RSPF vs WDIV
Comparison between INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF (RSPF, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).
5-Year PerformanceWDIV has outperformed RSPF, delivering a return of +7.9% compared to +7.0%
RSPF vs WDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSPF
$271M
WDIV
$271M
Expense Ratio
RSPF
0.40%
WDIV
0.40%
Max Drawdown
RSPF
82.15%
Winner
WDIV
44.46%
Sharpe Ratio
RSPF
0.33
Winner
WDIV
1.61
5Y Beta
RSPF
0.82
Winner
WDIV
0.42
P/E Ratio
RSPF
15.67
WDIV
N/A
Forward P/E
RSPF
12.77
WDIV
N/A
PEG Ratio
RSPF
0.31
WDIV
N/A
5Y Dividends CAGR
Winner
RSPF
3.63%
WDIV
-0.60%
5Y EPS CAGR
RSPF
12.18%
WDIV
N/A
Debt to Equity
RSPF
51.96%
WDIV
N/A
P/S Ratio
RSPF
2.40
WDIV
N/A
P/B Ratio
RSPF
2.04
WDIV
N/A
RSPF vs WDIV - Holdings Comparison
RSPF and WDIV have 1 common holdings. Overlap is -0.02%
RSPF's top 25 holdings weight is 36.49%. WDIV's top 25 holdings weight is 35.70%.
| Rank | RSPF | WDIV |
|---|---|---|
| #1 | FRANKLIN RESOURCES INC (BEN) - 1.58% | LENOVO GROUP LTD (n/a) - 1.74% |
| #2 | STATE STREET CORP (STT) - 1.57% | ALTRIA GROUP INC (MO) - 1.73% |
| #3 | MORGAN STANLEY (MS) - 1.56% | TELUS CORP (n/a) - 1.72% |
| #4 | CBOE GLOBAL MARKETS INC (CBOE) - 1.55% | LEGAL & GENERAL GROUP PLC (n/a) - 1.69% |
| #5 | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.53% | VERIZON COMMUNICATIONS INC (VZ) - 1.66% |
| #6 | n/a (ARES) - 1.51% | GETTY REALTY CORP (GTY) - 1.59% |
| #7 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.51% | APA GROUP (n/a) - 1.52% |
| #8 | BANK OF NEW YORK MELLON CORP (BNY) - 1.50% | HIGHWOODS PROPERTIES INC (HIW) - 1.49% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 1.50% | TELEPERFORMANCE SE (n/a) - 1.46% |
| #10 | NORTHERN TRUST CORP (NTRS) - 1.50% | NORTHWEST BANCSHARES INC (NWBI) - 1.45% |
| #11 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.48% | FAR EAST HORIZON LTD (n/a) - 1.39% |
| #12 | METLIFE INC (MET) - 1.48% | PFIZER INC (PFE) - 1.37% |
| #13 | ASSURANT INC (AIZ) - 1.47% | ELISA OYJ CLASS A (n/a) - 1.37% |
| #14 | T. ROWE PRICE GROUP INC (TROW) - 1.45% | EDISON INTERNATIONAL (EIX) - 1.37% |
| #15 | CITIGROUP INC (C) - 1.45% | LTC PROPERTIES INC (LTC) - 1.35% |
| #16 | INVESCO LTD (IVZ) - 1.44% | SCHRODERS PLC (n/a) - 1.34% |
| #17 | BLACKROCK INC (BLK) - 1.41% | PEMBINA PIPELINE CORP (n/a) - 1.33% |
| #18 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.40% | ONEOK INC (OKE) - 1.33% |
| #19 | FIFTH THIRD BANCORP (FITB) - 1.38% | DNB BANK ASA (n/a) - 1.32% |
| #20 | GLOBE LIFE INC (GL) - 1.38% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.31% |
| #21 | KEYCORP (KEY) - 1.38% | n/a (HASI) - 1.28% |
| #22 | SYNCHRONY FINANCIAL (SYF) - 1.37% | KEYERA CORP (n/a) - 1.27% |
| #23 | BLACKSTONE INC (BX) - 1.37% | LONDONMETRIC PROPERTY PLC (n/a) - 1.23% |
| #24 | EVEREST GROUP LTD (EG) - 1.36% | UNIVERSAL CORP (UVV) - 1.22% |
| #25 | KKR & CO INC ORDINARY SHARES (KKR) - 1.36% | GS HOLDINGS CORP (n/a) - 1.17% |
| Total Holdings | 78 | 118 |
RSPF vs WDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RSPF
+4.02%
WDIV
+2.93%
3M
Winner
RSPF
+9.55%
WDIV
+7.12%
6M
RSPF
-0.74%
Winner
WDIV
+11.12%
1Y
RSPF
+8.41%
Winner
WDIV
+21.25%
5Y(CAGR)
RSPF
+6.95%
Winner
WDIV
+7.88%
10Y(CAGR)
Winner
RSPF
+12.27%
WDIV
+7.94%
Max(CAGR)
RSPF
+6.34%
Winner
WDIV
+7.08%
RSPF vs WDIV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RSPF | WDIV |
|---|---|---|
| 2026 | -0.32% | +9.17% |
| 2025 | +10.41% | +27.76% |
| 2024 | +25.39% | +8.02% |
| 2023 | +6.24% | +7.72% |
| 2022 | -11.20% | -7.95% |
| 2021 | +38.40% | +14.56% |
| 2020 | +4.58% | -10.27% |
| 2019 | +30.81% | +20.45% |
| 2018 | -15.36% | -8.95% |
| 2017 | +20.68% | +18.36% |
| 2016 | +25.56% | +14.90% |
| 2015 | -1.46% | -7.16% |
| 2014 | +15.81% | +6.35% |
| 2013 | +35.04% | +10.16% |
| 2012 | +21.23% | N/A |
| 2011 | -13.52% | N/A |
| 2010 | +20.57% | N/A |
| 2009 | +33.02% | N/A |
| 2008 | -54.32% | N/A |
| 2007 | -17.89% | N/A |
| 2006 | +4.17% | N/A |
RSPF vs WDIV Drawdown Comparison
The maximum drawdown for RSPF was -81.34%, occurring on Mar 6, 2009. Recovery took 1962 trading sessions.
