EFIV vs RSPA

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA, ETF).

EFIV vs RSPA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	RSPA(ETF)
Net Assets	$999M	$1B
Expense Ratio	0.10%	0.29%
Max Drawdown	25.38%	17.96%
Sharpe Ratio	1.47	1.49
5Y Beta	0.96	0.64
P/E Ratio	26.41	23.20
Forward P/E	19.32	17.81
PEG Ratio	0.26	0.23
5Y Dividends CAGR	12.51%	N/A
5Y EPS CAGR	34.77%	11.16%
Debt to Equity	72.71%	151.15%
P/S Ratio	3.32	1.96
P/B Ratio	5.88	3.25

Net Assets

EFIV

$999M

Winner

RSPA

$1B

Expense Ratio

Winner

EFIV

0.10%

RSPA

0.29%

Max Drawdown

EFIV

25.38%

Winner

RSPA

17.96%

Sharpe Ratio

EFIV

1.47

Winner

RSPA

1.49

5Y Beta

EFIV

0.96

Winner

RSPA

0.64

P/E Ratio

EFIV

26.41

Winner

RSPA

23.20

Forward P/E

EFIV

19.32

Winner

RSPA

17.81

PEG Ratio

EFIV

0.26

Winner

RSPA

0.23

5Y Dividends CAGR

EFIV

12.51%

RSPA

N/A

5Y EPS CAGR

Winner

EFIV

34.77%

RSPA

11.16%

Debt to Equity

Winner

EFIV

72.71%

RSPA

151.15%

P/S Ratio

EFIV

3.32

Winner

RSPA

1.96

P/B Ratio

EFIV

5.88

Winner

RSPA

3.25

EFIV vs RSPA - Holdings Comparison

EFIV and RSPA have 257 common holdings. Overlap is 25.09%

EFIV's top 25 holdings weight is 51.85%. RSPA's top 25 holdings weight is 28.05%.

Rank	EFIV	RSPA
#1	NVIDIA CORP (NVDA) - 13.08%	INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 20.19%
#2	MICROSOFT CORP (MSFT) - 8.82%	GOLDMAN SACHS INTL ELN 8/31/2026 (n/a) - 0.48%
#3	ALPHABET INC CLASS A (GOOGL) - 4.86%	SOCIETE GENERALE ELN 9/1/2026 (n/a) - 0.43%
#4	ALPHABET INC CLASS C (GOOG) - 3.90%	MORGAN STANLEY FIN LLC ELN 9/2/2026 (n/a) - 0.42%
#5	MICRON TECHNOLOGY INC (MU) - 2.48%	GOLDMAN SACHS INTL ELN 8/13/2026 (n/a) - 0.36%
#6	ELI LILLY AND CO (LLY) - 2.33%	SOCIETE GENERALE ELN 8/11/2026 (n/a) - 0.35%
#7	VISA INC CLASS A (V) - 1.44%	SOCIETE GENERALE ELN 8/20/2026 (n/a) - 0.35%
#8	WALMART INC (WMT) - 1.23%	TORONTO-DOMINION BANK ELN 8/24/2026 (n/a) - 0.34%
#9	CISCO SYSTEMS INC (CSCO) - 1.18%	JP MORGAN SP ELN 8/27/2026 (n/a) - 0.33%
#10	INTEL CORP (INTC) - 1.15%	EVEREST GROUP LTD (EG) - 0.30%
#11	MASTERCARD INC CLASS A (MA) - 1.09%	NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 0.30%
#12	ABBVIE INC (ABBV) - 1.06%	ZIMMER BIOMET HOLDINGS INC (ZBH) - 0.30%
#13	APPLIED MATERIALS INC (AMAT) - 1.05%	MEDTRONIC PLC (MDT) - 0.30%
#14	BANK OF AMERICA CORP (BAC) - 1.02%	IDEX CORP (IEX) - 0.30%
#15	COSTCO WHOLESALE CORP (COST) - 1.02%	AMERICAN INTERNATIONAL GROUP INC (AIG) - 0.30%
#16	LAM RESEARCH CORP (LRCX) - 0.98%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.30%
#17	CATERPILLAR INC (CAT) - 0.95%	HUBBELL INC (HUBB) - 0.30%
#18	GE AEROSPACE (GE) - 0.92%	AMERICAN EXPRESS CO (AXP) - 0.30%
#19	UNITEDHEALTH GROUP INC (UNH) - 0.89%	AGILENT TECHNOLOGIES INC (A) - 0.30%
#20	THE HOME DEPOT INC (HD) - 0.83%	ADVANCED MICRO DEVICES INC (AMD) - 0.30%
#21	PROLOGIS INC (PLD) - 0.32%	ABBVIE INC (ABBV) - 0.30%
#22	CORNING INC (GLW) - 0.32%	AIR PRODUCTS AND CHEMICALS INC (APD) - 0.30%
#23	BRISTOL-MYERS SQUIBB CO (BMY) - 0.31%	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.30%
#24	SERVICENOW INC (NOW) - 0.31%	ARCH CAPITAL GROUP LTD (ACGL) - 0.30%
#25	DANAHER CORP (DHR) - 0.31%	AON PLC CLASS A (AON) - 0.30%
Total Holdings	290	459

