IUS vs RSPA
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA, ETF).
IUS vs RSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUS
$857M
Winner
RSPA
$859M
Expense Ratio
Winner
IUS
0.19%
RSPA
0.29%
Max Drawdown
IUS
35.17%
Winner
RSPA
17.96%
Sharpe Ratio
Winner
IUS
2.30
RSPA
1.45
5Y Beta
IUS
0.78
Winner
RSPA
0.67
P/E Ratio
IUS
25.34
Winner
RSPA
24.13
Forward P/E
Winner
IUS
16.44
RSPA
17.04
5Y Dividends CAGR
IUS
8.99%
RSPA
N/A
5Y EPS CAGR
Winner
IUS
16.93%
RSPA
11.21%
Debt to Equity
Winner
IUS
24.04%
RSPA
32.20%
P/S Ratio
Winner
IUS
1.36
RSPA
2.00
P/B Ratio
IUS
3.60
Winner
RSPA
3.19
IUS vs RSPA - Holdings Comparison
IUS and RSPA have 342 common holdings. Overlap is 31.73%
IUS's top 25 holdings weight is 44.25%. RSPA's top 25 holdings weight is 25.73%.
| Rank | IUS | RSPA |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 6.92% | INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 18.55% |
| #2 | APPLE INC (AAPL) - 4.89% | SOCIETE GENERALE ELN 6/23/2026 (n/a) - 0.40% |
| #3 | EXXON MOBIL CORP (XOM) - 2.60% | TORONTO-DOMINION BANK ELN 6/24/2026 (n/a) - 0.39% |
| #4 | AMAZON.COM INC (AMZN) - 2.41% | CANADIAN IMPERIAL BANK FRN 6/25/2026 (n/a) - 0.37% |
| #5 | MICROSOFT CORP (MSFT) - 2.37% | n/a (DELL) - 0.36% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.17% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.36% |
| #7 | INTEL CORP (INTC) - 1.99% | MORGAN STANLEY FIN ELN 6/15/2026 (n/a) - 0.35% |
| #8 | NVIDIA CORP (NVDA) - 1.99% | MORGAN STANLEY FIN LLC ELN 7/9/2026 (n/a) - 0.35% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.95% | SOCIETE GENERALE ELN 6/18/2026 (n/a) - 0.34% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.79% | MIZUHO MARKETS CAYMAN ELN 6/26/2026 (n/a) - 0.33% |
| #11 | CHEVRON CORP (CVX) - 1.64% | ADVANCED MICRO DEVICES INC (AMD) - 0.32% |
| #12 | BROADCOM INC (AVGO) - 1.37% | INTEL CORP (INTC) - 0.32% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 1.35% | MICRON TECHNOLOGY INC (MU) - 0.31% |
| #14 | GENERAL MOTORS CO (GM) - 1.13% | HUMANA INC (HUM) - 0.31% |
| #15 | CVS HEALTH CORP (CVS) - 1.08% | MIZUHO MARKETS CAYMAN ELN 7/2/2026 (n/a) - 0.31% |
| #16 | CATERPILLAR INC (CAT) - 1.01% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.31% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.00% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.30% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.94% | JP MORGAN SP 0 7/7/2026 (n/a) - 0.29% |
| #19 | WALMART INC (WMT) - 0.92% | MORGAN STANLEY FINANCE LLC. 0% (n/a) - 0.29% |
| #20 | VERIZON COMMUNICATIONS INC (VZ) - 0.91% | ON SEMICONDUCTOR CORP (ON) - 0.27% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 0.85% | COMFORT SYSTEMS USA INC (FIX) - 0.18% |
| #22 | n/a (DELL) - 0.78% | BXP INC (BXP) - 0.18% |
| #23 | AT&T INC (T) - 0.73% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 0.18% |
| #24 | MARATHON PETROLEUM CORP (MPC) - 0.73% | n/a (ODFL) - 0.18% |
| #25 | FORD MOTOR CO (F) - 0.73% | DAVITA INC (DVA) - 0.18% |
| Total Holdings | 541 | 485 |
IUS vs RSPA - Historical Returns
Returns include dividend reinvestment.
1M
IUS
+2.34%
Winner
RSPA
+3.00%
3M
Winner
IUS
+12.66%
RSPA
+7.72%
6M
Winner
IUS
+15.10%
RSPA
+8.60%
1Y
Winner
IUS
+31.24%
RSPA
+18.43%
5Y(CAGR)
IUS
+13.56%
RSPA
N/A
Max(CAGR)
Winner
IUS
+15.22%
RSPA
+12.57%
IUS vs RSPA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IUS | RSPA |
|---|---|---|
| 2026 | +14.78% | +8.50% |
| 2025 | +17.23% | +11.64% |
| 2024 | +16.56% | +3.67% |
| 2023 | +21.21% | N/A |
| 2022 | -8.85% | N/A |
| 2021 | +33.59% | N/A |
| 2020 | +14.43% | N/A |
| 2019 | +29.34% | N/A |
| 2018 | -12.48% | N/A |
IUS vs RSPA Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for RSPA was -15.39%, occurring on Apr 8, 2025. Recovery took 150 trading sessions.
The current IUS drawdown is -0.73%.
| Rank | IUS | RSPA |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -15.39% Nov 29, 2024 - Jul 10, 2025 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -6.21% Feb 26, 2026 - May 6, 2026 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -4.52% Jul 31, 2024 - Aug 19, 2024 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -3.81% Oct 27, 2025 - Dec 3, 2025 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -2.55% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -2.43% Oct 6, 2025 - Oct 20, 2025 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -2.18% Jul 17, 2024 - Jul 31, 2024 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -2.12% Aug 26, 2024 - Sep 13, 2024 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -1.88% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -1.57% Nov 11, 2024 - Nov 22, 2024 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -1.35% Jun 4, 2026 - Jun 12, 2026 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -1.30% Jan 15, 2026 - Jan 22, 2026 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -1.30% Jul 10, 2025 - Jul 22, 2025 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -1.06% Feb 11, 2026 - Feb 24, 2026 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -1.05% May 6, 2026 - May 21, 2026 |
Correlation
Correlation between IUS and RSPA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
IUS vs RSPA dividend yield comparison.
| Year | IUS | RSPA |
|---|---|---|
| 2026 | 0.33% | 3.77% |
| 2025 | 1.48% | 9.14% |
| 2024 | 1.52% | 4.03% |
| 2023 | 1.72% | 0.00% |
| 2022 | 1.78% | 0.00% |
| 2021 | 1.46% | 0.00% |
| 2020 | 1.74% | 0.00% |
| 2019 | 1.77% | 0.00% |
| 2018 | 0.73% | 0.00% |
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