DSI vs RSPT
Comparison between ISHARES ESG MSCI KLD 400 ETF (DSI, ETF) and INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT, ETF).
5-Year PerformanceRSPT has outperformed DSI, delivering a return of +17.1% compared to +12.7%
DSI vs RSPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DSI
$5.40B
Winner
RSPT
$5.50B
Expense Ratio
Winner
DSI
0.25%
RSPT
0.40%
Max Drawdown
Winner
DSI
55.08%
RSPT
58.97%
Sharpe Ratio
DSI
1.31
Winner
RSPT
1.79
5Y Beta
Winner
DSI
1.02
RSPT
1.38
P/E Ratio
Winner
DSI
29.33
RSPT
32.72
Forward P/E
DSI
22.49
Winner
RSPT
19.90
PEG Ratio
DSI
0.26
Winner
RSPT
0.09
5Y Dividends CAGR
Winner
DSI
8.24%
RSPT
-8.33%
5Y EPS CAGR
Winner
DSI
32.27%
RSPT
19.76%
Debt to Equity
Winner
DSI
51.40%
RSPT
809.48%
P/S Ratio
Winner
DSI
3.71
RSPT
4.00
P/B Ratio
DSI
6.67
Winner
RSPT
5.79
DSI vs RSPT - Holdings Comparison
DSI and RSPT have 41 common holdings. Overlap is 14.69%
DSI's top 25 holdings weight is 55.83%. RSPT's top 25 holdings weight is 37.65%.
| Rank | DSI | RSPT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.94% | PALO ALTO NETWORKS INC (PANW) - 1.83% |
| #2 | MICROSOFT CORP (MSFT) - 8.17% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.73% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.89% | FORTINET INC (FTNT) - 1.61% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.66% | n/a (ZBRA) - 1.60% |
| #5 | TESLA INC (TSLA) - 3.11% | ADVANCED MICRO DEVICES INC (AMD) - 1.59% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 2.59% | APPLIED MATERIALS INC (AMAT) - 1.58% |
| #7 | VISA INC CLASS A (V) - 1.74% | DATADOG INC CLASS A (DDOG) - 1.58% |
| #8 | INTEL CORP (INTC) - 1.35% | GODADDY INC CLASS A (GDDY) - 1.54% |
| #9 | ABBVIE INC (ABBV) - 1.32% | ARISTA NETWORKS INC (ANET) - 1.54% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.31% | APPLE INC (AAPL) - 1.53% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.29% | n/a (DELL) - 1.52% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.28% | F5 INC (FFIV) - 1.46% |
| #13 | CATERPILLAR INC (CAT) - 1.21% | GEN DIGITAL INC (GEN) - 1.46% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.17% | TEXAS INSTRUMENTS INC (TXN) - 1.45% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.00% | BROADCOM INC (AVGO) - 1.44% |
| #16 | THE HOME DEPOT INC (HD) - 0.96% | NVIDIA CORP (NVDA) - 1.44% |
| #17 | COCA-COLA CO (KO) - 0.92% | KLA CORP (KLAC) - 1.43% |
| #18 | MERCK & CO INC (MRK) - 0.91% | AMPHENOL CORP CLASS A (APH) - 1.43% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 0.81% | LAM RESEARCH CORP (LRCX) - 1.42% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.77% | WESTERN DIGITAL CORP (WDC) - 1.42% |
| #21 | NEWMONT CORP (NEM) - 0.29% | ROPER TECHNOLOGIES INC (ROP) - 1.42% |
| #22 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.29% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.41% |
| #23 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.29% | TELEDYNE TECHNOLOGIES INC (TDY) - 1.41% |
| #24 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.28% | CORNING INC (GLW) - 1.41% |
| #25 | QUANTA SERVICES INC (PWR) - 0.28% | WORKDAY INC CLASS A (WDAY) - 1.40% |
| Total Holdings | 365 | 77 |
DSI vs RSPT - Historical Returns
Returns include dividend reinvestment.
