UBSI vs. PSCI
Compare and contrast key facts about United Bankshares, Inc. (UBSI) and Invesco S&P SmallCap Industrials ETF (PSCI).
PSCI is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Industrials Index. It was launched on Apr 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBSI or PSCI.
Key characteristics
| UBSI | PSCI | |
|---|---|---|
| YTD Return | 18.45% | 28.44% |
| 1Y Return | 51.99% | 50.35% |
| 3Y Return (Ann) | 8.31% | 13.75% |
| 5Y Return (Ann) | 6.11% | 17.08% |
| 10Y Return (Ann) | 6.02% | 13.57% |
| Sharpe Ratio | 1.68 | 2.43 |
| Sortino Ratio | 2.61 | 3.39 |
| Omega Ratio | 1.31 | 1.41 |
| Calmar Ratio | 1.79 | 5.47 |
| Martin Ratio | 6.17 | 13.91 |
| Ulcer Index | 8.61% | 3.78% |
| Daily Std Dev | 31.74% | 21.66% |
| Max Drawdown | -62.13% | -45.55% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between UBSI and PSCI is 0.67, 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
UBSI vs. PSCI - Performance Comparison
In the year-to-date period, UBSI achieves a 18.45% return, which is significantly lower than PSCI's 28.44% return. Over the past 10 years, UBSI has underperformed PSCI with an annualized return of 6.02%, while PSCI has yielded a comparatively higher 13.57% 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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Risk-Adjusted Performance
UBSI vs. PSCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United Bankshares, Inc. (UBSI) and Invesco S&P SmallCap Industrials ETF (PSCI). 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
UBSI vs. PSCI - Dividend Comparison
UBSI's dividend yield for the trailing twelve months is around 3.44%, more than PSCI's 0.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBSI United Bankshares, Inc. | 3.44% | 3.86% | 3.56% | 3.89% | 4.32% | 3.54% | 4.37% | 3.83% | 2.85% | 3.49% | 3.42% | 3.97% |
PSCI Invesco S&P SmallCap Industrials ETF | 0.63% | 0.72% | 0.87% | 0.69% | 0.59% | 0.64% | 0.67% | 0.71% | 0.74% | 1.02% | 0.81% | 0.47% |
Drawdowns
UBSI vs. PSCI - Drawdown Comparison
The maximum UBSI drawdown since its inception was -62.13%, which is greater than PSCI's maximum drawdown of -45.55%. Use the drawdown chart below to compare losses from any high point for UBSI and PSCI. For additional features, visit the drawdowns tool.
Volatility
UBSI vs. PSCI - Volatility Comparison
United Bankshares, Inc. (UBSI) has a higher volatility of 14.43% compared to Invesco S&P SmallCap Industrials ETF (PSCI) at 7.88%. This indicates that UBSI's price experiences larger fluctuations and is considered to be riskier than PSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.