PSCU vs WTRE
Comparison between INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF (PSCU, ETF) and WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF).
5-Year PerformanceWTRE has outperformed PSCU, delivering a return of +1.3% compared to +0.9%
PSCU vs WTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSCU
$16M
Winner
WTRE
$16M
Expense Ratio
Winner
PSCU
0.29%
WTRE
0.58%
Max Drawdown
Winner
PSCU
32.09%
WTRE
75.92%
Sharpe Ratio
PSCU
1.00
Winner
WTRE
1.57
5Y Beta
Winner
PSCU
0.69
WTRE
0.71
P/E Ratio
Winner
PSCU
39.02
WTRE
85.03
Forward P/E
Winner
PSCU
18.27
WTRE
34.54
PEG Ratio
PSCU
-0.17
Winner
WTRE
-0.75
5Y Dividends CAGR
Winner
PSCU
-2.04%
WTRE
-8.41%
5Y EPS CAGR
PSCU
4.51%
Winner
WTRE
9.94%
Debt to Equity
PSCU
-18.48%
Winner
WTRE
-30.55%
P/S Ratio
Winner
PSCU
1.77
WTRE
8.79
P/B Ratio
Winner
PSCU
2.07
WTRE
4.30
PSCU vs WTRE - Holdings Comparison
PSCU and WTRE have 3 common holdings. Overlap is 2.09%
PSCU's top 25 holdings weight is 90.61%. WTRE's top 25 holdings weight is 73.93%.
| Rank | PSCU | WTRE |
|---|---|---|
| #1 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 8.77% | n/a (ASTS) - 5.82% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 8.44% | PROLOGIS INC (PLD) - 5.29% |
| #3 | MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 6.42% | EQUINIX INC (EQIX) - 5.26% |
| #4 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 6.23% | DIGITAL REALTY TRUST INC (DLR) - 5.09% |
| #5 | IRIDIUM COMMUNICATIONS INC (IRDM) - 4.63% | AMERICAN TOWER CORP (AMT) - 4.88% |
| #6 | MDU RESOURCES GROUP INC (MDU) - 4.61% | GOODMAN GROUP (n/a) - 4.66% |
| #7 | CLEARWAY ENERGY INC CLASS C (CWEN) - 4.35% | CROWN CASTLE INC (CCI) - 4.26% |
| #8 | TELEPHONE AND DATA SYSTEMS INC (TDS) - 4.18% | IRON MOUNTAIN INC (IRM) - 3.92% |
| #9 | OTTER TAIL CORP (OTTR) - 3.67% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.54% |
| #10 | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.64% | CELLNEX TELECOM SA (n/a) - 3.46% |
| #11 | AVISTA CORP (AVA) - 3.36% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.29% |
| #12 | CHESAPEAKE UTILITIES CORP (CPK) - 3.05% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.83% |
| #13 | AMERICAN STATES WATER CO (AWR) - 2.95% | HEALTHPEAK PROPERTIES INC (DOC) - 2.36% |
| #14 | MGE ENERGY INC (MGEE) - 2.79% | SEGRO PLC (n/a) - 2.13% |
| #15 | CINEMARK HOLDINGS INC (CNK) - 2.74% | VIASAT INC (VSAT) - 1.87% |
| #16 | IAC INC ORDINARY SHARES NEW (IAC) - 2.65% | EASTGROUP PROPERTIES INC (EGP) - 1.85% |
| #17 | CALIFORNIA WATER SERVICE GROUP (CWT) - 2.58% | GLOBALSTAR INC (GSAT) - 1.84% |
| #18 | HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 2.36% | IREN LTD (IREN) - 1.57% |
| #19 | CARGURUS INC CLASS A (CARG) - 2.33% | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.56% |
| #20 | H2O AMERICA (HTO) - 2.12% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.50% |
| #21 | NORTHWEST NATURAL HOLDING CO (NWN) - 2.10% | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.49% |
| #22 | UNITI GROUP INC (UNIT) - 1.93% | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.44% |
| #23 | JOHN WILEY & SONS INC CLASS A (WLY) - 1.71% | NEXTDC LTD (n/a) - 1.40% |
| #24 | ZIFF DAVIS INC (ZD) - 1.67% | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.40% |
| #25 | YELP INC (YELP) - 1.33% | EUTELSAT COMMUNICATIONS (n/a) - 1.22% |
| Total Holdings | 39 | 61 |
PSCU vs WTRE - Historical Returns
Returns include dividend reinvestment.
