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Upturn AI SWOT - About
Invesco S&P SmallCap Health Care ETF (PSCH)
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Upturn Advisory Summary
10/24/2025: PSCH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -2.41% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 small-capitalization U.S. companies in the health care sector. It aims to provide targeted exposure to this specific segment, focusing on growth potential within the health care industry.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation. They offer a broad range of ETFs across various sectors and asset classes.
Management Expertise
Invesco's management team possesses extensive experience in managing sector-specific and index-tracking ETFs, demonstrating expertise in investment strategies.
Investment Objective
Goal
The ETF aims to track the investment results of the S&P SmallCap 600 Capped Health Care Index, providing exposure to small-cap U.S. health care companies.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the performance of its underlying index.
Composition The ETF primarily holds stocks of small-cap companies operating within the health care sector, including pharmaceuticals, biotechnology, health care equipment, and health care services.
Market Position
Market Share: PSCH holds a smaller market share compared to broad health care ETFs, reflecting its focus on the small-cap segment.
Total Net Assets (AUM): 229370000
Competitors
Key Competitors
- iShares U.S. Healthcare ETF (IYH)
- Health Care Select Sector SPDR Fund (XLV)
- Vanguard Health Care ETF (VHT)
Competitive Landscape
The ETF industry is highly competitive, with numerous players offering similar exposure. PSCH distinguishes itself through its focus on small-cap health care companies, offering potential for higher growth but also greater volatility. XLV and IYH are broader healthcare ETFs giving it more diversification but less small cap exposure.
Financial Performance
Historical Performance: Historical performance data is readily available but requires analysis to determine long-term trends. Past performance does not guarantee future results.
Benchmark Comparison: Comparing PSCH's performance to the S&P SmallCap 600 Capped Health Care Index reveals its tracking efficiency.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating sufficient liquidity for most investors to buy and sell shares without significant price impact.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's trading activity and efficient market making.
Market Dynamics
Market Environment Factors
Economic conditions, healthcare regulations, and technological advancements within the healthcare sector impact PSCH's performance. Overall market sentiment and interest rates also have effects.
Growth Trajectory
PSCH's growth trajectory is influenced by the overall growth of the small-cap health care sector, with potential for significant gains during favorable market conditions.
Moat and Competitive Advantages
Competitive Edge
PSCH's competitive advantage lies in its focused exposure to small-cap health care companies, offering investors a targeted way to participate in the growth potential of this specific segment. This specialization allows investors to hone in on a niche area they believe will outperform. It provides a differentiator from larger, more diversified healthcare ETFs, allowing for unique portfolio construction.
Risk Analysis
Volatility
PSCH exhibits higher volatility compared to broader market ETFs due to its concentration in the small-cap health care sector.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and changes in investor sentiment, specifically affecting small-cap health care companies.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the small-cap health care sector, willing to accept higher volatility for potentially higher returns.
Market Risk
PSCH is suitable for investors with a higher risk tolerance and a long-term investment horizon, seeking growth opportunities within the health care industry.
Summary
The Invesco S&P SmallCap Health Care ETF (PSCH) offers targeted exposure to small-cap U.S. health care companies. It aims to track the S&P SmallCap 600 Capped Health Care Index and employs a passive investment strategy. PSCH carries a higher volatility and risk, suitable for investors seeking sector-specific growth potential with a long-term investment horizon. While its AUM is smaller than broad healthcare ETFs like XLV or VHT, it fills a niche for small-cap focused healthcare exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Seeking Alpha
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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.
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