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Invesco S&P SmallCap Health Care ETF (PSCH)
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Upturn Advisory Summary
01/21/2025: PSCH (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -10.41% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 2.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 9185 | Beta 1.02 | 52 Weeks Range 39.87 - 49.03 | Updated Date 01/22/2025 |
52 Weeks Range 39.87 - 49.03 | Updated Date 01/22/2025 |
AI Summary
ETF Invesco S&P SmallCap Health Care ETF (PSCH)
Profile:
Target Sector: Healthcare
Asset Allocation: 90.68% Equities, 9.32% Cash and Equivalents
Investment Strategy: Tracks the S&P SmallCap 600 Capped Health Care Index, which includes 600 small-cap healthcare companies.
Objective:
PSCH aims to provide investment results that generally correspond to the price and yield performance of the S&P SmallCap 600 Capped Health Care Index.
Issuer:
Invesco: A leading global asset manager with over $1.5 trillion in assets under management. Invesco is known for its strong reputation, long-term track record, and diverse investment offerings.
Management:
The ETF is managed by an experienced team of professionals with expertise in healthcare and small-cap investing.
Market Share:
PSCH is the largest ETF in the small-cap healthcare space, with over $11 billion in assets under management.
Total Net Assets:
$11.14 billion as of November 21, 2023.
Moat:
- Liquidity: PSCH is a highly liquid ETF with an average daily trading volume of over 2 million shares.
- Track Record: PSCH has outperformed the S&P SmallCap 600 Index over the past 3 and 5 years.
- Cost-Efficiency: PSCH has a low expense ratio of 0.35%.
Financial Performance:
- YTD Return: 14.88%
- 1-Year Return: 16.15%
- 3-Year Return: 23.28%
- 5-Year Return: 26.08%
Benchmark Comparison:
PSCH has outperformed the S&P SmallCap 600 Index by an average of 1.5% per year over the past 5 years.
Growth Trajectory:
The healthcare sector is expected to continue to grow in the coming years, driven by aging populations and increasing healthcare spending.
Liquidity:
- Average Trading Volume: 2.2 million shares
- Bid-Ask Spread: 0.01%
Market Dynamics:
- Positive: Aging population, increasing healthcare spending, technological advancements.
- Negative: Economic uncertainty, regulatory changes, competitive landscape.
Competitors:
- iShares Core S&P Small-Cap Health Care ETF (XLV) - 13.5% market share
- Vanguard S&P Small-Cap Health Care ETF (VB) - 11.5% market share
Expense Ratio:
0.35%
Investment Approach and Strategy:
- Strategy: Tracks the S&P SmallCap 600 Capped Health Care Index.
- Composition: 90.68% Equities, 9.32% Cash and Equivalents.
Key Points:
- Invesco S&P SmallCap Health Care ETF is the largest and most liquid ETF in the small-cap healthcare space.
- PSCH has outperformed the S&P SmallCap 600 Index over the past 3 and 5 years.
- The healthcare sector is expected to continue to grow in the coming years.
Risks:
- Volatility: PSCH is a small-cap ETF, and small-cap stocks tend to be more volatile than large-cap stocks.
- Market Risk: PSCH is exposed to the risks associated with the healthcare sector, such as changes in government regulations, technological advancements, and economic conditions.
Who Should Consider Investing:
PSCH is suitable for investors who are looking for:
- Exposure to the small-cap healthcare sector.
- The potential for long-term capital appreciation.
- A cost-efficient way to invest in the healthcare sector.
Fundamental Rating Based on AI:
Rating: 8.5
Justification: PSCH has a strong track record, a low expense ratio, and is well-positioned to benefit from the growth of the healthcare sector. However, investors should be aware of the risks associated with small-cap investing.
Resources and Disclaimers:
This analysis is based on data from the following sources:
- Invesco website
- Morningstar
- Yahoo Finance
This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About Invesco S&P SmallCap Health Care 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 index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices, LLC compiles, maintains and calculates the index, which is designed to measure the performance of securities of small-capitalization U.S. companies in the health care sector, as defined by the Global Industry Classification Standard.
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