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Upturn AI Summary
Invesco S&P SmallCap Consumer Staples ETF(PSCC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PSCC
11/06/2026: PSCC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
PSCC provides targeted exposure to US small-cap consumer staples companies by tracking the S&P SmallCap 600 Capped Consumer Staples Index. It offers a defensive alternative within the volatile small-cap space, combined with a relatively low expense ratio of 0.29%. The fund is best suited for investors looking for specific sector tilting or income-oriented defensive plays, rather than those seeking rapid growth. Primary risks include liquidity constraints and the inherent volatility of small-cap equities. Investors should monitor consumer spending trends and interest rate changes as key performance drivers.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Consumer staples are generally defensive and do not typically offer high-growth profiles. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on a positive upturn signal for small-cap staples. |
| Value investor | Strong fit | Small-cap staples often trade at valuations that appeal to value-oriented, defensive-minded investors. |
| Dividend/Income investor | Strong fit | Many companies in the staples sector pay consistent dividends that appeal to income-focused investors. |
| Low-risk investor | Mixed fit | While staples are defensive, the inherent volatility of small-cap stocks increases the overall risk profile. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for targeted, defensive exposure to the small-cap segment, potentially as a tactical tilt within a broader equity portfolio.
Suitability
Best suited for long-term investors seeking specific sector exposure; less ideal for active traders due to lower liquidity.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Small-cap equities inherently carry higher price volatility than their large-cap counterparts. |
| Market risk | Medium | The fund is subject to general equity market downturns, though mitigated by the defensive nature of the sector. |
| Concentration | High | The fund is limited to a single sector and a specific market-cap size, reducing diversification. |
| Tracking/expense | Low | The fund is efficiently managed with a competitive expense ratio for a niche product. |
| Liquidity | Medium | Lower trading volume may lead to wider spreads and difficulty executing large orders without market impact. |
| Business/sector quality | Medium | Small-cap staples businesses may be more susceptible to supply chain issues and competitive pressures than established giants. |
Risk Analysis
Volatility
PSCC exhibits moderate to high volatility due to its small-cap focus, despite the defensive nature of consumer staples.
Market Risk
Risks include economic sensitivity, supply chain reliance for smaller firms, and limited liquidity compared to large-cap staples.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | US Small-Cap Consumer Staples Equities | 99.5 | This provides concentrated exposure to the defensive nature of small-cap consumer staples companies. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash reserves are held for operational liquidity and dividend distribution management. |
Analysis of Past Performance
Type ETF | Historic Profit -2.67% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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