RSPD vs MCR

Comparison between INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF (RSPD, ETF) and MFS Charter Income Trust (MCR, ETF).

5-Year PerformanceRSPD has outperformed MCR, delivering a return of +3.7% compared to +1.3%

RSPD vs MCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPD(ETF)	MCR(ETF)
Net Assets	$274M	$274M
Expense Ratio	0.40%	N/A
Max Drawdown	68.81%	46.50%
Sharpe Ratio	0.31	0.11
5Y Beta	0.96	0.24
P/E Ratio	22.90	N/A
Forward P/E	17.38	N/A
PEG Ratio	1.06	N/A
5Y Dividends CAGR	14.82%	-3.69%
5Y EPS CAGR	10.33%	N/A
Debt to Equity	-148.59%	N/A
P/S Ratio	1.46	N/A
P/B Ratio	5.23	N/A

Net Assets

RSPD

$274M

Winner

MCR

$274M

Expense Ratio

RSPD

0.40%

MCR

N/A

Max Drawdown

RSPD

68.81%

Winner

MCR

46.50%

Sharpe Ratio

Winner

RSPD

0.31

MCR

0.11

5Y Beta

RSPD

0.96

Winner

MCR

0.24

P/E Ratio

RSPD

22.90

MCR

N/A

Forward P/E

RSPD

17.38

MCR

N/A

PEG Ratio

RSPD

1.06

MCR

N/A

5Y Dividends CAGR

Winner

RSPD

14.82%

MCR

-3.69%

5Y EPS CAGR

RSPD

10.33%

MCR

N/A

Debt to Equity

RSPD

-148.59%

MCR

N/A

P/S Ratio

RSPD

1.46

MCR

N/A

P/B Ratio

RSPD

5.23

MCR

N/A

RSPD vs MCR - Historical Returns

Returns include dividend reinvestment.

Period	RSPD	MCR
1 month	+6.52%	+0.32%
3 months	+3.37%	+1.47%
6 months	-2.88%	+0.53%
1 year	+8.33%	+4.05%
5 years(CAGR)	+3.69%	+1.29%
10 years(CAGR)	+8.50%	+5.43%
Max(CAGR)	+8.21%	+6.45%

Winner

RSPD

+6.52%

MCR

+0.32%

Winner

RSPD

+3.37%

MCR

+1.47%

RSPD

-2.88%

Winner

MCR

+0.53%

Winner

RSPD

+8.33%

MCR

+4.05%

5Y(CAGR)

Winner

RSPD

+3.69%

MCR

+1.29%

10Y(CAGR)

Winner

RSPD

+8.50%

MCR

+5.43%

Max(CAGR)

Winner

RSPD

+8.21%

MCR

+6.45%

RSPD vs MCR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RSPD	MCR
2026	-2.07%	+0.62%
2025	+8.93%	+7.79%
2024	+14.14%	+7.55%
2023	+22.17%	+12.58%
2022	-24.23%	-21.33%
2021	+30.81%	+6.32%
2020	+11.14%	+13.16%
2019	+25.03%	+23.85%
2018	-9.95%	-5.63%
2017	+14.13%	+7.98%
2016	+6.82%	+22.92%
2015	-2.38%	-8.84%
2014	+12.27%	+9.67%
2013	+40.71%	-6.68%
2012	+20.27%	+18.03%
2011	+3.41%	+5.00%
2010	+25.56%	+11.29%
2009	+56.82%	+30.20%
2008	-39.54%	-5.43%
2007	-16.38%	+1.43%
2006	+3.54%	+7.01%
2005	N/A	+3.64%
2004	N/A	+6.67%
2003	N/A	+12.24%
2002	N/A	+8.23%
2001	N/A	+3.87%
2000	N/A	+11.17%
1999	N/A	-3.01%

RSPD vs MCR Drawdown Comparison

The maximum drawdown for RSPD was -68.01%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.

The maximum drawdown for MCR was -31.73%, occurring on Mar 18, 2020. Recovery took 72 trading sessions.

The current RSPD drawdown is -6.42%. The current MCR drawdown is -1.44%.

Rank	RSPD	MCR
#1	-68.01% Jun 4, 2007 - Feb 16, 2011	-31.73% Feb 19, 2020 - Jun 2, 2020
#2	-47.99% Jan 17, 2020 - Nov 9, 2020	-28.17% Dec 27, 2021 - Aug 1, 2025
#3	-34.41% Nov 16, 2021 - Sep 26, 2024	-26.38% May 16, 2008 - May 26, 2009
#4	-22.48% Jul 7, 2011 - Feb 3, 2012	-17.33% May 20, 2013 - May 18, 2016
#5	-21.02% Dec 11, 2024 - Jul 10, 2025	-11.71% Jul 15, 2011 - Jan 5, 2012
#6	-20.90% Sep 20, 2018 - Apr 4, 2019	-10.92% Aug 29, 2001 - Jun 5, 2002
#7	-18.77% Jul 16, 2015 - Nov 22, 2016	-10.56% Mar 10, 2004 - Dec 23, 2004
#8	-13.80% Feb 10, 2026 - May 19, 2026	-9.57% Oct 19, 2017 - Jan 31, 2019
#9	-11.68% May 2, 2012 - Sep 11, 2012	-8.14% Nov 1, 2012 - Jan 3, 2013
#10	-11.64% Apr 24, 2019 - Nov 5, 2019	-7.53% Oct 27, 2010 - May 31, 2011
#11	-11.32% Jan 24, 2018 - Sep 19, 2018	-7.46% Nov 8, 1999 - Feb 9, 2000
#12	-10.96% Sep 11, 2025 - Jan 8, 2026	-7.08% Aug 17, 2020 - Nov 30, 2020
#13	-9.80% Sep 5, 2014 - Nov 12, 2014	-6.89% Apr 26, 2010 - Jul 16, 2010
#14	-8.84% Dec 30, 2013 - Feb 26, 2014	-6.69% Jun 17, 2003 - Nov 4, 2003
#15	-8.09% May 12, 2011 - Jul 1, 2011	-6.67% Feb 9, 2000 - Jun 14, 2000

Correlation

Correlation between RSPD and MCR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

RSPD vs MCR dividend yield comparison.

Year	RSPD	MCR
2026	0.22%	4.43%
2025	1.08%	8.58%
2024	0.84%	8.60%
2023	1.09%	8.37%
2022	0.99%	9.55%
2021	0.53%	8.14%
2020	0.81%	7.94%
2019	1.59%	8.38%
2018	1.67%	9.66%
2017	1.45%	8.84%
2016	1.27%	8.63%
2015	1.37%	9.13%
2014	1.05%	7.67%
2013	0.87%	6.74%
2012	1.54%	6.41%
2011	1.12%	7.43%
2010	0.96%	8.16%
2009	0.92%	6.48%
2008	2.36%	7.62%
2007	1.12%	5.86%
2006	0.19%	5.72%
2005	0.00%	5.91%
2004	0.00%	6.18%
2003	0.00%	6.08%
2002	0.00%	6.94%
2001	0.00%	8.89%
2000	0.00%	3.05%