XLF vs PSCF

Both PSCF and XLF are ETFs. PSCF has a lower 5-year return than XLF (-3.5% vs 4.9%). PSCF has a higher expense ratio than XLF (0.29% vs 0.1%). Below is the comparison between PSCF and XLF.

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PSCF XLF
Security Type ETF ETF
Finny Score 25 50
Category Financial Financial
Family Invesco PowerShares State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.29% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.36% 2.11%
Underlying Index S&P SmallCap 600 Capped Financials Index S&P Financial Select Sector Index
YTD Return -16.46% -6.42%
1-Year Return -20.95% -4.82%
3-Year Return 6.00% 15.57%
5-Year Return -3.50% 4.90%
10-Year Return 4.22% 9.21%

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 -16.46%
1-Month Return -2.51%
3-Month Return -20.44%
1-Year Return -20.95%
3-Year Return 6.00%
5-Year Return -3.50%
10-Year Return 4.22%
PSCF expense ratio is 0.29%.

PSCF holdings

Top 10 Holdings (14.31% of Total Assets)

Name Symbol % Assets
Radian Group Inc RDN 1.82%
Essential Properties Realty Trust Inc EPRT 1.68%
Assured Guaranty Ltd AGO 1.54%
Mr. Cooper Group Inc COOP 1.53%
Genworth Financial Inc GNW 1.37%
United Community Banks Inc UCBI 1.37%
Community Bank System Inc CBU 1.28%
American Equity Investment Life Holding Co AEL 1.28%
LXP Industrial Trust LXP 1.23%
Independent Bank Corp INDB 1.22%

PSCF pros

The following are PSCF strengths from our perspective:

  • PSCF 3-year return is 6.99%, 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 -2.82%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • PSCF 10-year return is 4.16%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.

Other relevant PSCF comparisons

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XLF

XLF description

The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLF performance & returns
YTD Return -6.42%
1-Month Return -2.21%
3-Month Return -10.25%
1-Year Return -4.82%
3-Year Return 15.57%
5-Year Return 4.90%
10-Year Return 9.21%
XLF expense ratio is 0.1%.

XLF holdings

Top 10 Holdings (54.75% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 12.93%
JPMorgan Chase & Co JPM 8.86%
Visa Inc Class A V 8.26%
Mastercard Inc Class A MA 7.01%
Bank of America Corp BAC 4.46%
Wells Fargo & Co WFC 3.31%
S&P Global Inc SPGI 2.61%
Morgan Stanley MS 2.57%
The Goldman Sachs Group Inc GS 2.54%
BlackRock Inc BLK 2.20%

XLF pros

The following are XLF strengths from our perspective:

  • XLF 3-year return is 16.26%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLF 10-year return is 9.39%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

XLF cons

The following are XLF weaknesses from our perspective:

  • XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • XLF 5-year return is 5.4%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant XLF comparisons

You may also want to check out the following XLF comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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