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PSCU vs IDU

Invesco S&P SmallCap Utilities & Communication Services ETF vs iShares U.S. Utilities ETF

PSCU

Invesco S&P SmallCap Utilities & Communication Services ETF

Invesco

Annual cost

0.29%

Fund size

$16M

IDU

iShares U.S. Utilities ETF

iShares

Annual cost

0.38%

Fund size

$1.6B

Key differences

  • PSCU costs 0.09% less per year.
  • IDU is significantly larger than PSCU — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IDU has delivered higher annualized returns.
  • IDU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCUIDU
Annual cost (TER)0.29%0.38%
Fund size (AUM)$16M$1.6B
Since20102000
Dividend yield0.97%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.0%+12.2%
CAGR 3Y+6.9%+14.4%
CAGR 5Y+1.4%+9.8%
Sharpe 3Y0.260.73
Volatility 1Y15.76%13.61%
Max drawdown-29.97%-36.18%

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

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