PSL - ETF AI Analysis
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Invesco DWA Consumer Staples Momentum ETF (PSL)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its momentum strategy has worked well recently.
Leading Consumer Staples Holdings
Several of the largest positions, including food, beverage, and household brands, have shown strong performance, helping support the fund’s returns.
Defensive Sector Focus
Heavy exposure to consumer defensive companies can provide more stability during market downturns because people tend to keep buying everyday essentials.
Negative Factors
High Expense Ratio
The fund’s fees are relatively high for an ETF, which can slowly reduce the net returns investors receive over time.
Sector Concentration Risk
With most assets in consumer defensive stocks and limited exposure to other sectors, the ETF is heavily tied to the fortunes of one part of the economy.
Limited Geographic Diversification
Almost all holdings are U.S.-based, so investors get little protection from growth or stability in other regions around the world.
PSL vs. SPDR S&P 500 ETF (SPY)
AUM79.20M
RegionNorth America
Expense Ratio0.60%
Beta0.40
IssuerInvesco
Inception DateOct 12, 2006
Dividend Yield0.73%
Asset ClassEquity
Index TrackedDorsey Wright Consumer Staples Tech Leaders TR
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume959
30 Day Avg. Volume1,445
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
136.08Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSL Summary
PSL is the Invesco DWA Consumer Staples Momentum ETF, which follows the Dorsey Wright Consumer Staples index. It focuses on U.S. companies that sell everyday essentials like food, drinks, and household products. Well-known holdings include Costco and Philip Morris, along with other food and beverage firms. Investors might consider PSL for a mix of stability from consumer staples and growth potential from stocks showing strong recent performance. However, it can still go up and down with the stock market and is heavily concentrated in the consumer staples sector.
How much will it cost me?The Invesco DWA Consumer Staples Momentum ETF (PSL) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because the ETF is actively managed, focusing on momentum-driven investments within the consumer staples sector. Active management typically involves more research and trading, which increases costs.
What would affect this ETF?The ETF's focus on consumer staples, a sector known for resilience during economic downturns, could benefit from steady demand for essential goods regardless of market conditions. Positive trends such as increased consumer spending or innovation within top holdings like Costco and Celsius Holdings may drive growth. However, rising interest rates or inflation could negatively impact consumer purchasing power, and regulatory changes affecting companies like Philip Morris might pose risks.
PSL Top 10 Holdings
PSL is leaning hard into U.S. consumer staples, with food distributors and household names setting the tone. US Foods and Darling Ingredients are the real engines right now, both rising and giving the fund a solid momentum backbone. Church & Dwight and Monster Beverage are also pulling their weight, staying steadily positive. On the flip side, Costco and Kroger look a bit tired, with recent trading pressure keeping a lid on returns. Overall, the ETF is concentrated in defensive, U.S.-based staples, but it’s clearly favoring the faster-moving players within that safe haven.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| US Foods Holding | 4.86% | $3.85M | $20.01B | 17.60% | 74 Outperform | |
| Costco | 4.79% | $3.80M | $396.35B | -6.14% | 72 Outperform | |
| Church & Dwight | 4.61% | $3.66M | $22.66B | 3.24% | 72 Outperform | |
| Casey's General | 3.86% | $3.06M | $21.77B | 11.72% | 68 Neutral | |
| Philip Morris | 3.84% | $3.04M | $298.80B | 17.75% | 61 Neutral | |
| Performance Food Group | 3.75% | $2.98M | $14.34B | -16.36% | 65 Neutral | |
| Darling Ingredients | 3.62% | $2.87M | $10.35B | 104.90% | 69 Neutral | |
| Monster Beverage | 3.39% | $2.69M | $87.31B | 37.72% | 80 Outperform | |
| Kroger Company | 3.39% | $2.69M | $37.46B | -7.94% | 56 Neutral | |
| Archer Daniels Midland | 3.31% | $2.62M | $40.97B | 44.81% | 64 Neutral |
PSL Technical Analysis
Negative
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Price Trends
113.81
Negative
112.60
Negative
110.02
Negative
Market Momentum
-1.37
Positive
32.49
Neutral
4.80
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 113.03, equal to the 50-day MA of 113.81, and equal to the 200-day MA of 110.02, indicating a bearish trend. The MACD of -1.37 indicates Positive momentum. The RSI at 32.49 is Neutral, neither overbought nor oversold. The STOCH value of 4.80 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PSL.
PSL Peer Comparison
Comparison Results
Performance Comparison
PSL
Invesco DWA Consumer Staples Momentum ETF
109.30
1.34
1.24%
PBJ
Invesco Dynamic Food & Beverage ETF
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RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
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GXPS
Global X PureCap MSCI Consumer Staples ETF
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PSCC
Invesco S&P SmallCap Consumer Staples ETF
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FTXG
First Trust Nasdaq Food & Beverage 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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