TRIO vs PSCE
Comparison between MC TRIO EQUITY BUFFERED ETF (TRIO, ETF) and INVESCO S&P SMALLCAP ENERGY ETF (PSCE, ETF).
TRIO vs PSCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TRIO
$119M
PSCE
$119M
Expense Ratio
TRIO
0.70%
Winner
PSCE
0.29%
Max Drawdown
Winner
TRIO
11.07%
PSCE
96.29%
Sharpe Ratio
TRIO
1.54
Winner
PSCE
1.55
5Y Beta
Winner
TRIO
0.57
PSCE
1.03
P/E Ratio
TRIO
N/A
PSCE
663.05
Forward P/E
TRIO
N/A
PSCE
12.06
5Y Dividends CAGR
TRIO
N/A
PSCE
45.94%
Debt to Equity
TRIO
N/A
PSCE
54.59%
P/S Ratio
TRIO
N/A
PSCE
0.94
P/B Ratio
TRIO
N/A
PSCE
1.71
TRIO vs PSCE - Holdings Comparison
TRIO and PSCE have 0 common holdings. Overlap is 0.00%
TRIO's top 25 holdings weight is 2.62%. PSCE's top 25 holdings weight is 93.99%.
| Rank | TRIO | PSCE |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.62% | SM ENERGY CO (SM) - 7.73% |
| #2 | N/A | ARCHROCK INC (AROC) - 6.22% |
| #3 | N/A | NOBLE CORP PLC CLASS A (NE) - 6.14% |
| #4 | N/A | KODIAK GAS SERVICES INC (KGS) - 5.63% |
| #5 | N/A | LIBERTY ENERGY INC CLASS A (LBRT) - 5.25% |
| #6 | N/A | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 5.20% |
| #7 | N/A | CALIFORNIA RESOURCES CORP ORDINARY SHARES NEW (CRC) - 5.03% |
| #8 | N/A | CORE NATURAL RESOURCES INC ORDINARY SHARES (CNR) - 5.02% |
| #9 | N/A | CACTUS INC CLASS A (WHD) - 4.36% |
| #10 | N/A | PATTERSON-UTI ENERGY INC (PTEN) - 4.27% |
| #11 | N/A | HELMERICH & PAYNE INC (HP) - 4.15% |
| #12 | N/A | OCEANEERING INTERNATIONAL INC (OII) - 4.07% |
| #13 | N/A | TIDEWATER INC (TDW) - 3.64% |
| #14 | N/A | PEABODY ENERGY CORP (BTU) - 3.63% |
| #15 | N/A | INTERNATIONAL SEAWAYS INC (INSW) - 3.36% |
| #16 | N/A | CRESCENT ENERGY CO CLASS A (CRGY) - 3.07% |
| #17 | N/A | PAR PACIFIC HOLDINGS INC (PARR) - 3.04% |
| #18 | N/A | NORTHERN OIL & GAS INC (NOG) - 2.43% |
| #19 | N/A | KINETIK HOLDINGS INC (KNTK) - 2.18% |
| #20 | N/A | TALOS ENERGY INC ORDINARY SHARES (TALO) - 1.99% |
| #21 | N/A | WORLD KINECT CORP (WKC) - 1.69% |
| #22 | N/A | DORIAN LPG LTD (LPG) - 1.59% |
| #23 | N/A | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 1.46% |
| #24 | N/A | REX AMERICAN RESOURCES CORP (REX) - 1.44% |
| #25 | N/A | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 1.40% |
| Total Holdings | 1 | 33 |
TRIO vs PSCE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TRIO
+0.84%
PSCE
-2.71%
3M
Winner
TRIO
+6.00%
PSCE
+5.68%
6M
TRIO
+5.81%
Winner
PSCE
+36.46%
1Y
TRIO
+13.74%
Winner
PSCE
+51.92%
5Y(CAGR)
TRIO
N/A
PSCE
+10.23%
10Y(CAGR)
TRIO
N/A
PSCE
-1.87%
Max(CAGR)
Winner
TRIO
+14.00%
PSCE
-3.67%
TRIO vs PSCE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | TRIO | PSCE |
|---|---|---|
| 2026 | +5.24% | +37.61% |
| 2025 | +11.98% | -10.83% |
| 2024 | N/A | -5.28% |
| 2023 | N/A | +11.64% |
| 2022 | N/A | +40.09% |
| 2021 | N/A | +56.65% |
| 2020 | N/A | -39.73% |
| 2019 | N/A | -17.92% |
| 2018 | N/A | -44.74% |
| 2017 | N/A | -28.47% |
| 2016 | N/A | +35.80% |
| 2015 | N/A | -48.26% |
| 2014 | N/A | -34.30% |
| 2013 | N/A | +34.99% |
| 2012 | N/A | -5.18% |
| 2011 | N/A | +0.83% |
| 2010 | N/A | +33.31% |
TRIO vs PSCE Drawdown Comparison
The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The maximum drawdown for PSCE was -96.21%, occurring on Apr 1, 2020. This drawdown has not yet recovered.
