PSCF vs SAEF
Comparison between INVESCO S&P SMALLCAP FINANCIALS ETF (PSCF, ETF) and Schwab Ariel Opportunities ETF (SAEF, ETF).
5-Year PerformancePSCF has outperformed SAEF, delivering a return of +6.5% compared to +5.3%
PSCF vs SAEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSCF
$27M
SAEF
$27M
Expense Ratio
Winner
PSCF
0.29%
SAEF
0.59%
Max Drawdown
PSCF
49.85%
Winner
SAEF
28.37%
Sharpe Ratio
Winner
PSCF
0.95
SAEF
0.87
5Y Beta
Winner
PSCF
0.85
SAEF
1.03
P/E Ratio
Winner
PSCF
17.78
SAEF
31.34
Forward P/E
Winner
PSCF
12.95
SAEF
16.07
5Y Dividends CAGR
PSCF
2.22%
SAEF
N/A
5Y EPS CAGR
Winner
PSCF
9.44%
SAEF
8.09%
Debt to Equity
Winner
PSCF
56.41%
SAEF
103.87%
P/S Ratio
Winner
PSCF
1.45
SAEF
1.64
P/B Ratio
Winner
PSCF
1.56
SAEF
2.79
PSCF vs SAEF - Holdings Comparison
PSCF and SAEF have 2 common holdings. Overlap is 1.08%
PSCF's top 25 holdings weight is 31.77%. SAEF's top 25 holdings weight is 64.40%.
| Rank | PSCF | SAEF |
|---|---|---|
| #1 | JACKSON FINANCIAL INC (JXN) - 1.86% | ONESPAWORLD HOLDINGS LTD (OSW) - 5.60% |
| #2 | STONEX GROUP INC (SNEX) - 1.75% | THE BRINK'S CO (BCO) - 3.93% |
| #3 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.69% | LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 3.55% |
| #4 | TERRENO REALTY CORP (TRNO) - 1.64% | NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 3.40% |
| #5 | MACERICH CO (MAC) - 1.53% | JONES LANG LASALLE INC (JLL) - 3.26% |
| #6 | LINCOLN NATIONAL CORP (LNC) - 1.50% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.18% |
| #7 | FIRST BANCORP (FBP) - 1.46% | GENERAC HOLDINGS INC (GNRC) - 2.84% |
| #8 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 1.46% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.83% |
| #9 | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.30% | NORTHERN TRUST CORP (NTRS) - 2.80% |
| #10 | ENOVA INTERNATIONAL INC (ENVA) - 1.26% | NVENT ELECTRIC PLC (NVT) - 2.73% |
| #11 | AMERIS BANCORP (ABCB) - 1.23% | FIRST AMERICAN FINANCIAL CORP (FAF) - 2.64% |
| #12 | AXOS FINANCIAL INC (AX) - 1.20% | RESIDEO TECHNOLOGIES INC (REZI) - 2.59% |
| #13 | n/a (PECO) - 1.15% | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 2.28% |
| #14 | PIPER SANDLER COS (PIPR) - 1.13% | COVISTA INC (CVSA) - 2.20% |
| #15 | MOELIS & CO CLASS A (MC) - 1.12% | KNOWLES CORP (KN) - 2.10% |
| #16 | RITHM CAPITAL CORP (RITM) - 1.11% | ROYAL CARIBBEAN GROUP (RCL) - 2.08% |
| #17 | OUTFRONT MEDIA INC (OUT) - 1.10% | LITTELFUSE INC (LFUS) - 1.94% |
| #18 | LAZARD INC (LAZ) - 1.08% | CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.90% |
| #19 | RADIAN GROUP INC (RDN) - 1.08% | MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 1.87% |
| #20 | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.07% | MADISON SQUARE GARDEN ENTERTAINMENT CORP (MSGE) - 1.85% |
| #21 | n/a (HASI) - 1.05% | WEX INC (WEX) - 1.83% |
| #22 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 1.04% | THE MIDDLEBY CORP (MIDD) - 1.82% |
| #23 | FULTON FINANCIAL CORP (FULT) - 0.99% | FISERV INC (FISV) - 1.78% |
| #24 | TANGER INC (SKT) - 0.99% | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 1.77% |
| #25 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.98% | THE CARLYLE GROUP INC (CG) - 1.63% |
| Total Holdings | 165 | 59 |
PSCF vs SAEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSCF
+3.55%
SAEF
+0.41%
3M
Winner
PSCF
+8.81%
SAEF
+6.13%
6M
Winner
PSCF
+14.28%
SAEF
+8.60%
1Y
Winner
PSCF
+23.25%
SAEF
+17.32%
5Y(CAGR)
Winner
PSCF
+6.48%
SAEF
+5.29%
10Y(CAGR)
PSCF
+7.64%
SAEF
N/A
Max(CAGR)
Winner
PSCF
+9.14%
SAEF
+5.29%
PSCF vs SAEF - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PSCF | SAEF |
|---|---|---|
| 2026 | +17.26% | +13.38% |
| 2025 | +7.13% | +2.73% |
| 2024 | +15.71% | +16.80% |
| 2023 | +6.09% | +17.29% |
| 2022 | -19.98% | -18.64% |
| 2021 | +30.10% | -2.35% |
| 2020 | -8.32% | N/A |
| 2019 | +22.86% | N/A |
| 2018 | -8.04% | N/A |
| 2017 | +6.37% | N/A |
| 2016 | +36.01% | N/A |
| 2015 | +0.27% | N/A |
| 2014 | +9.62% | N/A |
| 2013 | +28.98% | N/A |
| 2012 | +15.33% | N/A |
| 2011 | -0.09% | N/A |
| 2010 | +7.50% | N/A |
PSCF vs SAEF Drawdown Comparison
The maximum drawdown for PSCF was -45.39%, occurring on Mar 23, 2020. Recovery took 257 trading sessions.
