PSCU vs. GABF
Compare and contrast key facts about Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) and Gabelli Financial Services Opportunities ETF (GABF).
PSCU and GABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSCU is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Capped Utilities & Communication Services Index. It was launched on Apr 7, 2010. GABF is an actively managed fund by Gabelli. It was launched on May 9, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCU or GABF.
Key characteristics
| PSCU | GABF | |
|---|---|---|
| YTD Return | 21.08% | 49.81% |
| 1Y Return | 36.23% | 73.58% |
| Sharpe Ratio | 1.75 | 4.41 |
| Sortino Ratio | 2.58 | 5.78 |
| Omega Ratio | 1.31 | 1.80 |
| Calmar Ratio | 1.28 | 7.60 |
| Martin Ratio | 7.27 | 36.52 |
| Ulcer Index | 4.88% | 2.03% |
| Daily Std Dev | 20.31% | 16.84% |
| Max Drawdown | -29.97% | -17.14% |
| Current Drawdown | -3.04% | -0.84% |
Correlation
The correlation between PSCU and GABF is 0.67, 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
PSCU vs. GABF - Performance Comparison
In the year-to-date period, PSCU achieves a 21.08% return, which is significantly lower than GABF's 49.81% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PSCU vs. GABF - Expense Ratio Comparison
PSCU has a 0.29% expense ratio, which is higher than GABF's 0.10% expense ratio.
Risk-Adjusted Performance
PSCU vs. GABF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) and Gabelli Financial Services Opportunities ETF (GABF). 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
PSCU vs. GABF - Dividend Comparison
PSCU's dividend yield for the trailing twelve months is around 0.93%, less than GABF's 3.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF | 0.93% | 1.60% | 1.71% | 2.68% | 1.20% | 2.47% | 2.35% | 1.84% | 6.93% | 2.94% | 2.42% | 2.90% |
GABF Gabelli Financial Services Opportunities ETF | 3.30% | 4.95% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSCU vs. GABF - Drawdown Comparison
The maximum PSCU drawdown since its inception was -29.97%, which is greater than GABF's maximum drawdown of -17.14%. Use the drawdown chart below to compare losses from any high point for PSCU and GABF. For additional features, visit the drawdowns tool.
Volatility
PSCU vs. GABF - Volatility Comparison
Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) and Gabelli Financial Services Opportunities ETF (GABF) have volatilities of 7.68% and 7.69%, 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.