RSPH vs OSCV
Comparison between INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).
5-Year PerformanceOSCV has outperformed RSPH, delivering a return of +5.2% compared to +3.1%
RSPH vs OSCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RSPH vs OSCV - Holdings Comparison
RSPH and OSCV have 1 common holdings. Overlap is 0.00%
RSPH's top 25 holdings weight is 49.12%. OSCV's top 25 holdings weight is 55.68%.
| Rank | RSPH | OSCV |
|---|---|---|
| #1 | HUMANA INC (HUM) - 3.03% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.67% |
| #2 | CENTENE CORP (CNC) - 2.74% | NVENT ELECTRIC PLC (NVT) - 2.86% |
| #3 | ELEVANCE HEALTH INC (ELV) - 2.30% | n/a (VNOM) - 2.63% |
| #4 | WEST PHARMACEUTICAL SERVICES INC (WST) - 2.28% | TEXAS ROADHOUSE INC (TXRH) - 2.61% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 2.27% | THE HANOVER INSURANCE GROUP INC (THG) - 2.59% |
| #6 | DAVITA INC (DVA) - 2.17% | n/a (AHR) - 2.49% |
| #7 | CVS HEALTH CORP (CVS) - 2.06% | HAWKINS INC (HWKN) - 2.47% |
| #8 | VIATRIS INC (VTRS) - 2.00% | ARCOSA INC (ACA) - 2.46% |
| #9 | WATERS CORP (WAT) - 1.96% | ENSIGN GROUP INC (ENSG) - 2.36% |
| #10 | SOLVENTUM CORP (SOLV) - 1.94% | ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.14% |
| #11 | DEXCOM INC (DXCM) - 1.87% | PRIMERICA INC (PRI) - 2.14% |
| #12 | REVVITY INC (RVTY) - 1.86% | STOCK YARDS BANCORP INC (SYBT) - 2.03% |
| #13 | BAXTER INTERNATIONAL INC (BAX) - 1.85% | SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.02% |
| #14 | THE CIGNA GROUP (CI) - 1.85% | KADANT INC (KAI) - 2.02% |
| #15 | ELI LILLY AND CO (LLY) - 1.84% | PRICESMART INC (PSMT) - 2.01% |
| #16 | MERCK & CO INC (MRK) - 1.77% | A10 NETWORKS INC (ATEN) - 1.99% |
| #17 | EDWARDS LIFESCIENCES CORP (EW) - 1.77% | ENCOMPASS HEALTH CORP (EHC) - 1.98% |
| #18 | INCYTE CORP (INCY) - 1.76% | WINTRUST FINANCIAL CORP (WTFC) - 1.97% |
| #19 | BIOGEN INC (BIIB) - 1.74% | FLOWSERVE CORP (FLS) - 1.93% |
| #20 | AGILENT TECHNOLOGIES INC (A) - 1.71% | PATHWARD FINANCIAL INC (CASH) - 1.79% |
| #21 | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.69% | GERMAN AMERICAN BANCORP INC (GABC) - 1.77% |
| #22 | STERIS PLC (STE) - 1.68% | CHEMED CORP (CHE) - 1.76% |
| #23 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.66% | NEW JERSEY RESOURCES CORP (NJR) - 1.71% |
| #24 | QUEST DIAGNOSTICS INC (DGX) - 1.66% | EASTGROUP PROPERTIES INC (EGP) - 1.70% |
| #25 | HENRY SCHEIN INC (HSIC) - 1.66% | NATIONAL FUEL GAS CO (NFG) - 1.58% |
| Total Holdings | 62 | 67 |
RSPH vs OSCV - Historical Returns
Returns include dividend reinvestment.
RSPH vs OSCV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RSPH | OSCV |
|---|---|---|
| 2026 | -0.60% | +8.38% |
| 2025 | +9.74% | +2.15% |
| 2024 | -2.26% | +11.56% |
| 2023 | +4.02% | +10.47% |
| 2022 | -8.63% | -12.09% |
| 2021 | +23.77% | +29.75% |
| 2020 | +18.65% | +5.14% |
| 2019 | +26.88% | +28.01% |
| 2018 | -1.95% | -13.52% |
| 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 OSCV Drawdown Comparison
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The current RSPH drawdown is -4.33%. The current OSCV drawdown is -2.88%.
| Rank | RSPH | OSCV |
|---|---|---|
| #1 | -40.49% Jun 4, 2007 - Dec 28, 2009 | -42.42% Jan 16, 2020 - Dec 8, 2020 |
| #2 | -30.43% Feb 19, 2020 - Jun 8, 2020 | -22.92% Nov 25, 2024 - Feb 6, 2026 |
| #3 | -21.95% Dec 30, 2021 - Mar 27, 2024 | -21.21% Jan 4, 2022 - Mar 4, 2024 |
| #4 | -19.59% Jul 7, 2011 - Mar 26, 2012 | -20.17% Aug 29, 2018 - Sep 11, 2019 |
| #5 | -19.33% Sep 28, 2018 - Jul 3, 2019 | -7.87% Nov 9, 2021 - Jan 4, 2022 |
| #6 | -19.08% Jul 22, 2015 - Apr 28, 2017 | -7.55% Feb 20, 2026 - Apr 17, 2026 |
| #7 | -17.13% Sep 19, 2024 - Nov 25, 2025 | -7.21% Jun 8, 2021 - Oct 13, 2021 |
| #8 | -14.60% Mar 23, 2010 - Dec 10, 2010 | -6.74% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -12.21% Jan 26, 2018 - Aug 27, 2018 | -6.59% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -10.87% Jan 21, 2026 - Mar 27, 2026 | -6.24% Mar 15, 2021 - Apr 16, 2021 |
| #11 | -9.04% Sep 3, 2021 - Dec 29, 2021 | -5.41% Jan 20, 2021 - Feb 8, 2021 |
| #12 | -8.14% Apr 2, 2012 - Sep 4, 2012 | -5.09% May 7, 2021 - Jun 8, 2021 |
| #13 | -8.00% Jun 8, 2020 - Jul 15, 2020 | -3.85% Feb 24, 2021 - Mar 9, 2021 |
| #14 | -7.83% Mar 28, 2024 - Aug 23, 2024 | -3.46% Apr 27, 2026 - May 19, 2026 |
| #15 | -7.76% Sep 2, 2020 - Oct 12, 2020 | -3.22% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between RSPH and OSCV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
RSPH vs OSCV dividend yield comparison.
| Year | RSPH | OSCV |
|---|---|---|
| 2026 | 0.18% | 0.14% |
| 2025 | 0.70% | 1.23% |
| 2024 | 0.71% | 1.29% |
| 2023 | 0.66% | 1.55% |
| 2022 | 0.64% | 1.12% |
| 2021 | 0.50% | 1.06% |
| 2020 | 0.51% | 1.11% |
| 2019 | 0.54% | 1.75% |
| 2018 | 0.53% | 0.25% |
| 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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