PSCE - ETF AI Analysis
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Invesco S&P SmallCap Energy ETF (PSCE)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its recent performance.
Leading Energy Holdings
Several of the largest energy stocks in the fund have shown strong year-to-date performance, helping drive overall returns.
Moderate Expense Ratio
The fund’s expense ratio is moderate for a specialized small-cap energy ETF, allowing investors to keep a reasonable share of the returns after fees.
Negative Factors
High Sector Concentration
With most assets in the energy sector, the ETF is heavily exposed to swings in oil, gas, and related markets.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. market or energy industry faces a downturn.
Short-Term Performance Volatility
Recent three-month performance has been weak compared with its year-to-date gains, highlighting the fund’s sensitivity to short-term market moves.
PSCE vs. SPDR S&P 500 ETF (SPY)
AUM104.65M
RegionNorth America
Expense Ratio0.29%
Beta0.70
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield2.48%
Asset ClassEquity
Index TrackedS&P Small Cap 600 / Energy -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,049
30 Day Avg. Volume19,912
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
72.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering35
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCE Summary
PSCE is the Invesco S&P SmallCap Energy ETF, which follows the S&P Small Cap 600 Energy index. It invests mainly in smaller U.S. energy companies involved in oil and gas exploration, production, and services. Some of its top holdings include SM Energy and Magnolia Oil & Gas. Investors might consider PSCE if they want focused exposure to potentially faster-growing, smaller energy firms and to diversify a portfolio that is heavy in large companies or other sectors. A key risk is that it is heavily concentrated in the energy sector, so its value can swing sharply with oil and gas prices and overall market conditions.
How much will it cost me?The Invesco S&P SmallCap Energy ETF (PSCE) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is focused on a specific sector and tracks small-cap energy companies, which require more active management compared to broad, passively managed funds.
What would affect this ETF?The Invesco S&P SmallCap Energy ETF (PSCE) could benefit from rising energy demand and higher oil and gas prices, which would support the growth of its small-cap energy holdings. However, it may face challenges from regulatory changes targeting fossil fuels, as well as economic slowdowns that reduce energy consumption. Since the ETF is heavily focused on U.S. small-cap energy companies, domestic economic conditions and energy policies will play a significant role in its performance.
PSCE Top 10 Holdings
PSCE is essentially a small‑cap U.S. energy play, with performance driven by a handful of rising names in oil, gas, and services. SM Energy and Tidewater have been powering ahead, giving the fund a strong upstream and offshore flavor, while Kodiak Gas Services adds steady support despite some earlier stumbles. On the flip side, Archrock has been lagging lately, acting as a bit of a brake on returns, and Magnolia Oil & Gas has seen mixed momentum. Overall, this is a concentrated bet on nimble, North American energy producers and service firms.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SM Energy | 7.16% | $7.42M | $8.35B | 22.95% | 72 Outperform | |
| Magnolia Oil & Gas | 5.07% | $5.25M | $5.86B | -4.55% | 65 Neutral | |
| ― | 4.85% | $5.03M | ― | ― | ― | |
| Kodiak Gas Services, Inc. | 4.75% | $4.92M | $5.34B | 41.39% | 68 Neutral | |
| Archrock | 4.73% | $4.91M | $5.38B | 14.83% | 79 Outperform | |
| Solaris Energy Infrastructure | 4.15% | $4.30M | $5.62B | 78.72% | 69 Neutral | |
| Oceaneering International | 4.08% | $4.23M | $4.65B | 80.28% | 73 Outperform | |
| Cactus | 3.98% | $4.12M | $5.23B | 54.79% | 77 Outperform | |
| Core Natural Resources | 3.92% | $4.06M | $4.41B | 7.51% | 57 Neutral | |
| International Seaways | 3.90% | $4.04M | $5.19B | 123.72% | 72 Outperform |
PSCE Technical Analysis
Negative
―
Price Trends
60.05
Negative
59.07
Negative
55.71
Positive
Market Momentum
-0.44
Positive
36.93
Neutral
4.00
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 61.85, equal to the 50-day MA of 60.05, and equal to the 200-day MA of 55.71, indicating a neutral trend. The MACD of -0.44 indicates Positive momentum. The RSI at 36.93 is Neutral, neither overbought nor oversold. The STOCH value of 4.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PSCE.
PSCE Peer Comparison
Comparison Results
Performance Comparison
PSCE
Invesco S&P SmallCap Energy ETF
58.43
16.22
38.43%
TPYP
Tortoise North American Pipeline Fund
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IEO
iShares U.S. Oil & Gas Exploration & Production ETF
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RSPG
Invesco S&P 500 Equal Weight Energy ETF
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FXN
First Trust Energy AlphaDEX Fund
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FTXN
First Trust Nasdaq Oil & Gas 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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