PSCD - ETF AI Analysis

Top Page

Invesco S&P SmallCap Consumer Discretionary ETF (PSCD)

Rating:67Neutral

Price Target:―

PSCD, the Invesco S&P SmallCap Consumer Discretionary ETF, has a solid overall rating driven by strong contributors like Boot Barn and Installed Building Products, which show robust financial performance and positive outlooks. The fund is held back somewhat by weaker names like Etsy and CarMax, where financial instability, declining revenue, and cautious technical signals create headwinds. The main risk is its focus on small-cap consumer discretionary companies, which can be more sensitive to economic conditions and market volatility.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains so far this year and in the most recent month, indicating positive momentum in its small-cap consumer holdings.

Top Holdings Showing Strength

Many of the largest positions, such as CarMax and several home-related companies, have delivered strong year-to-date performance, helping support the fund’s returns.

Focused Exposure to U.S. Consumer Discretionary

The fund offers targeted access to U.S. small-cap consumer cyclical companies, which can benefit when consumer spending is healthy.

Negative Factors

High Sector Concentration

With the vast majority of assets in consumer cyclical stocks, the ETF is heavily exposed to downturns in consumer spending and economic slowdowns.

Limited Geographic Diversification

Almost all of the fund’s holdings are in U.S. companies, so it offers little protection if the U.S. market or economy weakens.

Moderate Expense Ratio for a Niche ETF

The fund’s expense ratio is not especially low, meaning a noticeable portion of returns goes toward fees compared with some broader, cheaper ETFs.

PSCD vs. SPDR S&P 500 ETF (SPY)

AUM29.04M

RegionNorth America

Expense Ratio0.29%

Beta1.00

IssuerInvesco

Inception DateApr 07, 2010

Dividend Yield0.85%

Asset ClassEquity

Index TrackedS&P Small Cap 600 / Consumer Discretionary -SEC

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume37,035

30 Day Avg. Volume6,804

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

127.98

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering86

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

PSCD Summary

PSCD is an ETF that follows the S&P SmallCap 600 Capped Consumer Discretionary Index, focusing on smaller U.S. companies that sell non‑essential goods and services, like retailers, car dealers, and leisure businesses. It holds names such as CarMax and Etsy, giving you a way to invest in many small consumer-focused companies at once instead of picking individual stocks. Someone might invest in PSCD for growth potential and diversification within small-cap consumer companies, especially when the economy is strong and people spend more. A key risk is that these small consumer stocks can be very sensitive to the economy and may swing up and down more than the overall market.

How much will it cost me?The expense ratio for the Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) is 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average because the fund is focused on a specific sector and uses an index tied to small-cap stocks, which can involve more specialized management compared to broader, passively managed ETFs.

What would affect this ETF?The PSCD ETF, focused on U.S. small-cap consumer discretionary stocks, could benefit from economic growth and rising consumer spending, which often boost demand for retail, automotive, and leisure industries. However, it may face challenges during economic downturns or periods of high inflation, as consumer spending tends to decrease, and small-cap companies are more sensitive to market volatility. Changes in interest rates or regulatory policies could also impact the ETF's performance, given its reliance on agile, growth-oriented businesses.

PSCD Top 10 Holdings

PSCD is very much a U.S. consumer‑cyclical story, with small-cap retailers, homebuilders, and housing-related names steering the ship. Installed Building Products, Cavco Industries, Meritage, and Champion Homes are all rising, helped by steady housing demand and solid balance sheets, giving the fund a strong tailwind. CarMax and Brinker International are also climbing, adding extra lift from autos and dining. On the flip side, Etsy has been lagging, its weaker sentiment and softer user trends acting like a small anchor on an otherwise upbeat, domestically focused portfolio.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
LKQ	LKQ	3.92%	$1.13M	$8.75B	-9.31%	68 Neutral
EAT	Brinker International	3.40%	$984.80K	$7.46B	4.25%	70 Neutral
IBP	Installed Building Products	3.29%	$951.40K	$8.80B	76.77%	74 Outperform
MHK	Mohawk	3.07%	$888.38K	$8.17B	10.76%	67 Neutral
KMX	CarMax	3.05%	$883.20K	$6.59B	-46.41%	61 Neutral
BOOT	Boot Barn	2.78%	$803.45K	$6.19B	56.45%	80 Outperform
ETSY	Etsy	2.43%	$704.07K	$5.44B	3.40%	57 Neutral
MTH	Meritage	2.38%	$687.82K	$5.31B	0.33%	69 Neutral
VSCO	Victoria's Secret	2.22%	$641.36K	$4.96B	89.40%	71 Outperform
SKY	Champion Homes	2.17%	$627.14K	$4.80B	-17.92%	78 Outperform

PSCD Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

109.64

Positive

100DMA

107.89

Positive

200DMA

105.06

Positive

Market Momentum

MACD

1.19

Negative

RSI

60.17

Neutral

STOCH

89.40

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 113.40, equal to the 50-day MA of 109.64, and equal to the 200-day MA of 105.06, indicating a bullish trend. The MACD of 1.19 indicates Negative momentum. The RSI at 60.17 is Neutral, neither overbought nor oversold. The STOCH value of 89.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSCD.

PSCD Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
PSCD	―	―	$29.04M	0.29%	―
IEDI	―	―	$29.18M	0.18%	―
GXPD	―	―	$27.07M	0.15%	―
PEZ	―	―	$24.82M	0.60%	―
CLIX	―	―	$6.84M	0.65%	―
EATZ	―	―	$2.68M	1.00%	―

Performance Comparison

PSCD

Invesco S&P SmallCap Consumer Discretionary ETF

115.58

8.25

7.69%

IEDI

iShares Evolved US Discretionary Spending ETF

―

GXPD

Global X PureCap MSCI Consumer Discretionary ETF

―

PEZ

Invesco DWA Consumer Cyclicals Momentum ETF

―

CLIX

ProShares Long Online/Short Stores ETF

―

EATZ

AdvisorShares Restaurant ETF

―

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.

Disclaimer

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.Date of analysis: ―

Table of Contents