PSCE vs TRIO
Comparison between INVESCO S&P SMALLCAP ENERGY ETF (PSCE, ETF) and MC TRIO EQUITY BUFFERED ETF (TRIO, ETF).
PSCE vs TRIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSCE
$119M
TRIO
$119M
Expense Ratio
Winner
PSCE
0.29%
TRIO
0.70%
Max Drawdown
PSCE
96.29%
Winner
TRIO
11.07%
Sharpe Ratio
Winner
PSCE
1.55
TRIO
1.54
5Y Beta
PSCE
1.03
Winner
TRIO
0.57
P/E Ratio
PSCE
663.05
TRIO
N/A
Forward P/E
PSCE
12.06
TRIO
N/A
5Y Dividends CAGR
PSCE
45.94%
TRIO
N/A
Debt to Equity
PSCE
54.59%
TRIO
N/A
P/S Ratio
PSCE
0.94
TRIO
N/A
P/B Ratio
PSCE
1.71
TRIO
N/A
PSCE vs TRIO - Holdings Comparison
PSCE and TRIO have 0 common holdings. Overlap is 0.00%
PSCE's top 25 holdings weight is 93.99%. TRIO's top 25 holdings weight is 2.62%.
| Rank | PSCE | TRIO |
|---|---|---|
| #1 | SM ENERGY CO (SM) - 7.73% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.62% |
| #2 | ARCHROCK INC (AROC) - 6.22% | N/A |
| #3 | NOBLE CORP PLC CLASS A (NE) - 6.14% | N/A |
| #4 | KODIAK GAS SERVICES INC (KGS) - 5.63% | N/A |
| #5 | LIBERTY ENERGY INC CLASS A (LBRT) - 5.25% | N/A |
| #6 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 5.20% | N/A |
| #7 | CALIFORNIA RESOURCES CORP ORDINARY SHARES NEW (CRC) - 5.03% | N/A |
| #8 | CORE NATURAL RESOURCES INC ORDINARY SHARES (CNR) - 5.02% | N/A |
| #9 | CACTUS INC CLASS A (WHD) - 4.36% | N/A |
| #10 | PATTERSON-UTI ENERGY INC (PTEN) - 4.27% | N/A |
| #11 | HELMERICH & PAYNE INC (HP) - 4.15% | N/A |
| #12 | OCEANEERING INTERNATIONAL INC (OII) - 4.07% | N/A |
| #13 | TIDEWATER INC (TDW) - 3.64% | N/A |
| #14 | PEABODY ENERGY CORP (BTU) - 3.63% | N/A |
| #15 | INTERNATIONAL SEAWAYS INC (INSW) - 3.36% | N/A |
| #16 | CRESCENT ENERGY CO CLASS A (CRGY) - 3.07% | N/A |
| #17 | PAR PACIFIC HOLDINGS INC (PARR) - 3.04% | N/A |
| #18 | NORTHERN OIL & GAS INC (NOG) - 2.43% | N/A |
| #19 | KINETIK HOLDINGS INC (KNTK) - 2.18% | N/A |
| #20 | TALOS ENERGY INC ORDINARY SHARES (TALO) - 1.99% | N/A |
| #21 | WORLD KINECT CORP (WKC) - 1.69% | N/A |
| #22 | DORIAN LPG LTD (LPG) - 1.59% | N/A |
| #23 | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 1.46% | N/A |
| #24 | REX AMERICAN RESOURCES CORP (REX) - 1.44% | N/A |
| #25 | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 1.40% | N/A |
| Total Holdings | 33 | 1 |
PSCE vs TRIO - Historical Returns
Returns include dividend reinvestment.
