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PSCH vs SPY

Comparison between INVESCO S&P SMALLCAP HEALTH CARE ETF (PSCH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PSCH, delivering a return of +12.4% compared to -3.0%

PSCH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSCH
$159M
Winner
SPY
$781B
Expense Ratio
PSCH
0.29%
Winner
SPY
0.09%
Max Drawdown
Winner
PSCH
47.32%
SPY
56.47%
Sharpe Ratio
Winner
PSCH
1.47
SPY
1.12
5Y Beta
Winner
PSCH
0.92
SPY
1.00
P/E Ratio
Winner
PSCH
-58.20
SPY
28.53
Forward P/E
Winner
PSCH
19.94
SPY
21.47
5Y Dividends CAGR
PSCH
N/A
SPY
6.00%
5Y EPS CAGR
PSCH
N/A
SPY
25.58%
Debt to Equity
Winner
PSCH
-240.88%
SPY
32.09%
P/S Ratio
Winner
PSCH
1.54
SPY
3.75
P/B Ratio
Winner
PSCH
3.37
SPY
5.64

PSCH vs SPY - Holdings Comparison

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

PSCH's top 25 holdings weight is 64.83%. SPY's top 25 holdings weight is 51.74%.

RankPSCHSPY
#1
MOLINA HEALTHCARE INC (MOH) - 5.21%
NVIDIA CORP (NVDA) - 7.89%
#2
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 4.75%
APPLE INC (AAPL) - 7.37%
#3
KRYSTAL BIOTECH INC (KRYS) - 4.28%
MICROSOFT CORP (MSFT) - 4.50%
#4
ALKERMES PLC (ALKS) - 3.96%
AMAZON.COM INC (AMZN) - 3.82%
#5
GLAUKOS CORP (GKOS) - 3.79%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
CORCEPT THERAPEUTICS INC (CORT) - 3.75%
BROADCOM INC (AVGO) - 2.86%
#7
PROTAGONIST THERAPEUTICS INC (PTGX) - 3.46%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
TG THERAPEUTICS INC (TGTX) - 3.06%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
PTC THERAPEUTICS INC (PTCT) - 3.01%
TESLA INC (TSLA) - 1.70%
#10
LIGAND PHARMACEUTICALS INC (LGND) - 2.79%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TELEFLEX INC (TFX) - 2.58%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
LIQUIDIA CORP ORDINARY SHARES (LQDA) - 2.41%
ELI LILLY AND CO (LLY) - 1.40%
#13
RADNET INC (RDNT) - 2.12%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
n/a (INDV) - 2.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
VERACYTE INC (VCYT) - 1.98%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MERIT MEDICAL SYSTEMS INC (MMSI) - 1.85%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ALIGNMENT HEALTHCARE INC (ALHC) - 1.71%
VISA INC CLASS A (V) - 0.90%
#18
ICU MEDICAL INC (ICUI) - 1.69%
WALMART INC (WMT) - 0.76%
#19
CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.65%
INTEL CORP (INTC) - 0.75%
#20
CATALYST PHARMACEUTICALS INC (CPRX) - 1.58%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ORGANON & CO ORDINARY SHARES (OGN) - 1.55%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ACADIA PHARMACEUTICALS INC (ACAD) - 1.43%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
INTEGER HOLDINGS CORP (ITGR) - 1.41%
ABBVIE INC (ABBV) - 0.66%
#24
PRIVIA HEALTH GROUP INC (PRVA) - 1.41%
CATERPILLAR INC (CAT) - 0.65%
#25
n/a (AMRX) - 1.29%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings78505

PSCH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSCH
+5.08%
SPY
+0.78%
3M
Winner
PSCH
+18.89%
SPY
+3.76%
6M
Winner
PSCH
+17.23%
SPY
+7.78%
1Y
Winner
PSCH
+36.64%
SPY
+17.76%
5Y(CAGR)
PSCH
-2.97%
Winner
SPY
+12.44%
10Y(CAGR)
PSCH
+8.23%
Winner
SPY
+14.90%
Max(CAGR)
Winner
PSCH
+12.44%
SPY
+8.44%

PSCH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSCHSPY
2026+20.75%+8.74%
2025-1.02%+18.00%
2024+3.82%+25.59%
2023-2.36%+26.72%
2022-25.52%-18.64%
2021+5.45%+30.52%
2020+32.12%+17.28%
2019+20.46%+31.09%
2018+8.30%-5.24%
2017+33.77%+20.78%
2016+5.04%+13.59%
2015+21.58%+1.31%
2014+11.96%+14.56%
2013+52.69%+29.00%
2012+12.51%+14.17%
2011+11.60%+0.85%
2010+13.10%+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%

PSCH vs SPY Drawdown Comparison

The maximum drawdown for PSCH was -46.34%, occurring on Oct 27, 2023. 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 PSCH drawdown is -18.07%. The current SPY drawdown is -2.47%.

RankPSCHSPY
#1-46.34%
Jun 25, 2021 - Oct 27, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.90%
Aug 31, 2018 - Nov 9, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.93%
Jul 7, 2011 - Feb 27, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.45%
Aug 5, 2015 - Sep 7, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.32%
Sep 22, 2016 - Feb 14, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.24%
Apr 29, 2010 - Oct 18, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.34%
Sep 18, 2012 - Jan 25, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.39%
Feb 11, 2021 - Jun 25, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.22%
Jan 22, 2014 - Jul 1, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.58%
Jan 29, 2018 - Mar 7, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.11%
Apr 2, 2012 - Jun 29, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.29%
Jul 9, 2012 - Sep 4, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.23%
May 31, 2011 - Jul 7, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.85%
Jul 3, 2014 - Oct 28, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.53%
Apr 24, 2015 - Jun 10, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PSCH and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

PSCH vs SPY dividend yield comparison.

YearPSCHSPY
20260.00%0.50%
20250.04%1.07%
20240.27%1.21%
20230.01%1.40%
20222.27%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.03%2.03%
20150.00%2.06%
20142.50%1.87%
20130.03%1.81%
20120.48%2.18%
20110.91%2.05%
20100.26%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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