RSPG vs SFY
Comparison between INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF (RSPG, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
RSPG is from the Energy sector, while SFY is from the Technology sector.
5-Year PerformanceRSPG has outperformed SFY, delivering a return of +20.5% compared to +15.0%
RSPG vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSPG
$624M
Winner
SFY
$624M
Expense Ratio
RSPG
0.40%
Winner
SFY
0.05%
Max Drawdown
RSPG
82.12%
Winner
SFY
33.25%
Sharpe Ratio
Winner
RSPG
1.73
SFY
1.61
5Y Beta
Winner
RSPG
0.68
SFY
1.15
P/E Ratio
Winner
RSPG
18.91
SFY
32.72
Forward P/E
Winner
RSPG
12.01
SFY
22.73
PEG Ratio
RSPG
0.93
SFY
N/A
5Y Dividends CAGR
Winner
RSPG
16.47%
SFY
9.18%
5Y EPS CAGR
RSPG
15.84%
Winner
SFY
38.86%
Debt to Equity
RSPG
63.96%
Winner
SFY
28.91%
P/S Ratio
Winner
RSPG
1.60
SFY
4.64
P/B Ratio
Winner
RSPG
2.42
SFY
6.93
RSPG vs SFY - Holdings Comparison
RSPG and SFY have 17 common holdings. Overlap is 1.35%
RSPG's top 25 holdings weight is 96.26%. SFY's top 25 holdings weight is 55.42%.
| Rank | RSPG | SFY |
|---|---|---|
| #1 | TARGA RESOURCES CORP (TRGP) - 5.19% | NVIDIA CORP (NVDA) - 15.52% |
| #2 | SLB LTD (SLB) - 5.19% | APPLE INC (AAPL) - 4.80% |
| #3 | WILLIAMS COMPANIES INC (WMB) - 5.04% | BROADCOM INC (AVGO) - 4.31% |
| #4 | KINDER MORGAN INC CLASS P (KMI) - 4.97% | MICROSOFT CORP (MSFT) - 4.21% |
| #5 | ONEOK INC (OKE) - 4.97% | MICRON TECHNOLOGY INC (MU) - 3.19% |
| #6 | HALLIBURTON CO (HAL) - 4.96% | AMAZON.COM INC (AMZN) - 3.17% |
| #7 | BAKER HUGHES CO CLASS A (BKR) - 4.94% | ALPHABET INC CLASS A (GOOGL) - 2.46% |
| #8 | APA CORP (APA) - 4.93% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #9 | EXXON MOBIL CORP (XOM) - 4.85% | ELI LILLY AND CO (LLY) - 2.24% |
| #10 | PHILLIPS 66 (PSX) - 4.85% | META PLATFORMS INC CLASS A (META) - 2.07% |
| #11 | EOG RESOURCES INC (EOG) - 4.79% | ADVANCED MICRO DEVICES INC (AMD) - 1.50% |
| #12 | CHEVRON CORP (CVX) - 4.78% | TESLA INC (TSLA) - 1.46% |
| #13 | VALERO ENERGY CORP (VLO) - 4.78% | INTEL CORP (INTC) - 1.30% |
| #14 | DIAMONDBACK ENERGY INC (FANG) - 4.77% | n/a (PLTR) - 1.14% |
| #15 | OCCIDENTAL PETROLEUM CORP (OXY) - 4.74% | WALMART INC (WMT) - 0.92% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 4.69% | JPMORGAN CHASE & CO (JPM) - 0.76% |
| #17 | CONOCOPHILLIPS (COP) - 4.64% | ORACLE CORP (ORCL) - 0.73% |
| #18 | EQT CORP (EQT) - 4.43% | LAM RESEARCH CORP (LRCX) - 0.72% |
| #19 | DEVON ENERGY CORP (DVN) - 4.38% | ABBVIE INC (ABBV) - 0.68% |
| #20 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.37% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | N/A | AMGEN INC (AMGN) - 0.26% |
| #22 | N/A | INTUITIVE SURGICAL INC (ISRG) - 0.26% |
| #23 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 0.26% |
| #24 | N/A | NEWMONT CORP (NEM) - 0.25% |
| #25 | N/A | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% |
| Total Holdings | 20 | 463 |
RSPG vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
RSPG
-4.48%
Winner
SFY
+2.77%
3M
RSPG
+3.30%
Winner
SFY
+11.25%
6M
Winner
RSPG
+25.37%
SFY
+9.90%
1Y
Winner
RSPG
+47.29%
SFY
+30.97%
5Y(CAGR)