1M
DSI
+4.09%
Winner
RSPT
+5.59%
3M
DSI
+5.98%
Winner
RSPT
+14.68%
6M
DSI
+13.97%
Winner
RSPT
+38.38%
1Y
DSI
+24.25%
Winner
RSPT
+59.33%
5Y(CAGR)
DSI
+12.70%
Winner
RSPT
+17.05%
10Y(CAGR)
DSI
+15.28%
Winner
RSPT
+21.36%
Max(CAGR)
DSI
+10.87%
Winner
RSPT
+14.82%
DSI vs RSPT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DSI | RSPT |
|---|---|---|
| 2026 | +14.79% | +41.49% |
| 2025 | +18.27% | +22.30% |
| 2024 | +23.16% | +17.94% |
| 2023 | +28.81% | +35.50% |
| 2022 | -22.06% | -24.88% |
| 2021 | +33.05% | +30.18% |
| 2020 | +19.83% | +28.40% |
| 2019 | +31.24% | +41.75% |
| 2018 | -4.65% | -1.79% |
| 2017 | +19.92% | +31.76% |
| 2016 | +12.30% | +20.94% |
| 2015 | +0.37% | +2.89% |
| 2014 | +13.49% | +20.37% |
| 2013 | +32.39% | +35.76% |
| 2012 | +11.24% | +10.47% |
| 2011 | +0.54% | -7.81% |
| 2010 | +9.95% | +16.56% |
| 2009 | +27.31% | +69.08% |
| 2008 | -33.72% | -44.46% |
| 2007 | +3.37% | +1.69% |
| 2006 | +1.39% | +1.64% |
DSI vs RSPT Drawdown Comparison
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for RSPT was -58.91%, occurring on Nov 21, 2008. Recovery took 879 trading sessions.
The current RSPT drawdown is -4.14%.
| Rank | DSI | RSPT |
|---|---|---|
| #1 | -54.23% Oct 11, 2007 - Mar 19, 2012 | -58.91% Jul 19, 2007 - Jan 12, 2011 |
| #2 | -34.10% Feb 19, 2020 - Aug 12, 2020 | -33.67% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -28.35% Dec 29, 2021 - Dec 26, 2023 | -32.49% Dec 27, 2021 - Dec 19, 2023 |
| #4 | -20.57% Jan 23, 2025 - Jun 27, 2025 | -26.73% Feb 17, 2011 - Jan 25, 2013 |
| #5 | -18.31% Sep 20, 2018 - Apr 1, 2019 | -26.62% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -13.12% May 21, 2015 - Apr 18, 2016 | -22.41% Aug 29, 2018 - Mar 19, 2019 |
| #7 | -11.05% Jan 28, 2026 - Apr 17, 2026 | -16.92% Dec 1, 2015 - May 27, 2016 |
| #8 | -10.30% Jan 26, 2018 - Jul 25, 2018 | -14.71% May 27, 2015 - Dec 1, 2015 |
| #9 | -10.08% Apr 2, 2012 - Sep 6, 2012 | -13.29% Jun 2, 2026 - Jul 29, 2026 |
| #10 | -9.61% Jul 13, 2007 - Oct 5, 2007 | -12.86% Jul 16, 2024 - Oct 14, 2024 |
| #11 | -9.49% Sep 2, 2020 - Nov 13, 2020 | -11.71% Apr 24, 2019 - Jul 3, 2019 |
| #12 | -9.17% Jul 16, 2024 - Sep 19, 2024 | -11.01% Sep 18, 2014 - Nov 3, 2014 |
| #13 | -7.33% Sep 18, 2014 - Oct 31, 2014 | -10.67% Jan 28, 2026 - Apr 13, 2026 |
| #14 | -6.99% Apr 29, 2019 - Jun 20, 2019 | -10.36% Nov 3, 2025 - Dec 9, 2025 |
| #15 | -6.49% Mar 28, 2024 - May 15, 2024 | -10.12% Mar 7, 2024 - May 22, 2024 |
Correlation
Correlation between DSI and RSPT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
DSI vs RSPT dividend yield comparison.
| Year | DSI | RSPT |
|---|---|---|
| 2026 | 0.40% | 0.13% |
| 2025 | 0.92% | 0.39% |
| 2024 | 1.03% | 0.44% |
| 2023 | 1.19% | 0.56% |
| 2022 | 1.39% | 0.71% |
| 2021 | 0.99% | 0.50% |
| 2020 | 1.22% | 1.29% |
| 2019 | 1.40% | 0.92% |
| 2018 | 1.63% | 0.98% |
| 2017 | 1.28% | 0.84% |
| 2016 | 1.51% | 1.16% |
| 2015 | 1.46% | 1.18% |
| 2014 | 1.26% | 1.16% |
| 2013 | 1.27% | 0.80% |
| 2012 | 1.74% | 1.03% |
| 2011 | 1.47% | 0.74% |
| 2010 | 1.33% | 0.27% |
| 2009 | 1.35% | 0.25% |
| 2008 | 1.96% | 0.35% |
| 2007 | 1.20% | 0.03% |
| 2006 | 0.20% | 0.00% |
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