The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.
The current PSCF drawdown is -1.73%. The current SAEF drawdown is -2.43%.
| Rank | PSCF | SAEF |
|---|---|---|
| #1 | -45.39% Feb 13, 2020 - Feb 22, 2021 | -28.05% Nov 16, 2021 - Jul 12, 2024 |
| #2 | -36.79% Nov 5, 2021 - Nov 6, 2024 | -27.40% Nov 25, 2024 - Jan 15, 2026 |
| #3 | -24.35% Nov 25, 2024 - Jan 15, 2026 | -12.63% Feb 26, 2026 - Jun 11, 2026 |
| #4 | -23.97% Apr 29, 2011 - Jan 24, 2012 | -8.01% Jul 31, 2024 - Aug 23, 2024 |
| #5 | -21.45% Aug 21, 2018 - Dec 16, 2019 | -4.56% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -18.25% Apr 23, 2010 - Dec 22, 2010 | -4.33% Jun 30, 2026 - Jul 8, 2026 |
| #7 | -18.01% Dec 1, 2015 - Jun 1, 2016 | -3.80% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -11.90% Jul 16, 2015 - Nov 6, 2015 | -3.48% Feb 10, 2026 - Feb 26, 2026 |
| #9 | -11.06% Jun 8, 2021 - Oct 14, 2021 | -2.92% Jul 16, 2024 - Jul 31, 2024 |
| #10 | -10.16% Sep 14, 2012 - Jan 2, 2013 | -2.77% Jan 15, 2026 - Feb 6, 2026 |
| #11 | -9.91% Feb 6, 2026 - Apr 17, 2026 | -2.65% Oct 17, 2024 - Nov 5, 2024 |
| #12 | -9.42% Mar 1, 2017 - Oct 2, 2017 | -2.63% Sep 19, 2024 - Oct 11, 2024 |
| #13 | -9.00% Apr 2, 2012 - Jul 3, 2012 | -1.39% Jun 16, 2026 - Jun 18, 2026 |
| #14 | -8.14% Mar 12, 2021 - Jun 7, 2021 | -1.03% Jun 22, 2026 - Jun 25, 2026 |
| #15 | -8.09% Jan 22, 2014 - Mar 4, 2014 | -0.49% Nov 6, 2024 - Nov 8, 2024 |
Correlation
Correlation between PSCF and SAEF is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2010 - 2026)
PSCF vs SAEF dividend yield comparison.
| Year | PSCF | SAEF |
|---|---|---|
| 2026 | 1.07% | 29.01% |
| 2025 | 2.09% | 0.38% |
| 2024 | 2.48% | 0.46% |
| 2023 | 3.32% | 0.46% |
| 2022 | 2.93% | 0.61% |
| 2021 | 1.83% | 0.09% |
| 2020 | 3.57% | 0.00% |
| 2019 | 4.27% | 0.00% |
| 2018 | 4.21% | 0.00% |
| 2017 | 2.26% | 0.00% |
| 2016 | 3.01% | 0.00% |
| 2015 | 2.37% | 0.00% |
| 2014 | 2.43% | 0.00% |
| 2013 | 2.31% | 0.00% |
| 2012 | 2.36% | 0.00% |
| 2011 | 1.98% | 0.00% |
| 2010 | 1.65% | 0.00% |
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