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RSPH vs SMIN

Comparison between INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF) and ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF).

5-Year PerformanceSMIN has outperformed RSPH, delivering a return of +7.0% compared to +2.3%

RSPH vs SMIN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPH
$637M
Winner
SMIN
$639M
Expense Ratio
Winner
RSPH
0.40%
SMIN
0.74%
Max Drawdown
Winner
RSPH
41.08%
SMIN
61.74%
Sharpe Ratio
Winner
RSPH
0.39
SMIN
-0.50
5Y Beta
RSPH
0.58
Winner
SMIN
0.54
P/E Ratio
RSPH
36.37
SMIN
N/A
Forward P/E
RSPH
16.10
SMIN
N/A
5Y Dividends CAGR
RSPH
11.18%
Winner
SMIN
50.29%
5Y EPS CAGR
RSPH
8.07%
SMIN
N/A
Debt to Equity
RSPH
-34.58%
SMIN
N/A
P/S Ratio
RSPH
0.98
SMIN
N/A
P/B Ratio
RSPH
3.04
SMIN
N/A

RSPH vs SMIN - Historical Returns

Returns include dividend reinvestment.

1M
RSPH
+3.22%
Winner
SMIN
+4.98%
3M
RSPH
+2.00%
Winner
SMIN
+10.92%
6M
RSPH
-0.57%
Winner
SMIN
+0.95%
1Y
Winner
RSPH
+10.76%
SMIN
-5.85%
5Y(CAGR)
RSPH
+2.25%
Winner
SMIN
+6.99%
10Y(CAGR)
RSPH
+8.45%
Winner
SMIN
+9.82%
Max(CAGR)
Winner
RSPH
+10.44%
SMIN
+8.70%

RSPH vs SMIN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearRSPHSMIN
2026-1.63%-2.37%
2025+9.74%-7.27%
2024-2.26%+16.26%
2023+4.02%+34.13%
2022-8.63%-15.79%
2021+23.77%+42.02%
2020+18.65%+16.25%
2019+26.88%-5.00%
2018-1.95%-26.02%
2017+21.73%+59.40%
2016-2.60%+0.34%
2015+7.92%-1.49%
2014+30.55%+57.98%
2013+38.38%-15.72%
2012+17.97%+1.32%
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 SMIN Drawdown Comparison

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

The maximum drawdown for SMIN was -60.49%, occurring on Mar 23, 2020. Recovery took 848 trading sessions.

The current RSPH drawdown is -5.33%. The current SMIN drawdown is -14.45%.

RankRSPHSMIN
#1-40.49%
Jun 4, 2007 - Dec 28, 2009
-60.49%
Jan 12, 2018 - May 27, 2021
#2-30.43%
Feb 19, 2020 - Jun 8, 2020
-44.17%
Feb 21, 2012 - May 16, 2014
#3-21.95%
Dec 30, 2021 - Mar 27, 2024
-30.86%
Apr 10, 2015 - Sep 22, 2016
#4-19.59%
Jul 7, 2011 - Mar 26, 2012
-27.54%
Sep 23, 2024 - Mar 30, 2026
#5-19.33%
Sep 28, 2018 - Jul 3, 2019
-24.80%
Jan 12, 2022 - Aug 31, 2023
#6-19.08%
Jul 22, 2015 - Apr 28, 2017
-16.80%
Oct 24, 2016 - Feb 8, 2017
#7-17.13%
Sep 19, 2024 - Nov 25, 2025
-11.50%
Dec 3, 2014 - Jan 16, 2015
#8-14.60%
Mar 23, 2010 - Dec 10, 2010
-10.57%
Feb 7, 2024 - Apr 23, 2024
#9-12.21%
Jan 26, 2018 - Aug 27, 2018
-10.37%
Oct 18, 2021 - Jan 11, 2022
#10-10.87%
Jan 21, 2026 - Mar 27, 2026
-10.06%
Jul 8, 2014 - Sep 5, 2014
#11-9.04%
Sep 3, 2021 - Dec 29, 2021
-9.99%
Sep 11, 2014 - Nov 6, 2014
#12-8.14%
Apr 2, 2012 - Sep 4, 2012
-8.88%
May 16, 2017 - Jul 14, 2017
#13-8.00%
Jun 8, 2020 - Jul 15, 2020
-8.70%
Aug 7, 2017 - Sep 6, 2017
#14-7.83%
Mar 28, 2024 - Aug 23, 2024
-8.59%
Sep 19, 2017 - Oct 24, 2017
#15-7.76%
Sep 2, 2020 - Oct 12, 2020
-7.05%
Jun 9, 2014 - Jul 2, 2014

Correlation

Correlation between RSPH and SMIN is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2006 - 2026)

RSPH vs SMIN dividend yield comparison.

YearRSPHSMIN
20260.18%0.00%
20250.70%2.01%
20240.71%6.84%
20230.66%0.41%
20220.64%0.01%
20210.50%1.27%
20200.51%1.06%
20190.54%1.75%
20180.53%1.68%
20170.47%0.89%
20160.48%2.30%
20150.49%0.93%
20140.43%0.34%
20130.42%0.75%
20121.60%1.08%
20110.68%0.00%
20100.33%0.00%
20090.37%0.00%
20081.00%0.00%
20070.19%0.00%
20060.06%0.00%

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