DEMZ vs RSPE
Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and Invesco ESG S&P 500 Equal Weight ETF (RSPE, ETF).
5-Year PerformanceDEMZ has outperformed RSPE, delivering a return of +12.8% compared to +8.7%
DEMZ vs RSPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DEMZ
$64M
RSPE
$64M
Expense Ratio
DEMZ
0.45%
Winner
RSPE
0.20%
Max Drawdown
DEMZ
28.44%
Winner
RSPE
23.95%
Sharpe Ratio
DEMZ
1.31
Winner
RSPE
1.60
5Y Beta
DEMZ
0.94
Winner
RSPE
0.81
P/E Ratio
DEMZ
28.13
Winner
RSPE
25.95
Forward P/E
DEMZ
21.62
Winner
RSPE
17.55
PEG Ratio
DEMZ
0.60
RSPE
N/A
5Y Dividends CAGR
DEMZ
58.07%
RSPE
N/A
5Y EPS CAGR
Winner
DEMZ
21.21%
RSPE
11.89%
Debt to Equity
DEMZ
41.51%
Winner
RSPE
30.47%
P/S Ratio
DEMZ
3.69
Winner
RSPE
1.69
P/B Ratio
DEMZ
5.35
Winner
RSPE
3.27
DEMZ vs RSPE - Holdings Comparison
DEMZ and RSPE have 25 common holdings. Overlap is 12.69%
DEMZ's top 25 holdings weight is 79.31%. RSPE's top 25 holdings weight is 19.58%.
| Rank | DEMZ | RSPE |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.88% | MICRON TECHNOLOGY INC (MU) - 1.22% |
| #2 | APPLE INC (AAPL) - 5.53% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.01% |
| #3 | NVIDIA CORP (NVDA) - 5.42% | ADVANCED MICRO DEVICES INC (AMD) - 0.94% |
| #4 | KLA CORP (KLAC) - 5.14% | QUALCOMM INC (QCOM) - 0.92% |
| #5 | MICROSOFT CORP (MSFT) - 4.94% | FORTINET INC (FTNT) - 0.90% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.59% | PALO ALTO NETWORKS INC (PANW) - 0.88% |
| #7 | AMPHENOL CORP CLASS A (APH) - 4.33% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.85% |
| #8 | LOEWS CORP (L) - 3.90% | INTEL CORP (INTC) - 0.84% |
| #9 | COSTCO WHOLESALE CORP (COST) - 3.84% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.84% |
| #10 | NORDSON CORP (NDSN) - 3.77% | NETAPP INC (NTAP) - 0.81% |
| #11 | META PLATFORMS INC CLASS A (META) - 2.98% | CENTENE CORP (CNC) - 0.79% |
| #12 | XYLEM INC (XYL) - 2.83% | ON SEMICONDUCTOR CORP (ON) - 0.76% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.58% | HUMANA INC (HUM) - 0.76% |
| #14 | AVERY DENNISON CORP (AVY) - 2.51% | WESTERN DIGITAL CORP (WDC) - 0.76% |
| #15 | ALPHABET INC CLASS C (GOOG) - 2.31% | CISCO SYSTEMS INC (CSCO) - 0.74% |
| #16 | ARISTA NETWORKS INC (ANET) - 2.26% | GEN DIGITAL INC (GEN) - 0.71% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.19% | HP INC (HPQ) - 0.67% |
| #18 | KIMCO REALTY CORP (KIM) - 2.05% | LAM RESEARCH CORP (LRCX) - 0.67% |
| #19 | THE WALT DISNEY CO (DIS) - 2.01% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.66% |
| #20 | EVEREST GROUP LTD (EG) - 1.98% | SERVICENOW INC (NOW) - 0.66% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.72% | DAVITA INC (DVA) - 0.65% |
| #22 | STRYKER CORP (SYK) - 1.67% | FORD MOTOR CO (F) - 0.65% |
