RSPF vs MMT

Comparison between INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF (RSPF, ETF) and MFS Multimarket Income Trust (MMT, ETF).

5-Year PerformanceRSPF has outperformed MMT, delivering a return of +7.0% compared to +2.1%

RSPF vs MMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPF(ETF)	MMT(ETF)
Net Assets	$271M	$271M
Expense Ratio	0.40%	N/A
Max Drawdown	82.15%	47.46%
Sharpe Ratio	0.33	0.41
5Y Beta	0.82	0.21
P/E Ratio	15.67	N/A
Forward P/E	12.77	N/A
PEG Ratio	0.31	N/A
5Y Dividends CAGR	3.63%	-2.76%
5Y EPS CAGR	12.18%	N/A
Debt to Equity	51.96%	N/A
P/S Ratio	2.40	N/A
P/B Ratio	2.04	N/A

Net Assets

Winner

RSPF

$271M

MMT

$271M

Expense Ratio

RSPF

0.40%

MMT

N/A

Max Drawdown

RSPF

82.15%

Winner

MMT

47.46%

Sharpe Ratio

RSPF

0.33

Winner

MMT

0.41

5Y Beta

RSPF

0.82

Winner

MMT

0.21

P/E Ratio

RSPF

15.67

MMT

N/A

Forward P/E

RSPF

12.77

MMT

N/A

PEG Ratio

RSPF

0.31

MMT

N/A

5Y Dividends CAGR

Winner

RSPF

3.63%

MMT

-2.76%

5Y EPS CAGR

RSPF

12.18%

MMT

N/A

Debt to Equity

RSPF

51.96%

MMT

N/A

P/S Ratio

RSPF

2.40

MMT

N/A

P/B Ratio

RSPF

2.04

MMT

N/A

RSPF vs MMT - Historical Returns

Returns include dividend reinvestment.

Period	RSPF	MMT
1 month	+4.02%	+4.23%
3 months	+9.55%	+2.75%
6 months	-0.74%	+2.31%
1 year	+8.41%	+7.78%
5 years(CAGR)	+6.95%	+2.11%
10 years(CAGR)	+12.27%	+6.13%
Max(CAGR)	+6.34%	+7.29%

RSPF

+4.02%

Winner

MMT

+4.23%

Winner

RSPF

+9.55%

MMT

+2.75%

RSPF

-0.74%

Winner

MMT

+2.31%

Winner

RSPF

+8.41%

MMT

+7.78%

5Y(CAGR)

Winner

RSPF

+6.95%

MMT

+2.11%

10Y(CAGR)

Winner

RSPF

+12.27%

MMT

+6.13%

Max(CAGR)

RSPF

+6.34%

Winner

MMT

+7.29%

RSPF vs MMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RSPF	MMT
2026	-0.32%	+2.89%
2025	+10.41%	+8.77%
2024	+25.39%	+11.92%
2023	+6.24%	+8.43%
2022	-11.20%	-23.19%
2021	+38.40%	+12.74%
2020	+4.58%	+7.95%
2019	+30.81%	+27.56%
2018	-15.36%	-8.90%
2017	+20.68%	+8.94%
2016	+25.56%	+21.48%
2015	-1.46%	-7.81%
2014	+15.81%	+6.24%
2013	+35.04%	-1.77%
2012	+21.23%	+14.21%
2011	-13.52%	+4.59%
2010	+20.57%	+15.86%
2009	+33.02%	+40.61%
2008	-54.32%	-10.52%
2007	-17.89%	+1.88%
2006	+4.17%	+7.10%
2005	N/A	+0.99%
2004	N/A	+6.72%
2003	N/A	+14.85%
2002	N/A	+5.64%
2001	N/A	+2.57%
2000	N/A	+22.97%
1999	N/A	-6.76%

RSPF vs MMT Drawdown Comparison

The maximum drawdown for RSPF was -81.34%, occurring on Mar 6, 2009. Recovery took 1962 trading sessions.

The maximum drawdown for MMT was -35.71%, occurring on Mar 18, 2020. Recovery took 154 trading sessions.

The current RSPF drawdown is -3.27%. The current MMT drawdown is -1.05%.

Rank	RSPF	MMT
#1	-81.34% Jun 4, 2007 - Mar 20, 2015	-35.71% Jan 23, 2020 - Sep 1, 2020
#2	-44.77% Feb 20, 2020 - Dec 4, 2020	-32.27% Dec 17, 2021 - Sep 3, 2025
#3	-27.69% Jan 12, 2022 - Jul 16, 2024	-31.74% May 9, 2008 - Apr 29, 2009
#4	-26.24% Jan 26, 2018 - Nov 7, 2019	-16.73% May 1, 2013 - Jun 1, 2015
#5	-20.27% Jul 22, 2015 - Aug 5, 2016	-14.72% Jul 17, 2001 - Apr 24, 2002
#6	-18.27% Nov 29, 2024 - Jul 3, 2025	-13.23% Jun 1, 2015 - May 25, 2016
#7	-14.13% Jan 6, 2026 - Mar 27, 2026	-11.47% Mar 17, 2004 - Sep 15, 2004
#8	-8.83% Jun 4, 2021 - Aug 11, 2021	-11.27% Jul 11, 2011 - Dec 5, 2011
#9	-8.32% Feb 20, 2007 - Jun 4, 2007	-10.50% Jan 2, 2018 - Jan 30, 2019
#10	-7.91% Oct 22, 2021 - Jan 6, 2022	-8.72% Jun 6, 2002 - Jan 9, 2003
#11	-7.60% Mar 1, 2017 - Jun 19, 2017	-8.52% May 3, 2010 - Jul 16, 2010
#12	-7.51% Jan 14, 2021 - Feb 12, 2021	-7.69% Sep 8, 2016 - Jan 10, 2017
#13	-7.02% Jul 30, 2024 - Aug 19, 2024	-7.68% Nov 2, 1999 - Feb 3, 2000
#14	-6.86% Aug 4, 2017 - Sep 26, 2017	-7.62% Aug 22, 2000 - Dec 18, 2000
#15	-6.49% Sep 4, 2025 - Dec 11, 2025	-7.62% Sep 27, 2005 - Oct 4, 2006

Correlation

Correlation between RSPF and MMT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

RSPF vs MMT dividend yield comparison.

Year	RSPF	MMT
2026	0.49%	4.38%
2025	1.55%	8.65%
2024	1.65%	8.65%
2023	2.16%	8.65%
2022	1.95%	9.38%
2021	1.56%	7.86%
2020	2.24%	8.07%
2019	1.85%	8.16%
2018	2.51%	9.86%
2017	1.28%	8.82%
2016	37.55%	8.71%
2015	2.17%	9.05%
2014	1.61%	7.76%
2013	1.56%	8.89%
2012	2.50%	6.77%
2011	2.75%	7.91%
2010	1.12%	8.70%
2009	1.24%	7.35%
2008	4.53%	8.86%
2007	2.02%	6.45%
2006	0.48%	6.11%
2005	0.00%	6.45%
2004	0.00%	6.19%
2003	0.00%	6.33%
2002	0.00%	7.06%
2001	0.00%	8.76%
2000	0.00%	9.66%
1999	0.00%	1.82%