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
08/14/2025: 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.
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 08/14/2025 |
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) tracks the performance of the S&P SmallCap 600 Capped Health Care Index. It aims to provide investment results that generally correspond to the price and yield of the underlying index, focusing on small-cap U.S. healthcare companies.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a reputation for providing a wide range of investment products.
Management Expertise
Invesco's management team possesses substantial experience in managing ETFs and other investment vehicles, offering expertise in index tracking and portfolio management.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Capped Health Care Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all the securities in the underlying index in proportion to their weighting in the index.
Composition The ETF primarily holds common stocks of small-capitalization U.S. healthcare companies across various sub-sectors like biotechnology, pharmaceuticals, and healthcare services.
Market Position
Market Share: PSCH holds a portion of the market share among ETFs focusing on the small-cap healthcare sector.
Total Net Assets (AUM): 145000000
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 industry is moderately competitive. PSCH offers focused exposure to small-cap healthcare companies, which can be attractive to investors seeking growth potential. However, its concentration in small-cap stocks also exposes it to higher volatility compared to broader healthcare ETFs. Competitors like IHF provide exposure to healthcare providers, while XBI focuses on the biotechnology sector, offering different risk/return profiles.
Financial Performance
Historical Performance: Historical performance data is not available, but the ETF's performance is directly tied to the underlying index, reflecting the performance of the small-cap healthcare sector.
Benchmark Comparison: The ETF's performance should closely track the S&P SmallCap 600 Capped Health Care Index. Any deviations would be attributable to tracking error and fund expenses.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF demonstrates moderate liquidity based on its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting adequate liquidity for most investors.
Market Dynamics
Market Environment Factors
Economic conditions, healthcare policies, regulatory changes, and innovation within the healthcare sector significantly influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is dependent on the growth of the small-cap healthcare sector, influenced by factors like demographics, healthcare spending, and technological advancements.
Moat and Competitive Advantages
Competitive Edge
PSCH provides a specific focus on the small-cap segment of the healthcare industry, potentially capturing higher growth opportunities. This targeted approach distinguishes it from broader healthcare ETFs. The fundu2019s replication strategy also ensures its performance is closely aligned with the underlying index. This focus on small-cap companies allows investors to target companies that may have greater growth potential than larger, more established companies. Furthermore, the Invesco brand provides an additional layer of trust.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, making this ETF more susceptible to market fluctuations.
Market Risk
The ETF is subject to market risk inherent in the healthcare sector, including regulatory risks, reimbursement risks, and competition within the industry.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking targeted exposure to the small-cap healthcare sector and who are comfortable with higher volatility.
Market Risk
The ETF may be suitable for long-term investors who are willing to tolerate fluctuations in value for potentially higher returns. It may also appeal to active traders looking to capitalize on short-term movements in the healthcare sector.
Summary
The Invesco S&P SmallCap Health Care ETF (PSCH) offers targeted exposure to small-cap U.S. healthcare companies, making it a potentially high-growth but also higher-risk investment. Its performance is closely tied to the S&P SmallCap 600 Capped Health Care Index. Investors should consider its volatility and the specific risks associated with the small-cap healthcare sector before investing. It is a suitable option for those seeking sector-specific exposure with a focus on smaller companies, and it is managed by the reputable firm Invesco.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on your own due diligence 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.