EFIV vs RSPA - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	RSPA
1 month	+4.00%	+3.08%
3 months	+4.79%	+6.97%
6 months	+12.18%	+8.42%
1 year	+25.09%	+19.74%
5 years(CAGR)	+14.03%	N/A
Max(CAGR)	+17.83%	+13.70%

Winner

EFIV

+4.00%

RSPA

+3.08%

EFIV

+4.79%

Winner

RSPA

+6.97%

Winner

EFIV

+12.18%

RSPA

+8.42%

Winner

EFIV

+25.09%

RSPA

+19.74%

5Y(CAGR)

EFIV

+14.03%

RSPA

N/A

Max(CAGR)

Winner

EFIV

+17.83%

RSPA

+13.70%

EFIV vs RSPA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EFIV	RSPA
2026	+13.65%	+13.34%
2025	+18.92%	+11.64%
2024	+24.68%	+3.67%
2023	+28.49%	N/A
2022	-18.34%	N/A
2021	+33.60%	N/A
2020	+16.69%	N/A

EFIV vs RSPA Drawdown Comparison

The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.

The maximum drawdown for RSPA was -15.39%, occurring on Apr 8, 2025. Recovery took 150 trading sessions.

The current EFIV drawdown is -1.39%. The current RSPA drawdown is -0.25%.

Rank	EFIV	RSPA
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-15.39% Nov 29, 2024 - Jul 10, 2025
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-6.21% Feb 26, 2026 - May 6, 2026
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-4.52% Jul 31, 2024 - Aug 19, 2024
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-3.81% Oct 27, 2025 - Dec 3, 2025
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-2.55% Jul 25, 2025 - Aug 13, 2025
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-2.43% Oct 6, 2025 - Oct 20, 2025
#7	-5.50% Mar 27, 2024 - May 14, 2024	-2.18% Jul 17, 2024 - Jul 31, 2024
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-2.12% Aug 26, 2024 - Sep 13, 2024
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-1.88% Oct 18, 2024 - Nov 6, 2024
#10	-4.19% May 7, 2021 - Jun 10, 2021	-1.57% Nov 11, 2024 - Nov 22, 2024
#11	-4.08% Jun 15, 2026 - Aug 3, 2026	-1.35% Jun 4, 2026 - Jun 12, 2026
#12	-4.06% Feb 16, 2021 - Mar 11, 2021	-1.30% Jan 15, 2026 - Jan 22, 2026
#13	-3.74% Jun 4, 2026 - Jun 15, 2026	-1.30% Jul 10, 2025 - Jul 22, 2025
#14	-3.66% Nov 24, 2021 - Dec 8, 2021	-1.27% Jun 15, 2026 - Jun 25, 2026
#15	-3.45% Dec 10, 2021 - Dec 23, 2021	-1.06% Feb 11, 2026 - Feb 24, 2026