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PSCF vs IXG

Invesco S&P SmallCap Financials ETF vs iShares Global Financials ETF

PSCF

Invesco S&P SmallCap Financials ETF

Annual cost

0.29%

Fund size

$24M

IXG

iShares Global Financials ETF

Annual cost

0.41%

Fund size

$543M

Key differences

Both PSCF and IXG are equity ETFs. PSCF charges 0.29% a year and IXG 0.41%. The main difference: PSCF covers North America; IXG covers global markets.

  • PSCF covers North America; IXG covers global markets.
  • PSCF costs 0.12% less per year.
  • IXG is much larger than PSCF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IXG has delivered higher annualized returns.
  • IXG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCFIXG
Annual cost (TER)0.29%0.41%
Fund size (AUM)$24M$543M
Since20102001
Dividend yield2.37%2.02%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+21.0%+14.1%
CAGR 3Y+18.4%+23.8%
CAGR 5Y+3.2%+11.3%
Sharpe 3Y0.721.26
Volatility 1Y17.54%13.84%
Max drawdown-45.46%-43.47%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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