PSCH - ETF AI Analysis
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Invesco S&P SmallCap Health Care ETF (PSCH)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent One-Month Rebound
The ETF has shown a solid bounce over the past month, suggesting improving short-term momentum after earlier weakness.
Several Strong-Performing Top Holdings
Many of the largest positions, such as Krystal Biotech, Protagonist Therapeutics, BrightSpring Health Services, and others, have delivered strong gains this year, helping support the fund’s results.
Focused Exposure to Small-Cap Health Care
The fund offers targeted access to small U.S. health care companies, which can provide growth potential different from large, well-known health care stocks.
Negative Factors
Recent Negative Year-to-Date Performance
The ETF is down so far this year, showing that investors have recently faced losses despite the short-term rebound.
High Concentration in One Sector
With almost all assets in health care, the fund is heavily exposed to swings in that single sector and less protected if health care stocks fall out of favor.
Limited Geographic Diversification
The ETF invests almost entirely in U.S. companies, offering little cushion if the U.S. market or economy experiences a downturn.
PSCH vs. SPDR S&P 500 ETF (SPY)
AUM134.15M
RegionNorth America
Expense Ratio0.29%
Beta0.82
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield0.04%
Asset ClassEquity
Index TrackedS&P SmallCap 600 Capped Health Care Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,554
30 Day Avg. Volume16,492
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
58.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering77
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCH Summary
The Invesco S&P SmallCap Health Care ETF (PSCH) is a fund that follows the S&P SmallCap 600 Capped Health Care Index, focusing on smaller U.S. health care companies. It holds businesses in areas like biotech, medical devices, and health care services, including names such as Molina Healthcare and Teleflex. Someone might invest in PSCH to seek growth from innovative, younger health care companies while spreading money across many stocks instead of picking just one. A key risk is that small health care stocks can be very volatile, so the ETF’s price can rise and fall sharply with the market and sector news.
How much will it cost me?The Invesco S&P SmallCap Health Care ETF (PSCH) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This cost is slightly higher than average because the ETF focuses on a niche sector and tracks small-cap health care companies, which require more active management compared to broad-market passive ETFs.
What would affect this ETF?The Invesco S&P SmallCap Health Care ETF (PSCH) could benefit from advancements in biotechnology, pharmaceuticals, and medical devices, as small-cap companies often drive innovation in the health care sector. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and regulatory changes in the U.S. health care industry that could impact profitability. The ETF’s focus on U.S. small-cap health care stocks makes it sensitive to domestic economic conditions and sector-specific trends.
PSCH Top 10 Holdings
PSCH is a pure U.S. small-cap health care play, and its story is being written by a handful of fast-moving biotech and services names. Krystal Biotech, Alkermes, and Corcept Therapeutics have been rising, giving the fund a solid growth engine, while BrightSpring Health Services has been on a strong run but could cool off after its recent sprint. On the flip side, PTC Therapeutics has been lagging and Teleflex has seen mixed momentum, reminding investors that this small-cap health care basket can be both nimble and bumpy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Molina Healthcare | 5.16% | $6.89M | $9.94B | -35.71% | 71 Outperform | |
| Krystal Biotech | 4.08% | $5.44M | $8.87B | 119.80% | 80 Outperform | |
| BrightSpring Health Services, Inc. | 3.99% | $5.32M | $11.13B | 138.08% | 67 Neutral | |
| Glaukos | 3.77% | $5.03M | $7.34B | 34.42% | 61 Neutral | |
| Alkermes | 3.71% | $4.95M | $7.13B | 34.97% | 80 Outperform | |
| Corcept Therapeutics | 3.57% | $4.76M | $7.80B | 4.34% | 76 Outperform | |
| Teleflex | 3.01% | $4.02M | $5.75B | 5.73% | 68 Neutral | |
| Protagonist Therapeutics | 3.01% | $4.01M | $6.26B | 79.07% | 68 Neutral | |
| PTC Therapeutics | 2.99% | $3.99M | $5.89B | 36.14% | 72 Outperform | |
| TG Therapeutics | 2.87% | $3.82M | $6.15B | 0.25% | 65 Neutral |
PSCH Technical Analysis
Positive
―
Price Trends
44.05
Positive
43.43
Positive
43.23
Positive
Market Momentum
0.37
Negative
60.60
Neutral
78.01
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.04, equal to the 50-day MA of 44.05, and equal to the 200-day MA of 43.23, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 60.60 is Neutral, neither overbought nor oversold. The STOCH value of 78.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSCH.
PSCH Peer Comparison
Comparison Results
Performance Comparison
PSCH
Invesco S&P SmallCap Health Care ETF
45.95
4.35
10.46%
IHF
iShares U.S. Healthcare Providers ETF
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―
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FXH
First Trust Health Care AlphaDEX Fund
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―
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RSPH
Invesco S&P 500 Equal Weight Health Care ETF
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―
―
PINK
Simplify Health Care ETF
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―
―
PTH
Invesco DWA Healthcare Momentum 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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