MEDX vs PSCU
Comparison between HORIZON KINETICS MEDICAL ETF (MEDX, ETF) and INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF (PSCU, ETF).
MEDX vs PSCU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MEDX
$17M
PSCU
$17M
Expense Ratio
MEDX
0.85%
Winner
PSCU
0.29%
Max Drawdown
Winner
MEDX
24.64%
PSCU
32.09%
Sharpe Ratio
Winner
MEDX
1.39
PSCU
0.83
5Y Beta
Winner
MEDX
0.48
PSCU
0.68
P/E Ratio
MEDX
237.36
Winner
PSCU
24.91
Forward P/E
MEDX
21.58
Winner
PSCU
19.03
PEG Ratio
MEDX
N/A
PSCU
0.09
5Y Dividends CAGR
MEDX
N/A
PSCU
-4.55%
5Y EPS CAGR
MEDX
6.55%
Winner
PSCU
10.44%
Debt to Equity
MEDX
105.18%
Winner
PSCU
69.66%
P/S Ratio
MEDX
5.57
Winner
PSCU
1.84
P/B Ratio
MEDX
6.03
Winner
PSCU
2.27
MEDX vs PSCU - Holdings Comparison
MEDX and PSCU have 1 common holdings. Overlap is -0.48%
MEDX's top 25 holdings weight is 98.84%. PSCU's top 25 holdings weight is 91.61%.
| Rank | MEDX | PSCU |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 18.98% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 9.01% |
| #2 | ABBVIE INC (ABBV) - 9.17% | MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 7.20% |
| #3 | US BANK MMDA USBGFS 7 (n/a) - 8.32% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 5.80% |
| #4 | NOVARTIS AG ADR (NVS) - 6.84% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 5.57% |
| #5 | JOHNSON & JOHNSON (JNJ) - 6.01% | IRIDIUM COMMUNICATIONS INC (IRDM) - 5.18% |
| #6 | ALKERMES PLC (ALKS) - 5.25% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 4.41% |
| #7 | AMGEN INC (AMGN) - 4.62% | MDU RESOURCES GROUP INC (MDU) - 4.27% |
| #8 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.60% | CLEARWAY ENERGY INC CLASS C (CWEN) - 4.01% |
| #9 | ASTRAZENECA PLC (AZN:XLON) - 4.23% | OTTER TAIL CORP (OTTR) - 3.83% |
| #10 | MERCK & CO INC (MRK) - 4.19% | CINEMARK HOLDINGS INC (CNK) - 3.77% |
| #11 | IONIS PHARMACEUTICALS INC (IONS) - 3.43% | AMERICAN STATES WATER CO (AWR) - 3.48% |
| #12 | PFIZER INC (PFE) - 3.25% | TELEPHONE AND DATA SYSTEMS INC (TDS) - 3.30% |
| #13 | BIOGEN INC (BIIB) - 3.06% | CHESAPEAKE UTILITIES CORP (CPK) - 3.27% |
| #14 | REGENERON PHARMACEUTICALS INC (REGN) - 2.69% | AVISTA CORP (AVA) - 3.17% |
| #15 | GSK PLC ADR (GSK) - 2.66% | MGE ENERGY INC (MGEE) - 3.06% |
| #16 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.61% | CALIFORNIA WATER SERVICE GROUP (CWT) - 2.98% |
| #17 | CRISPR THERAPEUTICS AG (CRSP) - 2.58% | CARGURUS INC CLASS A (CARG) - 2.74% |
| #18 | BEAM THERAPEUTICS INC (BEAM) - 1.18% | H2O AMERICA (HTO) - 2.48% |
| #19 | REPLIMUNE GROUP INC (REPL) - 1.03% | PEOPLE INC ORDINARY SHARES NEW (PPLI) - 2.44% |
| #20 | GALECTIN THERAPEUTICS INC (GALT) - 0.87% | NORTHWEST NATURAL HOLDING CO (NWN) - 2.14% |
| #21 | SANDOZ GROUP AG ADR (SDZNY) - 0.80% | ZIFF DAVIS INC (ZD) - 2.02% |
| #22 | INTELLIA THERAPEUTICS INC (NTLA) - 0.77% | JOHN WILEY & SONS INC CLASS A (WLY) - 2.00% |
| #23 | VANDA PHARMACEUTICALS INC (VNDA) - 0.65% | HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 1.99% |
| #24 | HALEON PLC ADR (HLN) - 0.63% | UNITI GROUP INC (UNIT) - 1.80% |
| #25 | EDITAS MEDICINE INC (EDIT) - 0.42% | DOUBLEVERIFY HOLDINGS INC (DV) - 1.69% |
| Total Holdings | 35 | 36 |
MEDX vs PSCU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MEDX
+4.81%
PSCU
+1.39%
3M
Winner
MEDX
+10.92%
PSCU
-0.23%
6M
MEDX
+6.77%
Winner
PSCU
+12.53%
1Y
Winner
MEDX
+31.68%
PSCU
+16.95%
5Y(CAGR)
MEDX
N/A
PSCU
+1.16%
10Y(CAGR)
MEDX
N/A
PSCU
+6.00%
Max(CAGR)
MEDX
+7.42%
Winner
PSCU
+8.62%
MEDX vs PSCU - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | MEDX | PSCU |
|---|---|---|
| 2026 | +12.36% | +13.83% |
| 2025 | +27.78% | -2.04% |
| 2024 | -6.65% | +11.25% |
| 2023 | -6.24% | +0.90% |
| 2022 | N/A | -20.41% |
| 2021 | N/A | +31.87% |
| 2020 | N/A | +4.18% |
| 2019 | N/A | +10.39% |
| 2018 | N/A | -4.47% |
| 2017 | N/A | +10.76% |
| 2016 | N/A | +26.92% |
| 2015 | N/A | +8.11% |
| 2014 | N/A | +19.99% |
| 2013 | N/A | +18.69% |
| 2012 | N/A | +0.13% |
| 2011 | N/A | +10.98% |
| 2010 | N/A | +13.88% |
MEDX vs PSCU Drawdown Comparison
The maximum drawdown for MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 271 trading sessions.
