RSP vs IWM
Comparison between INVESCO S&P 500 EQUAL WEIGHT ETF (RSP, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).
5-Year PerformanceRSP has outperformed IWM, delivering a return of +8.9% compared to +7.3%
RSP vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSP
$94B
IWM
$83B
Expense Ratio
RSP
0.20%
Winner
IWM
0.19%
Max Drawdown
RSP
60.91%
Winner
IWM
59.89%
Sharpe Ratio
RSP
1.11
Winner
IWM
1.44
5Y Beta
Winner
RSP
0.78
IWM
1.10
P/E Ratio
RSP
24.78
Winner
IWM
-67.36
Forward P/E
RSP
17.64
Winner
IWM
14.50
5Y Dividends CAGR
Winner
RSP
10.07%
IWM
6.40%
5Y EPS CAGR
Winner
RSP
11.33%
IWM
11.26%
Debt to Equity
Winner
RSP
18.92%
IWM
43.65%
P/S Ratio
RSP
1.94
Winner
IWM
1.25
P/B Ratio
RSP
3.31
Winner
IWM
2.13
RSP vs IWM - Holdings Comparison
RSP and IWM have 1 common holdings. Overlap is -0.68%
RSP's top 25 holdings weight is 6.02%. IWM's top 25 holdings weight is 9.52%.
| Rank | RSP | IWM |
|---|---|---|
| #1 | MODERNA INC (MRNA) - 0.29% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | BIO-TECHNE CORP (TECH) - 0.26% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | PAYPAL HOLDINGS INC (PYPL) - 0.26% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 0.26% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% | FABRINET (FN) - 0.46% |
| #7 | n/a (CRL) - 0.24% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.24% | COEUR MINING INC (CDE) - 0.39% |
| #9 | GE VERNOVA INC (GEV) - 0.24% | RAMBUS INC (RMBS) - 0.37% |
| #10 | BLOCK INC CLASS A (XYZ) - 0.24% | n/a (HIMS) - 0.37% |
| #11 | GLOBAL PAYMENTS INC (GPN) - 0.24% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | GENUINE PARTS CO (GPC) - 0.24% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | EXPEDIA GROUP INC (EXPE) - 0.24% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | META PLATFORMS INC CLASS A (META) - 0.23% | n/a (CWAN) - 0.34% |
| #15 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 0.23% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | FORTINET INC (FTNT) - 0.23% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 0.23% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | JACK HENRY & ASSOCIATES INC (JKHY) - 0.23% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | n/a (ZBRA) - 0.23% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | THE MOSAIC CO (MOS) - 0.23% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | AXON ENTERPRISE INC (AXON) - 0.23% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 0.23% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | AMERIPRISE FINANCIAL INC (AMP) - 0.23% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.23% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | UNITED AIRLINES HOLDINGS INC (UAL) - 0.23% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 508 | 1795 |
RSP vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RSP
+1.50%
IWM
-0.55%
3M
RSP
+5.45%
Winner
IWM
+8.28%
6M
RSP
+7.57%
Winner
IWM
+11.19%
1Y
RSP
+17.83%
Winner
IWM
+35.31%
5Y(CAGR)
Winner
RSP
+8.91%
IWM
+7.29%
10Y(CAGR)
Winner
RSP
+11.74%
IWM
+10.90%
Max(CAGR)
Winner
RSP
+11.25%
IWM
+8.81%
RSP vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | RSP | IWM |
|---|---|---|
| 2026 | +11.21% | +19.69% |
| 2025 | +11.52% | +12.57% |
| 2024 | +12.75% | +12.06% |
| 2023 | +13.80% | +17.49% |
| 2022 | -11.70% | -21.49% |
| 2021 | +31.31% | +16.05% |
| 2020 | +12.39% | +19.95% |
| 2019 | +28.83% | +24.69% |
| 2018 | -8.50% | -11.94% |
| 2017 | +17.57% | +14.02% |
| 2016 | +15.79% | +24.49% |
| 2015 | -2.63% | -3.91% |
| 2014 | +15.11% | +6.18% |
| 2013 | +32.31% | +34.73% |
| 2012 | +15.39% | +14.79% |
| 2011 | -1.67% | -6.07% |
| 2010 | +19.41% | +23.88% |
| 2009 | +39.86% | +26.00% |
| 2008 | -39.14% | -33.48% |
| 2007 | +0.94% | -1.92% |
| 2006 | +13.51% | +15.96% |
| 2005 | +8.91% | +5.83% |
| 2004 | +17.03% | +16.79% |
| 2003 | +33.45% | +43.62% |
| 2002 | N/A | -20.74% |
| 2001 | N/A | +5.46% |
| 2000 | N/A | +5.62% |
RSP vs IWM Drawdown Comparison
The maximum drawdown for RSP was -59.93%, occurring on Mar 9, 2009. Recovery took 897 trading sessions.
