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PSCU vs. XLUI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

PSCU vs. XLUI

Last updated Jul 17, 2026
Documentation

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 0.32 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.

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Returns By Period

In the year-to-date period, PSCU achieves a 13.45% return, which is significantly higher than XLUI's 10.37% return.

PSCU

1D
0.34%
1M
1.12%
6M
10.24%
YTD
13.45%
1Y
16.31%
3Y*
7.75%
5Y*
1.33%
10Y*
5.12%

XLUI

1D
0.57%
1M
2.15%
6M
8.39%
YTD
10.37%
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		13.45%3.36%
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		10.37%0.27%

Correlation

The correlation between PSCU and XLUI is 0.32, 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 30, 2025

0.32

PSCU vs. XLUI - Sectors Allocation Comparison

Sectors
PSCU
XLUI

Communication Services

58.9%

-

Utilities

31.2%

-

Consumer Cyclical

3.6%

-

Industrials

3.5%

-

Real Estate

2.0%

-

Technology

0.9%

-

Financial Services

0.0%
99.3%

Basic Materials

-

-

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Communication Services

PSCU
58.9%
XLUI

-

Utilities

PSCU
31.2%
XLUI

-

Consumer Cyclical

PSCU
3.6%
XLUI

-

Industrials

PSCU
3.5%
XLUI

-

Real Estate

PSCU
2.0%
XLUI

-

Technology

PSCU
0.9%
XLUI

-

Financial Services

PSCU
0.0%
XLUI
99.3%

Basic Materials

PSCU

-

XLUI

-

Consumer Defensive

PSCU

-

XLUI

-

Energy

PSCU

-

XLUI

-

Healthcare

PSCU

-

XLUI

-

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Invesco S&P SmallCap Utilities & Communication Services ETF

State Street Utilities Select Sector SPDR Premium Income ETF

Often compared with PSCU:
PSCU vs. PSCCPSCU vs. FUTYPSCU vs. XLUPSCU vs. GABFPSCU vs. UTGPSCU vs. VOOPSCU vs. XSD
Often compared with XLUI:
XLUI vs. XLUXLUI vs. POWRXLUI vs. VPUXLUI vs. PAVEXLUI vs. FUTYXLUI vs. JXIXLUI vs. XLE

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: 3838
Overall Rank
PSCU Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
PSCU Sortino Ratio Rank: 3636
Sortino Ratio Rank
PSCU Omega Ratio Rank: 3131
Omega Ratio Rank
PSCU Calmar Ratio Rank: 4848
Calmar Ratio Rank
PSCU Martin Ratio Rank: 3838
Martin Ratio Rank
XLUI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

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.

PSCUXLUIDifference
Sharpe ratioReturn per unit of total volatility
1.04

—

—

Sortino ratioReturn per unit of downside risk
1.58

—

—

Omega ratioGain probability vs. loss probability

1.18

—

—

Calmar ratioReturn relative to maximum drawdown

1.97

—

—

Martin ratioReturn relative to average drawdown

4.81

—

—

PSCU vs. XLUI - Sharpe Ratio Comparison

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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.

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Drawdown Indicators

PSCUXLUIDifference

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

-2.46%

-0.36%

-2.10%

Average Drawdown

Average peak-to-trough decline

-7.63%

-1.89%

-5.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.40%

—

—

Volatility

PSCU vs. XLUI - Volatility Comparison

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Volatility by Period

PSCUXLUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.59%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

11.54%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

15.69%

11.16%

+4.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.46%

11.16%

+7.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.50%

11.16%

+8.34%

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 0.98%, less than XLUI's 13.72% yield.

PositionTTM20252024202320222021202020192018201720162015
PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF		0.98%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		13.72%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

PSCU and XLUI have a correlation of 0.32, 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 0.35% for XLUI.

XLUI has the higher dividend yield at 13.72%, compared with 0.98% for PSCU.

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

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