Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco S&P SmallCap Health Care ETF (PSCH)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit -5.61% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 36.69 - 49.01 | Updated Date 06/29/2025 |
52 Weeks Range 36.69 - 49.01 | Updated Date 06/29/2025 |
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 offers exposure to a diverse range of healthcare providers, medical equipment manufacturers, and biotechnology firms. The fund seeks to replicate the S&P SmallCap 600 Capped Health Care Index.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in the health care sector and ETF management.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the S&P SmallCap 600 Capped Health Care Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of its underlying index.
Composition The ETF primarily holds stocks of small-cap health care companies listed in the U.S.
Market Position
Market Share: Data unavailable to calculate precise market share.
Total Net Assets (AUM): 174900000
Competitors
Key Competitors
- IHI
- XHE
- ARKG
- XLV
Competitive Landscape
The ETF industry in the health care sector is highly competitive. PSCH focuses on small-cap companies, which gives it a unique niche compared to broader healthcare ETFs like XLV. However, IHI and XHE also have significant holdings in the healthcare equipment and services sector, providing broad sector competition. ARKG specializes in genomics and biotechnology, and it is also a major competitor in the healthcare sector. PSCH's small-cap focus can lead to greater volatility and growth potential.
Financial Performance
Historical Performance: Historical performance data can be sourced from financial data providers (e.g., Yahoo Finance, Bloomberg).
Benchmark Comparison: Comparison to the S&P SmallCap 600 Capped Health Care Index can be found on the Invesco website and other financial data providers.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume should be evaluated to gauge its ease of trading.
Bid-Ask Spread
The bid-ask spread provides an indication of the cost to trade the ETF, with tighter spreads indicating better liquidity.
Market Dynamics
Market Environment Factors
Factors impacting the ETF include healthcare policy changes, technological advancements in medicine, and overall economic conditions affecting the healthcare sector.
Growth Trajectory
Growth depends on the performance of small-cap health care companies, innovation in healthcare, and regulatory changes.
Moat and Competitive Advantages
Competitive Edge
PSCH's competitive advantage lies in its focused exposure to small-cap health care companies, offering potential for higher growth compared to broader health care ETFs. It provides a targeted investment for investors seeking specific opportunities in the small-cap healthcare space. Its passive management strategy also helps to keep costs relatively low. This allows investors to get exposure to small cap healthcare companies with lower fees as compared to other active management strategies.
Risk Analysis
Volatility
The ETF's historical volatility can be assessed using standard deviation and beta metrics.
Market Risk
The ETF is subject to market risk, particularly the volatility associated with small-cap stocks and the health care sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to small-cap health care companies with a higher risk tolerance and potential for growth may find this ETF suitable.
Market Risk
This ETF is best suited for long-term investors who are comfortable with the volatility associated with small-cap stocks and have a positive outlook on the health care sector.
Summary
Invesco S&P SmallCap Health Care ETF (PSCH) provides targeted exposure to the small-cap segment of the U.S. health care sector. It's designed for investors seeking growth opportunities within smaller health care companies. Its passive management approach aims to replicate the S&P SmallCap 600 Capped Health Care Index. PSCH is suitable for those with a long-term investment horizon and a higher risk tolerance due to the inherent volatility of small-cap stocks, but investors should compare it to other ETFs and consult with a financial advisor to see if it fits their investment objectives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute financial 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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.