PSCU vs. GLIX
PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) and GLIX (Lazard Listed Infrastructure ETF) are both Utilities Equities funds. PSCU is passively managed, while GLIX is actively managed. At a 0.34 correlation, their price movements are largely independent. PSCU charges 0.29%/yr vs 0.96%/yr for GLIX.
Performance
PSCU vs. GLIX - Performance Comparison
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Returns By Period
In the year-to-date period, PSCU achieves a 11.30% return, which is significantly lower than GLIX's 13.06% return.
PSCU
- 1D
- 0.13%
- 1M
- -2.16%
- YTD
- 11.30%
- 6M
- 10.98%
- 1Y
- 17.43%
- 3Y*
- 8.46%
- 5Y*
- 0.35%
- 10Y*
- 5.32%
GLIX
- 1D
- 0.49%
- 1M
- 1.78%
- YTD
- 13.06%
- 6M
- 13.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSCU vs. GLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF | 11.30% | -0.37% |
GLIX Lazard Listed Infrastructure ETF | 13.06% | 0.49% |
Correlation
The correlation between PSCU and GLIX is 0.34, 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 Oct 6, 2025 | 0.34 |
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Return for Risk
PSCU vs. GLIX — Risk / Return Rank
PSCU
GLIX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PSCU vs. GLIX - 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 Lazard Listed Infrastructure ETF (GLIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSCU | GLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | — | — |
| Martin ratioReturn relative to average drawdown | 5.14 | — | — |
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Drawdowns
PSCU vs. GLIX - Drawdown Comparison
The maximum PSCU drawdown since its inception was -29.97%, which is greater than GLIX's maximum drawdown of -7.82%. Use the drawdown chart below to compare losses from any high point for PSCU and GLIX.
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Drawdown Indicators
| PSCU | GLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.97% | -7.82% | -22.15% |
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 | -4.30% | -0.49% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -2.04% | -5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | — | — |
Volatility
PSCU vs. GLIX - Volatility Comparison
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Volatility by Period
| PSCU | GLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.77% | 11.84% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.42% | 11.84% | +6.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 11.84% | +7.65% |
PSCU vs. GLIX - Expense Ratio Comparison
PSCU has a 0.29% expense ratio, which is lower than GLIX's 0.96% expense ratio.
Dividends
PSCU vs. GLIX - Dividend Comparison
PSCU's dividend yield for the trailing twelve months is around 1.00%, less than GLIX's 2.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIX Lazard Listed Infrastructure ETF | 2.01% | 1.30% | 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 | 1.00% | 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 GLIX have a correlation of 0.34, 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 0.96% for GLIX.
GLIX has the higher dividend yield at 2.01%, compared with 1.00% for PSCU.
They also come from different issuers: Invesco and Lazard. Their fees differ too: 0.29% for PSCU and 0.96% for GLIX.
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