| #23 | ROSS STORES INC (ROST) - 1.66% | UNITED RENTALS INC (URI) - 0.64% |
| #24 | DANAHER CORP (DHR) - 1.61% | APTIV PLC (APTV) - 0.63% |
| #25 | VERALTO CORP (VLTO) - 1.61% | CORNING INC (GLW) - 0.62% |
| Total Holdings | 46 | 188 |
DEMZ vs RSPE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEMZ
+5.50%
RSPE
+4.97%
3M
Winner
DEMZ
+13.48%
RSPE
+13.44%
6M
DEMZ
+9.91%
Winner
RSPE
+13.24%
1Y
DEMZ
+23.84%
Winner
RSPE
+26.25%
5Y(CAGR)
Winner
DEMZ
+12.77%
RSPE
+8.65%
Max(CAGR)
Winner
DEMZ
+16.74%
RSPE
+8.65%
DEMZ vs RSPE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DEMZ | RSPE |
|---|---|---|
| 2026 | +8.78% | +12.68% |
| 2025 | +19.81% | +14.91% |
| 2024 | +24.16% | +10.79% |
| 2023 | +24.28% | +13.77% |
| 2022 | -18.81% | -12.24% |
| 2021 | +34.21% | +1.37% |
| 2020 | +11.09% | N/A |
DEMZ vs RSPE Drawdown Comparison
The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.
The maximum drawdown for RSPE was -22.94%, occurring on Sep 30, 2022. Recovery took 528 trading sessions.
| Rank | DEMZ | RSPE |
|---|---|---|
| #1 | -27.17% Dec 29, 2021 - Dec 26, 2023 | -22.94% Jan 4, 2022 - Feb 12, 2024 |
| #2 | -18.69% Dec 4, 2024 - Jun 10, 2025 | -18.59% Nov 25, 2024 - Jul 3, 2025 |
| #3 | -12.28% Jan 27, 2026 - May 6, 2026 | -8.95% Feb 27, 2026 - May 6, 2026 |
| #4 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -6.38% Mar 28, 2024 - Jul 12, 2024 |
| #5 | -7.34% Oct 27, 2025 - Jan 6, 2026 | -5.73% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -6.20% Mar 21, 2024 - May 15, 2024 | -5.64% Nov 17, 2021 - Dec 27, 2021 |
| #7 | -5.44% Sep 8, 2021 - Nov 2, 2021 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -4.64% Jan 21, 2021 - Feb 4, 2021 | -3.63% Oct 16, 2024 - Nov 11, 2024 |
| #9 | -4.42% Feb 12, 2021 - Mar 17, 2021 | -3.60% Jul 25, 2025 - Aug 22, 2025 |
| #10 | -4.20% Nov 19, 2021 - Dec 8, 2021 | -3.30% Oct 6, 2025 - Oct 21, 2025 |
| #11 | -4.10% Dec 10, 2021 - Dec 27, 2021 | -2.96% Aug 30, 2024 - Sep 16, 2024 |
| #12 | -3.97% Oct 14, 2024 - Nov 7, 2024 | -2.47% Jun 4, 2026 - Jun 12, 2026 |
| #13 | -3.91% May 7, 2021 - May 28, 2021 | -2.31% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -3.33% Oct 8, 2025 - Oct 20, 2025 | -2.06% Jan 15, 2026 - Feb 2, 2026 |
| #15 | -2.79% Jul 12, 2021 - Jul 23, 2021 | -2.00% Jul 10, 2025 - Jul 22, 2025 |
Correlation
Correlation between DEMZ and RSPE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
DEMZ vs RSPE dividend yield comparison.
| Year | DEMZ | RSPE |
|---|---|---|
| 2026 | 0.00% | 0.36% |
| 2025 | 0.98% | 1.63% |
| 2024 | 0.53% | 1.57% |
| 2023 | 0.90% | 1.91% |
| 2022 | 0.98% | 1.83% |
| 2021 | 2.46% | 0.29% |
| 2020 | 0.27% | 0.00% |
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