Winner
RSPG
+20.53%
SFY
+15.01%
10Y(CAGR)
RSPG
+9.14%
SFY
N/A
Max(CAGR)
RSPG
+6.02%
Winner
SFY
+17.51%
RSPG vs SFY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RSPG | SFY |
|---|---|---|
| 2026 | +28.63% | +9.92% |
| 2025 | +5.20% | +22.30% |
| 2024 | +5.19% | +30.66% |
| 2023 | +8.79% | +30.52% |
| 2022 | +52.54% | -23.41% |
| 2021 | +57.30% | +29.52% |
| 2020 | -32.54% | +23.52% |
| 2019 | +10.92% | +13.37% |
| 2018 | -26.16% | N/A |
| 2017 | -7.51% | N/A |
| 2016 | +35.67% | N/A |
| 2015 | -28.92% | N/A |
| 2014 | -13.65% | N/A |
| 2013 | +25.55% | N/A |
| 2012 | +1.58% | N/A |
| 2011 | -2.04% | N/A |
| 2010 | +21.80% | N/A |
| 2009 | +38.47% | N/A |
| 2008 | -49.06% | N/A |
| 2007 | +47.07% | N/A |
| 2006 | +2.54% | N/A |
RSPG vs SFY Drawdown Comparison
The maximum drawdown for RSPG was -79.98%, occurring on Mar 18, 2020. Recovery took 1998 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current RSPG drawdown is -7.73%. The current SFY drawdown is -4.59%.
| Rank | RSPG | SFY |
|---|---|---|
| #1 | -79.98% Jun 23, 2014 - May 27, 2022 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -65.50% Jun 23, 2008 - Sep 18, 2013 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -28.47% Jun 7, 2022 - Aug 11, 2023 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -23.07% Nov 22, 2024 - Dec 5, 2025 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -18.93% Jan 3, 2008 - Apr 9, 2008 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -13.67% Jul 23, 2007 - Sep 19, 2007 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -13.62% Apr 5, 2024 - Nov 20, 2024 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -13.14% Dec 14, 2006 - Apr 2, 2007 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -12.20% Oct 18, 2023 - Mar 14, 2024 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -12.18% Mar 27, 2026 - Apr 17, 2026 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #11 | -9.70% Nov 6, 2007 - Dec 21, 2007 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #12 | -9.21% Sep 14, 2023 - Oct 18, 2023 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -6.89% Apr 21, 2008 - May 15, 2008 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -6.76% Dec 5, 2025 - Jan 14, 2026 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
| #15 | -6.47% Oct 22, 2013 - Feb 24, 2014 | -4.59% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between RSPG and SFY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2006 - 2026)
RSPG vs SFY dividend yield comparison.
| Year | RSPG | SFY |
|---|---|---|
| 2026 | 0.49% | 0.00% |
| 2025 | 2.60% | 0.96% |
| 2024 | 2.43% | 0.99% |
| 2023 | 2.84% | 1.40% |
| 2022 | 3.43% | 1.61% |
| 2021 | 2.37% | 0.90% |
| 2020 | 3.15% | 1.18% |
| 2019 | 2.15% | 1.02% |
| 2018 | 2.18% | 0.00% |
| 2017 | 2.55% | 0.00% |
| 2016 | 1.14% | 0.00% |
| 2015 | 2.80% | 0.00% |
| 2014 | 1.97% | 0.00% |
| 2013 | 0.98% | 0.00% |
| 2012 | 1.00% | 0.00% |
| 2011 | 0.87% | 0.00% |
| 2010 | 0.65% | 0.00% |
| 2009 | 0.87% | 0.00% |
| 2008 | 1.07% | 0.00% |
| 2007 | 3.07% | 0.00% |
| 2006 | 0.12% | 0.00% |
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