PSCC - ETF AI Analysis
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Invesco S&P SmallCap Consumer Staples ETF (PSCC)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Overall Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive recent momentum.
Several Strong-Performing Top Holdings
Many of the largest positions, such as PriceSmart, United Natural Foods, The Andersons, and Inter Parfums, have shown strong year-to-date performance, helping support the fund’s returns.
Defensive Sector Focus
Heavy exposure to consumer defensive companies can make the fund more resilient during economic slowdowns, as people tend to keep buying everyday essentials.
Negative Factors
High Concentration in a Few Stocks
The top three holdings make up a sizable share of the portfolio, which increases the impact that any one company’s performance can have on the fund.
Sector Concentration Risk
With most assets in consumer defensive stocks and limited exposure to other sectors, the fund may struggle if this part of the market falls out of favor.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. market or economy faces specific challenges.
PSCC vs. SPDR S&P 500 ETF (SPY)
AUM34.25M
RegionNorth America
Expense Ratio0.29%
Beta0.49
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield1.97%
Asset ClassEquity
Index TrackedS&P Small Cap 600 Capped Consumer Staples
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,740
30 Day Avg. Volume7,128
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
35.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCC Summary
The Invesco S&P SmallCap Consumer Staples ETF (PSCC) tracks the S&P Small Cap 600 Capped Consumer Staples index, focusing on smaller U.S. companies that sell everyday essentials like food, beverages, and household products. Its holdings include names such as Lamb Weston Holdings and Cal-Maine Foods, which make frozen potato products and eggs, as well as other grocery and household brands. Someone might invest in PSCC to add diversification and defensive stability to their portfolio, since people tend to buy staples in good and bad times. However, it can still go up and down with the stock market and may be more volatile because it owns smaller companies.
How much will it cost me?The expense ratio for the Invesco S&P SmallCap Consumer Staples ETF (PSCC) is 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is a specialized, sector-focused fund that requires more active management compared to broad, passively managed index funds.
What would affect this ETF?The PSCC ETF, focused on small-cap consumer staples in the U.S., could benefit from steady demand for essential goods, even during economic downturns, as well as potential growth opportunities in smaller, innovative companies like Freshpet and Simply Good Foods. However, it may face challenges from rising interest rates, which can increase borrowing costs for small-cap firms, and economic slowdowns that could impact discretionary spending on certain consumer products. Regulatory changes affecting food and household product industries could also influence the ETF's performance.
PSCC Top 10 Holdings
PSCC is heavily tilted toward U.S. small-cap consumer staples, so everyday essentials are really steering the ship. Vita Coco and United Natural Foods have been rising sharply, giving the fund a nice lift, while Pricesmart and The Chefs’ Warehouse add steady momentum with solid, if less dramatic, gains. On the flip side, Freshpet has been losing steam and Lamb Weston has been lagging, acting as a bit of a brake on returns. Overall, the ETF is concentrated in defensive, food-focused names, with only a light sprinkling of other sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lamb Weston Holdings | 12.46% | $4.27M | $6.23B | -17.19% | 61 Neutral | |
| Pricesmart | 9.06% | $3.10M | $5.57B | 72.88% | 77 Outperform | |
| Vita Coco Company | 8.08% | $2.77M | $4.49B | 144.71% | 74 Outperform | |
| Cal-Maine Foods | 7.12% | $2.44M | $3.78B | -18.97% | 84 Outperform | |
| The Chefs' Warehouse | 5.40% | $1.85M | $3.66B | 47.63% | 72 Outperform | |
| Freshpet | 5.07% | $1.74M | $2.57B | -29.10% | 66 Neutral | |
| United Natural Foods | 4.75% | $1.63M | $3.02B | 136.57% | 52 Neutral | |
| Inter Parfums | 4.14% | $1.42M | $3.21B | -25.19% | 69 Neutral | |
| The Andersons | 4.05% | $1.39M | $2.41B | 97.01% | 71 Outperform | |
| Flowers Foods | 3.86% | $1.32M | $1.65B | -51.22% | 69 Neutral |
PSCC Technical Analysis
Positive
―
Price Trends
32.91
Positive
33.09
Positive
32.57
Positive
Market Momentum
0.48
Negative
72.99
Negative
95.07
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.21, equal to the 50-day MA of 32.91, and equal to the 200-day MA of 32.57, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 72.99 is Negative, neither overbought nor oversold. The STOCH value of 95.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSCC.
PSCC Peer Comparison
Comparison Results
Performance Comparison
PSCC
Invesco S&P SmallCap Consumer Staples ETF
34.97
1.80
5.43%
PBJ
Invesco Dynamic Food & Beverage ETF
―
―
―
PSL
Invesco DWA Consumer Staples Momentum ETF
―
―
―
PXI
Invesco DWA Energy Momentum ETF
―
―
―
GXPS
Global X PureCap MSCI Consumer Staples ETF
―
―
―
FTXG
First Trust Nasdaq Food & Beverage ETF
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―
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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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