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PSCE vs SPY

Comparison between INVESCO S&P SMALLCAP ENERGY ETF (PSCE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PSCE, delivering a return of +13.3% compared to +10.0%

PSCE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSCE
$123M
Winner
SPY
$735B
Expense Ratio
PSCE
0.29%
Winner
SPY
0.09%
Max Drawdown
PSCE
96.29%
Winner
SPY
56.47%
Sharpe Ratio
Winner
PSCE
1.72
SPY
1.62
5Y Beta
PSCE
1.05
Winner
SPY
1.00
P/E Ratio
PSCE
517.20
Winner
SPY
28.99
Forward P/E
Winner
PSCE
12.44
SPY
22.37
5Y Dividends CAGR
Winner
PSCE
45.94%
SPY
5.43%
5Y EPS CAGR
PSCE
N/A
SPY
26.05%
Debt to Equity
PSCE
55.66%
Winner
SPY
32.40%
P/S Ratio
Winner
PSCE
0.92
SPY
3.74
P/B Ratio
Winner
PSCE
1.72
SPY
5.61

PSCE vs SPY - Holdings Comparison

PSCE and SPY have 1 common holdings. Overlap is 0.00%

PSCE's top 25 holdings weight is 94.25%. SPY's top 25 holdings weight is 52.37%.

RankPSCESPY
#1
SM ENERGY CO (SM) - 7.32%
NVIDIA CORP (NVDA) - 8.10%
#2
ARCHROCK INC (AROC) - 6.68%
APPLE INC (AAPL) - 7.02%
#3
NOBLE CORP PLC CLASS A (NE) - 6.40%
MICROSOFT CORP (MSFT) - 4.79%
#4
KODIAK GAS SERVICES INC (KGS) - 6.05%
AMAZON.COM INC (AMZN) - 4.02%
#5
LIBERTY ENERGY INC CLASS A (LBRT) - 5.27%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 5.18%
BROADCOM INC (AVGO) - 3.10%
#7
CALIFORNIA RESOURCES CORP ORDINARY SHARES NEW (CRC) - 4.90%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CORE NATURAL RESOURCES INC ORDINARY SHARES (CNR) - 4.60%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CACTUS INC CLASS A (WHD) - 4.47%
TESLA INC (TSLA) - 1.89%
#10
PATTERSON-UTI ENERGY INC (PTEN) - 4.33%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
HELMERICH & PAYNE INC (HP) - 4.16%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
OCEANEERING INTERNATIONAL INC (OII) - 4.04%
ELI LILLY AND CO (LLY) - 1.31%
#13
TIDEWATER INC (TDW) - 3.76%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
INTERNATIONAL SEAWAYS INC (INSW) - 3.47%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CRESCENT ENERGY CO CLASS A (CRGY) - 3.13%
EXXON MOBIL CORP (XOM) - 0.97%
#16
PEABODY ENERGY CORP (BTU) - 3.11%
INTEL CORP (INTC) - 0.90%
#17
PAR PACIFIC HOLDINGS INC (PARR) - 2.94%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
NORTHERN OIL & GAS INC (NOG) - 2.41%
VISA INC CLASS A (V) - 0.85%
#19
KINETIK HOLDINGS INC (KNTK) - 2.31%
WALMART INC (WMT) - 0.81%
#20
TALOS ENERGY INC ORDINARY SHARES (TALO) - 1.93%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
DORIAN LPG LTD (LPG) - 1.71%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
WORLD KINECT CORP (WKC) - 1.69%
CATERPILLAR INC (CAT) - 0.66%
#23
ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 1.54%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 1.43%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
REX AMERICAN RESOURCES CORP (REX) - 1.42%
ABBVIE INC (ABBV) - 0.58%
Total Holdings33505

PSCE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PSCE
-8.18%
Winner
SPY
+1.90%
3M
PSCE
+3.83%
Winner
SPY
+8.55%
6M
Winner
PSCE
+29.76%
SPY
+8.18%
1Y
Winner
PSCE
+59.44%
SPY
+25.79%
5Y(CAGR)
PSCE
+10.00%
Winner
SPY
+13.32%
10Y(CAGR)
PSCE
-2.36%
Winner
SPY
+15.19%
Max(CAGR)
PSCE
-3.81%
Winner
SPY
+8.47%

PSCE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSCESPY
2026+34.32%+8.26%
2025-10.83%+18.00%
2024-5.28%+25.59%
2023+11.64%+26.72%
2022+40.09%-18.64%
2021+56.65%+30.52%
2020-39.73%+17.28%
2019-17.92%+31.09%
2018-44.74%-5.24%
2017-28.47%+20.78%
2016+35.80%+13.59%
2015-48.26%+1.31%
2014-34.30%+14.56%
2013+34.99%+29.00%
2012-5.18%+14.17%
2011+0.83%+0.85%
2010+33.31%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PSCE vs SPY Drawdown Comparison

The maximum drawdown for PSCE was -96.21%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PSCE drawdown is -75.57%. The current SPY drawdown is -2.90%.

RankPSCESPY
#1-96.21%
Jun 30, 2014 - Apr 1, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.71%
Jul 22, 2011 - Jul 18, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.79%
Apr 23, 2010 - Nov 4, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.36%
Apr 5, 2011 - Jul 22, 2011		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.41%
Oct 18, 2013 - Mar 4, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.96%
Mar 4, 2011 - Mar 21, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.62%
Apr 23, 2014 - Jun 13, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.08%
Mar 4, 2014 - Mar 21, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.18%
Nov 11, 2010 - Nov 22, 2010		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.98%
Aug 5, 2013 - Sep 6, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.14%
Apr 2, 2014 - Apr 17, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.02%
Apr 15, 2010 - Apr 21, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.93%
Oct 4, 2013 - Oct 11, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.88%
Jan 3, 2011 - Jan 18, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.81%
Jan 18, 2011 - Jan 26, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PSCE and SPY is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63
-101

Dividend Comparison (1999 - 2026)

PSCE vs SPY dividend yield comparison.

YearPSCESPY
20260.57%0.24%
20252.39%1.07%
20241.70%1.21%
20232.57%1.40%
20221.70%1.65%
20210.46%1.20%
20200.87%1.52%
20190.14%1.75%
20180.22%2.04%
20170.04%1.80%
20160.22%2.03%
20150.82%2.06%
20140.29%1.87%
20130.00%1.81%
20120.74%2.18%
20110.06%2.05%
20101.24%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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