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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 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)
AUM91.41M
RegionNorth America
Expense Ratio0.60%
Beta0.47
IssuerInvesco
Inception DateOct 12, 2006
Dividend Yield0.84%
Asset ClassEquity
Index TrackedDorsey Wright Consumer Staples Tech Leaders TR
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,815
30 Day Avg. Volume2,518
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
122.18Price 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 |
|---|---|---|---|---|---|---|
| Casey's General | 4.57% | $4.24M | $24.01B | 50.84% | 68 Neutral | |
| Church & Dwight | 4.47% | $4.14M | $24.15B | -6.16% | 72 Outperform | |
| Costco | 4.14% | $3.84M | $434.26B | -6.19% | 72 Outperform | |
| Philip Morris | 4.03% | $3.73M | $280.80B | 37.72% | 61 Neutral | |
| US Foods Holding | 3.67% | $3.40M | $19.58B | 21.94% | 74 Outperform | |
| Procter & Gamble | 3.57% | $3.31M | $364.57B | -7.18% | 69 Neutral | |
| Monster Beverage | 3.49% | $3.23M | $79.57B | 76.43% | 80 Outperform | |
| Altria Group | 3.28% | $3.04M | $109.38B | 23.92% | 64 Neutral | |
| Kroger Company | 3.23% | $2.99M | $42.27B | 2.11% | 56 Neutral | |
| Bj's Wholesale Club Holdings | 3.15% | $2.92M | $12.90B | -5.94% | 71 Outperform |
PSL Technical Analysis
Positive
―
Price Trends
103.47
Positive
104.97
Positive
107.32
Positive
Market Momentum
2.05
Negative
77.57
Negative
93.12
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 107.51, equal to the 50-day MA of 103.47, and equal to the 200-day MA of 107.32, indicating a bullish trend. The MACD of 2.05 indicates Negative momentum. The RSI at 77.57 is Negative, neither overbought nor oversold. The STOCH value of 93.12 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
Performance Comparison
PSL
Invesco DWA Consumer Staples Momentum ETF
111.33
-0.10
-0.09%
PBJ
Invesco Dynamic Food & Beverage ETF
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―
―
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
―
―
―
GXPS
Global X PureCap MSCI Consumer Staples ETF
―
―
―
PSCC
Invesco S&P SmallCap Consumer Staples ETF
―
―
―
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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