PBSM

Invesco PureBeta MSCI USA Small Cap ETFInvesco
AUM$17.7M
Expense Ratio0.06%
NAV$31.98
Holdings6
InceptionSep 19, 2017

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

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Dividend Yield

N/A

Expense Ratio

0.06%

AUM

$17.7M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Industrials16.69%
Technology14.96%
Consumer Cyclical14.67%
Healthcare14.15%
Financial Services13.62%
Real Estate8.19%
Energy4.66%
Consumer Defensive4.10%
Basic Materials4.03%
Utilities2.62%
Communication Services2.30%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other99.98%
United States0.02%

Fund Information

Issuer
Invesco
Category
Industrials
Subcategory
Small Cap
Inception Date
Sep 19, 2017
Description
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, MSCI Inc. (the “Index Provider”) compiles, maintains and calculates the Underlying Index, which is designed to measure the performance of the small-capitalization segment of the U.S. equity market.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VXUSVanguard Total International Stock ETF$606.20B0.05%8,602
VOVanguard Mid-Cap ETF$202.90B0.03%307
VBVanguard Small-Cap ETF$169.10B0.03%1,357
IJHiShares Core S&P Mid-Cap ETF$106.69B0.05%401
VBRVanguard Small-Cap Value ETF$62.30B0.05%841

The Invesco PureBeta MSCI USA Small Cap ETF (PBSM) is an exchange-traded fund issued by Invesco that launched on Sep 19, 2017. It currently manages $17.7M in assets under management. The fund charges an expense ratio of 0.06%. The fund holds 6 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1-CASH-Cash/Receivables/Payables99.98%17,650,595$17.7M
2SCLXScilex Holding Co0.02%508$3K
3CINC CVRCinCor Pharma Inc0.00%157$480
4ALBO CVRAlbireo Pharma Inc0.00%172$369
5Dummy AkouAKOUOS INC SHS AKOUOS/ELI LILLY CON0.00%182$143
6RDUSRadius Health Inc0.00%340$27

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
-0.17%
5Y
-19.43%

Moving Averages

20-Day MA

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50-Day MA

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200-Day MA

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Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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52-Week Low

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Current Yield

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Annual Dividend

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Frequency

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Last Ex-Date

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Dividends

No dividend data available for this ETF.

Category Comparison

MetricPBSMIndustrials(380 ETFs)Small Cap(248 ETFs)
Fund Info
Expense Ratio0.06%0.66%0.57%
AUM$17.7M$4.68B$5.76B
Dividend Yield1.84%2.17%
Avg VolumeN/A504.3K2.0M
Holdings6293548
Performance
1-Month Return-5.73%-6.20%
6-Month Return+6.00%+3.01%
YTD Return+3.07%+1.11%
1-Year Return+24.18%+18.33%

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