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Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)



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Upturn Advisory Summary
08/14/2025: PSCU (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -1.1% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.82 | 52 Weeks Range 49.16 - 66.79 | Updated Date 06/29/2025 |
52 Weeks Range 49.16 - 66.79 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Utilities & Communication Services ETF
ETF Overview
Overview
The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) is designed to track the investment results of the S&P SmallCap 600 Capped Utilities & Communication Services Index. It offers exposure to small-capitalization U.S. companies within the utilities and communication services sectors. The ETF seeks to provide a targeted investment strategy focused on these specific sectors within the small-cap market.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of offering diverse ETF products.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in managing sector-specific and index-tracking ETFs.
Investment Objective
Goal
The investment objective is to track the investment results of the S&P SmallCap 600 Capped Utilities & Communication Services Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the underlying index.
Composition The ETF primarily holds stocks of small-cap companies within the utilities and communication services sectors.
Market Position
Market Share: PSCU's market share is relatively small due to the niche focus on small-cap utilities and communication services.
Total Net Assets (AUM): 58.8
Competitors
Key Competitors
- XLU
- IYZ
- FXZ
Competitive Landscape
The competitive landscape is dominated by larger, broader-based utilities ETFs like XLU. PSCU differentiates itself by focusing specifically on small-cap companies in utilities and communication services, offering a more targeted approach. This specialization can be advantageous for investors seeking specific sector exposure, but it also limits the ETF's overall market appeal due to its more narrow focus. A disadvantage is that the AUM for PSCU is very low.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers. Performance varies based on sector and market cycles.
Benchmark Comparison: The ETF's performance should be compared to the S&P SmallCap 600 Capped Utilities & Communication Services Index to evaluate its tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF has a relatively low average trading volume, which can impact trade execution costs.
Bid-Ask Spread
The bid-ask spread can be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, regulatory changes in the utilities sector, and technological advancements in communication services can significantly impact the ETF.
Growth Trajectory
Growth depends on the performance of small-cap utilities and communication services companies and investor demand for this niche sector exposure. Changes may include rebalancing of underlying stocks and any adjustments to strategy based on market conditions.
Moat and Competitive Advantages
Competitive Edge
PSCU's competitive advantage lies in its focused exposure to small-cap utilities and communication services companies, which may offer higher growth potential compared to larger, more established firms in these sectors. This specialization allows investors to target specific market segments. The ETF is not heavily diversified, but it may provide unique opportunities for investors seeking niche sector exposure. A disadvantage is low trading volume.
Risk Analysis
Volatility
The ETF's volatility may be higher than broader market ETFs due to its concentration in specific sectors and small-cap stocks.
Market Risk
Market risk includes factors affecting the utilities and communication services sectors, such as regulatory changes, technological disruptions, and economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to small-cap utilities and communication services companies, with a higher risk tolerance and understanding of sector-specific dynamics.
Market Risk
PSCU is suitable for investors seeking targeted sector exposure and willing to accept higher volatility, not for passive index followers seeking broad market diversification.
Summary
The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) offers focused exposure to a niche segment of the market. It tracks the S&P SmallCap 600 Capped Utilities & Communication Services Index. While its specialization can provide unique opportunities, its low trading volume and sector concentration present specific risks. The ETF is suitable for investors with a high risk tolerance and a desire for targeted small-cap utilities and communication services exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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 Utilities & Communication Services 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 utilities and communication services sectors, as defined by the Global Industry Classification Standard. The fund is non-diversified.

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