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PSCH
Upturn stock ratingUpturn stock rating

Invesco S&P SmallCap Health Care ETF (PSCH)

Upturn stock ratingUpturn stock rating
$46.64
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

01/21/2025: PSCH (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -10.41%
Avg. Invested days 48
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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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