PSCD vs PEZ
Comparison between INVESCO S&P SMALLCAP CONSUMER DISCRETIONARY ETF (PSCD, ETF) and INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF).
Both PSCD and PEZ are from the Consumer Cyclical sector.
5-Year PerformancePEZ has outperformed PSCD, delivering a return of +3.0% compared to +1.8%
PSCD vs PEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSCD
$24M
Winner
PEZ
$24M
Expense Ratio
Winner
PSCD
0.29%
PEZ
0.60%
Max Drawdown
Winner
PSCD
57.34%
PEZ
59.00%
Sharpe Ratio
Winner
PSCD
0.56
PEZ
0.03
5Y Beta
Winner
PSCD
1.05
PEZ
1.11
P/E Ratio
PSCD
29.51
Winner
PEZ
28.72
Forward P/E
Winner
PSCD
13.79
PEZ
19.59
PEG Ratio
PSCD
-0.28
PEZ
N/A
5Y Dividends CAGR
Winner
PSCD
24.52%
PEZ
11.21%
5Y EPS CAGR
PSCD
15.16%
Winner
PEZ
17.83%
Debt to Equity
Winner
PSCD
81.42%
PEZ
91.10%
P/S Ratio
Winner
PSCD
0.63
PEZ
1.10
P/B Ratio
Winner
PSCD
1.97
PEZ
4.81
PSCD vs PEZ - Holdings Comparison
PSCD and PEZ have 15 common holdings. Overlap is 15.18%
PSCD's top 25 holdings weight is 51.75%. PEZ's top 25 holdings weight is 72.57%.
| Rank | PSCD | PEZ |
|---|---|---|
| #1 | BRINKER INTERNATIONAL INC (EAT) - 3.11% | TAPESTRY INC (TPR) - 4.07% |
| #2 | ETSY INC (ETSY) - 2.96% | RALPH LAUREN CORP CLASS A (RL) - 3.86% |
| #3 | CARMAX INC (KMX) - 2.90% | CARDINAL HEALTH INC (CAH) - 3.86% |
| #4 | POOL CORP (POOL) - 2.67% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.65% |
| #5 | LKQ CORP (LKQ) - 2.59% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.58% |
| #6 | LIFE TIME GROUP HOLDINGS INC (LTH) - 2.57% | WILLIAMS-SONOMA INC (WSM) - 3.49% |
| #7 | CAESARS ENTERTAINMENT INC (CZR) - 2.43% | MCKESSON CORP (MCK) - 3.19% |
| #8 | VICTORIA'S SECRET & CO (VSXY) - 2.43% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.18% |
| #9 | MOHAWK INDUSTRIES INC (MHK) - 2.25% | WALMART INC (WMT) - 3.17% |
| #10 | FRONTDOOR INC (FTDR) - 2.14% | TJX COMPANIES INC (TJX) - 3.09% |
| #11 | LAUREATE EDUCATION INC SHS (LAUR) - 2.06% | NETFLIX INC (NFLX) - 3.07% |
| #12 | MERITAGE HOMES CORP (MTH) - 2.00% | GENERAL MOTORS CO (GM) - 3.01% |
| #13 | INSTALLED BUILDING PRODUCTS INC (IBP) - 1.98% | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.83% |
| #14 | BOOT BARN HOLDINGS INC (BOOT) - 1.91% | GARMIN LTD (GRMN) - 2.74% |
| #15 | CHAMPION HOMES INC (SKY) - 1.84% | BURLINGTON STORES INC (BURL) - 2.62% |
| #16 | COVISTA INC (CVSA) - 1.79% | FIVE BELOW INC (FIVE) - 2.61% |
| #17 | CAVCO INDUSTRIES INC (CVCO) - 1.77% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.50% |
| #18 | KONTOOR BRANDS INC (KTB) - 1.72% | ROSS STORES INC (ROST) - 2.46% |
| #19 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.58% | DANA INC (DAN) - 2.41% |
| #20 | BRIGHT HORIZONS FAMILY SOLUTIONS INC (BFAM) - 1.57% | EXPEDIA GROUP INC (EXPE) - 2.40% |
| #21 | STRIDE INC (LRN) - 1.53% | CAESARS ENTERTAINMENT INC (CZR) - 2.38% |
| #22 | M/I HOMES INC (MHO) - 1.51% | HASBRO INC (HAS) - 2.16% |
| #23 | ADT INC (ADT) - 1.51% | NEW YORK TIMES CO CLASS A (NYT) - 2.13% |
| #24 | DORMAN PRODUCTS INC (DORM) - 1.49% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.12% |
| #25 | THE CHEESECAKE FACTORY INC (CAKE) - 1.44% | CALLAWAY GOLF CO (CALY) - 1.99% |
| Total Holdings | 91 | 47 |
