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Invesco S&P SmallCap Financials ETF (PSCF)



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Upturn Advisory Summary
08/14/2025: PSCF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 16.4% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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) tracks the performance of small-capitalization U.S. financial stocks. It offers exposure to a diverse range of financial companies, excluding real estate investment trusts (REITs), allowing targeted investment in the small-cap financial sector.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long history of providing diverse investment products.
Management Expertise
Invesco's management team comprises experienced professionals with expertise in various asset classes, including ETFs and financial sector investments.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the S&P SmallCap 600 Capped Financials Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all or a substantial portion of the securities in the underlying index, the S&P SmallCap 600 Capped Financials Index.
Composition The ETF holds common stocks of small-cap U.S. financial companies, primarily focusing on banks, insurance companies, and other financial services firms.
Market Position
Market Share: PSCF holds a notable share of the market for small-cap financial sector ETFs, though smaller compared to broad market ETFs.
Total Net Assets (AUM): 199235037.21
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 financial ETF market includes ETFs focusing on regional banks and community banks, creating a competitive landscape. PSCF offers broader exposure to small-cap financials but may underperform regional bank-focused ETFs during periods of regional bank outperformance. Conversely, PSCF may outperform when the broader small-cap financial sector does well.
Financial Performance
Historical Performance: Historical performance data can be found on financial websites and is subject to market fluctuations.
Benchmark Comparison: PSCF's performance should be compared against the S&P SmallCap 600 Capped Financials Index to evaluate its tracking efficiency.
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 is typically small but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, regulatory policies, and investor sentiment towards the financial sector significantly influence PSCF's performance.
Growth Trajectory
PSCF's growth trajectory is dependent on the performance of the small-cap financial sector and its ability to attract investment flows.
Moat and Competitive Advantages
Competitive Edge
PSCF's competitive advantage lies in its focused exposure to the small-cap U.S. financial sector. The ETF is not actively managed, offering investors a passive approach to capturing potential growth. By targeting smaller financial institutions, PSCF provides access to a segment of the market often overlooked by larger, broad-based financial ETFs. This can offer unique diversification and growth opportunities.
Risk Analysis
Volatility
PSCF's historical volatility is expected to be higher than broad market ETFs due to its focus on the small-cap financial sector.
Market Risk
PSCF is subject to market risk associated with the financial sector, including interest rate risk, credit risk, and regulatory risk. Small-cap stocks are generally more volatile than large-cap stocks, contributing to overall risk.
Investor Profile
Ideal Investor Profile
PSCF is suitable for investors seeking targeted exposure to the small-cap financial sector and who are comfortable with higher levels of volatility. Investors looking to diversify their portfolio with smaller financial institutions may find this ETF attractive.
Market Risk
PSCF is best suited for long-term investors with a higher risk tolerance, though active traders may also use it for tactical allocations.
Summary
The Invesco S&P SmallCap Financials ETF (PSCF) provides exposure to small-capitalization U.S. financial stocks, offering a targeted investment in the financial sector. Its performance is influenced by economic growth, interest rates, and regulatory changes affecting financial institutions. PSCF carries higher volatility due to its small-cap focus and is more suitable for investors with a higher risk tolerance who seek targeted sector exposure. While the ETF market share is smaller, this makes PSCF appropriate for long-term investors seeking targeted diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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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