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PSCF vs IYG

Invesco S&P SmallCap Financials ETF vs iShares U.S. Financial Services ETF

PSCF

Invesco S&P SmallCap Financials ETF

Annual cost

0.29%

Fund size

$24M

IYG

iShares U.S. Financial Services ETF

Annual cost

0.38%

Fund size

$1.9B

Key differences

Both PSCF and IYG are equity ETFs. PSCF charges 0.29% a year and IYG 0.38%. The main difference: PSCF costs 0.09% less per year.

  • PSCF costs 0.09% less per year.
  • IYG is much larger than PSCF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IYG has delivered higher annualized returns.
  • IYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCFIYG
Annual cost (TER)0.29%0.38%
Fund size (AUM)$24M$1.9B
Since20102000
Dividend yield2.37%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.0%+8.8%
CAGR 3Y+18.4%+22.2%
CAGR 5Y+3.2%+8.5%
Sharpe 3Y0.721.02
Volatility 1Y17.54%15.65%
Max drawdown-45.46%-44.32%

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

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