The current TRIO drawdown is -0.23%. The current PSCE drawdown is -74.97%.
| Rank | TRIO | PSCE |
|---|---|---|
| #1 | -9.88% Mar 24, 2025 - May 12, 2025 | -96.21% Jun 30, 2014 - Apr 1, 2020 |
| #2 | -4.47% Feb 25, 2026 - Apr 13, 2026 | -40.71% Jul 22, 2011 - Jul 18, 2013 |
| #3 | -2.57% Oct 27, 2025 - Nov 28, 2025 | -22.79% Apr 23, 2010 - Nov 4, 2010 |
| #4 | -2.40% Mar 7, 2025 - Mar 24, 2025 | -17.36% Apr 5, 2011 - Jul 22, 2011 |
| #5 | -1.33% May 19, 2025 - Jun 3, 2025 | -13.41% Oct 18, 2013 - Mar 4, 2014 |
| #6 | -1.33% Oct 6, 2025 - Oct 20, 2025 | -7.96% Mar 4, 2011 - Mar 21, 2011 |
| #7 | -1.25% Jul 25, 2025 - Aug 8, 2025 | -6.62% Apr 23, 2014 - Jun 13, 2014 |
| #8 | -1.18% Jan 27, 2026 - Feb 9, 2026 | -6.08% Mar 4, 2014 - Mar 21, 2014 |
| #9 | -1.14% Jun 4, 2026 - Jun 10, 2026 | -5.18% Nov 11, 2010 - Nov 22, 2010 |
| #10 | -0.88% Jan 12, 2026 - Jan 22, 2026 | -4.98% Aug 5, 2013 - Sep 6, 2013 |
| #11 | -0.83% Feb 9, 2026 - Feb 25, 2026 | -4.14% Apr 2, 2014 - Apr 17, 2014 |
| #12 | -0.78% Dec 11, 2025 - Dec 19, 2025 | -4.02% Apr 15, 2010 - Apr 21, 2010 |
| #13 | -0.70% Jun 10, 2025 - Jun 24, 2025 | -3.93% Oct 4, 2013 - Oct 11, 2013 |
| #14 | -0.61% Sep 22, 2025 - Sep 30, 2025 | -3.88% Jan 3, 2011 - Jan 18, 2011 |
| #15 | -0.55% May 14, 2026 - May 21, 2026 | -3.81% Jan 18, 2011 - Jan 26, 2011 |
Correlation
Correlation between TRIO and PSCE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2010 - 2026)
TRIO vs PSCE dividend yield comparison.
| Year | TRIO | PSCE |
|---|---|---|
| 2026 | 0.00% | 0.56% |
| 2025 | 9.01% | 2.39% |
| 2024 | 0.00% | 1.70% |
| 2023 | 0.00% | 2.57% |
| 2022 | 0.00% | 1.70% |
| 2021 | 0.00% | 0.46% |
| 2020 | 0.00% | 0.87% |
| 2019 | 0.00% | 0.14% |
| 2018 | 0.00% | 0.22% |
| 2017 | 0.00% | 0.04% |
| 2016 | 0.00% | 0.22% |
| 2015 | 0.00% | 0.82% |
| 2014 | 0.00% | 0.29% |
| 2013 | 0.00% | 0.00% |
| 2012 | 0.00% | 0.74% |
| 2011 | 0.00% | 0.06% |
| 2010 | 0.00% | 1.24% |
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