PSP vs. XOVR
Compare and contrast key facts about Invesco Global Listed Private Equity ETF (PSP) and ERShares Entrepreneur Private-Public Crossover ETF (XOVR).
PSP and XOVR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSP is a passively managed fund by Invesco that tracks the performance of the Red Rocks Global Listed Private Equity Index. It was launched on Oct 24, 2006. XOVR is a passively managed fund by EntrepreneurShares that tracks the performance of the ER30TR Index. It was launched on Nov 7, 2017. Both PSP and XOVR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PSP vs. XOVR - Performance Comparison
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PSP vs. XOVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSP Invesco Global Listed Private Equity ETF | -15.50% | 6.49% | 17.42% | 37.72% | -37.37% | 27.30% | 12.47% | 35.73% | -15.12% | 0.80% |
XOVR ERShares Entrepreneur Private-Public Crossover ETF | -16.14% | 11.83% | 33.21% | 51.89% | -41.09% | -7.24% | 50.39% | 31.72% | -5.02% | 1.68% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PSP having a -15.50% return and XOVR slightly lower at -16.14%.
PSP
- 1D
- 2.50%
- 1M
- -6.13%
- YTD
- -15.50%
- 6M
- -16.07%
- 1Y
- -6.54%
- 3Y*
- 10.76%
- 5Y*
- 0.92%
- 10Y*
- 7.53%
XOVR
- 1D
- 2.80%
- 1M
- -3.49%
- YTD
- -16.14%
- 6M
- -20.03%
- 1Y
- 5.89%
- 3Y*
- 15.34%
- 5Y*
- 1.92%
- 10Y*
- —
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PSP vs. XOVR - Expense Ratio Comparison
PSP has a 1.44% expense ratio, which is higher than XOVR's 0.75% expense ratio.
Return for Risk
PSP vs. XOVR — Risk / Return Rank
PSP
XOVR
PSP vs. XOVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Listed Private Equity ETF (PSP) and ERShares Entrepreneur Private-Public Crossover ETF (XOVR). 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.
| PSP | XOVR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.27 | 0.24 | -0.51 |
Sortino ratioReturn per unit of downside risk | -0.22 | 0.52 | -0.74 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.07 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.34 | 0.22 | -0.56 |
Martin ratioReturn relative to average drawdown | -0.96 | 0.58 | -1.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSP | XOVR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | 0.24 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.07 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.32 | -0.24 |
Correlation
The correlation between PSP and XOVR is 0.68, 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.
Dividends
PSP vs. XOVR - Dividend Comparison
PSP's dividend yield for the trailing twelve months is around 6.84%, while XOVR has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSP Invesco Global Listed Private Equity ETF | 6.84% | 5.87% | 8.62% | 3.96% | 2.88% | 10.34% | 4.66% | 5.87% | 6.81% | 10.18% | 4.12% | 6.23% |
XOVR ERShares Entrepreneur Private-Public Crossover ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 57.75% | 6.31% | 0.08% | 3.71% | 0.08% | 0.00% | 0.00% |
Drawdowns
PSP vs. XOVR - Drawdown Comparison
The maximum PSP drawdown since its inception was -85.40%, which is greater than XOVR's maximum drawdown of -56.28%. Use the drawdown chart below to compare losses from any high point for PSP and XOVR.
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Drawdown Indicators
| PSP | XOVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.40% | -56.28% | -29.12% |
Max Drawdown (1Y)Largest decline over 1 year | -22.37% | -24.32% | +1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -47.16% | -49.35% | +2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -47.16% | — | — |
Current DrawdownCurrent decline from peak | -19.63% | -22.20% | +2.57% |
Average DrawdownAverage peak-to-trough decline | -30.84% | -18.51% | -12.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.91% | 9.19% | -1.28% |
Volatility
PSP vs. XOVR - Volatility Comparison
Invesco Global Listed Private Equity ETF (PSP) has a higher volatility of 7.24% compared to ERShares Entrepreneur Private-Public Crossover ETF (XOVR) at 5.81%. This indicates that PSP's price experiences larger fluctuations and is considered to be riskier than XOVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSP | XOVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 5.81% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 14.52% | 15.89% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.36% | 24.94% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.57% | 26.38% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.30% | 27.03% | -4.73% |