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RSPE vs SPY

Comparison between Invesco ESG S&P 500 Equal Weight ETF (RSPE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RSPE, delivering a return of +13.0% compared to +8.7%

RSPE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPE
$68M
Winner
SPY
$781B
Expense Ratio
RSPE
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
RSPE
23.95%
SPY
56.47%
Sharpe Ratio
Winner
RSPE
1.46
SPY
1.25
5Y Beta
Winner
RSPE
0.80
SPY
1.00
P/E Ratio
Winner
RSPE
26.30
SPY
28.78
Forward P/E
Winner
RSPE
17.78
SPY
21.23
5Y Dividends CAGR
RSPE
N/A
SPY
6.00%
5Y EPS CAGR
RSPE
11.28%
Winner
SPY
25.62%
Debt to Equity
RSPE
46.39%
Winner
SPY
31.92%
P/S Ratio
Winner
RSPE
1.79
SPY
3.76
P/B Ratio
Winner
RSPE
3.31
SPY
5.64

RSPE vs SPY - Holdings Comparison

RSPE and SPY have 185 common holdings. Overlap is 25.30%

RSPE's top 25 holdings weight is 15.64%. SPY's top 25 holdings weight is 51.74%.

RankRSPESPY
#1
MODERNA INC (MRNA) - 0.91%
NVIDIA CORP (NVDA) - 7.89%
#2
PALO ALTO NETWORKS INC (PANW) - 0.70%
APPLE INC (AAPL) - 7.37%
#3
GE VERNOVA INC (GEV) - 0.67%
MICROSOFT CORP (MSFT) - 4.50%
#4
n/a (CRL) - 0.65%
AMAZON.COM INC (AMZN) - 3.82%
#5
EXPEDIA GROUP INC (EXPE) - 0.64%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.64%
BROADCOM INC (AVGO) - 2.86%
#7
SOUTHWEST AIRLINES CO (LUV) - 0.64%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
DAVITA INC (DVA) - 0.62%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
STANLEY BLACK & DECKER INC (SWK) - 0.62%
TESLA INC (TSLA) - 1.70%
#10
BALL CORP (BALL) - 0.61%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ABBVIE INC (ABBV) - 0.61%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CORNING INC (GLW) - 0.61%
ELI LILLY AND CO (LLY) - 1.40%
#13
INGERSOLL RAND INC (IR) - 0.60%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ARTHUR J. GALLAGHER & CO (AJG) - 0.60%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
AIR PRODUCTS AND CHEMICALS INC (APD) - 0.60%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ADVANCED MICRO DEVICES INC (AMD) - 0.60%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NRG ENERGY INC (NRG) - 0.60%
VISA INC CLASS A (V) - 0.90%
#18
VISA INC CLASS A (V) - 0.59%
WALMART INC (WMT) - 0.76%
#19
PAYPAL HOLDINGS INC (PYPL) - 0.59%
INTEL CORP (INTC) - 0.75%
#20
FORTINET INC (FTNT) - 0.59%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
KIMBERLY-CLARK CORP (KMB) - 0.59%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
LENNOX INTERNATIONAL INC (LII) - 0.59%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
INTEL CORP (INTC) - 0.59%
ABBVIE INC (ABBV) - 0.66%
#24
THE HOME DEPOT INC (HD) - 0.59%
CATERPILLAR INC (CAT) - 0.65%
#25
CATERPILLAR INC (CAT) - 0.59%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings187505

RSPE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPE
+1.08%
SPY
+0.52%
3M
Winner
RSPE
+8.31%
SPY
+6.55%
6M
Winner
RSPE
+10.44%
SPY
+9.76%
1Y
Winner
RSPE
+24.21%
SPY
+20.32%
5Y(CAGR)
RSPE
+8.71%
Winner
SPY
+13.01%
10Y(CAGR)
RSPE
N/A
SPY
+15.06%
Max(CAGR)
Winner
RSPE
+8.71%
SPY
+8.50%

RSPE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRSPESPY
2026+13.95%+10.11%
2025+14.91%+18.00%
2024+10.79%+25.59%
2023+13.77%+26.72%
2022-12.24%-18.64%
2021+1.37%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+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%

RSPE vs SPY Drawdown Comparison

The maximum drawdown for RSPE was -22.94%, occurring on Sep 30, 2022. Recovery took 528 trading sessions.

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

The current RSPE drawdown is -1.00%. The current SPY drawdown is -1.24%.

RankRSPESPY
#1-22.94%
Jan 4, 2022 - Feb 12, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.59%
Nov 25, 2024 - Jul 3, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.95%
Feb 27, 2026 - May 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.38%
Mar 28, 2024 - Jul 12, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.73%
Jul 16, 2024 - Aug 21, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.64%
Nov 17, 2021 - Dec 27, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.79%
Oct 27, 2025 - Nov 28, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.63%
Oct 16, 2024 - Nov 11, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.60%
Jul 25, 2025 - Aug 22, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.30%
Oct 6, 2025 - Oct 21, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.96%
Aug 30, 2024 - Sep 16, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.47%
Jun 4, 2026 - Jun 12, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.31%
Nov 11, 2024 - Nov 22, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.06%
Jan 15, 2026 - Feb 2, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.00%
Jul 10, 2025 - Jul 22, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RSPE and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

RSPE vs SPY dividend yield comparison.

YearRSPESPY
20260.75%0.49%
20251.63%1.07%
20241.57%1.21%
20231.91%1.40%
20221.83%1.65%
20210.29%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%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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