PSL - ETF AI Analysis

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Invesco DWA Consumer Staples Momentum ETF (PSL)

Rating:69Neutral

Price Target:―

PSL, the Invesco DWA Consumer Staples Momentum ETF, earns a solid rating largely because many of its key holdings combine strong business performance with positive growth outlooks. Leaders like Monster Beverage, US Foods, Costco, and BJ’s Wholesale Club support the fund with robust financial results and upbeat earnings commentary, though often at higher valuations. On the risk side, several major positions show bearish technical trends or leverage and profitability concerns (such as Kroger and some tobacco names), and the fund is concentrated in consumer staples, which ties its fortunes closely to that single sector.

Positive Factors

Strong Top Holdings Performance

Several of the largest positions, including well-known consumer staples companies, have shown strong gains so far this year, helping support the ETF’s overall results.

Defensive Sector Focus

Heavy exposure to consumer defensive stocks can provide more stability during market downturns because people tend to keep buying everyday essentials.

Solid Year-to-Date Return

The fund’s year-to-date performance has been positive, indicating that its momentum-based approach in consumer staples has recently worked in investors’ favor.

Negative Factors

High Expense Ratio

The ETF charges a relatively high fee for a sector-focused fund, which can eat into long-term returns compared with lower-cost alternatives.

Sector Concentration Risk

With most of its assets in consumer defensive stocks, the fund is heavily tied to the fortunes of a single sector, which can hurt performance if that area falls out of favor.

Limited Geographic Diversification

Almost all holdings are in U.S. companies, so investors get little benefit from international diversification.

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

AUM92.73M

RegionNorth America

Expense Ratio0.60%

Beta0.46

IssuerInvesco

Inception DateOct 12, 2006

Dividend Yield0.82%

Asset ClassEquity

Index TrackedDorsey Wright Consumer Staples Tech Leaders TR

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,936

30 Day Avg. Volume2,275

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

124.63

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering48

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

PSL Summary

PSL is an ETF that follows the Dorsey Wright Consumer Staples index, focusing on companies that sell everyday essentials like food, drinks, and household products. It picks stocks showing strong recent performance, so it blends the stability of consumer staples with a momentum, trend-following approach. Well-known holdings include Costco and Procter & Gamble. Someone might invest in PSL to get diversified exposure to steady, defensive companies with some growth potential. A key risk is that it is concentrated in consumer staples, so it can still go up and down with that sector and the overall 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

PSL is leaning hard into classic U.S. consumer staples, with names like Costco, Casey’s General Stores, and Monster Beverage doing most of the heavy lifting as their shares keep rising on solid growth stories. Church & Dwight and US Foods are also pulling their weight, adding steady momentum from household products and food distribution. On the flip side, defensive giants like Procter & Gamble and Kroger have been more mixed to lagging lately, acting as a bit of a brake. Overall, the fund is tightly focused on U.S. consumer defensive plays with only minor exposure beyond that core.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CASY	Casey's General	4.60%	$4.30M	$24.68B	54.07%	68 Neutral
CHD	Church & Dwight	4.41%	$4.12M	$24.01B	-3.38%	72 Outperform
COST	Costco	4.22%	$3.95M	$452.07B	-4.98%	72 Outperform
PM	Philip Morris	4.10%	$3.84M	$291.89B	24.62%	61 Neutral
USFD	US Foods Holding	4.09%	$3.82M	$22.04B	40.25%	74 Outperform
PG	Procter & Gamble	3.57%	$3.33M	$372.00B	-1.73%	69 Neutral
MNST	Monster Beverage	3.41%	$3.19M	$79.61B	65.44%	80 Outperform
KR	Kroger Company	3.37%	$3.15M	$45.09B	9.40%	56 Neutral
MO	Altria Group	3.31%	$3.10M	$112.89B	26.20%	64 Neutral
BJ	Bj's Wholesale Club Holdings	3.22%	$3.01M	$13.45B	-2.99%	71 Outperform

PSL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

105.19

Positive

100DMA

105.13

Positive

200DMA

107.49

Positive

Market Momentum

MACD

2.21

Negative

RSI

74.10

Negative

STOCH

89.69

Negative

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 110.22, equal to the 50-day MA of 105.19, and equal to the 200-day MA of 107.49, indicating a bullish trend. The MACD of 2.21 indicates Negative momentum. The RSI at 74.10 is Negative, neither overbought nor oversold. The STOCH value of 89.69 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSL.

PSL Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
PSL	―	―	$92.73M	0.60%	―
RIET	―	―	$98.96M	0.50%	―
PSCE	―	―	$97.27M	0.29%	―
GXPS	―	―	$45.30M	0.15%	―
PSCC	―	―	$35.42M	0.29%	―
FTXG	―	―	$20.10M	0.60%	―

Performance Comparison

PSL

Invesco DWA Consumer Staples Momentum ETF

113.75

2.00

1.79%

RIET

Hoya Capital High Dividend Yield ETF

―

PSCE

Invesco S&P SmallCap Energy ETF

―

GXPS

Global X PureCap MSCI Consumer Staples ETF

―

PSCC

Invesco S&P SmallCap Consumer Staples ETF

―

FTXG

First Trust Nasdaq Food & Beverage 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: ―

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