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PSCD - ETF AI Analysis
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Invesco S&P SmallCap Consumer Discretionary ETF (PSCD)
Rating:67Neutral
Price Target:
$114.00
Positive Factors
Strong Top Holdings
Several key holdings, such as BorgWarner, Etsy, and Stride, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Low Expense Ratio
The ETF has a competitive expense ratio, making it cost-effective compared to many other funds.
Focused Sector Exposure
The ETF’s heavy allocation to consumer cyclical stocks allows investors to benefit from potential growth in this sector during economic expansions.
Negative Factors
High Sector Concentration
With over 85% of the portfolio in consumer cyclical stocks, the fund is highly exposed to risks specific to this sector.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
Underperforming Holdings
Some holdings, such as Brinker International and Meritage, have lagged in performance, which could drag on the fund’s overall returns.
PSCD vs. SPDR S&P 500 ETF (SPY)
AUM19.65M
RegionNorth America
Expense Ratio0.29%
Beta1.09
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield0.96%
Asset ClassEquity
Index TrackedS&P Small Cap 600 / Consumer Discretionary -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume828
30 Day Avg. Volume590
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
124.23Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering87
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCD Summary
The Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) is a fund that focuses on small U.S. companies in the consumer discretionary sector, which includes industries like retail, media, and leisure. It follows the S&P SmallCap 600 Consumer Discretionary Index and holds companies such as Etsy and BorgWarner. This ETF is a good option for investors looking to diversify their portfolio and tap into the growth potential of smaller, innovative companies that thrive on consumer trends. However, new investors should be aware that small-cap stocks can be more volatile and sensitive to economic changes compared to larger companies.
How much will it cost me?The expense ratio for the Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) is 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average because the fund is focused on a specific sector and uses an index tied to small-cap stocks, which can involve more specialized management compared to broader, passively managed ETFs.
What would affect this ETF?The PSCD ETF, focused on U.S. small-cap consumer discretionary stocks, could benefit from economic growth and rising consumer spending, which often boost demand for retail, automotive, and leisure industries. However, it may face challenges during economic downturns or periods of high inflation, as consumer spending tends to decrease, and small-cap companies are more sensitive to market volatility. Changes in interest rates or regulatory policies could also impact the ETF's performance, given its reliance on agile, growth-oriented businesses.
PSCD Top 10 Holdings
The PSCD ETF is heavily concentrated in U.S. small-cap consumer discretionary stocks, with a strong tilt toward retail, automotive, and education-related names. Installed Building Products and Adtalem Global Education are rising stars, benefiting from robust financial performance and strategic growth initiatives. Etsy and Boot Barn are steady contributors, riding on solid revenue growth and consumer engagement. However, Brinker International and Meritage Homes are holding the fund back, with bearish trends and challenges in margins and market conditions. Overall, the fund’s performance hinges on the agility of small-cap companies in a consumer-driven economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| BorgWarner | 5.06% | $976.09K | $9.38B | 31.03% | 72 Outperform | |
| CarMax | 3.31% | $638.50K | $6.07B | -43.42% | 56 Neutral | |
| Etsy | 3.23% | $623.02K | $6.03B | 16.85% | 53 Neutral | |
| Boot Barn | 3.12% | $601.23K | $5.84B | 48.57% | 77 Outperform | |
| Installed Building Products | 2.92% | $563.73K | $6.56B | 8.60% | 74 Outperform | |
| Group 1 Automotive | 2.66% | $513.69K | $4.97B | 6.91% | 66 Neutral | |
| frontdoor | 2.54% | $490.83K | $4.77B | 23.69% | 78 Outperform | |
| Meritage | 2.50% | $481.63K | $4.63B | -29.12% | 69 Neutral | |
| Brinker International | 2.49% | $480.60K | $4.67B | -2.68% | 67 Neutral | |
| Asbury | 2.46% | $475.36K | $4.57B | -0.84% | 71 Outperform |
PSCD Technical Analysis
Negative
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Price Trends
110.70
Negative
107.25
Negative
102.49
Negative
Market Momentum
-1.57
Positive
30.51
Neutral
0.93
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 107.91, equal to the 50-day MA of 110.70, and equal to the 200-day MA of 102.49, indicating a bearish trend. The MACD of -1.57 indicates Positive momentum. The RSI at 30.51 is Neutral, neither overbought nor oversold. The STOCH value of 0.93 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PSCD.
PSCD Peer Comparison
Comparison Results
Performance Comparison
PSCD
Invesco S&P SmallCap Consumer Discretionary ETF
101.54
-7.16
-6.59%
PEZ
Invesco DWA Consumer Cyclicals Momentum ETF
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IEDI
iShares Evolved US Discretionary Spending ETF
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GXPD
Global X PureCap MSCI Consumer Discretionary ETF
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CLIX
ProShares Long Online/Short Stores ETF
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EATZ
AdvisorShares Restaurant ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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