILT.
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