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

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Upturn Advisory Summary
10/24/2025: PSCU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.63% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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) tracks the performance of small-capitalization U.S. companies in the utilities and communication services sectors. It provides exposure to a narrowly defined segment of the market, offering potential growth opportunities but also higher risk due to its focus on smaller companies.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for offering diverse ETF products.
Management Expertise
Invesco has extensive experience in managing various sector-specific and broad market ETFs, leveraging a team of portfolio managers and analysts.
Investment Objective
Goal
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, aiming to replicate the composition and performance of its underlying index.
Composition The ETF primarily holds stocks of small-cap companies within the utilities and communication services sectors.
Market Position
Market Share: The fund's market share within its specific niche of small-cap utilities and communication services is moderate.
Total Net Assets (AUM): 64000000
Competitors
Key Competitors
- IWC
- XLU
- VOX
Competitive Landscape
The ETF industry is highly competitive. PSCU's niche focus provides differentiation, but it faces competition from broader small-cap ETFs like IWC and sector-specific ETFs like XLU and VOX. PSCU's advantage lies in its targeted exposure, while disadvantages stem from its small size and potential liquidity concerns.
Financial Performance
Historical Performance: Historical performance data is not provided due to lack of real-time access but can be found from financial sources. Look for information on returns, volatility, and other key metrics for this fund.
Benchmark Comparison: Benchmark comparison data is not provided due to lack of real-time access but can be compared against the S&P SmallCap 600 Capped Utilities & Communication Services Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's liquidity is relatively low, resulting in a lower average trading volume.
Bid-Ask Spread
Due to lower trading volume, the bid-ask spread may be wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, regulatory policies, and technological advancements can significantly impact the utilities and communication services sectors.
Growth Trajectory
The growth trajectory of the ETF depends on the performance of small-cap companies in the utilities and communication services sectors and any changes in the index methodology or holdings.
Moat and Competitive Advantages
Competitive Edge
PSCU's competitive edge lies in its focused exposure to small-cap companies within the utilities and communication services sectors. This niche focus may attract investors seeking targeted exposure to these sectors. Its passive management strategy aims to track the index efficiently. However, its small size limits trading volume and increase bid-ask spreads, potentially lowering its competitive edge.
Risk Analysis
Volatility
Small-cap stocks generally exhibit higher volatility compared to large-cap stocks, which can lead to greater price fluctuations in the ETF.
Market Risk
The ETF is subject to market risk, including sector-specific risks related to utilities and communication services, such as regulatory changes, technological disruptions, and economic cycles.
Investor Profile
Ideal Investor Profile
The ETF may be suitable for investors seeking targeted exposure to small-cap companies in the utilities and communication services sectors and who are comfortable with higher risk and volatility.
Market Risk
The ETF may be best suited for long-term investors with a higher risk tolerance or active traders looking to capitalize on short-term market movements in these sectors.
Summary
The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) offers targeted exposure to a niche segment of the market. It tracks the S&P SmallCap 600 Capped Utilities & Communication Services Index. The ETF's small size and low liquidity are key considerations. This ETF is best for higher-risk investors seeking niche sector exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market data is delayed and subject to change.
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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