PSCD - ETF AI Analysis
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Invesco S&P SmallCap Consumer Discretionary ETF (PSCD)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Top Holdings with Strong Gains
Several of the largest positions, including CarMax, Etsy, Victoria's Secret, and Life Time Group, have posted strong year-to-date performance, helping drive the fund’s returns.
Focused but Still Sector-Diverse
While the fund is heavily tilted toward consumer cyclical stocks, it still holds smaller allocations to areas like consumer defensive, industrials, technology, health care, and real estate, which can add some balance.
Negative Factors
Heavy Concentration in Consumer Cyclical
More than four-fifths of the portfolio is in consumer cyclical companies, making the fund highly sensitive to changes in consumer spending and economic conditions.
U.S.-Only Geographic Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across different global markets.
Mixed Performance Among Top Holdings
Some key positions like LKQ, Pool, and Mohawk have shown weak or negative year-to-date performance, which can offset gains from stronger holdings.
PSCD vs. SPDR S&P 500 ETF (SPY)
AUM22.67M
RegionNorth America
Expense Ratio0.29%
Beta0.99
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield1.07%
Asset ClassEquity
Index TrackedS&P Small Cap 600 / Consumer Discretionary -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume276
30 Day Avg. Volume553
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
137.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering89
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 follows the S&P SmallCap 600 Capped Consumer Discretionary Index. It invests in smaller U.S. companies that sell non‑essential goods and services, such as retailers, restaurants, and leisure businesses. Well-known names in the fund include CarMax and Etsy. Investors might consider PSCD if they want growth potential from smaller companies and to diversify beyond large, well-known brands. However, because it focuses on small consumer-focused companies, its price can be more volatile and can rise or fall quickly with changes in the economy and consumer spending.
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
PSCD is riding a wave of U.S. small-cap consumer names, with restaurant operator Brinker International and Victoria’s Secret doing much of the heavy lifting as their shares keep climbing on upbeat earnings and guidance. CarMax is also contributing, though its story is more mixed as management navigates a tricky used-car market. On the softer side, Etsy looks wobbly as growth concerns and buyer fatigue weigh on sentiment, while auto-parts player LKQ and pool-supplies specialist Pool are dragging the fund. Overall, the ETF is tightly tied to U.S. consumer cyclical trends, with little geographic diversification beyond the U.S.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Brinker International | 3.66% | $829.53K | $8.22B | 44.27% | 70 Neutral | |
| CarMax | 3.52% | $798.25K | $8.12B | -2.09% | 61 Neutral | |
| Etsy | 2.99% | $677.29K | $6.66B | 11.71% | 57 Neutral | |
| Mohawk | 2.80% | $634.61K | $8.54B | -3.50% | 67 Neutral | |
| Life Time Group Holdings | 2.72% | $615.41K | $9.11B | 46.42% | 71 Outperform | |
| Victoria's Secret | 2.69% | $608.56K | $6.22B | 192.75% | 71 Outperform | |
| Caesars Entertainment | 2.62% | $593.54K | $6.04B | 15.96% | 51 Neutral | |
| LKQ | 2.58% | $583.69K | $5.89B | -24.05% | 68 Neutral | |
| frontdoor | 2.39% | $540.75K | $5.39B | 17.06% | 72 Outperform | |
| Pool | 2.34% | $529.58K | $6.10B | -47.17% | 65 Neutral |
PSCD Technical Analysis
Negative
―
Price Trends
116.99
Negative
113.50
Negative
110.87
Negative
Market Momentum
-2.64
Positive
30.00
Neutral
-0.83
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 113.89, equal to the 50-day MA of 116.99, and equal to the 200-day MA of 110.87, indicating a bearish trend. The MACD of -2.64 indicates Positive momentum. The RSI at 30.00 is Neutral, neither overbought nor oversold. The STOCH value of -0.83 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
108.10
-1.92
-1.75%
PBJ
Invesco Dynamic Food & Beverage ETF
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―
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GXPD
Global X PureCap MSCI Consumer Discretionary ETF
―
―
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IEDI
iShares Evolved US Discretionary Spending ETF
―
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PEZ
Invesco DWA Consumer Cyclicals Momentum ETF
―
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CLIX
ProShares Long Online/Short Stores 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.
DisclaimerThis 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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