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PSCE - ETF AI Analysis
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Invesco S&P SmallCap Energy ETF (PSCE)
Rating:62Neutral
Price Target:
$45.00
Positive Factors
Low Expense Ratio
The ETF has a relatively low expense ratio, making it cost-effective for investors.
Focused Sector Exposure
The ETF is heavily concentrated in the energy sector, which could benefit from favorable industry trends.
Improved Short-Term Performance
The fund has shown positive returns over the last three months, indicating recent momentum.
Negative Factors
High Concentration in Energy
Over 90% of the fund is allocated to the energy sector, increasing vulnerability to sector-specific risks.
Weak Year-to-Date Performance
The ETF has underperformed year-to-date, which may concern investors looking for consistent growth.
Limited Geographic Diversification
With over 94% exposure to U.S. companies, the fund lacks global diversification to mitigate regional risks.
PSCE vs. SPDR S&P 500 ETF (SPY)
AUM61.87M
RegionNorth America
Expense Ratio0.29%
Beta1.11
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield2.18%
Asset ClassEquity
Index TrackedS&P Small Cap 600 / Energy -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,429
30 Day Avg. Volume16,656
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
50.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering34
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCE Summary
The Invesco S&P SmallCap Energy ETF (PSCE) is an investment fund that focuses on small-cap companies in the energy sector, primarily based in the U.S. It includes businesses involved in areas like oil and gas exploration, production, and energy services. Some of its top holdings are Magnolia Oil & Gas and Archrock. This ETF might appeal to investors looking for growth opportunities in smaller, agile energy companies. However, it’s important to know that the fund’s performance is closely tied to the energy market, which can be volatile and influenced by factors like oil prices and global demand.
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
The Invesco S&P SmallCap Energy ETF (PSCE) is heavily concentrated in the energy sector, with nearly all of its holdings tied to U.S.-based small-cap energy companies. Recent performance has been a mixed bag, with Peabody Energy shining as a standout thanks to strong cash flow and solid balance sheet management, while Liberty Oilfield Services has shown bullish momentum despite some revenue challenges. On the flip side, California Resources and SM Energy have struggled with bearish trends and regulatory hurdles, weighing on the fund’s overall performance. Investors should note the ETF’s focus on energy exploration, production, and services, which makes it highly sensitive to sector-specific dynamics.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Magnolia Oil & Gas | 6.55% | $3.95M | $4.27B | -20.83% | 65 Neutral | |
| Archrock | 6.41% | $3.86M | $4.11B | -10.49% | 79 Outperform | |
| Core Natural Resources | 6.24% | $3.76M | $4.00B | -42.28% | 42 Neutral | |
| ― | 5.84% | $3.52M | ― | ― | ― | |
| California Resources Corp | 5.31% | $3.20M | $3.98B | -22.59% | 72 Outperform | |
| Peabody Energy Comm | 5.00% | $3.02M | $3.36B | -7.60% | 53 Neutral | |
| Cactus | 4.32% | $2.60M | $3.22B | -41.88% | 71 Outperform | |
| Liberty Oilfield Services | 4.15% | $2.50M | $2.73B | -11.77% | 68 Neutral | |
| Helmerich & Payne | 4.10% | $2.47M | $2.70B | -24.19% | 71 Outperform | |
| Kodiak Gas Services, Inc. | 3.95% | $2.38M | $2.93B | -18.44% | 61 Neutral |
PSCE Technical Analysis
Negative
―
Price Trends
42.58
Negative
41.32
Positive
40.13
Positive
Market Momentum
0.07
Positive
43.02
Neutral
18.68
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 42.96, equal to the 50-day MA of 42.58, and equal to the 200-day MA of 40.13, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 43.02 is Neutral, neither overbought nor oversold. The STOCH value of 18.68 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PSCE.
PSCE Peer Comparison
Comparison Results
Performance Comparison
PSCE
Invesco S&P SmallCap Energy ETF
41.53
-11.04
-21.00%
USAI
Pacer American Energy Independence ETF
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PXI
Invesco DWA Energy Momentum ETF
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BESF
Bastion Energy ETF
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FPWR
First Trust Eip Power Solutions Etf
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GXPE
Global X PureCap MSCI Energy 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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