RSPE vs DEMZ
Comparison between Invesco ESG S&P 500 Equal Weight ETF (RSPE, ETF) and DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF).
5-Year PerformanceDEMZ has outperformed RSPE, delivering a return of +12.8% compared to +8.7%
RSPE vs DEMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSPE
$64M
Winner
DEMZ
$64M
Expense Ratio
Winner
RSPE
0.20%
DEMZ
0.45%
Max Drawdown
Winner
RSPE
23.95%
DEMZ
28.44%
Sharpe Ratio
Winner
RSPE
1.60
DEMZ
1.31
5Y Beta
Winner
RSPE
0.81
DEMZ
0.94
P/E Ratio
Winner
RSPE
25.95
DEMZ
28.13
Forward P/E
Winner
RSPE
17.55
DEMZ
21.62
PEG Ratio
RSPE
N/A
DEMZ
0.60
5Y Dividends CAGR
RSPE
N/A
DEMZ
58.07%
5Y EPS CAGR
RSPE
11.89%
Winner
DEMZ
21.21%
Debt to Equity
Winner
RSPE
30.47%
DEMZ
41.51%
P/S Ratio
Winner
RSPE
1.69
DEMZ
3.69
P/B Ratio
Winner
RSPE
3.27
DEMZ
5.35
RSPE vs DEMZ - Holdings Comparison
RSPE and DEMZ have 25 common holdings. Overlap is 12.69%
RSPE's top 25 holdings weight is 19.58%. DEMZ's top 25 holdings weight is 79.31%.
| Rank | RSPE | DEMZ |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 1.22% | LAM RESEARCH CORP (LRCX) - 5.88% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.01% | APPLE INC (AAPL) - 5.53% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 0.94% | NVIDIA CORP (NVDA) - 5.42% |
| #4 | QUALCOMM INC (QCOM) - 0.92% | KLA CORP (KLAC) - 5.14% |
| #5 | FORTINET INC (FTNT) - 0.90% | MICROSOFT CORP (MSFT) - 4.94% |
| #6 | PALO ALTO NETWORKS INC (PANW) - 0.88% | ADVANCED MICRO DEVICES INC (AMD) - 4.59% |
| #7 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.85% | AMPHENOL CORP CLASS A (APH) - 4.33% |
| #8 | INTEL CORP (INTC) - 0.84% | LOEWS CORP (L) - 3.90% |
| #9 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.84% | COSTCO WHOLESALE CORP (COST) - 3.84% |
| #10 | NETAPP INC (NTAP) - 0.81% | NORDSON CORP (NDSN) - 3.77% |
| #11 | CENTENE CORP (CNC) - 0.79% | META PLATFORMS INC CLASS A (META) - 2.98% |
| #12 | ON SEMICONDUCTOR CORP (ON) - 0.76% | XYLEM INC (XYL) - 2.83% |
| #13 | HUMANA INC (HUM) - 0.76% | ALPHABET INC CLASS A (GOOGL) - 2.58% |
| #14 | WESTERN DIGITAL CORP (WDC) - 0.76% | AVERY DENNISON CORP (AVY) - 2.51% |
| #15 | CISCO SYSTEMS INC (CSCO) - 0.74% | ALPHABET INC CLASS C (GOOG) - 2.31% |
| #16 | GEN DIGITAL INC (GEN) - 0.71% | ARISTA NETWORKS INC (ANET) - 2.26% |
| #17 | HP INC (HPQ) - 0.67% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.19% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.67% | KIMCO REALTY CORP (KIM) - 2.05% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.66% | THE WALT DISNEY CO (DIS) - 2.01% |
| #20 | SERVICENOW INC (NOW) - 0.66% | EVEREST GROUP LTD (EG) - 1.98% |
| #21 | DAVITA INC (DVA) - 0.65% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.72% |
| #22 | FORD MOTOR CO (F) - 0.65% | STRYKER CORP (SYK) - 1.67% |
| #23 | UNITED RENTALS INC (URI) - 0.64% | ROSS STORES INC (ROST) - 1.66% |
| #24 | APTIV PLC (APTV) - 0.63% | DANAHER CORP (DHR) - 1.61% |
| #25 | CORNING INC (GLW) - 0.62% | VERALTO CORP (VLTO) - 1.61% |
| Total Holdings | 188 | 46 |
RSPE vs DEMZ - Historical Returns
Returns include dividend reinvestment.
