PSCU vs VUS

Comparison between INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF (PSCU, ETF) and Virtus US Dividend ETF (VUS, ETF).

PSCU vs VUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSCU(ETF)	VUS(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.29%	0.25%
Max Drawdown	32.09%	10.21%
Sharpe Ratio	0.90	2.15
5Y Beta	0.69	1.06
P/E Ratio	54.22	26.57
Forward P/E	17.97	16.67
PEG Ratio	-0.10	N/A
5Y Dividends CAGR	-2.04%	N/A
5Y EPS CAGR	4.40%	23.29%
Debt to Equity	-7.68%	N/A
P/S Ratio	1.66	2.48
P/B Ratio	2.22	3.42

Net Assets

PSCU

$18M

VUS

$18M

Expense Ratio

PSCU

0.29%

Winner

VUS

0.25%

Max Drawdown

PSCU

32.09%

Winner

VUS

10.21%

Sharpe Ratio

PSCU

0.90

Winner

VUS

2.15

5Y Beta

Winner

PSCU

0.69

VUS

1.06

P/E Ratio

PSCU

54.22

Winner

VUS

26.57

Forward P/E

PSCU

17.97

Winner

VUS

16.67

PEG Ratio

PSCU

-0.10

VUS

N/A

5Y Dividends CAGR

PSCU

-2.04%

VUS

N/A

5Y EPS CAGR

PSCU

4.40%

Winner

VUS

23.29%

Debt to Equity

PSCU

-7.68%

VUS

N/A

P/S Ratio

Winner

PSCU

1.66

VUS

2.48

P/B Ratio

Winner

PSCU

2.22

VUS

3.42

PSCU vs VUS - Holdings Comparison

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

PSCU's top 25 holdings weight is 91.03%. VUS's top 25 holdings weight is 50.80%.

Rank	PSCU	VUS
#1	LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 9.71%	APPLE INC (AAPL) - 6.17%
#2	MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 8.13%	NVIDIA CORP (NVDA) - 5.87%
#3	MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 6.70%	BROADCOM INC (AVGO) - 4.35%
#4	VERSANT MEDIA GROUP INC CLASS A (VSNT) - 5.88%	MICROSOFT CORP (MSFT) - 3.46%
#5	IRIDIUM COMMUNICATIONS INC (IRDM) - 5.07%	MICRON TECHNOLOGY INC (MU) - 3.34%
#6	CLEARWAY ENERGY INC CLASS C (CWEN) - 4.81%	AMAZON.COM INC (AMZN) - 2.32%
#7	MDU RESOURCES GROUP INC (MDU) - 4.15%	CISCO SYSTEMS INC (CSCO) - 1.85%
#8	TELEPHONE AND DATA SYSTEMS INC (TDS) - 3.84%	LAM RESEARCH CORP (LRCX) - 1.78%
#9	SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.68%	ALPHABET INC CLASS A (GOOGL) - 1.74%
#10	OTTER TAIL CORP (OTTR) - 3.50%	JOHNSON & JOHNSON (JNJ) - 1.69%
#11	AVISTA CORP (AVA) - 3.31%	ANALOG DEVICES INC (ADI) - 1.68%
#12	CINEMARK HOLDINGS INC (CNK) - 3.07%	NVENT ELECTRIC PLC (NVT) - 1.30%
#13	AMERICAN STATES WATER CO (AWR) - 2.91%	TEXAS INSTRUMENTS INC (TXN) - 1.29%
#14	CHESAPEAKE UTILITIES CORP (CPK) - 2.82%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.28%
#15	IAC INC ORDINARY SHARES NEW (PPLI) - 2.72%	ABBVIE INC (ABBV) - 1.26%
#16	MGE ENERGY INC (MGEE) - 2.65%	ARISTA NETWORKS INC (ANET) - 1.23%
#17	CALIFORNIA WATER SERVICE GROUP (CWT) - 2.63%	AMPHENOL CORP CLASS A (APH) - 1.20%
#18	HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 2.28%	PARKER HANNIFIN CORP (PH) - 1.16%
#19	CARGURUS INC CLASS A (CARG) - 2.26%	ALPHABET INC CLASS C (GOOG) - 1.14%
#20	H2O AMERICA (HTO) - 2.10%	TD SYNNEX CORP (SNX) - 1.13%
#21	UNITI GROUP INC (UNIT) - 1.98%	KIMBELL ROYALTY PARTNERS LP (KRP) - 1.12%
#22	NORTHWEST NATURAL HOLDING CO (NWN) - 1.96%	PFIZER INC (PFE) - 1.12%
#23	ZIFF DAVIS INC (ZD) - 1.75%	ALTRIA GROUP INC (MO) - 1.11%
#24	JOHN WILEY & SONS INC CLASS A (WLY) - 1.73%	TORM (n/a) - 1.11%
#25	DOUBLEVERIFY HOLDINGS INC (DV) - 1.39%	ROKU INC CLASS A (ROKU) - 1.10%
Total Holdings	38	97

PSCU vs VUS - Historical Returns

Returns include dividend reinvestment.