PSCD vs PEZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSCD
+2.79%
PEZ
-1.37%
3M
Winner
PSCD
+5.10%
PEZ
-1.19%
6M
Winner
PSCD
+1.04%
PEZ
-6.26%
1Y
Winner
PSCD
+14.84%
PEZ
+1.95%
5Y(CAGR)
PSCD
+1.84%
Winner
PEZ
+3.03%
10Y(CAGR)
Winner
PSCD
+9.99%
PEZ
+9.35%
Max(CAGR)
Winner
PSCD
+10.79%
PEZ
+7.80%
PSCD vs PEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PSCD | PEZ |
|---|---|---|
| 2026 | +10.92% | -3.05% |
| 2025 | -2.67% | +6.13% |
| 2024 | +6.93% | +21.74% |
| 2023 | +32.42% | +30.17% |
| 2022 | -28.54% | -28.99% |
| 2021 | +39.65% | +23.62% |
| 2020 | +29.31% | +37.99% |
| 2019 | +15.92% | +17.65% |
| 2018 | -9.44% | -7.24% |
| 2017 | +17.41% | +20.16% |
| 2016 | +17.48% | -0.51% |
| 2015 | -7.97% | -0.05% |
| 2014 | +5.62% | +9.23% |
| 2013 | +45.99% | +36.96% |
| 2012 | +22.36% | +18.76% |
| 2011 | -4.41% | +0.03% |
| 2010 | +8.92% | +27.53% |
| 2009 | N/A | +22.45% |
| 2008 | N/A | -31.14% |
| 2007 | N/A | -11.83% |
| 2006 | N/A | +5.87% |
PSCD vs PEZ Drawdown Comparison
The maximum drawdown for PSCD was -56.57%, occurring on Mar 18, 2020. Recovery took 536 trading sessions.
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The current PSCD drawdown is -2.20%. The current PEZ drawdown is -9.58%.
| Rank | PSCD | PEZ |
|---|---|---|
| #1 | -56.57% Aug 23, 2018 - Oct 9, 2020 | -58.39% Jun 4, 2007 - Mar 1, 2012 |
| #2 | -41.87% Jun 8, 2021 - Jun 26, 2026 | -52.05% Sep 27, 2018 - Aug 5, 2020 |
| #3 | -26.83% Jul 7, 2011 - Feb 3, 2012 | -41.72% Nov 18, 2021 - Aug 23, 2024 |
| #4 | -26.48% Jun 26, 2015 - Dec 8, 2016 | -31.48% Nov 25, 2024 - Apr 8, 2025 |
| #5 | -25.01% Apr 23, 2010 - Dec 7, 2010 | -25.01% Aug 5, 2015 - Oct 6, 2017 |
| #6 | -14.05% Mar 18, 2014 - Nov 24, 2014 | -16.59% Feb 9, 2021 - Nov 2, 2021 |
| #7 | -13.87% Mar 15, 2021 - May 26, 2021 | -14.38% Oct 15, 2020 - Nov 19, 2020 |
| #8 | -13.27% Mar 27, 2012 - Sep 6, 2012 | -14.05% Sep 2, 2014 - Nov 28, 2014 |
| #9 | -12.49% Jan 27, 2021 - Mar 8, 2021 | -12.36% Jan 23, 2018 - Jun 4, 2018 |
| #10 | -11.43% Dec 31, 2013 - Mar 4, 2014 | -12.12% Aug 21, 2020 - Oct 9, 2020 |
| #11 | -10.61% Sep 14, 2012 - Jan 4, 2013 | -10.88% May 2, 2012 - Sep 13, 2012 |
| #12 | -10.11% May 12, 2011 - Jul 1, 2011 | -9.64% Mar 5, 2014 - Jul 1, 2014 |
| #13 | -9.36% Dec 9, 2016 - May 10, 2017 | -9.00% Jan 10, 2014 - Feb 24, 2014 |
| #14 | -9.32% Oct 15, 2020 - Nov 10, 2020 | -8.48% Aug 23, 2024 - Sep 19, 2024 |
| #15 | -8.96% Jan 23, 2018 - May 17, 2018 | -8.00% Sep 14, 2012 - Jan 4, 2013 |
Correlation
Correlation between PSCD and PEZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
PSCD vs PEZ dividend yield comparison.
| Year | PSCD | PEZ |
|---|---|---|
| 2026 | 0.54% | 0.25% |
| 2025 | 0.94% | 0.11% |
| 2024 | 1.28% | 0.12% |
| 2023 | 1.09% | 0.60% |
| 2022 | 1.60% | 0.43% |
| 2021 | 0.57% | 0.23% |
| 2020 | 0.56% | 0.39% |
| 2019 | 0.91% | 0.01% |
| 2018 | 1.39% | 0.40% |
| 2017 | 0.97% | 0.42% |
| 2016 | 1.07% | 0.83% |
| 2015 | 1.10% | 0.64% |
| 2014 | 0.69% | 0.15% |
| 2013 | 0.44% | 0.46% |
| 2012 | 1.08% | 1.07% |
| 2011 | 0.52% | 0.75% |
| 2010 | 0.33% | 0.67% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.03% |
| 2007 | 0.00% | 0.55% |
| 2006 | 0.00% | 0.61% |
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