StockComparison Logo
vs

PSCU vs SPY

Comparison between INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF (PSCU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PSCU, delivering a return of +12.8% compared to +1.2%

PSCU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSCU
$17M
Winner
SPY
$795B
Expense Ratio
PSCU
0.29%
Winner
SPY
0.09%
Max Drawdown
Winner
PSCU
32.09%
SPY
56.47%
Sharpe Ratio
PSCU
0.79
Winner
SPY
1.20
5Y Beta
Winner
PSCU
0.68
SPY
1.00
P/E Ratio
Winner
PSCU
24.91
SPY
26.08
Forward P/E
Winner
PSCU
18.92
SPY
20.94
PEG Ratio
Winner
PSCU
0.09
SPY
0.37
5Y Dividends CAGR
PSCU
-4.55%
Winner
SPY
6.00%
5Y EPS CAGR
PSCU
10.44%
Winner
SPY
26.38%
Debt to Equity
PSCU
69.66%
Winner
SPY
45.86%
P/S Ratio
Winner
PSCU
1.84
SPY
3.75
P/B Ratio
Winner
PSCU
2.27
SPY
5.57

PSCU vs SPY - Holdings Comparison

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

PSCU's top 25 holdings weight is 91.61%. SPY's top 25 holdings weight is 51.61%.

RankPSCUSPY
#1
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 9.01%
NVIDIA CORP (NVDA) - 7.90%
#2
MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 7.20%
APPLE INC (AAPL) - 6.79%
#3
LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 5.80%
MICROSOFT CORP (MSFT) - 5.64%
#4
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 5.57%
AMAZON.COM INC (AMZN) - 4.08%
#5
IRIDIUM COMMUNICATIONS INC (IRDM) - 5.18%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 4.41%
BROADCOM INC (AVGO) - 3.00%
#7
MDU RESOURCES GROUP INC (MDU) - 4.27%
ALPHABET INC CLASS C (GOOG) - 2.52%
#8
CLEARWAY ENERGY INC CLASS C (CWEN) - 4.01%
META PLATFORMS INC CLASS A (META) - 1.96%
#9
OTTER TAIL CORP (OTTR) - 3.83%
ELI LILLY AND CO (LLY) - 1.46%
#10
CINEMARK HOLDINGS INC (CNK) - 3.77%
MICRON TECHNOLOGY INC (MU) - 1.46%
#11
AMERICAN STATES WATER CO (AWR) - 3.48%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
#12
TELEPHONE AND DATA SYSTEMS INC (TDS) - 3.30%
JPMORGAN CHASE & CO (JPM) - 1.45%
#13
CHESAPEAKE UTILITIES CORP (CPK) - 3.27%
TESLA INC (TSLA) - 1.40%
#14
AVISTA CORP (AVA) - 3.17%
ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#15
MGE ENERGY INC (MGEE) - 3.06%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
CALIFORNIA WATER SERVICE GROUP (CWT) - 2.98%
JOHNSON & JOHNSON (JNJ) - 0.94%
#17
CARGURUS INC CLASS A (CARG) - 2.74%
VISA INC CLASS A (V) - 0.90%
#18
H2O AMERICA (HTO) - 2.48%
WALMART INC (WMT) - 0.74%
#19
PEOPLE INC ORDINARY SHARES NEW (PPLI) - 2.44%
CISCO SYSTEMS INC (CSCO) - 0.73%
#20
NORTHWEST NATURAL HOLDING CO (NWN) - 2.14%
INTEL CORP (INTC) - 0.69%
#21
ZIFF DAVIS INC (ZD) - 2.02%
MASTERCARD INC CLASS A (MA) - 0.68%
#22
JOHN WILEY & SONS INC CLASS A (WLY) - 2.00%
ABBVIE INC (ABBV) - 0.66%
#23
HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 1.99%
COSTCO WHOLESALE CORP (COST) - 0.63%
#24
UNITI GROUP INC (UNIT) - 1.80%
APPLIED MATERIALS INC (AMAT) - 0.62%
#25
DOUBLEVERIFY HOLDINGS INC (DV) - 1.69%
BANK OF AMERICA CORP (BAC) - 0.62%
Total Holdings36505

PSCU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PSCU
+2.36%
Winner
SPY
+3.65%
3M
PSCU
+0.10%
Winner
SPY
+2.30%
6M
Winner
PSCU
+12.97%
SPY
+11.09%
1Y
PSCU
+17.00%
Winner
SPY
+20.53%
5Y(CAGR)
PSCU
+1.23%
Winner
SPY
+12.80%
10Y(CAGR)
PSCU
+5.89%
Winner
SPY
+15.25%
Max(CAGR)
Winner
PSCU
+8.64%
SPY
+8.56%

PSCU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSCUSPY
2026+14.19%+12.71%
2025-2.04%+18.00%
2024+11.25%+25.59%
2023+0.90%+26.72%
2022-20.41%-18.64%
2021+31.87%+30.52%
2020+4.18%+17.28%
2019+10.39%+31.09%
2018-4.47%-5.24%
2017+10.76%+20.78%
2016+26.92%+13.59%
2015+8.11%+1.31%
2014+19.99%+14.56%
2013+18.69%+29.00%
2012+0.13%+14.17%
2011+10.98%+0.85%
2010+13.88%+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%

PSCU vs SPY Drawdown Comparison

The maximum drawdown for PSCU was -29.97%, occurring on Oct 27, 2023. Recovery took 718 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PSCU drawdown is -2.10%. The current SPY drawdown is -1.54%.

RankPSCUSPY
#1-29.97%
Jan 3, 2022 - Nov 11, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.71%
Feb 20, 2020 - Jan 14, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.55%
Nov 11, 2024 - Apr 20, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.52%
Oct 9, 2018 - Feb 13, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.91%
Nov 30, 2017 - Jul 6, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.19%
Jul 7, 2011 - Dec 20, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.28%
Sep 25, 2012 - Mar 8, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.00%
Dec 29, 2014 - Oct 19, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.53%
May 3, 2010 - Jul 27, 2010		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.31%
Jul 13, 2016 - Nov 25, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.06%
Jul 22, 2013 - Dec 20, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.97%
Feb 3, 2012 - Jul 10, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.82%
Jul 1, 2014 - Oct 27, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.03%
May 15, 2013 - Jul 15, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.91%
Nov 5, 2021 - Dec 30, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PSCU and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

PSCU vs SPY dividend yield comparison.

YearPSCUSPY
20260.22%0.48%
20251.10%1.07%
20240.98%1.21%
20231.60%1.40%
20221.71%1.65%
20212.69%1.20%
20201.20%1.52%
20192.47%1.75%
20182.35%2.04%
20171.84%1.80%
20166.93%2.03%
20152.94%2.06%
20142.42%1.87%
20132.90%1.81%
20124.30%2.18%
20113.01%2.05%
20102.05%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%

Select Stocks to Compare

Popular: PSCU vs SPY

More Comparisons

Compare with similar stocks