Invesco DWA Consumer Staples Momentum ETF
PSL - ETF AI Analysis
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Invesco DWA Consumer Staples Momentum ETF (PSL)
PSL, the Invesco DWA Consumer Staples Momentum ETF, earns a solid overall rating driven largely by strong, stable names like Coca-Cola, BJ’s Wholesale Club, and US Foods, which show healthy financial performance, positive earnings sentiment, and strategic growth initiatives. At the same time, holdings such as Estée Lauder and e.l.f. Beauty introduce risks through high leverage, valuation concerns, and margin pressures, and tobacco holdings like Philip Morris and Altria face declining volumes and competition. The main risk factor is the fund’s concentration in consumer staples, where several companies show slowing growth, high valuations, and leverage that could weigh on future returns.
PSL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 82.51M
- Region
- North America
- Expense Ratio
- 0.60%
- Beta
- 0.35
- Issuer
- Invesco
- Inception Date
- Oct 12, 2006
- Dividend Yield
- 0.69%
- Asset Class
- Equity
- Index Tracked
- Dorsey Wright Consumer Staples Tech Leaders TR
PSL Summary
PSL is an ETF that follows the Dorsey Wright Consumer Staples Momentum Index, focusing on companies that sell everyday essentials like food, drinks, and household products. It owns well-known names such as Coca-Cola and Estée Lauder, along with grocery, beverage, and beauty brands that have been performing strongly. Someone might invest in PSL to get a mix of stability from the consumer staples sector and potential growth from momentum-driven stocks, all in one fund. A key risk is that even these “defensive” companies can still go up and down with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 invested. That’s higher than the average ETF cost because it’s actively managed using a momentum strategy in the consumer staples sector, which typically charges more than simple index-tracking funds.
What would affect this ETF?
PSL could benefit from steady demand for everyday goods, strong brand performance from top holdings like Coca-Cola and Estée Lauder, and periods when investors favor defensive consumer staples, especially in a slow or uncertain U.S. economy. On the negative side, rising interest rates, weaker consumer spending, changing regulations on food, tobacco, or beverages, or a shift away from momentum strategies could hurt returns, particularly given its heavy concentration in U.S. consumer defensive stocks.
PSL Top 10 Holdings
PSL is leaning hard into consumer staples momentum, with beauty, beverages, and food service names setting the tone. e.l.f. Beauty and Estée Lauder are rising stars, helping drive returns as cosmetics rebound, while Coca-Cola and Philip Morris provide steady, dividend-friendly ballast with solid recent gains. On the weaker side, Casey’s General Stores and Performance Food Group have been more mixed, losing some steam over the past few months and slightly dragging on results. The fund is almost entirely U.S.-focused, giving investors a domestically anchored, defensively tilted portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CASY | Casey's General | 4.21% | $3.49M | $25.82B | 32.37% | 68Neutral |
 USFD | US Foods Holding | 3.99% | $3.30M | $23.58B | 52.13% | 74Outperform |
 PFGC | Performance Food Group | 3.92% | $3.25M | $17.51B | 14.96% | 65Neutral |
 EL | The Estée Lauder Companies | 3.80% | $3.15M | $41.10B | 23.66% | 56Neutral |
 BJ | Bj's Wholesale Club Holdings | 3.60% | $2.98M | $13.95B | 18.57% | 71Outperform |
 ELF | e.l.f. Beauty | 3.45% | $2.86M | $7.01B | 51.93% | 68Neutral |
 PM | Philip Morris | 3.28% | $2.72M | $302.77B | 25.22% | 61Neutral |
 KO | Coca-Cola | 3.22% | $2.67M | $416.90B | 36.25% | 75Outperform |
 MO | Altria Group | 3.05% | $2.53M | $126.99B | 32.49% | 64Neutral |
 MNST | Monster Beverage | 2.95% | $2.45M | $88.75B | 26.27% | 80Outperform |
PSL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSL, the sentiment is Positive. The current price of 116.50 is above the 20-day moving average (MA) of 114.18, above the 50-day MA of 111.45, and above the 200-day MA of 111.58, indicating a bullish trend. The MACD of 1.15 indicates Negative momentum. The RSI at 60.85 is Neutral, neither overbought nor oversold. The STOCH value of 78.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSL.
PSL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PSL | $116.50 | $121.00(3.86% Upside) | $82.51M | 0.60% | 67Neutral |
 RIET | $8.16 | $9.62(17.94% Upside) | $97.81M | 0.50% | 55Neutral |
 GXPC | $27.47 | $36.77(33.84% Upside) | $97.04M | 0.15% | 78Outperform |
 GXPS | $29.42 | $30.62(4.08% Upside) | $78.70M | 0.15% | 70Neutral |
 PSCC | $36.77 | $38.15(3.74% Upside) | $40.19M | 0.29% | 62Neutral |
 FTXG | $23.42 | $25.23(7.76% Upside) | $36.21M | 0.60% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PSL | Invesco DWA Consumer Staples Momentum ETF | 116.50 | 16.56 | 16.57% | |
| RIET | Hoya Capital High Dividend Yield ETF | 8.16 | -0.19 | -2.29% | |
| GXPC | Global X PureCap MSCI Communication Services ETF | 27.47 | -0.27 | -0.97% | |
| GXPS | Global X PureCap MSCI Consumer Staples ETF | 29.42 | 5.46 | 22.77% | |
| PSCC | Invesco S&P SmallCap Consumer Staples ETF | 36.77 | 5.66 | 18.17% | |
| FTXG | First Trust Nasdaq Food & Beverage ETF | 23.41 | 2.60 | 12.51% |
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.