PSCD vs IBHL

Comparison between INVESCO S&P SMALLCAP CONSUMER DISCRETIONARY ETF (PSCD, ETF) and ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF (IBHL, ETF).

PSCD vs IBHL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSCD(ETF)	IBHL(ETF)
Net Assets	$22M	$22M
Expense Ratio	0.29%	0.35%
Max Drawdown	57.34%	3.70%
Sharpe Ratio	0.51	0.78
5Y Beta	1.07	0.24
P/E Ratio	22.90	N/A
Forward P/E	13.21	N/A
PEG Ratio	-0.19	N/A
5Y Dividends CAGR	19.60%	N/A
5Y EPS CAGR	15.92%	N/A
Debt to Equity	79.36%	N/A
P/S Ratio	0.66	N/A
P/B Ratio	1.94	N/A

Net Assets

Winner

PSCD

$22M

IBHL

$22M

Expense Ratio

Winner

PSCD

0.29%

IBHL

0.35%

Max Drawdown

PSCD

57.34%

Winner

IBHL

3.70%

Sharpe Ratio

PSCD

0.51

Winner

IBHL

0.78

5Y Beta

PSCD

1.07

Winner

IBHL

0.24

P/E Ratio

PSCD

22.90

IBHL

N/A

Forward P/E

PSCD

13.21

IBHL

N/A

PEG Ratio

PSCD

-0.19

IBHL

N/A

5Y Dividends CAGR

PSCD

19.60%

IBHL

N/A

5Y EPS CAGR

PSCD

15.92%

IBHL

N/A

Debt to Equity

PSCD

79.36%

IBHL

N/A

P/S Ratio

PSCD

0.66

IBHL

N/A

P/B Ratio

PSCD

1.94

IBHL

N/A

PSCD vs IBHL - Holdings Comparison

PSCD and IBHL have 1 common holdings. Overlap is 0.00%

PSCD's top 25 holdings weight is 52.49%. IBHL's top 25 holdings weight is 29.51%.

Rank	PSCD	IBHL
#1	ETSY INC (ETSY) - 3.05%	1261229 BC LTD. 10% (n/a) - 3.00%
#2	LKQ CORP (LKQ) - 2.91%	QUIKRETE HOLDINGS INC 6.375% (n/a) - 2.15%
#3	VICTORIA'S SECRET & CO (VSXY) - 2.85%	n/a (n/a) - 1.89%
#4	CARMAX INC (KMX) - 2.76%	CARNIVAL CORP LTD. 5.75% (n/a) - 1.62%
#5	BRINKER INTERNATIONAL INC (EAT) - 2.67%	DISCOVERY GLOBAL HOLDINGS INC. 4.279% (n/a) - 1.34%
#6	CAESARS ENTERTAINMENT INC (CZR) - 2.64%	QXO BUILDING PRODUCTS INC. 6.75% (n/a) - 1.21%
#7	MOHAWK INDUSTRIES INC (MHK) - 2.43%	TRANSDIGM, INC. 6.625% (n/a) - 1.21%
#8	BOOT BARN HOLDINGS INC (BOOT) - 2.32%	VENTURE GLOBAL LNG INC. 9.875% (n/a) - 1.14%
#9	LIFE TIME GROUP HOLDINGS INC (LTH) - 2.17%	IQVIA INC 6.25% (n/a) - 1.10%
#10	INSTALLED BUILDING PRODUCTS INC (IBP) - 2.05%	BLOCK INC 6.5% (n/a) - 1.07%
#11	MERITAGE HOMES CORP (MTH) - 2.02%	HUB INTERNATIONAL LTD. 7.375% (n/a) - 1.04%
#12	FRONTDOOR INC (FTDR) - 1.98%	n/a (n/a) - 1.04%
#13	LAUREATE EDUCATION INC SHS (LAUR) - 1.96%	VOYAGER PARENT LLC 9.25% (n/a) - 1.01%
#14	CAVCO INDUSTRIES INC (CVCO) - 1.88%	ALTICE FRANCE SAS 6.5% (n/a) - 0.99%
#15	COVISTA INC (CVSA) - 1.87%	CLOUD SOFTWARE GROUP INC. 8.25% (n/a) - 0.96%
#16	DANA INC (DAN) - 1.82%	NCL CORPORATION LTD. 6.75% (n/a) - 0.96%
#17	STRIDE INC (LRN) - 1.82%	CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 0.95%
#18	CHAMPION HOMES INC (SKY) - 1.78%	n/a (n/a) - 0.90%
#19	ADT INC (ADT) - 1.76%	n/a (n/a) - 0.89%
#20	URBAN OUTFITTERS INC (URBN) - 1.72%	n/a (n/a) - 0.88%
#21	ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.64%	ARDONAGH GROUP FINANCE LTD. 8.875% (n/a) - 0.87%
#22	GROUP 1 AUTOMOTIVE INC (GPI) - 1.61%	n/a (n/a) - 0.83%
#23	M/I HOMES INC (MHO) - 1.60%	GENMAB AS AND GENMAB FINANCE LLC 6.25% (n/a) - 0.83%
#24	SIGNET JEWELERS LTD (SIG) - 1.59%	UNIVISION COMMUNICATIONS INC. 9.375% (n/a) - 0.82%
#25	KONTOOR BRANDS INC (KTB) - 1.59%	ALTICE FRANCE SAS 6.875% (n/a) - 0.81%
Total Holdings	90	210

PSCD vs IBHL - Historical Returns

Returns include dividend reinvestment.