1M
PSCU
-2.19%
Winner
WTRE
+3.28%
3M
PSCU
+7.04%
Winner
WTRE
+10.82%
6M
PSCU
+13.34%
Winner
WTRE
+19.13%
1Y
PSCU
+19.87%
Winner
WTRE
+41.08%
5Y(CAGR)
PSCU
+0.95%
Winner
WTRE
+1.33%
10Y(CAGR)
Winner
PSCU
+5.80%
WTRE
+3.58%
Max(CAGR)
Winner
PSCU
+8.67%
WTRE
+1.36%
PSCU vs WTRE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PSCU | WTRE |
|---|---|---|
| 2026 | +12.59% | +18.04% |
| 2025 | -2.04% | +27.18% |
| 2024 | +11.25% | -2.87% |
| 2023 | +0.90% | +13.48% |
| 2022 | -20.41% | -31.57% |
| 2021 | +31.87% | +1.98% |
| 2020 | +4.18% | -16.32% |
| 2019 | +10.39% | +23.70% |
| 2018 | -4.47% | -11.94% |
| 2017 | +10.76% | +37.23% |
| 2016 | +26.92% | +4.34% |
| 2015 | +8.11% | -2.79% |
| 2014 | +19.99% | +9.83% |
| 2013 | +18.69% | -5.36% |
| 2012 | +0.13% | +35.79% |
| 2011 | +10.98% | -15.61% |
| 2010 | +13.88% | +14.45% |
| 2009 | N/A | +38.77% |
| 2008 | N/A | -56.03% |
| 2007 | N/A | -1.25% |
PSCU vs WTRE Drawdown Comparison
The maximum drawdown for PSCU was -29.97%, occurring on Oct 27, 2023. Recovery took 718 trading sessions.
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The current PSCU drawdown is -3.47%. The current WTRE drawdown is -4.92%.
| Rank | PSCU | WTRE |
|---|---|---|
| #1 | -29.97% Jan 3, 2022 - Nov 11, 2024 | -74.11% Oct 31, 2007 - Jun 7, 2017 |
| #2 | -28.71% Feb 20, 2020 - Jan 14, 2021 | -48.45% Jan 16, 2020 - May 27, 2026 |
| #3 | -23.55% Nov 11, 2024 - Apr 20, 2026 | -18.85% Jan 26, 2018 - Dec 26, 2019 |
| #4 | -18.52% Oct 9, 2018 - Feb 13, 2020 | -15.74% Jun 5, 2007 - Sep 26, 2007 |
| #5 | -14.91% Nov 30, 2017 - Jul 6, 2018 | -5.25% Oct 12, 2007 - Oct 26, 2007 |
| #6 | -13.19% Jul 7, 2011 - Dec 20, 2011 | -4.92% May 28, 2026 - Jun 5, 2026 |
| #7 | -12.28% Sep 25, 2012 - Mar 8, 2013 | -3.89% Sep 19, 2017 - Dec 13, 2017 |
| #8 | -12.00% Dec 29, 2014 - Oct 19, 2015 | -2.66% Jun 7, 2017 - Jul 14, 2017 |
| #9 | -11.53% May 3, 2010 - Jul 27, 2010 | -2.05% Oct 2, 2007 - Oct 9, 2007 |
| #10 | -11.31% Jul 13, 2016 - Nov 25, 2016 | -1.97% Aug 9, 2017 - Aug 30, 2017 |
| #11 | -11.06% Jul 22, 2013 - Dec 20, 2013 | -1.43% Oct 29, 2007 - Oct 31, 2007 |
| #12 | -8.97% Feb 3, 2012 - Jul 10, 2012 | -1.24% Jan 8, 2018 - Jan 17, 2018 |
| #13 | -8.82% Jul 1, 2014 - Oct 27, 2014 | -1.14% Jan 2, 2020 - Jan 16, 2020 |
| #14 | -8.03% May 15, 2013 - Jul 15, 2013 | -0.87% Sep 11, 2017 - Sep 15, 2017 |
| #15 | -7.91% Nov 5, 2021 - Dec 30, 2021 | -0.73% Dec 18, 2017 - Dec 27, 2017 |
Correlation
Correlation between PSCU and WTRE is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2007 - 2026)
PSCU vs WTRE dividend yield comparison.
| Year | PSCU | WTRE |
|---|---|---|
| 2026 | 0.18% | 0.08% |
| 2025 | 1.10% | 2.33% |
| 2024 | 0.98% | 2.69% |
| 2023 | 1.60% | 2.05% |
| 2022 | 1.71% | 1.68% |
| 2021 | 2.69% | 6.47% |
| 2020 | 1.20% | 2.96% |
| 2019 | 2.47% | 7.88% |
| 2018 | 2.35% | 4.49% |
| 2017 | 1.84% | 6.34% |
| 2016 | 6.93% | 5.96% |
| 2015 | 2.94% | 4.58% |
| 2014 | 2.42% | 5.30% |
| 2013 | 2.90% | 4.62% |
| 2012 | 4.30% | 7.44% |
| 2011 | 3.01% | 6.34% |
| 2010 | 2.05% | 9.29% |
| 2009 | 0.00% | 9.48% |
| 2008 | 0.00% | 3.05% |
| 2007 | 0.00% | 3.96% |
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