PSCU - ETF AI Analysis
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Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has recently worked well for investors.
Leading Holdings with Strong Momentum
Several of the largest positions, including Match Group, Madison Square Garden Sports, Iridium Communications, and others, have shown strong or steady performance, helping support the fund’s returns.
Focused Exposure to U.S. Small-Cap Utilities and Communication Services
The fund concentrates on U.S. small-cap companies in utilities and communication services, giving investors targeted exposure to these specialized areas of the market.
Negative Factors
High Sector Concentration
More than half of the portfolio is in communication services and a large share in utilities, so a downturn in these sectors could hurt the fund more than a broadly diversified ETF.
Notable Underperforming Holdings
Some top positions, such as Lumen Technologies and Versant Media Group, have shown weak performance, which can drag on overall returns if the weakness continues.
Small Asset Base
The fund’s relatively low assets under management mean it is a smaller ETF, which can sometimes lead to wider trading spreads and a higher risk of the fund being closed in the future.
PSCU vs. SPDR S&P 500 ETF (SPY)
AUM16.01M
RegionNorth America
Expense Ratio0.29%
Beta0.63
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield1%
Asset ClassEquity
Index TrackedS&P SmallCap 600 Capped Utilities & Telecommunication Services
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume802
30 Day Avg. Volume1,638
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
73.34Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering35
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCU Summary
PSCU is an ETF that follows the S&P SmallCap 600 Capped Utilities & Telecommunication Services index, focusing on smaller U.S. companies in utilities and communication services. These are businesses that help power homes and businesses and keep people connected, including well-known names like Match Group and Lumen Technologies. Investors might consider PSCU for diversification and the potential growth of smaller companies in essential, everyday industries. However, because it invests in small-cap stocks and specific sectors, its price can move up and down more sharply with changes in the market and in utility and communication industries.
How much will it cost me?The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) 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 focuses on a niche sector and is passively managed, but targets smaller companies which can require more specialized tracking.
What would affect this ETF?PSCU could benefit from increased demand for utilities and communication services, especially as small-cap companies often have higher growth potential during economic expansions. However, rising interest rates or regulatory changes in the utilities and telecom sectors could negatively impact the ETF's performance, as these industries are sensitive to such factors. Additionally, its U.S. focus means it may be affected by domestic economic conditions more than global trends.
PSCU Top 10 Holdings
PSCU is powered by a small-cap mix of communication names and niche utilities, with a few standout stars doing the heavy lifting. Match Group and Sphere Entertainment have been rising, giving the fund a bit of a digital dating and live-entertainment flair, while Cinemark adds more momentum from the movie theater rebound. On the flip side, Lumen Technologies and Versant Media Group are lagging, acting like weights on the portfolio. Otter Tail offers steadier utility exposure, and with holdings largely U.S.-based, the fund is firmly anchored in domestic infrastructure and media.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Match Group | 10.08% | $1.61M | $9.73B | 12.29% | 66 Neutral | |
| Madison Square Garden Sports | 7.19% | $1.15M | $9.44B | 84.04% | 45 Neutral | |
| Lumen Technologies | 6.71% | $1.07M | $7.16B | 14.71% | 55 Neutral | |
| Versant Media Group | 5.35% | $853.85K | $5.16B | ― | ― | |
| Iridium Communications | 5.10% | $813.65K | $5.01B | 165.88% | 71 Outperform | |
| Mdu Resources Group | 4.09% | $652.90K | $4.04B | 18.23% | 62 Neutral | |
| Sphere Entertainment | 3.94% | $628.10K | $5.15B | 146.01% | 66 Neutral | |
| Clearway Energy | 3.85% | $613.80K | $6.39B | 8.43% | 70 Neutral | |
| Otter Tail | 3.76% | $600.39K | $3.70B | 5.96% | 77 Outperform | |
| Telephone & Data Systems | 3.70% | $589.51K | $4.03B | -4.49% | 56 Neutral |
PSCU Technical Analysis
Negative
―
Price Trends
64.67
Negative
64.73
Negative
61.94
Positive
Market Momentum
-0.27
Positive
42.24
Neutral
25.27
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCU, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 64.51, equal to the 50-day MA of 64.67, and equal to the 200-day MA of 61.94, indicating a neutral trend. The MACD of -0.27 indicates Positive momentum. The RSI at 42.24 is Neutral, neither overbought nor oversold. The STOCH value of 25.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PSCU.
PSCU Peer Comparison
Comparison Results
Performance Comparison
PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF
63.78
7.35
13.02%
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
―
―
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PBJ
Invesco Dynamic Food & Beverage ETF
―
―
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PSL
Invesco DWA Consumer Staples Momentum ETF
―
―
―
GXPS
Global X PureCap MSCI Consumer Staples ETF
―
―
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RSPC
Invesco S&P 500 Equal Weight Communication Services 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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