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PSCU - ETF AI Analysis
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Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)
Rating:60Neutral
Price Target:―
Positive Factors
Leading Holdings Showing Solid Gains
Several of the largest positions, including Madison Square Garden Sports and Otter Tail, have shown strong year-to-date performance, helping support the fund’s overall returns.
Focused Exposure to Small-Cap Utilities and Communications
The ETF concentrates on small-cap utilities and communication services companies, giving investors targeted access to niche parts of the market that can behave differently from large-cap stocks.
Moderate Expense Ratio for a Specialized Fund
The fund’s expense ratio is reasonable for a specialized small-cap sector ETF, helping investors keep more of any gains over time.
Negative Factors
High Concentration in a Few Stocks
The top holdings make up a large share of the portfolio, so weakness in just a few names could have an outsized impact on the ETF’s performance.
Notable Underperformers Among Top Holdings
Some key positions, such as Versant Media Group and TEGNA, have shown weak year-to-date performance, which can drag on the fund’s results.
Limited Diversification by Country and Size
With almost all assets in U.S. small-cap stocks and heavy exposure to just two sectors, the fund is vulnerable to downturns in the U.S. small-cap utilities and communications space.
PSCU vs. SPDR S&P 500 ETF (SPY)
AUM14.11M
RegionNorth America
Expense Ratio0.29%
Beta0.58
IssuerInvesco
Inception DateApr 07, 2010
Dividend Yield1.07%
Asset ClassEquity
Index TrackedS&P SmallCap 600 Capped Utilities & Telecommunication Services
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,856
30 Day Avg. Volume1,574
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
64.56Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSCU Summary
PSCU is an ETF that follows the S&P SmallCap 600 Capped Utilities & Telecommunication Services index, focusing on smaller U.S. companies in utilities and communication services. These are businesses that keep the lights on and people connected, such as Lumen Technologies and Madison Square Garden Sports. Investors might consider PSCU if they want diversification into essential service providers with potential growth from smaller companies, rather than only owning large, well-known firms. A key risk is that small-cap stocks can be more volatile, so the price of this ETF can move up and down more sharply than the overall market.
How much will it cost me?The Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) 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 focuses on a niche sector and is passively managed, but targets smaller companies which can require more specialized tracking.
What would affect this ETF?PSCU could benefit from increased demand for utilities and communication services, especially as small-cap companies often have higher growth potential during economic expansions. However, rising interest rates or regulatory changes in the utilities and telecom sectors could negatively impact the ETF's performance, as these industries are sensitive to such factors. Additionally, its U.S. focus means it may be affected by domestic economic conditions more than global trends.
PSCU Top 10 Holdings
PSCU is leaning heavily into small-cap utilities and communications, with a clear U.S. focus, and a few names are really steering the ship. Lumen Technologies and Telephone & Data Systems have been rising lately, giving the fund a lift from the telecom side, while Otter Tail and Clearway Energy add steady strength from the utility corner. Madison Square Garden Sports has also been climbing, adding some entertainment flair. On the flip side, Versant Media Group and TEGNA have been lagging, acting like a bit of drag on an otherwise improving lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumen Technologies | 8.95% | $1.27M | $8.19B | 71.22% | 55 Neutral | |
| Madison Square Garden Sports | 6.97% | $987.59K | $8.23B | 59.90% | 45 Neutral | |
| Telephone & Data Systems | 5.29% | $748.77K | $4.88B | 14.88% | 56 Neutral | |
| Versant Media Group | 5.16% | $730.60K | $4.26B | ― | ― | |
| Mdu Resources Group | 4.89% | $692.23K | $4.16B | 21.33% | 62 Neutral | |
| Otter Tail | 4.29% | $607.07K | $3.63B | 6.32% | 77 Outperform | |
| Avista | 4.05% | $573.24K | $3.43B | 12.32% | 77 Outperform | |
| TEGNA | 3.97% | $562.32K | $3.37B | 14.99% | 62 Neutral | |
| Clearway Energy | 3.93% | $555.84K | $8.10B | 44.77% | 70 Neutral | |
| Chesapeake Utilities | 3.73% | $528.62K | $3.09B | 8.04% | 64 Neutral |
PSCU Technical Analysis
Positive
―
Price Trends
58.07
Positive
58.13
Positive
56.77
Positive
Market Momentum
0.13
Negative
54.88
Neutral
88.17
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSCU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.55, equal to the 50-day MA of 58.07, and equal to the 200-day MA of 56.77, indicating a bullish trend. The MACD of 0.13 indicates Negative momentum. The RSI at 54.88 is Neutral, neither overbought nor oversold. The STOCH value of 88.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSCU.
PSCU Peer Comparison
Comparison Results
Performance Comparison
PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF
58.99
1.80
3.15%
RIET
Hoya Capital High Dividend Yield ETF
―
―
―
PYZ
Invesco DWA Basic Materials Momentum ETF
―
―
―
USAI
Pacer American Energy Independence ETF
―
―
―
GXPC
Global X PureCap MSCI Communication Services ETF
―
―
―
RSPC
Invesco S&P 500 Equal Weight Communication Services 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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