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XLG vs PSCF

Invesco S&P 500 Top 50 ETF vs Invesco S&P SmallCap Financials ETF

XLG

Invesco S&P 500 Top 50 ETF

Invesco

Annual cost

0.20%

Fund size

$10.7B

PSCF

Invesco S&P SmallCap Financials ETF

Invesco

Annual cost

0.29%

Fund size

$25M

Key differences

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

Side-by-side comparison

XLGPSCF
Annual cost (TER)0.20%0.29%
Fund size (AUM)$10.7B$25M
Since20052010
Dividend yield0.63%2.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.7%+21.6%
CAGR 3Y+26.4%+18.3%
CAGR 5Y+16.5%+3.7%
Sharpe 3Y1.260.72
Volatility 1Y13.50%17.56%
Max drawdown-30.46%-45.46%

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

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