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Upturn AI SWOT - About
Invesco S&P SmallCap Consumer Discretionary ETF (PSCD)
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Upturn Advisory Summary
03/27/2025: PSCD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -14.46% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1329 | Beta 1.45 | 52 Weeks Range 89.67 - 118.44 | Updated Date 03/28/2025 |
52 Weeks Range 89.67 - 118.44 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Consumer Discretionary ETF
ETF Overview
Overview
The Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) tracks the investment results of the S&P SmallCap 600 Capped Consumer Discretionary Index. It focuses on U.S. small-cap companies in the consumer discretionary sector, providing exposure to businesses sensitive to economic cycles and consumer spending patterns. The ETF seeks to replicate the index's performance through full replication.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a team of experienced investment professionals specializing in ETF management and index tracking.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Capped Consumer Discretionary Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the S&P SmallCap 600 Capped Consumer Discretionary Index by holding all, or substantially all, of the securities in the same weight as the index.
Composition The ETF primarily holds stocks of small-cap companies in the consumer discretionary sector.
Market Position
Market Share: PSCD holds a portion of the market share in the small-cap consumer discretionary sector.
Total Net Assets (AUM): 155983346
Competitors
Key Competitors
- XLY
- VCR
- FDIS
- RCD
Competitive Landscape
The consumer discretionary ETF market is highly competitive, with several large players dominating the space. PSCD offers a specific focus on small-cap companies within this sector, potentially providing higher growth opportunities but also increased volatility compared to broader consumer discretionary ETFs. XLY is the largest player with the broadest holdings. VCR offers a similar broad focus but at a lower expense ratio. FDIS is another broad consumer discretionary ETF but with less assets under management than VCR or XLY. RCD provides equal weighting.
Financial Performance
Historical Performance: Historical performance data unavailable in this format.
Benchmark Comparison: Performance is measured against the S&P SmallCap 600 Capped Consumer Discretionary Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume provides adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Consumer spending, economic growth, interest rates, and inflation all impact PSCD. Consumer confidence levels affect this ETF's performance.
Growth Trajectory
The ETF's growth is tied to the performance of the small-cap consumer discretionary sector. Any changes in portfolio company holdings can be monitored through PSCD's fund information page.
Moat and Competitive Advantages
Competitive Edge
PSCD's competitive advantage lies in its focused exposure to small-cap companies within the consumer discretionary sector, potentially offering higher growth potential. This niche focus allows investors to target a specific segment of the market. It provides a relatively pure exposure to these companies with full replication of the index. It's a cost-effective option for obtaining this niche small cap exposure.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks.
Market Risk
The ETF is subject to market risk, including the risk of economic downturns and changes in consumer spending patterns.
Investor Profile
Ideal Investor Profile
Investors seeking focused exposure to the small-cap consumer discretionary sector and willing to accept higher volatility.
Market Risk
PSCD is suitable for investors with a moderate to high-risk tolerance and a long-term investment horizon.
Summary
The Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) offers targeted exposure to U.S. small-cap companies in the consumer discretionary sector. It's designed to track the S&P SmallCap 600 Capped Consumer Discretionary Index, utilizing a full replication strategy. It comes with an expense ratio of 0.29. Its niche focus makes it suitable for investors comfortable with higher volatility and seeking potential growth from smaller companies reliant on consumer spending trends.
Similar Companies
- XLY
- VCR
- FDIS
- RCD
Sources and Disclaimers
Data Sources:
- Invesco.com
- etf.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P SmallCap Consumer Discretionary ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. These companies are principally engaged in the business of providing consumer goods and services that are cyclical in nature, including, but not limited to, household durables, leisure products and services, apparel and luxury goods, computers and electronics, automobiles and auto components, and hotel and restaurant services.
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