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current RSP drawdown is -1.07%. The current IWM drawdown is -1.30%.
| Rank | RSP | IWM |
|---|---|---|
| #1 | -59.93% Jul 19, 2007 - Feb 8, 2011 | -59.03% Jul 9, 2007 - Feb 11, 2011 |
| #2 | -39.02% Feb 12, 2020 - Nov 9, 2020 | -41.13% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -22.88% Jul 7, 2011 - Mar 13, 2012 | -38.67% Jul 17, 2000 - Oct 13, 2003 |
| #4 | -21.39% Jan 4, 2022 - Jan 29, 2024 | -31.91% Nov 8, 2021 - Nov 6, 2024 |
| #5 | -19.77% Sep 21, 2018 - Apr 5, 2019 | -28.92% Apr 29, 2011 - Sep 13, 2012 |
| #6 | -17.82% Nov 29, 2024 - Jul 10, 2025 | -27.50% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -16.95% May 21, 2015 - Jun 7, 2016 | -25.68% Jun 23, 2015 - Nov 11, 2016 |
| #8 | -11.22% Mar 26, 2012 - Sep 6, 2012 | -14.19% Apr 5, 2004 - Nov 5, 2004 |
| #9 | -9.90% Jan 26, 2018 - Aug 24, 2018 | -14.14% May 8, 2006 - Nov 14, 2006 |
| #10 | -8.85% May 8, 2006 - Oct 5, 2006 | -12.70% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -8.68% Jun 30, 2004 - Oct 6, 2004 | -12.14% Dec 28, 2004 - Jul 5, 2005 |
| #12 | -8.16% Sep 5, 2014 - Oct 31, 2014 | -11.03% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -7.86% Feb 27, 2026 - May 6, 2026 | -10.72% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -7.52% Mar 7, 2005 - Jun 16, 2005 | -9.60% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -7.46% Mar 5, 2004 - Jun 30, 2004 | -9.55% Mar 15, 2021 - Nov 1, 2021 |
Correlation
Correlation between RSP and IWM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
RSP vs IWM dividend yield comparison.
| Year | RSP | IWM |
|---|---|---|
| 2026 | 0.76% | 0.38% |
| 2025 | 1.64% | 1.04% |
| 2024 | 1.52% | 1.15% |
| 2023 | 1.64% | 1.35% |
| 2022 | 1.82% | 1.48% |
| 2021 | 1.28% | 0.94% |
| 2020 | 1.64% | 1.04% |
| 2019 | 1.69% | 1.26% |
| 2018 | 2.02% | 1.40% |
| 2017 | 1.52% | 1.26% |
| 2016 | 1.20% | 1.38% |
| 2015 | 1.70% | 1.54% |
| 2014 | 1.45% | 1.26% |
| 2013 | 1.27% | 1.23% |
| 2012 | 1.64% | 2.00% |
| 2011 | 1.55% | 1.40% |
| 2010 | 1.27% | 1.14% |
| 2009 | 1.33% | 1.15% |
| 2008 | 2.33% | 1.78% |
| 2007 | 1.30% | 1.02% |
| 2006 | 1.10% | 1.07% |
| 2005 | 1.05% | 1.32% |
| 2004 | 0.94% | 0.92% |
| 2003 | 0.74% | 0.83% |
| 2002 | 0.00% | 1.31% |
| 2001 | 0.00% | 1.08% |
| 2000 | 0.00% | 0.89% |
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