RSP vs IWD
Comparison between INVESCO S&P 500 EQUAL WEIGHT ETF (RSP, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).
5-Year PerformanceIWD has outperformed RSP, delivering a return of +11.4% compared to +8.9%
RSP vs IWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSP
$94B
IWD
$80B
Expense Ratio
RSP
0.20%
Winner
IWD
0.18%
Max Drawdown
Winner
RSP
60.91%
IWD
61.91%
Sharpe Ratio
RSP
1.11
Winner
IWD
1.94
5Y Beta
RSP
0.78
Winner
IWD
0.73
P/E Ratio
RSP
24.78
Winner
IWD
23.71
Forward P/E
Winner
RSP
17.64
IWD
18.43
5Y Dividends CAGR
Winner
RSP
10.07%
IWD
6.22%
5Y EPS CAGR
RSP
11.33%
Winner
IWD
12.16%
Debt to Equity
RSP
18.92%
Winner
IWD
9.51%
P/S Ratio
Winner
RSP
1.94
IWD
2.41
P/B Ratio
Winner
RSP
3.31
IWD
3.43
RSP vs IWD - Holdings Comparison
RSP and IWD have 413 common holdings. Overlap is 44.75%
RSP's top 25 holdings weight is 6.02%. IWD's top 25 holdings weight is 40.50%.
| Rank | RSP | IWD |
|---|---|---|
| #1 | MODERNA INC (MRNA) - 0.29% | AMAZON.COM INC (AMZN) - 6.07% |
| #2 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% | APPLE INC (AAPL) - 5.75% |
| #3 | BIO-TECHNE CORP (TECH) - 0.26% | MICROSOFT CORP (MSFT) - 3.94% |
| #4 | PAYPAL HOLDINGS INC (PYPL) - 0.26% | JPMORGAN CHASE & CO (JPM) - 2.53% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 0.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52% |
| #6 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% | JOHNSON & JOHNSON (JNJ) - 1.69% |
| #7 | n/a (CRL) - 0.24% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% |
| #8 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.24% | INTEL CORP (INTC) - 1.30% |
| #9 | GE VERNOVA INC (GEV) - 0.24% | CISCO SYSTEMS INC (CSCO) - 1.28% |
| #10 | BLOCK INC CLASS A (XYZ) - 0.24% | WALMART INC (WMT) - 1.26% |
| #11 | GLOBAL PAYMENTS INC (GPN) - 0.24% | ABBVIE INC (ABBV) - 1.09% |
| #12 | GENUINE PARTS CO (GPC) - 0.24% | UNITEDHEALTH GROUP INC (UNH) - 1.06% |
| #13 | EXPEDIA GROUP INC (EXPE) - 0.24% | BANK OF AMERICA CORP (BAC) - 1.03% |
| #14 | META PLATFORMS INC CLASS A (META) - 0.23% | PROCTER & GAMBLE CO (PG) - 0.94% |
| #15 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 0.23% | CHEVRON CORP (CVX) - 0.93% |
| #16 | FORTINET INC (FTNT) - 0.23% | THE GOLDMAN SACHS GROUP INC (GS) - 0.91% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 0.23% | MERCK & CO INC (MRK) - 0.82% |
| #18 | JACK HENRY & ASSOCIATES INC (JKHY) - 0.23% | COCA-COLA CO (KO) - 0.79% |
| #19 | n/a (ZBRA) - 0.23% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.76% |
| #20 | THE MOSAIC CO (MOS) - 0.23% | META PLATFORMS INC CLASS A (META) - 0.73% |
| #21 | AXON ENTERPRISE INC (AXON) - 0.23% | WELLS FARGO & CO (WFC) - 0.72% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 0.23% | RTX CORP (RTX) - 0.72% |
| #23 | AMERIPRISE FINANCIAL INC (AMP) - 0.23% | MORGAN STANLEY (MS) - 0.70% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.23% | LINDE PLC (LIN) - 0.66% |
| #25 | UNITED AIRLINES HOLDINGS INC (UAL) - 0.23% | COSTCO WHOLESALE CORP (COST) - 0.63% |
| Total Holdings | 508 | 823 |
RSP vs IWD - Historical Returns
Returns include dividend reinvestment.
