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PSL - ETF AI Analysis
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Invesco DWA Consumer Staples Momentum ETF (PSL)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Celsius Holdings and Casey's General, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Consumer Defensive Focus
The ETF's heavy exposure to the Consumer Defensive sector provides stability during economic uncertainty.
Steady Asset Growth
The fund has maintained a healthy level of assets under management, indicating consistent investor interest.
Negative Factors
High Geographic Concentration
Nearly all of the ETF's holdings are U.S.-based, limiting diversification across global markets.
Underperforming Holdings
Some holdings, such as Church & Dwight, have lagged in performance, potentially dragging down overall returns.
Higher Expense Ratio
The ETF's expense ratio is higher than many similar funds, which could reduce net returns for investors over time.
PSL vs. SPDR S&P 500 ETF (SPY)
AUM83.57M
RegionNorth America
Expense Ratio0.60%
Beta0.48
IssuerInvesco
Inception DateOct 12, 2006
Dividend Yield0.91%
Asset ClassEquity
Index TrackedDorsey Wright Consumer Staples Tech Leaders TR
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,419
30 Day Avg. Volume2,541
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
117.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSL Summary
The Invesco DWA Consumer Staples Momentum ETF (PSL) is an investment fund focused on companies in the consumer staples sector, which includes essential products like food, beverages, and household goods. It uses the Dorsey Wright Momentum Index to select stocks with strong performance trends. Some well-known companies in this ETF are Costco and Kroger. This ETF might appeal to investors looking for a mix of stability and growth potential, as consumer staples tend to be resilient even during economic downturns. However, new investors should be aware that the ETF’s performance depends heavily on the consumer staples sector, which may not always outperform other areas of the market.
How much will it cost me?The Invesco DWA Consumer Staples Momentum ETF (PSL) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because the ETF is actively managed, focusing on momentum-driven investments within the consumer staples sector. Active management typically involves more research and trading, which increases costs.
What would affect this ETF?The ETF's focus on consumer staples, a sector known for resilience during economic downturns, could benefit from steady demand for essential goods regardless of market conditions. Positive trends such as increased consumer spending or innovation within top holdings like Costco and Celsius Holdings may drive growth. However, rising interest rates or inflation could negatively impact consumer purchasing power, and regulatory changes affecting companies like Philip Morris might pose risks.
PSL Top 10 Holdings
The Invesco DWA Consumer Staples Momentum ETF is leaning heavily into the consumer defensive sector, with names like Costco and Kroger playing key roles. However, these retail giants have been lagging recently, weighed down by bearish technical trends and valuation concerns. On the brighter side, Monster Beverage and Celsius Holdings are energizing the fund with rising momentum and strong growth prospects, despite their high valuations. The fund’s U.S.-focused portfolio offers a mix of steady staples and dynamic growth stories, but its reliance on a few standout performers highlights its concentrated approach to capturing consumer staples momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Casey's General | 4.49% | $3.83M | $21.74B | 51.89% | 68 Neutral | |
| Costco | 4.21% | $3.59M | $406.28B | -2.31% | 72 Outperform | |
| Church & Dwight | 4.14% | $3.53M | $20.62B | -15.34% | 72 Outperform | |
| Philip Morris | 3.85% | $3.29M | $253.13B | 35.56% | 61 Neutral | |
| Monster Beverage | 3.56% | $3.04M | $74.84B | 54.00% | 80 Outperform | |
| Procter & Gamble | 3.50% | $2.98M | $331.51B | -10.74% | 69 Neutral | |
| US Foods Holding | 3.40% | $2.90M | $16.71B | 11.31% | 74 Outperform | |
| The Estée Lauder Companies | 3.15% | $2.68M | $40.98B | 50.13% | 56 Neutral | |
| Kroger Company | 3.14% | $2.68M | $37.84B | 1.13% | 56 Neutral | |
| Bj's Wholesale Club Holdings | 3.13% | $2.67M | $11.80B | -6.58% | 71 Outperform |
PSL Technical Analysis
Positive
―
Price Trends
101.02
Positive
105.61
Negative
107.14
Negative
Market Momentum
0.01
Negative
58.86
Neutral
60.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 101.35, equal to the 50-day MA of 101.02, and equal to the 200-day MA of 107.14, indicating a neutral trend. The MACD of 0.01 indicates Negative momentum. The RSI at 58.86 is Neutral, neither overbought nor oversold. The STOCH value of 60.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSL.
PSL Peer Comparison
Comparison Results
Performance Comparison
PSL
Invesco DWA Consumer Staples Momentum ETF
102.66
-0.86
-0.83%
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
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―
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PBJ
Invesco Dynamic Food & Beverage ETF
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―
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GXPS
Global X PureCap MSCI Consumer Staples ETF
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―
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PSCC
Invesco S&P SmallCap Consumer Staples ETF
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―
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FTXG
First Trust Nasdaq Food & Beverage 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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