The maximum drawdown for PSCU was -29.97%, occurring on Oct 27, 2023. Recovery took 718 trading sessions.
The current MEDX drawdown is -1.49%. The current PSCU drawdown is -2.41%.
| Rank | MEDX | PSCU |
|---|---|---|
| #1 | -23.10% Aug 30, 2024 - Oct 1, 2025 | -29.97% Jan 3, 2022 - Nov 11, 2024 |
| #2 | -15.48% May 10, 2023 - Feb 28, 2024 | -28.71% Feb 20, 2020 - Jan 14, 2021 |
| #3 | -10.54% Feb 24, 2026 - Jun 25, 2026 | -23.55% Nov 11, 2024 - Apr 20, 2026 |
| #4 | -10.25% Feb 28, 2024 - Jul 11, 2024 | -18.52% Oct 9, 2018 - Feb 13, 2020 |
| #5 | -9.31% Feb 13, 2023 - May 5, 2023 | -14.91% Nov 30, 2017 - Jul 6, 2018 |
| #6 | -8.13% Jul 7, 2026 - Aug 19, 2026 | -13.19% Jul 7, 2011 - Dec 20, 2011 |
| #7 | -5.24% Jul 16, 2024 - Aug 19, 2024 | -12.28% Sep 25, 2012 - Mar 8, 2013 |
| #8 | -3.98% Jan 7, 2026 - Feb 4, 2026 | -12.00% Dec 29, 2014 - Oct 19, 2015 |
| #9 | -3.88% Nov 26, 2025 - Jan 7, 2026 | -11.53% May 3, 2010 - Jul 27, 2010 |
| #10 | -3.27% Oct 20, 2025 - Nov 11, 2025 | -11.31% Jul 13, 2016 - Nov 25, 2016 |
| #11 | -2.22% Aug 19, 2026 - Aug 20, 2026 | -11.06% Jul 22, 2013 - Dec 20, 2013 |
| #12 | -2.11% Feb 4, 2026 - Feb 6, 2026 | -8.97% Feb 3, 2012 - Jul 10, 2012 |
| #13 | -1.83% Jun 29, 2026 - Jul 2, 2026 | -8.82% Jul 1, 2014 - Oct 27, 2014 |
| #14 | -1.62% Oct 9, 2025 - Oct 20, 2025 | -8.03% May 15, 2013 - Jul 15, 2013 |
| #15 | -1.61% Nov 18, 2025 - Nov 24, 2025 | -7.91% Nov 5, 2021 - Dec 30, 2021 |
Correlation
Correlation between MEDX and PSCU is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2010 - 2026)
MEDX vs PSCU dividend yield comparison.
| Year | MEDX | PSCU |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 1.23% | 1.10% |
| 2024 | 1.92% | 0.98% |
| 2023 | 4.94% | 1.60% |
| 2022 | 0.00% | 1.71% |
| 2021 | 0.00% | 2.69% |
| 2020 | 0.00% | 1.20% |
| 2019 | 0.00% | 2.47% |
| 2018 | 0.00% | 2.35% |
| 2017 | 0.00% | 1.84% |
| 2016 | 0.00% | 6.93% |
| 2015 | 0.00% | 2.94% |
| 2014 | 0.00% | 2.42% |
| 2013 | 0.00% | 2.90% |
| 2012 | 0.00% | 4.30% |
| 2011 | 0.00% | 3.01% |
| 2010 | 0.00% | 2.05% |
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