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PSCD vs XLY

Invesco S&P SmallCap Consumer Discretionary ETF vs State Street Consumer Discretionary Select Sector SPDR ETF

PSCD

Invesco S&P SmallCap Consumer Discretionary ETF

Invesco

Annual cost

0.29%

Fund size

$23M

XLY

State Street Consumer Discretionary Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$23.1B

Key differences

  • XLY costs 0.21% less per year.
  • XLY is significantly larger than PSCD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XLY has delivered higher annualized returns.
  • XLY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCDXLY
Annual cost (TER)0.29%0.08%
Fund size (AUM)$23M$23.1B
Since20101998
Dividend yield0.91%0.75%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.9%+13.5%
CAGR 3Y+7.5%+17.5%
CAGR 5Y-1.1%+7.8%
Sharpe 3Y0.270.71
Volatility 1Y24.24%18.18%
Max drawdown-56.57%-39.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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