1M
RSP
+1.50%
Winner
IWD
+1.61%
3M
RSP
+5.45%
Winner
IWD
+9.89%
6M
RSP
+7.57%
Winner
IWD
+13.70%
1Y
RSP
+17.83%
Winner
IWD
+28.42%
5Y(CAGR)
RSP
+8.91%
Winner
IWD
+11.44%
10Y(CAGR)
Winner
RSP
+11.74%
IWD
+11.26%
Max(CAGR)
Winner
RSP
+11.25%
IWD
+8.23%
RSP vs IWD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | RSP | IWD |
|---|---|---|
| 2026 | +11.21% | +17.41% |
| 2025 | +11.52% | +15.91% |
| 2024 | +12.75% | +13.78% |
| 2023 | +13.80% | +11.40% |
| 2022 | -11.70% | -8.06% |
| 2021 | +31.31% | +26.65% |
| 2020 | +12.39% | +2.31% |
| 2019 | +28.83% | +26.15% |
| 2018 | -8.50% | -8.84% |
| 2017 | +17.57% | +12.65% |
| 2016 | +15.79% | +18.65% |
| 2015 | -2.63% | -3.99% |
| 2014 | +15.11% | +14.25% |
| 2013 | +32.31% | +28.94% |
| 2012 | +15.39% | +15.55% |
| 2011 | -1.67% | -1.00% |
| 2010 | +19.41% | +13.28% |
| 2009 | +39.86% | +16.61% |
| 2008 | -39.14% | -35.73% |
| 2007 | +0.94% | -0.33% |
| 2006 | +13.51% | +20.13% |
| 2005 | +8.91% | +7.79% |
| 2004 | +17.03% | +16.44% |
| 2003 | +33.45% | +25.72% |
| 2002 | N/A | -16.22% |
| 2001 | N/A | -4.66% |
| 2000 | N/A | +8.98% |
RSP vs IWD Drawdown Comparison
The maximum drawdown for RSP was -59.93%, occurring on Mar 9, 2009. Recovery took 897 trading sessions.
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The current RSP drawdown is -1.07%. The current IWD drawdown is -0.81%.
| Rank | RSP | IWD |
|---|---|---|
| #1 | -59.93% Jul 19, 2007 - Feb 8, 2011 | -60.09% Jun 4, 2007 - Jan 29, 2013 |
| #2 | -39.02% Feb 12, 2020 - Nov 9, 2020 | -38.51% Feb 13, 2020 - Dec 4, 2020 |
| #3 | -22.88% Jul 7, 2011 - Mar 13, 2012 | -34.08% May 21, 2001 - Dec 29, 2003 |
| #4 | -21.39% Jan 4, 2022 - Jan 29, 2024 | -19.03% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -19.77% Sep 21, 2018 - Apr 5, 2019 | -18.31% Jan 26, 2018 - Apr 30, 2019 |
| #6 | -17.82% Nov 29, 2024 - Jul 10, 2025 | -16.16% May 21, 2015 - Jun 8, 2016 |
| #7 | -16.95% May 21, 2015 - Jun 7, 2016 | -15.71% Nov 29, 2024 - Jul 3, 2025 |
| #8 | -11.22% Mar 26, 2012 - Sep 6, 2012 | -12.19% Feb 12, 2001 - May 16, 2001 |
| #9 | -9.90% Jan 26, 2018 - Aug 24, 2018 | -7.85% Sep 18, 2014 - Nov 5, 2014 |
| #10 | -8.85% May 8, 2006 - Oct 5, 2006 | -7.59% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -8.68% Jun 30, 2004 - Oct 6, 2004 | -7.25% May 10, 2006 - Aug 16, 2006 |
| #12 | -8.16% Sep 5, 2014 - Oct 31, 2014 | -6.79% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -7.86% Feb 27, 2026 - May 6, 2026 | -6.77% Mar 4, 2005 - Jun 17, 2005 |
| #14 | -7.52% Mar 7, 2005 - Jun 16, 2005 | -6.74% Jul 26, 2019 - Sep 12, 2019 |
| #15 | -7.46% Mar 5, 2004 - Jun 30, 2004 | -6.50% Sep 16, 2005 - Nov 21, 2005 |
Correlation
Correlation between RSP and IWD is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
RSP vs IWD dividend yield comparison.
| Year | RSP | IWD |
|---|---|---|
| 2026 | 0.76% | 0.64% |
| 2025 | 1.64% | 1.69% |
| 2024 | 1.52% | 1.87% |
| 2023 | 1.64% | 2.02% |
| 2022 | 1.82% | 2.15% |
| 2021 | 1.28% | 1.62% |
| 2020 | 1.64% | 2.05% |
| 2019 | 1.69% | 2.45% |
| 2018 | 2.02% | 2.71% |
| 2017 | 1.52% | 2.09% |
| 2016 | 1.20% | 2.25% |
| 2015 | 1.70% | 2.47% |
| 2014 | 1.45% | 2.00% |
| 2013 | 1.27% | 1.95% |
| 2012 | 1.64% | 2.30% |
| 2011 | 1.55% | 2.30% |
| 2010 | 1.27% | 1.98% |
| 2009 | 1.33% | 2.36% |
| 2008 | 2.33% | 3.70% |
| 2007 | 1.30% | 2.40% |
| 2006 | 1.10% | 2.05% |
| 2005 | 1.05% | 2.46% |
| 2004 | 0.94% | 1.96% |
| 2003 | 0.74% | 1.91% |
| 2002 | 0.00% | 2.14% |
| 2001 | 0.00% | 1.56% |
| 2000 | 0.00% | 0.74% |
Select Stocks to Compare
Popular: RSP vs SPYIWD vs SPY
More Comparisons
Compare with similar stocks