PSCM vs FTBI
Comparison between INVESCO S&P SMALLCAP MATERIALS ETF (PSCM, ETF) and FIRST TRUST BALANCED INCOME ETF (FTBI, ETF).
PSCM vs FTBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSCM
$21M
FTBI
$21M
Expense Ratio
Winner
PSCM
0.29%
FTBI
0.97%
Max Drawdown
PSCM
52.48%
Winner
FTBI
6.42%
Sharpe Ratio
PSCM
1.07
Winner
FTBI
1.26
5Y Beta
PSCM
1.10
Winner
FTBI
0.51
P/E Ratio
PSCM
-129.79
FTBI
N/A
Forward P/E
PSCM
12.85
FTBI
N/A
PEG Ratio
PSCM
0.70
FTBI
N/A
5Y Dividends CAGR
PSCM
6.43%
FTBI
N/A
5Y EPS CAGR
PSCM
0.06%
FTBI
N/A
Debt to Equity
PSCM
157.08%
FTBI
N/A
P/S Ratio
PSCM
1.02
FTBI
N/A
P/B Ratio
PSCM
2.09
FTBI
N/A
PSCM vs FTBI - Historical Returns
Returns include dividend reinvestment.
1M
PSCM
-8.27%
Winner
FTBI
-0.32%
3M
PSCM
-5.61%
Winner
FTBI
+2.09%
6M
PSCM
+3.35%
Winner
FTBI
+4.11%
1Y
Winner
PSCM
+31.19%
FTBI
+13.62%
5Y(CAGR)
PSCM
+10.30%
FTBI
N/A
10Y(CAGR)
PSCM
+11.17%
FTBI
N/A
Max(CAGR)
PSCM
+9.63%
Winner
FTBI
+15.83%
PSCM vs FTBI - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PSCM | FTBI |
|---|---|---|
| 2026 | +15.07% | +5.60% |
| 2025 | +17.21% | +11.78% |
| 2024 | +1.56% | N/A |
| 2023 | +20.69% | N/A |
| 2022 | -7.77% | N/A |
| 2021 | +19.35% | N/A |
| 2020 | +22.24% | N/A |
| 2019 | +18.67% | N/A |
| 2018 | -24.00% | N/A |
| 2017 | +9.81% | N/A |
| 2016 | +57.51% | N/A |
| 2015 | -25.56% | N/A |
| 2014 | +1.07% | N/A |
| 2013 | +30.85% | N/A |
| 2012 | +19.44% | N/A |
| 2011 | -11.21% | N/A |
| 2010 | +12.41% | N/A |
PSCM vs FTBI Drawdown Comparison
The maximum drawdown for PSCM was -51.32%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current PSCM drawdown is -10.11%. The current FTBI drawdown is -0.88%.
| Rank | PSCM | FTBI |
|---|---|---|
| #1 | -51.32% Sep 20, 2018 - Dec 8, 2020 | -5.33% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -45.96% Sep 2, 2014 - Nov 22, 2016 | -2.56% Jun 2, 2026 - Jul 6, 2026 |
| #3 | -35.36% Nov 25, 2024 - Dec 11, 2025 | -2.52% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -30.57% Apr 6, 2011 - Sep 14, 2012 | -1.58% May 6, 2026 - May 22, 2026 |
| #5 | -22.71% Apr 26, 2010 - Nov 4, 2010 | -1.47% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -20.09% Jun 7, 2022 - Jan 31, 2023 | -1.42% Jul 6, 2026 - Jul 20, 2026 |
| #7 | -19.90% Feb 2, 2023 - Dec 19, 2023 | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -14.33% Feb 11, 2026 - Apr 20, 2026 | -1.22% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -13.87% Jun 1, 2021 - Nov 12, 2021 | -1.00% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -13.41% Jul 31, 2024 - Nov 6, 2024 | -0.99% Jul 22, 2025 - Aug 8, 2025 |
| #11 | -13.07% Sep 14, 2012 - Dec 21, 2012 | -0.98% Feb 10, 2026 - Feb 25, 2026 |
| #12 | -12.38% Dec 8, 2016 - Oct 2, 2017 | -0.98% Oct 27, 2025 - Nov 12, 2025 |
| #13 | -12.16% Apr 20, 2022 - Jun 7, 2022 | -0.98% Oct 21, 2025 - Oct 27, 2025 |
| #14 | -11.95% Jan 12, 2021 - Feb 22, 2021 | -0.91% Dec 26, 2025 - Jan 5, 2026 |
| #15 | -11.79% May 5, 2026 - Jul 20, 2026 | -0.86% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between PSCM and FTBI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2010 - 2026)
PSCM vs FTBI dividend yield comparison.
| Year | PSCM | FTBI |
|---|---|---|
| 2026 | 0.51% | 4.61% |
| 2025 | 1.17% | 4.76% |
| 2024 | 0.80% | 0.00% |
| 2023 | 0.81% | 0.00% |
| 2022 | 0.93% | 0.00% |
| 2021 | 0.67% | 0.00% |
| 2020 | 1.56% | 0.00% |
| 2019 | 1.14% | 0.00% |
| 2018 | 1.25% | 0.00% |
| 2017 | 0.61% | 0.00% |
| 2016 | 0.76% | 0.00% |
| 2015 | 1.33% | 0.00% |
| 2014 | 0.85% | 0.00% |
| 2013 | 0.52% | 0.00% |
| 2012 | 0.91% | 0.00% |
| 2011 | 1.23% | 0.00% |
| 2010 | 0.42% | 0.00% |
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