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Upturn AI SWOT - About
Invesco S&P SmallCap Health Care ETF (PSCH)
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Upturn Advisory Summary
04/01/2025: PSCH (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 -15.82% | Avg. Invested days 44 | 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) 12424 | Beta 1.03 | 52 Weeks Range 39.86 - 49.01 | Updated Date 04/2/2025 |
52 Weeks Range 39.86 - 49.01 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Health Care ETF
ETF Overview
Overview
The Invesco S&P SmallCap Health Care ETF (PSCH) is designed to track the performance of small-capitalization U.S. companies in the health care sector. It aims to provide targeted exposure to this segment, offering investors a way to participate in the growth potential of smaller health care firms.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of offering diverse ETF products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in sector-specific ETFs, demonstrating expertise in managing funds within the health care space.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Capped Health Care Index, which measures the performance of publicly traded small-cap health care companies in the United States.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the composition and weighting of its underlying index.
Composition The ETF primarily holds stocks of small-cap companies within the health care sector, including pharmaceuticals, biotechnology, healthcare equipment, and healthcare services.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 152800000
Competitors
Key Competitors
- iShares U.S. Healthcare Providers ETF (IHF)
- SPDR S&P Biotech ETF (XBI)
- First Trust Health Care AlphaDEX Fund (FXH)
Competitive Landscape
The small-cap healthcare ETF market is relatively niche. PSCH provides focused exposure to small-cap healthcare, while competitors offer broader or more specialized healthcare exposure. PSCH's disadvantage lies in its relatively smaller AUM compared to major competitors, which can affect liquidity and trading costs.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume for PSCH indicates moderate liquidity, allowing investors to trade shares without significantly impacting the price, but may vary.
Bid-Ask Spread
The bid-ask spread for PSCH generally reflects reasonable trading costs for investors, but may widen during periods of market volatility or low trading volume.
Market Dynamics
Market Environment Factors
PSCH is influenced by factors such as healthcare policy changes, FDA approvals, advancements in medical technology, and economic conditions affecting the healthcare industry.
Growth Trajectory
PSCH's growth is tied to the performance of small-cap healthcare companies, which can experience rapid growth or significant volatility depending on innovation, regulatory approvals, and market adoption of new technologies.
Moat and Competitive Advantages
Competitive Edge
PSCH's competitive edge lies in its specific focus on small-cap healthcare companies, providing targeted exposure to a segment with potentially higher growth opportunities. This niche focus allows investors to specifically allocate capital to smaller firms that may be overlooked by broader healthcare ETFs. The fundu2019s passive management strategy helps to keep expense ratios relatively low, making it an attractive option for cost-conscious investors seeking exposure to this segment.
Risk Analysis
Volatility
PSCH's historical volatility is expected to be higher than broader market ETFs due to its concentration in small-cap stocks, which are inherently more volatile.
Market Risk
PSCH is subject to market risk associated with the healthcare sector, including regulatory changes, drug pricing pressures, and patent expirations, which can significantly impact the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
PSCH is suitable for investors seeking targeted exposure to the small-cap healthcare sector and who are comfortable with higher levels of volatility.
Market Risk
PSCH is best suited for long-term investors with a higher risk tolerance, as it provides potential growth opportunities within the small-cap healthcare space.
Summary
The Invesco S&P SmallCap Health Care ETF (PSCH) offers focused exposure to the small-cap segment of the U.S. healthcare sector. The ETF is passively managed and seeks to replicate the S&P SmallCap 600 Capped Health Care Index, providing targeted access to smaller healthcare companies. It is most suitable for investors with a higher risk tolerance seeking potential growth within this niche segment. However, it is important to note the ETF's relatively small AUM and the potential for increased volatility associated with small-cap stocks.
Similar Companies
FXH
First Trust Health Care AlphaDEX® Fund
FXH
First Trust Health Care AlphaDEX® Fund
IBB
iShares Biotechnology ETF
IBB
iShares Biotechnology ETF
IHF
iShares U.S. Healthcare Providers ETF
IHF
iShares U.S. Healthcare Providers ETF
XBI
SPDR® S&P Biotech ETF
XBI
SPDR® S&P Biotech ETF
XLV
Health Care Select Sector SPDR® Fund
XLV
Health Care Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a 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 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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