Period	PSCD	IBHL
1 month	+10.93%	+0.60%
3 months	+11.39%	+2.21%
6 months	+6.48%	+1.91%
1 year	+15.22%	+6.96%
5 years(CAGR)	+0.25%	N/A
10 years(CAGR)	+10.58%	N/A
Max(CAGR)	+10.71%	+7.93%

Winner

PSCD

+10.93%

IBHL

+0.60%

Winner

PSCD

+11.39%

IBHL

+2.21%

Winner

PSCD

+6.48%

IBHL

+1.91%

Winner

PSCD

+15.22%

IBHL

+6.96%

5Y(CAGR)

PSCD

+0.25%

IBHL

N/A

10Y(CAGR)

PSCD

+10.58%

IBHL

N/A

Max(CAGR)

Winner

PSCD

+10.71%

IBHL

+7.93%

PSCD vs IBHL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PSCD	IBHL
2026	+8.36%	+1.15%
2025	-2.67%	+8.46%
2024	+6.93%	N/A
2023	+32.42%	N/A
2022	-28.54%	N/A
2021	+39.65%	N/A
2020	+29.31%	N/A
2019	+15.92%	N/A
2018	-9.44%	N/A
2017	+17.41%	N/A
2016	+17.48%	N/A
2015	-7.97%	N/A
2014	+5.62%	N/A
2013	+45.99%	N/A
2012	+22.36%	N/A
2011	-4.41%	N/A
2010	+8.92%	N/A

PSCD vs IBHL Drawdown Comparison

The maximum drawdown for PSCD was -56.57%, occurring on Mar 18, 2020. Recovery took 536 trading sessions.

The maximum drawdown for IBHL was -3.70%, occurring on Apr 8, 2025. Recovery took 16 trading sessions.

The current PSCD drawdown is -2.88%. The current IBHL drawdown is -0.09%.

Rank	PSCD	IBHL
#1	-56.57% Aug 23, 2018 - Oct 9, 2020	-3.70% Apr 2, 2025 - Apr 25, 2025
#2	-41.87% Jun 8, 2021 - Sep 30, 2022	-3.03% Feb 20, 2026 - Apr 17, 2026
#3	-26.83% Jul 7, 2011 - Feb 3, 2012	-1.40% Sep 22, 2025 - Oct 24, 2025
#4	-26.48% Jun 26, 2015 - Dec 8, 2016	-1.34% Apr 17, 2026 - May 29, 2026
#5	-25.01% Apr 23, 2010 - Dec 7, 2010	-0.97% Oct 27, 2025 - Nov 25, 2025
#6	-14.05% Mar 18, 2014 - Nov 24, 2014	-0.78% May 16, 2025 - May 30, 2025
#7	-13.87% Mar 15, 2021 - May 26, 2021	-0.78% May 29, 2026 - Jun 5, 2026
#8	-13.27% Mar 27, 2012 - Sep 6, 2012	-0.75% Jul 3, 2025 - Jul 22, 2025
#9	-12.49% Jan 27, 2021 - Mar 8, 2021	-0.56% Aug 13, 2025 - Aug 22, 2025
#10	-11.43% Dec 31, 2013 - Mar 4, 2014	-0.52% Apr 29, 2025 - May 12, 2025
#11	-10.61% Sep 14, 2012 - Jan 4, 2013	-0.46% May 13, 2025 - May 16, 2025
#12	-10.11% May 12, 2011 - Jul 1, 2011	-0.43% Aug 27, 2025 - Sep 4, 2025
#13	-9.36% Dec 9, 2016 - May 10, 2017	-0.42% Dec 4, 2025 - Dec 18, 2025
#14	-9.32% Oct 15, 2020 - Nov 10, 2020	-0.34% Mar 27, 2025 - Apr 2, 2025
#15	-8.96% Jan 23, 2018 - May 17, 2018	-0.33% Jun 12, 2025 - Jun 20, 2025

Correlation

Correlation between PSCD and IBHL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2010 - 2026)

PSCD vs IBHL dividend yield comparison.

Year	PSCD	IBHL
2026	0.29%	2.54%
2025	0.94%	4.90%
2024	1.28%	0.00%
2023	1.09%	0.00%
2022	1.60%	0.00%
2021	0.57%	0.00%
2020	0.56%	0.00%
2019	0.91%	0.00%
2018	1.39%	0.00%
2017	0.97%	0.00%
2016	1.07%	0.00%
2015	1.10%	0.00%
2014	0.69%	0.00%
2013	0.44%	0.00%
2012	1.08%	0.00%
2011	0.52%	0.00%
2010	0.33%	0.00%