1M
PSCE
-6.72%
Winner
TRIO
+1.42%
3M
PSCE
+1.43%
Winner
TRIO
+6.08%
6M
Winner
PSCE
+32.42%
TRIO
+6.25%
1Y
Winner
PSCE
+43.99%
TRIO
+14.48%
5Y(CAGR)
PSCE
+9.19%
TRIO
N/A
10Y(CAGR)
PSCE
-2.21%
TRIO
N/A
Max(CAGR)
PSCE
-3.88%
Winner
TRIO
+14.31%
PSCE vs TRIO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PSCE | TRIO |
|---|---|---|
| 2026 | +32.61% | +5.72% |
| 2025 | -10.83% | +11.98% |
| 2024 | -5.28% | N/A |
| 2023 | +11.64% | N/A |
| 2022 | +40.09% | N/A |
| 2021 | +56.65% | N/A |
| 2020 | -39.73% | N/A |
| 2019 | -17.92% | N/A |
| 2018 | -44.74% | N/A |
| 2017 | -28.47% | N/A |
| 2016 | +35.80% | N/A |
| 2015 | -48.26% | N/A |
| 2014 | -34.30% | N/A |
| 2013 | +34.99% | N/A |
| 2012 | -5.18% | N/A |
| 2011 | +0.83% | N/A |
| 2010 | +33.31% | N/A |
PSCE vs TRIO 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 TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The current PSCE drawdown is -75.88%.
| Rank | PSCE | TRIO |
|---|---|---|
| #1 | -96.21% Jun 30, 2014 - Apr 1, 2020 | -9.88% Mar 24, 2025 - May 12, 2025 |
| #2 | -40.71% Jul 22, 2011 - Jul 18, 2013 | -4.47% Feb 25, 2026 - Apr 13, 2026 |
| #3 | -22.79% Apr 23, 2010 - Nov 4, 2010 | -2.57% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -17.36% Apr 5, 2011 - Jul 22, 2011 | -2.40% Mar 7, 2025 - Mar 24, 2025 |
| #5 | -13.41% Oct 18, 2013 - Mar 4, 2014 | -1.33% May 19, 2025 - Jun 3, 2025 |
| #6 | -7.96% Mar 4, 2011 - Mar 21, 2011 | -1.33% Oct 6, 2025 - Oct 20, 2025 |
| #7 | -6.62% Apr 23, 2014 - Jun 13, 2014 | -1.25% Jul 25, 2025 - Aug 8, 2025 |
| #8 | -6.08% Mar 4, 2014 - Mar 21, 2014 | -1.18% Jan 27, 2026 - Feb 9, 2026 |
| #9 | -5.18% Nov 11, 2010 - Nov 22, 2010 | -1.14% Jun 4, 2026 - Jun 15, 2026 |
| #10 | -4.98% Aug 5, 2013 - Sep 6, 2013 | -0.88% Jan 12, 2026 - Jan 22, 2026 |
| #11 | -4.14% Apr 2, 2014 - Apr 17, 2014 | -0.83% Feb 9, 2026 - Feb 25, 2026 |
| #12 | -4.02% Apr 15, 2010 - Apr 21, 2010 | -0.78% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -3.93% Oct 4, 2013 - Oct 11, 2013 | -0.70% Jun 10, 2025 - Jun 24, 2025 |
| #14 | -3.88% Jan 3, 2011 - Jan 18, 2011 | -0.61% Sep 22, 2025 - Sep 30, 2025 |
| #15 | -3.81% Jan 18, 2011 - Jan 26, 2011 | -0.55% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between PSCE and TRIO is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2010 - 2026)
PSCE vs TRIO dividend yield comparison.
| Year | PSCE | TRIO |
|---|---|---|
| 2026 | 0.58% | 0.00% |
| 2025 | 2.39% | 9.01% |
| 2024 | 1.70% | 0.00% |
| 2023 | 2.57% | 0.00% |
| 2022 | 1.70% | 0.00% |
| 2021 | 0.46% | 0.00% |
| 2020 | 0.87% | 0.00% |
| 2019 | 0.14% | 0.00% |
| 2018 | 0.22% | 0.00% |
| 2017 | 0.04% | 0.00% |
| 2016 | 0.22% | 0.00% |
| 2015 | 0.82% | 0.00% |
| 2014 | 0.29% | 0.00% |
| 2013 | 0.00% | 0.00% |
| 2012 | 0.74% | 0.00% |
| 2011 | 0.06% | 0.00% |
| 2010 | 1.24% | 0.00% |
Select Stocks to Compare
Popular: PSCE vs SPYTRIO vs SPY
More Comparisons
Compare with similar stocks