PSCU vs. XLUI

Last updated Jun 4, 2026

PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) and XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) are both Utilities Equities funds. PSCU is passively managed, while XLUI is actively managed. At a 0.34 correlation, their price movements are largely independent. PSCU charges 0.29%/yr vs 0.35%/yr for XLUI.

Performance

PSCU vs. XLUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) and State Street Utilities Select Sector SPDR Premium Income ETF (XLUI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PSCU achieves a 12.29% return, which is significantly higher than XLUI's 4.99% return.

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%

XLUI

• 1D: -0.18%
• 1M: -4.28%
• YTD: 4.99%
• 6M: 3.61%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PSCU vs. XLUI - Yearly Performance Comparison

	2026 (YTD)	2025
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF	12.29%	3.49%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	4.99%	0.51%

Correlation

The correlation between PSCU and XLUI 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 Jul 31, 2025	0.34

PSCU vs. XLUI - Sectors Allocation Comparison

Sectors	PSCU	XLUI
Communication Services	56.7%	-
Utilities	31.9%	-
Consumer Cyclical	4.1%	-
Industrials	3.6%	-
Real Estate	2.0%	-
Technology	1.6%	-
Financial Services	0.0%	100.0%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-

Return for Risk

PSCU vs. XLUI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSCU

PSCU Risk / Return Rank: 35
PSCU Sharpe Ratio Rank: 33
PSCU Sortino Ratio Rank: 32
PSCU Omega Ratio Rank: 29
PSCU Calmar Ratio Rank: 46
PSCU Martin Ratio Rank: 37

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PSCU vs. XLUI - 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 State Street Utilities Select Sector SPDR Premium Income ETF (XLUI). 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	XLUI	Difference
Sharpe ratio: Return per unit of total volatility	1.17	—	—
Sortino ratio: Return per unit of downside risk	1.72	—	—
Omega ratio: Gain probability vs. loss probability	1.20	—	—
Calmar ratio: Return relative to maximum drawdown	2.22	—	—
Martin ratio: Return 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.

Sharpe Ratios by Period

	PSCU	XLUI	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	0.60	-0.12

Drawdowns

PSCU vs. XLUI - Drawdown Comparison

The maximum PSCU drawdown since its inception was -29.97%, which is greater than XLUI's maximum drawdown of -6.01%. Use the drawdown chart below to compare losses from any high point for PSCU and XLUI.

Drawdown Indicators

	PSCU	XLUI	Difference
Max Drawdown Largest peak-to-trough decline	-29.97%	-6.01%	-23.96%
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 Drawdown Current decline from peak	-3.46%	-4.60%	+1.14%
Average Drawdown Average peak-to-trough decline	-7.67%	-1.92%	-5.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.28%	—	—

Volatility

Volatility by Period

	PSCU	XLUI	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%	11.12%	+4.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.42%	11.12%	+7.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.47%	11.12%	+8.35%

PSCU vs. XLUI - Expense Ratio Comparison

PSCU has a 0.29% expense ratio, which is lower than XLUI's 0.35% expense ratio.

Dividends

PSCU vs. XLUI - Dividend Comparison

PSCU's dividend yield for the trailing twelve months is around 0.99%, less than XLUI's 12.81% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	12.81%	7.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PSCU and XLUI in my portfolio?

PSCU and XLUI 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.

Which ETF is better, PSCU or XLUI?

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.

Which ETF is cheaper, PSCU or XLUI?

PSCU is cheaper with a 0.29% expense ratio, compared with 0.35% for XLUI.

Which ETF pays a higher dividend yield, PSCU or XLUI?

XLUI has the higher dividend yield at 12.81%, compared with 0.99% for PSCU.

What is the main difference between PSCU and XLUI?

They also come from different issuers: Invesco and State Street. Their fees differ too: 0.29% for PSCU and 0.35% for XLUI.