PSCU vs. XLUI

Last updated Aug 6, 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. Over the past year, PSCU returned 19.35% vs 5.95% for XLUI. Their 0.30 correlation means their historical movements had little consistent relationship. 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 12.46% return, which is significantly higher than XLUI's 6.25% return.

PSCU

• 1D: -2.34%
• 1M: -0.16%
• 6M: 12.97%
• YTD: 12.46%
• 1Y: 19.35%
• 3Y*: 7.05%
• 5Y*: 0.41%
• 10Y*: 5.49%
• ALL TIME*: 8.59%

XLUI

• 1D: -1.26%
• 1M: -2.98%
• 6M: 4.95%
• YTD: 6.25%
• 1Y: 5.95%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 6.43%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF	$60.79K	$82.66K	$73.22K
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	$900.10K	$759.88K	$675.34K

PSCU vs. XLUI - Yearly Performance Comparison

	2026 (YTD)	2025
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF	12.46%	3.36%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	6.25%	0.27%

Correlation

The correlation between PSCU and XLUI is 0.30, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.30
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.30

PSCU vs. XLUI - Sectors Allocation Comparison

Sectors	PSCU	XLUI
Communication Services	57.1%	-
Utilities	32.3%	-
Consumer Cyclical	4.1%	-
Industrials	3.7%	-
Real Estate	2.0%	-
Technology	0.8%	-
Financial Services	0.0%	100.4%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-

Return for Risk

PSCU vs. XLUI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PSCU

PSCU Risk / Return Rank: 46
PSCU Sharpe Ratio Rank: 43
PSCU Sortino Ratio Rank: 44
PSCU Omega Ratio Rank: 39
PSCU Calmar Ratio Rank: 57
PSCU Martin Ratio Rank: 46

XLUI

XLUI Risk / Return Rank: 23
XLUI Sharpe Ratio Rank: 21
XLUI Sortino Ratio Rank: 19
XLUI Omega Ratio Rank: 20
XLUI Calmar Ratio Rank: 27
XLUI Martin Ratio Rank: 26

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

	PSCU	XLUI	Difference
Sharpe ratio: Return per unit of total volatility	1.24	0.53	+0.71
Sortino ratio: Return per unit of downside risk	1.85	0.77	+1.08
Omega ratio: Gain probability vs. loss probability	1.21	1.10	+0.11
Calmar ratio: Return relative to maximum drawdown	2.34	0.99	+1.34
Martin ratio: Return relative to average drawdown	5.88	2.33	+3.55

PSCU vs. XLUI - Sharpe Ratio Comparison

The current PSCU Sharpe Ratio is 1.24, which is higher than the XLUI Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of PSCU and XLUI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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%	-6.01%	-2.31%
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	-3.31%	-5.39%	+2.08%
Average Drawdown Average peak-to-trough decline	-7.62%	-1.90%	-5.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.30%	2.56%	+0.74%

Volatility

PSCU vs. XLUI - Volatility Comparison

Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) has a higher volatility of 4.18% compared to State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) at 3.49%. This indicates that PSCU's price experiences larger fluctuations and is considered to be riskier than XLUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PSCU	XLUI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.18%	3.49%	+0.69%
Volatility (6M) Calculated over the trailing 6-month period	11.55%	8.87%	+2.68%
Volatility (1Y) Calculated over the trailing 1-year period	15.74%	11.38%	+4.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.42%	11.32%	+7.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.52%	11.32%	+8.20%

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 14.96% 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	14.96%	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 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PSCU or XLUI?

PSCU has higher volatility (4.18%) compared to XLUI (3.49%). In terms of maximum drawdown, PSCU dropped -29.97% vs XLUI's -6.01%.

Which ETF is better, PSCU or XLUI?

On 1-year performance, PSCU leads with 19.35% vs 5.95% for XLUI. On fees, PSCU is cheaper at 0.29% per year. On volatility, XLUI has been the lower-risk option at 3.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PSCU or XLUI?

Over the 1-year period, PSCU has performed better with a 19.35% return vs 5.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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 14.96%, 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.

Which has better risk-adjusted returns?

PSCU currently has the higher Sharpe Ratio (1.24 vs 0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.