Period	PSCU	VUS
1 month	+2.75%	+1.26%
3 months	+11.08%	+13.40%
6 months	+11.81%	+20.07%
1 year	+18.80%	N/A
5 years(CAGR)	+0.68%	N/A
10 years(CAGR)	+5.65%	N/A
Max(CAGR)	+8.70%	+41.46%

Winner

PSCU

+2.75%

VUS

+1.26%

PSCU

+11.08%

Winner

VUS

+13.40%

PSCU

+11.81%

Winner

VUS

+20.07%

PSCU

+18.80%

VUS

N/A

5Y(CAGR)

PSCU

+0.68%

VUS

N/A

10Y(CAGR)

PSCU

+5.65%

VUS

N/A

Max(CAGR)

PSCU

+8.70%

Winner

VUS

+41.46%

PSCU vs VUS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PSCU	VUS
2026	+13.18%	+17.86%
2025	-2.04%	+0.81%
2024	+11.25%	N/A
2023	+0.90%	N/A
2022	-20.41%	N/A
2021	+31.87%	N/A
2020	+4.18%	N/A
2019	+10.39%	N/A
2018	-4.47%	N/A
2017	+10.76%	N/A
2016	+26.92%	N/A
2015	+8.11%	N/A
2014	+19.99%	N/A
2013	+18.69%	N/A
2012	+0.13%	N/A
2011	+10.98%	N/A
2010	+13.88%	N/A

PSCU vs VUS Drawdown Comparison

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

The maximum drawdown for VUS was -9.43%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The current PSCU drawdown is -2.97%. The current VUS drawdown is -1.44%.

Rank	PSCU	VUS
#1	-29.97% Jan 3, 2022 - Nov 11, 2024	-9.43% Feb 25, 2026 - Apr 14, 2026
#2	-28.71% Feb 20, 2020 - Jan 14, 2021	-4.13% Jun 2, 2026 - Jun 10, 2026
#3	-23.55% Nov 11, 2024 - Apr 20, 2026	-2.86% Jan 28, 2026 - Feb 11, 2026
#4	-18.52% Oct 9, 2018 - Feb 13, 2020	-2.82% Dec 11, 2025 - Dec 22, 2025
#5	-14.91% Nov 30, 2017 - Jul 6, 2018	-2.42% May 14, 2026 - May 26, 2026
#6	-13.19% Jul 7, 2011 - Dec 20, 2011	-1.44% Feb 11, 2026 - Feb 18, 2026
#7	-12.28% Sep 25, 2012 - Mar 8, 2013	-1.38% Jan 16, 2026 - Jan 22, 2026
#8	-12.00% Dec 29, 2014 - Oct 19, 2015	-1.25% Dec 26, 2025 - Jan 5, 2026
#9	-11.53% May 3, 2010 - Jul 27, 2010	-0.97% May 6, 2026 - May 8, 2026
#10	-11.31% Jul 13, 2016 - Nov 25, 2016	-0.89% Apr 17, 2026 - Apr 22, 2026
#11	-11.06% Jul 22, 2013 - Dec 20, 2013	-0.86% Apr 27, 2026 - Apr 30, 2026
#12	-8.97% Feb 3, 2012 - Jul 10, 2012	-0.75% Feb 20, 2026 - Feb 24, 2026
#13	-8.82% Jul 1, 2014 - Oct 27, 2014	-0.48% Jan 6, 2026 - Jan 9, 2026
#14	-8.03% May 15, 2013 - Jul 15, 2013	-0.35% Jan 13, 2026 - Jan 15, 2026
#15	-7.91% Nov 5, 2021 - Dec 30, 2021	-0.35% May 1, 2026 - May 5, 2026

Correlation

Correlation between PSCU and VUS is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2010 - 2026)

PSCU vs VUS dividend yield comparison.

Year	PSCU	VUS
2026	0.18%	0.74%
2025	1.10%	0.00%
2024	0.98%	0.00%
2023	1.60%	0.00%
2022	1.71%	0.00%
2021	2.69%	0.00%
2020	1.20%	0.00%
2019	2.47%	0.00%
2018	2.35%	0.00%
2017	1.84%	0.00%
2016	6.93%	0.00%
2015	2.94%	0.00%
2014	2.42%	0.00%
2013	2.90%	0.00%
2012	4.30%	0.00%
2011	3.01%	0.00%
2010	2.05%	0.00%