PSCU vs MRGR
Comparison between INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF (PSCU, ETF) and PROSHARES MERGER ETF (MRGR, ETF).
5-Year PerformanceMRGR has outperformed PSCU, delivering a return of +4.0% compared to +0.9%
PSCU vs MRGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSCU
$16M
MRGR
$16M
Expense Ratio
Winner
PSCU
0.29%
MRGR
0.75%
Max Drawdown
PSCU
32.09%
Winner
MRGR
16.75%
Sharpe Ratio
PSCU
1.00
Winner
MRGR
1.72
5Y Beta
PSCU
0.69
Winner
MRGR
0.08
P/E Ratio
Winner
PSCU
39.02
MRGR
41.57
Forward P/E
PSCU
18.27
Winner
MRGR
15.92
PEG Ratio
PSCU
-0.17
MRGR
N/A
5Y Dividends CAGR
PSCU
-2.04%
Winner
MRGR
74.38%
5Y EPS CAGR
PSCU
4.51%
MRGR
N/A
Debt to Equity
PSCU
-18.48%
Winner
MRGR
-33.40%
P/S Ratio
Winner
PSCU
1.77
MRGR
2.04
P/B Ratio
Winner
PSCU
2.07
MRGR
2.78
PSCU vs MRGR - Holdings Comparison
PSCU and MRGR have 1 common holdings. Overlap is 0.00%
PSCU's top 25 holdings weight is 90.61%. MRGR's top 25 holdings weight is 61.83%.
| Rank | PSCU | MRGR |
|---|---|---|
| #1 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 8.77% | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.55% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 8.44% | THERMON GROUP HOLDINGS INC (THR) - 3.04% |
| #3 | MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 6.42% | CASH (n/a) - 2.65% |
| #4 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 6.23% | NORTHWESTERN ENERGY GROUP INC (NWE) - 2.64% |
| #5 | IRIDIUM COMMUNICATIONS INC (IRDM) - 4.63% | VALARIS LTD (VAL) - 2.63% |
| #6 | MDU RESOURCES GROUP INC (MDU) - 4.61% | SILICON LABORATORIES INC (SLAB) - 2.46% |
| #7 | CLEARWAY ENERGY INC CLASS C (CWEN) - 4.35% | KENVUE INC (KVUE) - 2.45% |
| #8 | TELEPHONE AND DATA SYSTEMS INC (TDS) - 4.18% | GLOBALSTAR INC (GSAT) - 2.43% |
| #9 | OTTER TAIL CORP (OTTR) - 3.67% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 2.43% |
| #10 | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.64% | NORFOLK SOUTHERN CORP (NSC) - 2.42% |
| #11 | AVISTA CORP (AVA) - 3.36% | STELLAR BANCORP INC (STEL) - 2.38% |
| #12 | CHESAPEAKE UTILITIES CORP (CPK) - 3.05% | ORGANON & CO ORDINARY SHARES (OGN) - 2.37% |
| #13 | AMERICAN STATES WATER CO (AWR) - 2.95% | IHS HOLDING LTD (IHS) - 2.36% |
| #14 | MGE ENERGY INC (MGEE) - 2.79% | ALLFUNDS GROUP PLC (n/a) - 2.35% |
| #15 | CINEMARK HOLDINGS INC (CNK) - 2.74% | SELECT MEDICAL HOLDINGS CORP (SEM) - 2.34% |
| #16 | IAC INC ORDINARY SHARES NEW (IAC) - 2.65% | MASIMO CORP (MASI) - 2.34% |
| #17 | CALIFORNIA WATER SERVICE GROUP (CWT) - 2.58% | CATALYST PHARMACEUTICALS INC (CPRX) - 2.34% |
| #18 | HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 2.36% | DIGITALBRIDGE GROUP INC CLASS A (DBRG) - 2.34% |
| #19 | CARGURUS INC CLASS A (CARG) - 2.33% | GLOBAL BUSINESS TRAVEL GROUP INC ORDINARY SHARES CLASS A (GBTG) - 2.34% |
| #20 | H2O AMERICA (HTO) - 2.12% | TALKSPACE INC ORDINARY SHARES (TALK) - 2.33% |
| #21 | NORTHWEST NATURAL HOLDING CO (NWN) - 2.10% | QUBE HOLDINGS LTD (n/a) - 2.33% |
| #22 | UNITI GROUP INC (UNIT) - 1.93% | KALVISTA PHARMACEUTICALS INC (KALV) - 2.33% |
| #23 | JOHN WILEY & SONS INC CLASS A (WLY) - 1.71% | AVANOS MEDICAL INC (AVNS) - 2.33% |
| #24 | ZIFF DAVIS INC (ZD) - 1.67% | ESPERION THERAPEUTICS INC (ESPR) - 2.33% |
| #25 | YELP INC (YELP) - 1.33% | LIVERAMP HOLDINGS INC (RAMP) - 2.32% |
| Total Holdings | 39 | 57 |
PSCU vs MRGR - Historical Returns
Returns include dividend reinvestment.
