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PSCE - ETF AI Analysis
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Invesco S&P SmallCap Energy ETF (PSCE)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Holdings Performing Well
Several of the largest positions, including names like Peabody Energy, Cactus, and Helmerich & Payne, have delivered strong year-to-date performance that supports the fund’s returns.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for a specialized small-cap energy strategy, helping investors keep more of their returns.
Negative Factors
Heavy Sector Concentration
With almost all assets in the energy sector, the ETF is highly exposed to swings in energy prices and industry-specific risks.
High Stock Concentration
The top holdings each make up a meaningful share of the portfolio, so weakness in just a few companies could significantly impact performance.
Limited Geographic Diversification
The fund is overwhelmingly invested in U.S. companies, offering little protection if the U.S. energy market faces a downturn.
PSCE vs. SPDR S&P 500 ETF (SPY)
AUM108.70M
RegionNorth America
Expense Ratio0.29%
Beta1.11
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield1.8%
Asset ClassEquity
Index TrackedS&P Small Cap 600 / Energy -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume45,461
30 Day Avg. Volume34,295
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
62.17Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCE Summary
The Invesco S&P SmallCap Energy ETF (PSCE) tracks the S&P SmallCap 600 Energy index, focusing on smaller U.S. energy companies. It holds firms involved in oil and gas production and services, such as Peabody Energy and Magnolia Oil & Gas. Someone might invest in PSCE if they want targeted exposure to the energy sector and believe smaller energy companies could grow faster than larger, more established players, while still getting diversification across many stocks. A key risk is that it is heavily tied to the energy sector, so its price can swing sharply with energy prices and market conditions.
How much will it cost me?The Invesco S&P SmallCap Energy ETF (PSCE) 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 is focused on a specific sector and tracks small-cap energy companies, which require more active management compared to broad, passively managed funds.
What would affect this ETF?The Invesco S&P SmallCap Energy ETF (PSCE) could benefit from rising energy demand and higher oil and gas prices, which would support the growth of its small-cap energy holdings. However, it may face challenges from regulatory changes targeting fossil fuels, as well as economic slowdowns that reduce energy consumption. Since the ETF is heavily focused on U.S. small-cap energy companies, domestic economic conditions and energy policies will play a significant role in its performance.
PSCE Top 10 Holdings
PSCE is riding a wave of strength from several small-cap energy standouts, with Archrock, SM Energy, and Magnolia Oil & Gas all rising and doing much of the heavy lifting for the fund. California Resources adds another bright spot, helped by its dealmaking and carbon-capture story. On the flip side, Core Natural Resources and Peabody Energy are lagging, occasionally throwing sand in the gears. The ETF is heavily concentrated in U.S. energy names, especially exploration, production, and services, so its fortunes are tightly hitched to the domestic energy cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Archrock | 7.20% | $7.89M | $6.26B | 51.37% | 79 Outperform | |
| ― | 6.38% | $6.99M | ― | ― | ― | |
| SM Energy | 6.16% | $6.75M | $6.10B | -5.78% | 72 Outperform | |
| Magnolia Oil & Gas | 5.81% | $6.36M | $5.44B | 29.16% | 65 Neutral | |
| California Resources Corp | 5.40% | $5.92M | $5.63B | 55.11% | 71 Outperform | |
| Kodiak Gas Services, Inc. | 5.36% | $5.87M | $4.84B | 63.57% | 68 Neutral | |
| Core Natural Resources | 5.33% | $5.84M | $4.53B | 27.12% | 57 Neutral | |
| Liberty Energy | 4.93% | $5.41M | $4.51B | 83.09% | 69 Neutral | |
| Peabody Energy Comm | 4.81% | $5.27M | $4.05B | 158.79% | 61 Neutral | |
| Tidewater | 4.28% | $4.69M | $3.98B | 95.80% | 78 Outperform |
PSCE Technical Analysis
Positive
―
Price Trends
49.61
Positive
46.23
Positive
43.03
Positive
Market Momentum
2.02
Negative
68.71
Neutral
86.03
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.45, equal to the 50-day MA of 49.61, and equal to the 200-day MA of 43.03, indicating a bullish trend. The MACD of 2.02 indicates Negative momentum. The RSI at 68.71 is Neutral, neither overbought nor oversold. The STOCH value of 86.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSCE.
PSCE Peer Comparison
Comparison Results
Performance Comparison
PSCE
Invesco S&P SmallCap Energy ETF
56.43
17.66
45.55%
TPYP
Tortoise North American Pipeline Fund
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FCG
First Trust Natural Gas ETF
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RSPG
Invesco S&P 500 Equal Weight Energy ETF
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FXN
First Trust Energy AlphaDEX Fund
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FTXN
First Trust Nasdaq Oil & Gas 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.
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: ―
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