PSCU vs. VOO
Compare and contrast key facts about Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) and Vanguard S&P 500 ETF (VOO).
PSCU and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both PSCU and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCU or VOO.
Key characteristics
| PSCU | VOO | |
|---|---|---|
| YTD Return | 22.60% | 27.15% |
| 1Y Return | 37.05% | 39.90% |
| 3Y Return (Ann) | 0.44% | 10.28% |
| 5Y Return (Ann) | 7.00% | 16.00% |
| 10Y Return (Ann) | 8.28% | 13.43% |
| Sharpe Ratio | 1.80 | 3.15 |
| Sortino Ratio | 2.68 | 4.19 |
| Omega Ratio | 1.32 | 1.59 |
| Calmar Ratio | 1.30 | 4.60 |
| Martin Ratio | 7.37 | 21.00 |
| Ulcer Index | 4.88% | 1.85% |
| Daily Std Dev | 20.01% | 12.34% |
| Max Drawdown | -29.97% | -33.99% |
| Current Drawdown | -0.34% | 0.00% |
Correlation
The correlation between PSCU and VOO is 0.59, 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. VOO - Performance Comparison
In the year-to-date period, PSCU achieves a 22.60% return, which is significantly lower than VOO's 27.15% return. Over the past 10 years, PSCU has underperformed VOO with an annualized return of 8.28%, while VOO has yielded a comparatively higher 13.43% annualized 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. VOO - Expense Ratio Comparison
PSCU has a 0.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PSCU vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PSCU's dividend yield for the trailing twelve months is around 0.91%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF | 0.91% | 1.60% | 1.71% | 2.68% | 1.20% | 2.47% | 2.35% | 1.84% | 6.93% | 2.94% | 2.42% | 2.90% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
PSCU vs. VOO - Drawdown Comparison
The maximum PSCU drawdown since its inception was -29.97%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PSCU and VOO. For additional features, visit the drawdowns tool.
Volatility
PSCU vs. VOO - Volatility Comparison
Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) has a higher volatility of 6.63% compared to Vanguard S&P 500 ETF (VOO) at 3.95%. This indicates that PSCU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.