1M
RSPE
+4.97%
Winner
DEMZ
+5.50%
3M
RSPE
+13.44%
Winner
DEMZ
+13.48%
6M
Winner
RSPE
+13.24%
DEMZ
+9.91%
1Y
Winner
RSPE
+26.25%
DEMZ
+23.84%
5Y(CAGR)
RSPE
+8.65%
Winner
DEMZ
+12.77%
Max(CAGR)
RSPE
+8.65%
Winner
DEMZ
+16.74%
RSPE vs DEMZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | RSPE | DEMZ |
|---|---|---|
| 2026 | +12.68% | +8.78% |
| 2025 | +14.91% | +19.81% |
| 2024 | +10.79% | +24.16% |
| 2023 | +13.77% | +24.28% |
| 2022 | -12.24% | -18.81% |
| 2021 | +1.37% | +34.21% |
| 2020 | N/A | +11.09% |
RSPE vs DEMZ Drawdown Comparison
The maximum drawdown for RSPE was -22.94%, occurring on Sep 30, 2022. Recovery took 528 trading sessions.
The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.
| Rank | RSPE | DEMZ |
|---|---|---|
| #1 | -22.94% Jan 4, 2022 - Feb 12, 2024 | -27.17% Dec 29, 2021 - Dec 26, 2023 |
| #2 | -18.59% Nov 25, 2024 - Jul 3, 2025 | -18.69% Dec 4, 2024 - Jun 10, 2025 |
| #3 | -8.95% Feb 27, 2026 - May 6, 2026 | -12.28% Jan 27, 2026 - May 6, 2026 |
| #4 | -6.38% Mar 28, 2024 - Jul 12, 2024 | -8.31% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.73% Jul 16, 2024 - Aug 21, 2024 | -7.34% Oct 27, 2025 - Jan 6, 2026 |
| #6 | -5.64% Nov 17, 2021 - Dec 27, 2021 | -6.20% Mar 21, 2024 - May 15, 2024 |
| #7 | -4.79% Oct 27, 2025 - Nov 28, 2025 | -5.44% Sep 8, 2021 - Nov 2, 2021 |
| #8 | -3.63% Oct 16, 2024 - Nov 11, 2024 | -4.64% Jan 21, 2021 - Feb 4, 2021 |
| #9 | -3.60% Jul 25, 2025 - Aug 22, 2025 | -4.42% Feb 12, 2021 - Mar 17, 2021 |
| #10 | -3.30% Oct 6, 2025 - Oct 21, 2025 | -4.20% Nov 19, 2021 - Dec 8, 2021 |
| #11 | -2.96% Aug 30, 2024 - Sep 16, 2024 | -4.10% Dec 10, 2021 - Dec 27, 2021 |
| #12 | -2.47% Jun 4, 2026 - Jun 12, 2026 | -3.97% Oct 14, 2024 - Nov 7, 2024 |
| #13 | -2.31% Nov 11, 2024 - Nov 22, 2024 | -3.91% May 7, 2021 - May 28, 2021 |
| #14 | -2.06% Jan 15, 2026 - Feb 2, 2026 | -3.33% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -2.00% Jul 10, 2025 - Jul 22, 2025 | -2.79% Jul 12, 2021 - Jul 23, 2021 |
Correlation
Correlation between RSPE and DEMZ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
RSPE vs DEMZ dividend yield comparison.
| Year | RSPE | DEMZ |
|---|---|---|
| 2026 | 0.36% | 0.00% |
| 2025 | 1.63% | 0.98% |
| 2024 | 1.57% | 0.53% |
| 2023 | 1.91% | 0.90% |
| 2022 | 1.83% | 0.98% |
| 2021 | 0.29% | 2.46% |
| 2020 | 0.00% | 0.27% |
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