RSPH vs DFCA
Comparison between INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF) and DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF).
RSPH vs DFCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSPH
$705M
DFCA
$703M
Expense Ratio
RSPH
0.40%
Winner
DFCA
0.19%
Max Drawdown
RSPH
41.08%
Winner
DFCA
4.35%
Sharpe Ratio
Winner
RSPH
1.03
DFCA
0.35
5Y Beta
RSPH
0.57
Winner
DFCA
0.02
P/E Ratio
RSPH
34.20
DFCA
N/A
Forward P/E
RSPH
16.81
DFCA
N/A
5Y Dividends CAGR
RSPH
11.76%
DFCA
N/A
5Y EPS CAGR
RSPH
9.17%
DFCA
N/A
Debt to Equity
RSPH
-54.20%
DFCA
N/A
P/S Ratio
RSPH
1.17
DFCA
N/A
P/B Ratio
RSPH
3.36
DFCA
N/A
RSPH vs DFCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RSPH
+7.43%
DFCA
-0.34%
3M
Winner
RSPH
+8.83%
DFCA
+0.01%
6M
Winner
RSPH
+1.65%
DFCA
+0.21%
1Y
Winner
RSPH
+21.68%
DFCA
+4.36%
5Y(CAGR)
RSPH
+3.13%
DFCA
N/A
10Y(CAGR)
RSPH
+8.53%
DFCA
N/A
Max(CAGR)
Winner
RSPH
+10.79%
DFCA
+2.56%
RSPH vs DFCA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RSPH | DFCA |
|---|---|---|
| 2026 | +5.62% | +0.70% |
| 2025 | +9.74% | +2.96% |
| 2024 | -2.26% | +1.71% |
| 2023 | +4.02% | +2.59% |
| 2022 | -8.63% | N/A |
| 2021 | +23.77% | N/A |
| 2020 | +18.65% | N/A |
| 2019 | +26.88% | N/A |
| 2018 | -1.95% | N/A |
| 2017 | +21.73% | N/A |
| 2016 | -2.60% | N/A |
| 2015 | +7.92% | N/A |
| 2014 | +30.55% | N/A |
| 2013 | +38.38% | N/A |
| 2012 | +17.97% | N/A |
| 2011 | +5.17% | N/A |
| 2010 | +9.39% | N/A |
| 2009 | +35.00% | N/A |
| 2008 | -25.51% | N/A |
| 2007 | +10.37% | N/A |
| 2006 | +1.31% | N/A |
RSPH vs DFCA Drawdown Comparison
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The current RSPH drawdown is -2.43%. The current DFCA drawdown is -0.82%.
| Rank | RSPH | DFCA |
|---|---|---|
| #1 | -40.49% Jun 4, 2007 - Dec 28, 2009 | -3.28% Feb 28, 2025 - Sep 8, 2025 |
| #2 | -30.43% Feb 19, 2020 - Jun 8, 2020 | -3.07% Jul 26, 2023 - Nov 29, 2023 |
| #3 | -21.95% Dec 30, 2021 - Mar 27, 2024 | -1.77% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -19.59% Jul 7, 2011 - Mar 26, 2012 | -1.63% Dec 6, 2024 - Feb 28, 2025 |
| #5 | -19.33% Sep 28, 2018 - Jul 3, 2019 | -1.27% Mar 7, 2024 - Jul 5, 2024 |
| #6 | -19.08% Jul 22, 2015 - Apr 28, 2017 | -1.13% Oct 1, 2024 - Nov 27, 2024 |
| #7 | -17.13% Sep 19, 2024 - Nov 25, 2025 | -0.60% Jan 8, 2024 - Jan 31, 2024 |
| #8 | -14.60% Mar 23, 2010 - Dec 10, 2010 | -0.57% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -12.21% Jan 26, 2018 - Aug 27, 2018 | -0.42% Aug 5, 2024 - Sep 4, 2024 |
| #10 | -10.87% Jan 21, 2026 - Jun 26, 2026 | -0.37% Nov 28, 2025 - Dec 19, 2025 |
| #11 | -9.04% Sep 3, 2021 - Dec 29, 2021 | -0.37% Sep 22, 2025 - Oct 13, 2025 |
| #12 | -8.14% Apr 2, 2012 - Sep 4, 2012 | -0.28% Jul 19, 2024 - Jul 26, 2024 |
| #13 | -8.00% Jun 8, 2020 - Jul 15, 2020 | -0.22% Dec 29, 2023 - Jan 8, 2024 |
| #14 | -7.83% Mar 28, 2024 - Aug 23, 2024 | -0.22% Nov 11, 2025 - Nov 19, 2025 |
| #15 | -7.76% Sep 2, 2020 - Oct 12, 2020 | -0.20% Oct 24, 2025 - Nov 10, 2025 |
Correlation
Correlation between RSPH and DFCA is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2006 - 2026)
RSPH vs DFCA dividend yield comparison.
| Year | RSPH | DFCA |
|---|---|---|
| 2026 | 0.35% | 1.43% |
| 2025 | 0.70% | 2.86% |
| 2024 | 0.71% | 2.86% |
| 2023 | 0.66% | 1.24% |
| 2022 | 0.64% | 0.00% |
| 2021 | 0.50% | 0.00% |
| 2020 | 0.51% | 0.00% |
| 2019 | 0.54% | 0.00% |
| 2018 | 0.53% | 0.00% |
| 2017 | 0.47% | 0.00% |
| 2016 | 0.48% | 0.00% |
| 2015 | 0.49% | 0.00% |
| 2014 | 0.43% | 0.00% |
| 2013 | 0.42% | 0.00% |
| 2012 | 1.60% | 0.00% |
| 2011 | 0.68% | 0.00% |
| 2010 | 0.33% | 0.00% |
| 2009 | 0.37% | 0.00% |
| 2008 | 1.00% | 0.00% |
| 2007 | 0.19% | 0.00% |
| 2006 | 0.06% | 0.00% |
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