1M
PSCU
-2.19%
Winner
MRGR
+0.44%
3M
Winner
PSCU
+7.04%
MRGR
+1.07%
6M
Winner
PSCU
+13.34%
MRGR
+1.74%
1Y
Winner
PSCU
+19.87%
MRGR
+11.15%
5Y(CAGR)
PSCU
+0.95%
Winner
MRGR
+3.99%
10Y(CAGR)
Winner
PSCU
+5.80%
MRGR
+3.48%
Max(CAGR)
Winner
PSCU
+8.67%
MRGR
+2.17%
PSCU vs MRGR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PSCU | MRGR |
|---|---|---|
| 2026 | +12.59% | +1.84% |
| 2025 | -2.04% | +11.75% |
| 2024 | +11.25% | +5.28% |
| 2023 | +0.90% | +5.09% |
| 2022 | -20.41% | -4.84% |
| 2021 | +31.87% | +6.35% |
| 2020 | +4.18% | +1.96% |
| 2019 | +10.39% | +4.66% |
| 2018 | -4.47% | +3.41% |
| 2017 | +10.76% | +2.08% |
| 2016 | +26.92% | -1.33% |
| 2015 | +8.11% | -0.48% |
| 2014 | +19.99% | -1.43% |
| 2013 | +18.69% | -4.37% |
| 2012 | +0.13% | +1.00% |
| 2011 | +10.98% | N/A |
| 2010 | +13.88% | N/A |
PSCU vs MRGR Drawdown Comparison
The maximum drawdown for PSCU was -29.97%, occurring on Oct 27, 2023. Recovery took 718 trading sessions.
The maximum drawdown for MRGR was -13.23%, occurring on Mar 18, 2020. Recovery took 180 trading sessions.
The current PSCU drawdown is -3.47%. The current MRGR drawdown is -0.31%.
| Rank | PSCU | MRGR |
|---|---|---|
| #1 | -29.97% Jan 3, 2022 - Nov 11, 2024 | -13.23% Feb 19, 2020 - Nov 3, 2020 |
| #2 | -28.71% Feb 20, 2020 - Jan 14, 2021 | -10.02% Dec 31, 2012 - Oct 24, 2019 |
| #3 | -23.55% Nov 11, 2024 - Apr 20, 2026 | -8.39% Nov 9, 2021 - Mar 1, 2024 |
| #4 | -18.52% Oct 9, 2018 - Feb 13, 2020 | -2.31% Feb 16, 2021 - Apr 1, 2021 |
| #5 | -14.91% Nov 30, 2017 - Jul 6, 2018 | -2.10% Feb 28, 2025 - May 27, 2025 |
| #6 | -13.19% Jul 7, 2011 - Dec 20, 2011 | -1.95% Jun 7, 2021 - Sep 1, 2021 |
| #7 | -12.28% Sep 25, 2012 - Mar 8, 2013 | -1.69% Mar 5, 2024 - Jul 8, 2024 |
| #8 | -12.00% Dec 29, 2014 - Oct 19, 2015 | -1.29% Jan 14, 2026 - Mar 31, 2026 |
| #9 | -11.53% May 3, 2010 - Jul 27, 2010 | -1.13% Oct 31, 2024 - Jan 3, 2025 |
| #10 | -11.31% Jul 13, 2016 - Nov 25, 2016 | -1.12% Jan 22, 2021 - Feb 2, 2021 |
| #11 | -11.06% Jul 22, 2013 - Dec 20, 2013 | -1.01% Oct 21, 2025 - Nov 3, 2025 |
| #12 | -8.97% Feb 3, 2012 - Jul 10, 2012 | -0.99% Dec 12, 2025 - Jan 13, 2026 |
| #13 | -8.82% Jul 1, 2014 - Oct 27, 2014 | -0.97% Apr 23, 2026 - May 26, 2026 |
| #14 | -8.03% May 15, 2013 - Jul 15, 2013 | -0.97% Nov 6, 2020 - Dec 3, 2020 |
| #15 | -7.91% Nov 5, 2021 - Dec 30, 2021 | -0.93% Sep 2, 2025 - Sep 26, 2025 |
Correlation
Correlation between PSCU and MRGR is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2010 - 2026)
PSCU vs MRGR dividend yield comparison.
| Year | PSCU | MRGR |
|---|---|---|
| 2026 | 0.18% | 0.20% |
| 2025 | 1.10% | 3.12% |
| 2024 | 0.98% | 3.21% |
| 2023 | 1.60% | 2.11% |
| 2022 | 1.71% | 0.61% |
| 2021 | 2.69% | 0.59% |
| 2020 | 1.20% | 0.00% |
| 2019 | 2.47% | 0.78% |
| 2018 | 2.35% | 1.39% |
| 2017 | 1.84% | 0.36% |
| 2016 | 6.93% | 0.74% |
| 2015 | 2.94% | 0.34% |
| 2014 | 2.42% | 0.67% |
| 2013 | 2.90% | 2.46% |
| 2012 | 4.30% | 0.00% |
| 2011 | 3.01% | 0.00% |
| 2010 | 2.05% | 0.00% |
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