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The current RSPF drawdown is -3.27%.
| Rank | RSPF | WDIV |
|---|---|---|
| #1 | -81.34% Jun 4, 2007 - Mar 20, 2015 | -42.31% Jan 17, 2020 - Apr 15, 2021 |
| #2 | -44.77% Feb 20, 2020 - Dec 4, 2020 | -22.34% May 15, 2015 - Aug 15, 2016 |
| #3 | -27.69% Jan 12, 2022 - Jul 16, 2024 | -22.15% Jan 14, 2022 - May 17, 2024 |
| #4 | -26.24% Jan 26, 2018 - Nov 7, 2019 | -15.39% Jan 26, 2018 - Oct 21, 2019 |
| #5 | -20.27% Jul 22, 2015 - Aug 5, 2016 | -9.27% Jul 1, 2014 - Feb 24, 2015 |
| #6 | -18.27% Nov 29, 2024 - Jul 3, 2025 | -9.21% Sep 26, 2024 - Apr 22, 2025 |
| #7 | -14.13% Jan 6, 2026 - Mar 27, 2026 | -8.81% Aug 18, 2016 - Jan 25, 2017 |
| #8 | -8.83% Jun 4, 2021 - Aug 11, 2021 | -8.62% Jun 10, 2021 - Jan 14, 2022 |
| #9 | -8.32% Feb 20, 2007 - Jun 4, 2007 | -8.61% Feb 20, 2026 - Jun 11, 2026 |
| #10 | -7.91% Oct 22, 2021 - Jan 6, 2022 | -5.90% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -7.60% Mar 1, 2017 - Jun 19, 2017 | -5.90% May 30, 2013 - Jul 11, 2013 |
| #12 | -7.51% Jan 14, 2021 - Feb 12, 2021 | -5.39% Feb 25, 2015 - Apr 16, 2015 |
| #13 | -7.02% Jul 30, 2024 - Aug 19, 2024 | -4.23% Jul 31, 2024 - Aug 15, 2024 |
| #14 | -6.86% Aug 4, 2017 - Sep 26, 2017 | -4.19% May 17, 2024 - Jul 12, 2024 |
| #15 | -6.49% Sep 4, 2025 - Dec 11, 2025 | -3.83% Aug 8, 2013 - Sep 10, 2013 |
Correlation
Correlation between RSPF and WDIV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
RSPF vs WDIV dividend yield comparison.
| Year | RSPF | WDIV |
|---|---|---|
| 2026 | 0.49% | 0.53% |
| 2025 | 1.55% | 4.27% |
| 2024 | 1.65% | 4.63% |
| 2023 | 2.16% | 4.73% |
| 2022 | 1.95% | 5.12% |
| 2021 | 1.56% | 4.15% |
| 2020 | 2.24% | 5.55% |
| 2019 | 1.85% | 3.99% |
| 2018 | 2.51% | 4.42% |
| 2017 | 1.28% | 3.62% |
| 2016 | 37.55% | 4.32% |
| 2015 | 2.17% | 5.03% |
| 2014 | 1.61% | 4.74% |
| 2013 | 1.56% | 2.17% |
| 2012 | 2.50% | 0.00% |
| 2011 | 2.75% | 0.00% |
| 2010 | 1.12% | 0.00% |
| 2009 | 1.24% | 0.00% |
| 2008 | 4.53% | 0.00% |
| 2007 | 2.02% | 0.00% |
| 2006 | 0.48% | 0.00% |
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