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Upturn AI SWOT - About
Invesco S&P SmallCap Energy ETF (PSCE)
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Upturn Advisory Summary
04/01/2025: PSCE (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 -42.13% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 17618 | Beta 1.22 | 52 Weeks Range 38.33 - 57.30 | Updated Date 04/2/2025 |
52 Weeks Range 38.33 - 57.30 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Energy ETF
ETF Overview
Overview
The Invesco S&P SmallCap Energy ETF (PSCE) seeks to replicate the investment results of the S&P SmallCap 600 Capped Energy Index. It provides exposure to U.S. small-cap energy companies, focusing on exploration, production, refining, and related services.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in offering diverse ETF products.
Management Expertise
Invesco's management team consists of experienced professionals with expertise in ETF management, portfolio construction, and the energy sector.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization U.S. energy companies.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all or substantially all of the securities in the S&P SmallCap 600 Capped Energy Index in proportion to their weighting in the index.
Composition The ETF primarily holds common stocks of small-cap companies in the energy sector.
Market Position
Market Share: PSCE's market share within the small-cap energy ETF segment varies based on market conditions and competitor performance.
Total Net Assets (AUM): 78920000
Competitors
Key Competitors
- SPDR S&P Oil & Gas Exploration & Production ETF (XOP)
- VanEck Oil Services ETF (OIH)
- Energy Select Sector SPDR Fund (XLE)
Competitive Landscape
The small-cap energy ETF space is highly competitive, with PSCE competing against larger, more liquid ETFs like XOP and XLE. PSCE offers focused exposure to small-cap energy, which can provide higher growth potential but also comes with increased volatility compared to broader energy ETFs. Its smaller AUM may result in wider bid-ask spreads compared to larger competitors.
Financial Performance
Historical Performance: Historical performance varies significantly with energy market fluctuations. Performance data should be sourced from financial websites for different time periods.
Benchmark Comparison: The ETF's performance should be compared to the S&P SmallCap 600 Capped Energy Index to assess tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
PSCE's average trading volume can be relatively low compared to larger ETFs, which can impact execution prices.
Bid-Ask Spread
The bid-ask spread for PSCE may be wider than more liquid ETFs, potentially increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, oil and gas prices, regulatory changes, and technological advancements significantly influence PSCE's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of small-cap energy companies and overall energy market trends. Changes in holdings reflect index rebalancing and corporate actions.
Moat and Competitive Advantages
Competitive Edge
PSCE offers targeted exposure to small-cap energy companies, which may benefit from higher growth potential. It is specifically designed to track the S&P SmallCap 600 Capped Energy Index. The advantage lies in its niche focus, allowing investors to specifically target smaller companies in the sector. Its relatively low expense ratio can be attractive to cost-conscious investors; however, it's less liquid than other broader Energy ETF options.
Risk Analysis
Volatility
PSCE is subject to high volatility due to its concentration in the energy sector and small-cap stocks.
Market Risk
Specific risks include commodity price fluctuations, regulatory changes affecting the energy sector, and the inherent risks associated with small-cap companies.
Investor Profile
Ideal Investor Profile
PSCE is suitable for investors seeking targeted exposure to small-cap energy companies and who are comfortable with high volatility and sector-specific risks.
Market Risk
PSCE may be more appropriate for active traders or those with a shorter investment horizon, rather than long-term passive investors, due to its volatility.
Summary
The Invesco S&P SmallCap Energy ETF (PSCE) provides focused exposure to the small-cap segment of the U.S. energy sector. It tracks the S&P SmallCap 600 Capped Energy Index, offering a specialized investment vehicle. While it offers potential for growth, it also exhibits higher volatility and liquidity risk compared to broader energy ETFs. Its suitability depends on an investor's risk tolerance, investment horizon, and conviction in the small-cap energy segment.
Similar Companies
- XOP
- OIH
- XLE
- IYE
- FXN
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Energy 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. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices, LLC (the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of securities of small-capitalization U.S. companies in the energy sector, as defined by the Global Industry Classification Standard ("GICS ® "). It is non-diversified.
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