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RSPD vs SPY

Comparison between INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF (RSPD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RSPD, delivering a return of +13.0% compared to +3.5%

RSPD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPD
$308M
Winner
SPY
$781B
Expense Ratio
RSPD
0.40%
Winner
SPY
0.09%
Max Drawdown
RSPD
68.81%
Winner
SPY
56.47%
Sharpe Ratio
RSPD
-0.06
Winner
SPY
1.25
5Y Beta
Winner
RSPD
0.95
SPY
1.00
P/E Ratio
Winner
RSPD
23.08
SPY
28.78
Forward P/E
Winner
RSPD
17.57
SPY
21.23
PEG Ratio
RSPD
0.92
SPY
N/A
5Y Dividends CAGR
Winner
RSPD
22.00%
SPY
6.00%
5Y EPS CAGR
RSPD
10.33%
Winner
SPY
25.62%
Debt to Equity
Winner
RSPD
-145.85%
SPY
31.92%
P/S Ratio
Winner
RSPD
1.51
SPY
3.76
P/B Ratio
Winner
RSPD
5.30
SPY
5.64

RSPD vs SPY - Holdings Comparison

RSPD and SPY have 48 common holdings. Overlap is 7.46%

RSPD's top 25 holdings weight is 56.45%. SPY's top 25 holdings weight is 51.74%.

RankRSPDSPY
#1
GENUINE PARTS CO (GPC) - 2.75%
NVIDIA CORP (NVDA) - 7.89%
#2
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.60%
APPLE INC (AAPL) - 7.37%
#3
EXPEDIA GROUP INC (EXPE) - 2.51%
MICROSOFT CORP (MSFT) - 4.50%
#4
CHIPOTLE MEXICAN GRILL INC (CMG) - 2.38%
AMAZON.COM INC (AMZN) - 3.82%
#5
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.36%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
BOOKING HOLDINGS INC (BKNG) - 2.35%
BROADCOM INC (AVGO) - 2.86%
#7
PULTEGROUP INC (PHM) - 2.31%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
THE HOME DEPOT INC (HD) - 2.29%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 2.26%
TESLA INC (TSLA) - 1.70%
#10
WILLIAMS-SONOMA INC (WSM) - 2.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ROYAL CARIBBEAN GROUP (RCL) - 2.25%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
YUM BRANDS INC (YUM) - 2.23%
ELI LILLY AND CO (LLY) - 1.40%
#13
D.R. HORTON INC (DHI) - 2.21%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
EBAY INC (EBAY) - 2.21%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
CARNIVAL CORPORATION LTD (CCL) - 2.20%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NVR INC (NVR) - 2.19%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
STARBUCKS CORP (SBUX) - 2.16%
VISA INC CLASS A (V) - 0.90%
#18
RALPH LAUREN CORP CLASS A (RL) - 2.16%
WALMART INC (WMT) - 0.76%
#19
LOWE'S COMPANIES INC (LOW) - 2.15%
INTEL CORP (INTC) - 0.75%
#20
GARMIN LTD (GRMN) - 2.12%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
BEST BUY CO INC (BBY) - 2.11%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TESLA INC (TSLA) - 2.11%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
TRACTOR SUPPLY CO (TSCO) - 2.11%
ABBVIE INC (ABBV) - 0.66%
#24
CARVANA CO CLASS A (CVNA) - 2.09%
CATERPILLAR INC (CAT) - 0.65%
#25
AMAZON.COM INC (AMZN) - 2.09%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings49505

RSPD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RSPD
-0.04%
Winner
SPY
+0.52%
3M
RSPD
-4.21%
Winner
SPY
+6.55%
6M
RSPD
-6.09%
Winner
SPY
+9.76%
1Y
RSPD
+0.99%
Winner
SPY
+20.32%
5Y(CAGR)
RSPD
+3.46%
Winner
SPY
+13.01%
10Y(CAGR)
RSPD
+7.78%
Winner
SPY
+15.06%
Max(CAGR)
RSPD
+8.09%
Winner
SPY
+8.50%

RSPD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRSPDSPY
2026-3.43%+10.11%
2025+8.93%+18.00%
2024+14.14%+25.59%
2023+22.17%+26.72%
2022-24.23%-18.64%
2021+30.81%+30.52%
2020+11.14%+17.28%
2019+25.03%+31.09%
2018-9.95%-5.24%
2017+14.13%+20.78%
2016+6.82%+13.59%
2015-2.38%+1.31%
2014+12.27%+14.56%
2013+40.71%+29.00%
2012+20.27%+14.17%
2011+3.41%+0.85%
2010+25.56%+13.14%
2009+56.82%+22.67%
2008-39.54%-36.25%
2007-16.38%+5.32%
2006+3.54%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RSPD vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RSPD drawdown is -7.72%. The current SPY drawdown is -1.24%.

RankRSPDSPY
#1-68.01%
Jun 4, 2007 - Feb 16, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.99%
Jan 17, 2020 - Nov 9, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.41%
Nov 16, 2021 - Sep 26, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.48%
Jul 7, 2011 - Feb 3, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.02%
Dec 11, 2024 - Jul 10, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.90%
Sep 20, 2018 - Apr 4, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.77%
Jul 16, 2015 - Nov 22, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.80%
Feb 10, 2026 - May 19, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.68%
May 2, 2012 - Sep 11, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.64%
Apr 24, 2019 - Nov 5, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.32%
Jan 24, 2018 - Sep 19, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.96%
Sep 11, 2025 - Jan 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.80%
Sep 5, 2014 - Nov 12, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.84%
Dec 30, 2013 - Feb 26, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.09%
May 12, 2011 - Jul 1, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.96
-101

Dividend Comparison (1999 - 2026)

RSPD vs SPY dividend yield comparison.

YearRSPDSPY
20260.48%0.49%
20251.08%1.07%
20240.84%1.21%
20231.09%1.40%
20220.99%1.65%
20210.53%1.20%
20200.81%1.52%
20191.59%1.75%
20181.67%2.04%
20171.45%1.80%
20161.27%2.03%
20151.37%2.06%
20141.05%1.87%
20130.87%1.81%
20121.54%2.18%
20111.12%2.05%
20100.96%1.80%
20090.92%1.95%
20082.36%3.02%
20071.12%1.85%
20060.19%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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