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PSCF vs SPXN

Invesco S&P SmallCap Financials ETF vs ProShares S&P 500 ex-Financials ETF

PSCF

Invesco S&P SmallCap Financials ETF

Annual cost

0.29%

Fund size

$24M

SPXN

ProShares S&P 500 ex-Financials ETF

Annual cost

0.09%

Fund size

$79M

Key differences

Both PSCF and SPXN are equity ETFs. PSCF charges 0.29% a year and SPXN 0.09%. The main difference: SPXN costs 0.20% less per year.

  • SPXN costs 0.20% less per year.
  • SPXN is much larger than PSCF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPXN has delivered higher annualized returns.
  • PSCF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCFSPXN
Annual cost (TER)0.29%0.09%
Fund size (AUM)$24M$79M
Since20102015
Dividend yield2.37%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.0%+30.2%
CAGR 3Y+18.4%+22.8%
CAGR 5Y+3.2%+14.5%
Sharpe 3Y0.721.17
Volatility 1Y17.54%13.04%
Max drawdown-45.46%-32.10%

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

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