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RSPH vs AVK

Comparison between INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF) and Advent Convertible and Income Fund (AVK, ETF).

5-Year PerformanceAVK has outperformed RSPH, delivering a return of +5.4% compared to +2.3%

RSPH vs AVK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RSPH
$637M
AVK
$637M
Expense Ratio
RSPH
0.40%
AVK
N/A
Max Drawdown
Winner
RSPH
41.08%
AVK
72.63%
Sharpe Ratio
RSPH
0.39
Winner
AVK
1.15
5Y Beta
Winner
RSPH
0.58
AVK
0.67
P/E Ratio
RSPH
36.37
AVK
N/A
Forward P/E
RSPH
16.10
AVK
N/A
5Y Dividends CAGR
Winner
RSPH
11.18%
AVK
0.54%
5Y EPS CAGR
RSPH
8.07%
AVK
N/A
Debt to Equity
RSPH
-34.58%
AVK
N/A
P/S Ratio
RSPH
0.98
AVK
N/A
P/B Ratio
RSPH
3.04
AVK
N/A

RSPH vs AVK - Historical Returns

Returns include dividend reinvestment.

1M
RSPH
+3.22%
Winner
AVK
+4.86%
3M
RSPH
+2.00%
Winner
AVK
+9.43%
6M
RSPH
-0.57%
Winner
AVK
+9.90%
1Y
RSPH
+10.76%
Winner
AVK
+22.53%
5Y(CAGR)
RSPH
+2.25%
Winner
AVK
+5.40%
10Y(CAGR)
RSPH
+8.45%
Winner
AVK
+10.85%
Max(CAGR)
Winner
RSPH
+10.44%
AVK
+7.04%

RSPH vs AVK - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearRSPHAVK
2026-1.63%+7.28%
2025+9.74%+19.95%
2024-2.26%+19.76%
2023+4.02%+16.15%
2022-8.63%-34.02%
2021+23.77%+31.87%
2020+18.65%+17.44%
2019+26.88%+33.44%
2018-1.95%-14.12%
2017+21.73%+17.14%
2016-2.60%+17.46%
2015+7.92%-11.00%
2014+30.55%-6.13%
2013+38.38%+21.73%
2012+17.97%+13.22%
2011+5.17%-12.06%
2010+9.39%+25.01%
2009+35.00%+45.72%
2008-25.51%-46.86%
2007+10.37%-9.22%
2006+1.31%+35.65%
2005N/A-6.96%
2004N/A+9.88%
2003N/A+11.70%

RSPH vs AVK Drawdown Comparison

The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.

The current RSPH drawdown is -5.33%. The current AVK drawdown is -2.52%.

RankRSPHAVK
#1-40.49%
Jun 4, 2007 - Dec 28, 2009
-67.35%
Jul 3, 2007 - Feb 25, 2011
#2-30.43%
Feb 19, 2020 - Jun 8, 2020
-49.75%
Feb 20, 2020 - Nov 16, 2020
#3-21.95%
Dec 30, 2021 - Mar 27, 2024
-38.46%
Dec 31, 2021 - Jun 26, 2025
#4-19.59%
Jul 7, 2011 - Mar 26, 2012
-36.50%
Aug 21, 2014 - May 1, 2017
#5-19.33%
Sep 28, 2018 - Jul 3, 2019
-31.14%
Mar 4, 2011 - Apr 26, 2013
#6-19.08%
Jul 22, 2015 - Apr 28, 2017
-21.42%
Oct 1, 2018 - Apr 8, 2019
#7-17.13%
Sep 19, 2024 - Nov 25, 2025
-17.57%
Apr 2, 2004 - Oct 7, 2004
#8-14.60%
Mar 23, 2010 - Dec 10, 2010
-14.24%
Jan 28, 2026 - Apr 20, 2026
#9-12.21%
Jan 26, 2018 - Aug 27, 2018
-13.93%
Jan 3, 2005 - Aug 3, 2005
#10-10.87%
Jan 21, 2026 - Mar 27, 2026
-12.65%
May 17, 2013 - Nov 29, 2013
#11-9.04%
Sep 3, 2021 - Dec 29, 2021
-11.33%
Sep 6, 2005 - Jan 25, 2006
#12-8.14%
Apr 2, 2012 - Sep 4, 2012
-10.28%
Nov 15, 2021 - Dec 23, 2021
#13-8.00%
Jun 8, 2020 - Jul 15, 2020
-9.43%
May 28, 2003 - Oct 6, 2003
#14-7.83%
Mar 28, 2024 - Aug 23, 2024
-8.73%
Jan 26, 2018 - Aug 9, 2018
#15-7.76%
Sep 2, 2020 - Oct 12, 2020
-8.18%
Jul 13, 2021 - Aug 9, 2021

Correlation

Correlation between RSPH and AVK is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2003 - 2026)

RSPH vs AVK dividend yield comparison.

YearRSPHAVK
20260.18%5.51%
20250.70%11.22%
20240.71%11.71%
20230.66%12.36%
20220.64%12.90%
20210.50%15.13%
20200.51%8.51%
20190.54%9.04%
20180.53%11.21%
20170.47%8.10%
20160.48%7.67%
20150.49%8.33%
20140.43%6.89%
20130.42%6.08%
20121.60%6.99%
20110.68%9.15%
20100.33%8.74%
20090.37%7.23%
20081.00%18.12%
20070.19%9.42%
20060.06%9.13%
20050.00%11.46%
20040.00%9.47%
20030.00%5.60%

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