PSCU vs SPY
Invesco S&P SmallCap Utilities & Communication Services ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, PSCU or SPY?
Small Cap Blend against Large Cap Blend.
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 52.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PSCU | SPY |
|---|---|---|
| Expense Ratio | 0.29% | 0.09%Best |
| AUM | $16M | $814.4B |
| Dividend Yield | 0.99% | 1.01% |
| Holdings | 36 | 505 |
| YTD Return | +12.66% | +12.71%Best |
| 1Y Return | +14.84% | +19.36%Best |
| 3Y Return (annualized) | +9.49% | +21.09%Best |
| 5Y Return (annualized) | +0.52% | +12.69%Best |
| Volatility (annualized) | 15.3% | 14.4%Best |
| Max Drawdown | -30.4%Best | -34.1% |
| $10,000 over 5 years | $10,263 | $18,173Best |
| Top 10 Weight | 52.7% | 38.0%Best |
| Fund Family | Invesco (US) | State Street Investment Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Apr 7, 2010 | Jan 22, 1993 |
Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 8, 2026 (16.4 years).
PSCU vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16.4 years both funds cover.
PSCU vs SPY Performance
Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) is an ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year PSCU returned +14.84% while SPY returned +19.36%. Year to date, PSCU is up 12.66% versus a gain of 12.71% for SPY.
Over three years, PSCU compounded at +9.49% per year against +21.09% for SPY; over five years the annualized figures are +0.52% and +12.69% respectively. Across the full 16-year window we track, SPY has the edge at +12.55% annualized vs +6.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCU has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.4% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -30.4% for PSCU and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PSCU charges 0.29% per year while SPY charges 0.09%. On a $10,000 position that is $29 vs $9 annually, a gap of $20 per year that compounds over a long holding period. On income, PSCU currently yields 0.99% against 1.01% for SPY.
Holdings Overlap
We hold position weights for 35 holdings in PSCU and 503 in SPY, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 35 positions we hold weights for in PSCU and 503 in SPY, against full books of 36 and 505.
What only one of them owns
Measured across the 35 and 503 positions we hold weights for.
SPY holds 493 positions PSCU does not, 99.4% of the fund.
Largest: NVDA 7.71%, AAPL 6.83%, MSFT 5.50%, AMZN 4.08%, GOOGL 3.33%
You are not choosing between two funds in isolation.
Whichever of PSCU and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PSCU or SPY?
PSCU has an expense ratio of 0.29% while SPY charges 0.09%. SPY is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, PSCU or SPY?
Over the past year PSCU returned +14.84% vs +19.36% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (16 years), PSCU annualized +6.38% vs +12.55% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSCU or SPY?
PSCU has been the more volatile fund at 15.3% annualized versus 14.4% for SPY. Worst drawdown: PSCU -30.4% vs SPY -34.1%.
Should I hold both PSCU and SPY?
PSCU and SPY have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, PSCU or SPY?
PSCU yields 0.99% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Is SPY better than PSCU?
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 52.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.