Both FNCL and PSCF are ETFs. FNCL has a higher 5-year return than PSCF (4.98% vs -2.89%). FNCL has a lower expense ratio than PSCF (0.08% vs 0.29%). Below is the comparison between FNCL and PSCF.
| FNCL | PSCF | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 50 | 25 |
| Category | Financial | Financial |
| Family | Fidelity | Invesco PowerShares |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.08% | 0.29% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.26% | 3.14% |
| Underlying Index | MSCI USA IMI Financials Index | S&P SmallCap 600 Capped Financials Index |
| YTD Return | 0.69% | -10.97% |
| 1-Year Return | 6.10% | -12.20% |
| 3-Year Return | 14.59% | 6.94% |
| 5-Year Return | 4.98% | -2.89% |
| 10-Year Return | 0.00% | 4.43% |
FNCL
FNCL description
Fidelity Covington Trust - Fidelity MSCI Financials Index ETF is an exchange traded fund launched and managed by Fidelity Management & Research Company LLC. The fund is co-managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. It invests in stocks of companies operating across financial sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI USA IMI Financials 25/50 Index, by using representative sampling technique. Fidelity Covington Trust - Fidelity MSCI Financials Index ETF was formed on October 21, 2013 and is domiciled in the United States.
FNCL performance & returns
| YTD Return | 0.69% |
| 1-Month Return | 0.27% |
| 3-Month Return | 3.00% |
| 1-Year Return | 6.10% |
| 3-Year Return | 14.59% |
| 5-Year Return | 4.98% |
| 10-Year Return | 0.00% |
FNCL holdings
Top 10 Holdings (43.89% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 8.35% |
| JPMorgan Chase & Co | JPM | 7.65% |
| Visa Inc Class A | V | 7.13% |
| Mastercard Inc Class A | MA | 6.28% |
| Bank of America Corp | BAC | 3.69% |
| Wells Fargo & Co | WFC | 2.77% |
| S&P Global Inc | SPGI | 2.28% |
| The Goldman Sachs Group Inc | GS | 1.96% |
| Morgan Stanley | MS | 1.91% |
| BlackRock Inc | BLK | 1.87% |
Other relevant FNCL comparisons
You may also want to check out the following FNCL comparisons that investors often look for on Finny
- FNCL vs XLF
- FNCL vs FXO
- FNCL vs IYF
- FNCL vs JHMF
- FNCL vs KBWD
- FNCL vs PFI
- FNCL vs PSCF
- FNCL vs RWW
- FNCL vs RYF
- FNCL vs VFH
PSCF
PSCF description
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials, real estate sectors. The fund invests in growth and value stocks of small-cap companies. It seeks to track the performance of the S&P SmallCap 600 Capped Financials & Real Estate Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF was formed on April 7, 2010 and is domiciled in the United States.
PSCF performance & returns
| YTD Return | -10.97% |
| 1-Month Return | -3.34% |
| 3-Month Return | 0.37% |
| 1-Year Return | -12.20% |
| 3-Year Return | 6.94% |
| 5-Year Return | -2.89% |
| 10-Year Return | 4.43% |
PSCF holdings
Top 10 Holdings (13.87% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Radian Group Inc | RDN | 1.70% |
| Phillips Edison & Co Inc | PECO | 1.59% |
| Mr. Cooper Group Inc | COOP | 1.55% |
| Essential Properties Realty Trust Inc | EPRT | 1.44% |
| Assured Guaranty Ltd | AGO | 1.40% |
| American Equity Investment Life Holding Co | AEL | 1.36% |
| Moelis & Co Class A | MC | 1.27% |
| United Community Banks Inc | UCBI | 1.25% |
| Arbor Realty Trust Inc | ABR | 1.16% |
| LXP Industrial Trust | LXP | 1.15% |
PSCF pros
The following are PSCF strengths from our perspective:
- PSCF 3-year return is 6.94%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
PSCF cons
The following are PSCF weaknesses from our perspective:
- PSCF net assets are $0.00 million. This fund is not a popular choice with retail investors.
- PSCF 5-year return is -2.89%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- PSCF 10-year return is 4.43%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant PSCF comparisons
You may also want to check out the following PSCF comparisons that investors often look for on Finny
- PSCF vs FNCL
- PSCF vs FXO
- PSCF vs IYF
- PSCF vs JHMF
- PSCF vs KBWD
- PSCF vs PFI
- PSCF vs RWW
- PSCF vs RYF
- PSCF vs VFH
- PSCF vs XLF