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RSPH vs LTPZ

Comparison between INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformanceRSPH has outperformed LTPZ, delivering a return of +3.1% compared to -5.3%

RSPH vs LTPZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPH
$685M
Winner
LTPZ
$685M
Expense Ratio
RSPH
0.40%
Winner
LTPZ
0.20%
Max Drawdown
Winner
RSPH
41.08%
LTPZ
46.72%
Sharpe Ratio
Winner
RSPH
0.55
LTPZ
-0.04
5Y Beta
RSPH
0.58
Winner
LTPZ
0.15
P/E Ratio
RSPH
34.52
LTPZ
N/A
Forward P/E
RSPH
15.33
LTPZ
N/A
5Y Dividends CAGR
Winner
RSPH
11.17%
LTPZ
9.92%
5Y EPS CAGR
RSPH
8.47%
LTPZ
N/A
Debt to Equity
RSPH
-34.98%
LTPZ
N/A
P/S Ratio
RSPH
0.94
LTPZ
N/A
P/B Ratio
RSPH
2.93
LTPZ
N/A

RSPH vs LTPZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPH
+4.40%
LTPZ
+0.03%
3M
Winner
RSPH
-0.60%
LTPZ
-1.82%
6M
Winner
RSPH
+0.19%
LTPZ
-0.80%
1Y
Winner
RSPH
+11.77%
LTPZ
+3.07%
5Y(CAGR)
Winner
RSPH
+3.09%
LTPZ
-5.34%
10Y(CAGR)
Winner
RSPH
+8.18%
LTPZ
+0.73%
Max(CAGR)
Winner
RSPH
+10.52%
LTPZ
+2.97%

RSPH vs LTPZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearRSPHLTPZ
2026-0.60%+0.08%
2025+9.74%+4.01%
2024-2.26%-4.68%
2023+4.02%-0.38%
2022-8.63%-30.10%
2021+23.77%+6.50%
2020+18.65%+22.87%
2019+26.88%+16.97%
2018-1.95%-6.49%
2017+21.73%+8.23%
2016-2.60%+8.48%
2015+7.92%-10.16%
2014+30.55%+18.77%
2013+38.38%-18.74%
2012+17.97%+11.89%
2011+5.17%+25.70%
2010+9.39%+8.56%
2009+35.00%+3.24%
2008-25.51%N/A
2007+10.37%N/A
2006+1.31%N/A

RSPH vs LTPZ Drawdown Comparison

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

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current RSPH drawdown is -4.33%. The current LTPZ drawdown is -33.07%.

RankRSPHLTPZ
#1-40.49%
Jun 4, 2007 - Dec 28, 2009
-40.96%
Nov 9, 2021 - Oct 19, 2023
#2-30.43%
Feb 19, 2020 - Jun 8, 2020
-22.67%
Dec 10, 2012 - Jul 5, 2016
#3-21.95%
Dec 30, 2021 - Mar 27, 2024
-22.60%
Mar 6, 2020 - Apr 15, 2020
#4-19.59%
Jul 7, 2011 - Mar 26, 2012
-13.15%
Sep 7, 2016 - May 29, 2019
#5-19.33%
Sep 28, 2018 - Jul 3, 2019
-12.85%
Nov 2, 2010 - Jul 11, 2011
#6-19.08%
Jul 22, 2015 - Apr 28, 2017
-11.65%
Jan 4, 2021 - Jul 15, 2021
#7-17.13%
Sep 19, 2024 - Nov 25, 2025
-7.24%
Aug 29, 2019 - Jan 27, 2020
#8-14.60%
Mar 23, 2010 - Dec 10, 2010
-7.05%
Apr 28, 2020 - Jul 20, 2020
#9-12.21%
Jan 26, 2018 - Aug 27, 2018
-5.98%
Aug 10, 2011 - Nov 1, 2011
#10-10.87%
Jan 21, 2026 - Mar 27, 2026
-5.85%
Nov 30, 2009 - May 4, 2010
#11-9.04%
Sep 3, 2021 - Dec 29, 2021
-5.67%
Jul 24, 2012 - Oct 4, 2012
#12-8.14%
Apr 2, 2012 - Sep 4, 2012
-4.63%
Aug 4, 2020 - Dec 31, 2020
#13-8.00%
Jun 8, 2020 - Jul 15, 2020
-4.50%
Jan 31, 2012 - Apr 26, 2012
#14-7.83%
Mar 28, 2024 - Aug 23, 2024
-4.23%
Oct 27, 2021 - Nov 8, 2021
#15-7.76%
Sep 2, 2020 - Oct 12, 2020
-3.71%
Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between RSPH and LTPZ is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2006 - 2026)

RSPH vs LTPZ dividend yield comparison.

YearRSPHLTPZ
20260.18%2.48%
20250.70%4.64%
20240.71%3.71%
20230.66%3.71%
20220.64%8.38%
20210.50%3.56%
20200.51%1.42%
20190.54%1.74%
20180.53%3.05%
20170.47%2.25%
20160.48%2.32%
20150.49%0.71%
20140.43%1.77%
20130.42%1.28%
20121.60%1.58%
20110.68%3.62%
20100.33%2.51%
20090.37%0.80%
20081.00%0.00%
20070.19%0.00%
20060.06%0.00%

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