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Upturn AI SWOT - About
Invesco S&P SmallCap Financials ETF (PSCF)
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Upturn Advisory Summary
10/24/2025: PSCF (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.
Analysis of Past Performance
Type ETF | Historic Profit 15.86% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 44.85 - 61.07 | Updated Date 06/29/2025 |
52 Weeks Range 44.85 - 61.07 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Financials ETF
ETF Overview
Overview
The Invesco S&P SmallCap Financials ETF (PSCF) seeks to replicate the investment results of the S&P SmallCap 600 Capped Financials Index. It focuses on U.S. small-cap financial stocks, providing exposure to regional banks, insurance companies, and other financial services firms. The ETF is designed to provide targeted access to the financial sector within the small-cap market segment.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and track record.
Management Expertise
Invesco has extensive experience in managing ETFs, with a dedicated team of investment professionals.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Capped Financials Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all the stocks in the index in proportion to their weighting.
Composition The ETF's assets are primarily composed of stocks within the financial sector that are included in the S&P SmallCap 600 index.
Market Position
Market Share: PSCF's market share within the small-cap financials ETF space varies based on AUM and trading volumes but is a significant player.
Total Net Assets (AUM): 44900000
Competitors
Key Competitors
- SPDR S&P Regional Banking ETF (KRE)
- iShares U.S. Regional Banks ETF (IAT)
- First Trust NASDAQ ABA Community Bank Index Fund (QABA)
Competitive Landscape
The small-cap financials ETF space is moderately competitive. PSCF offers targeted exposure to smaller financial firms. KRE is larger and more liquid, focusing on regional banks. IAT is similar to KRE but tracks a different index of regional banks. QABA is a smaller fund focused on community banks, offering a more niche exposure.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Reviewing PSCF's performance over 1, 3, 5, and 10-year periods (if available) can provide insights into its return profile.
Benchmark Comparison: Comparing PSCF's performance to the S&P SmallCap 600 Capped Financials Index indicates tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
PSCF's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for PSCF is typically small, reflecting its liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and regulatory changes within the financial sector significantly influence PSCF's performance. Small-cap financials are particularly sensitive to regional economic conditions.
Growth Trajectory
PSCF's growth is tied to the overall health and expansion of the small-cap financial sector. Changes to strategy and holdings are typically minor, reflecting the index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
PSCF's competitive advantage lies in its focused exposure to the small-cap segment of the financial sector, offering diversification benefits to investors seeking targeted financial exposure. It provides a cost-effective way to access a specific market segment. Its main advantage is the Invesco brand name and experience in ETF management. However, its relatively smaller AUM could be a disadvantage compared to KRE and IAT.
Risk Analysis
Volatility
PSCF's volatility reflects the volatility of the underlying small-cap financial stocks, which tend to be more volatile than large-cap stocks.
Market Risk
The primary market risk is exposure to the financial sector, which is sensitive to economic cycles, interest rate changes, and regulatory factors.
Investor Profile
Ideal Investor Profile
PSCF is suitable for investors seeking targeted exposure to the small-cap financial sector and willing to accept higher volatility.
Market Risk
PSCF is suitable for long-term investors and active traders who can tolerate the volatility of small-cap stocks.
Summary
The Invesco S&P SmallCap Financials ETF (PSCF) offers targeted exposure to the small-cap segment of the financial sector, tracking the S&P SmallCap 600 Capped Financials Index. It provides a cost-effective way to access this specific market segment, although its relatively small AUM and moderate trading volume may not be ideal for all investors. Investors should consider the inherent volatility of small-cap stocks and the sensitivity of the financial sector to economic cycles. PSCF is suitable for those seeking diversification within their financial sector holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is 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.
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 Financials 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 (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 financials and real estate sectors, as defined by the Global Industry Classification Standard ("GICS ® ").
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