RSPH vs SPY
Comparison between INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RSPH, delivering a return of +13.3% compared to +3.1%
RSPH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSPH
$685M
Winner
SPY
$735B
Expense Ratio
RSPH
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
RSPH
41.08%
SPY
56.47%
Sharpe Ratio
RSPH
0.55
Winner
SPY
1.62
5Y Beta
Winner
RSPH
0.58
SPY
1.00
P/E Ratio
RSPH
34.52
Winner
SPY
28.99
Forward P/E
Winner
RSPH
15.33
SPY
22.37
5Y Dividends CAGR
Winner
RSPH
11.17%
SPY
5.43%
5Y EPS CAGR
RSPH
8.47%
Winner
SPY
26.05%
Debt to Equity
Winner
RSPH
-34.98%
SPY
32.40%
P/S Ratio
Winner
RSPH
0.94
SPY
3.74
P/B Ratio
Winner
RSPH
2.93
SPY
5.61
RSPH vs SPY - Holdings Comparison
RSPH and SPY have 60 common holdings. Overlap is 8.30%
RSPH's top 25 holdings weight is 49.12%. SPY's top 25 holdings weight is 52.37%.
| Rank | RSPH | SPY |
|---|---|---|
| #1 | HUMANA INC (HUM) - 3.03% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | CENTENE CORP (CNC) - 2.74% | APPLE INC (AAPL) - 7.02% |
| #3 | ELEVANCE HEALTH INC (ELV) - 2.30% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | WEST PHARMACEUTICAL SERVICES INC (WST) - 2.28% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 2.27% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | DAVITA INC (DVA) - 2.17% | BROADCOM INC (AVGO) - 3.10% |
| #7 | CVS HEALTH CORP (CVS) - 2.06% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | VIATRIS INC (VTRS) - 2.00% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | WATERS CORP (WAT) - 1.96% | TESLA INC (TSLA) - 1.89% |
| #10 | SOLVENTUM CORP (SOLV) - 1.94% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | DEXCOM INC (DXCM) - 1.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | REVVITY INC (RVTY) - 1.86% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | BAXTER INTERNATIONAL INC (BAX) - 1.85% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | THE CIGNA GROUP (CI) - 1.85% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | ELI LILLY AND CO (LLY) - 1.84% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | MERCK & CO INC (MRK) - 1.77% | INTEL CORP (INTC) - 0.90% |
| #17 | EDWARDS LIFESCIENCES CORP (EW) - 1.77% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | INCYTE CORP (INCY) - 1.76% | VISA INC CLASS A (V) - 0.85% |
| #19 | BIOGEN INC (BIIB) - 1.74% | WALMART INC (WMT) - 0.81% |
| #20 | AGILENT TECHNOLOGIES INC (A) - 1.71% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.69% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | STERIS PLC (STE) - 1.68% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.66% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | QUEST DIAGNOSTICS INC (DGX) - 1.66% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | HENRY SCHEIN INC (HSIC) - 1.66% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 62 | 505 |
RSPH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RSPH
+4.40%
SPY
+1.90%
3M
RSPH
-0.60%
Winner
SPY
+8.55%
6M
RSPH
+0.19%
Winner
SPY
+8.18%
1Y
RSPH
+11.77%
Winner
SPY
+25.79%
5Y(CAGR)
RSPH
+3.09%
Winner
SPY
+13.32%
10Y(CAGR)
RSPH
+8.18%
Winner
SPY
+15.19%
Max(CAGR)
Winner
RSPH
+10.52%
SPY
+8.47%
RSPH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RSPH | SPY |
|---|---|---|
| 2026 | -0.60% | +8.26% |
| 2025 | +9.74% | +18.00% |
| 2024 | -2.26% | +25.59% |
| 2023 | +4.02% | +26.72% |
| 2022 | -8.63% | -18.64% |
| 2021 | +23.77% | +30.52% |
| 2020 | +18.65% | +17.28% |
| 2019 | +26.88% | +31.09% |
| 2018 | -1.95% | -5.24% |
| 2017 | +21.73% | +20.78% |
| 2016 | -2.60% | +13.59% |
| 2015 | +7.92% | +1.31% |
| 2014 | +30.55% | +14.56% |
| 2013 | +38.38% | +29.00% |
| 2012 | +17.97% | +14.17% |
| 2011 | +5.17% | +0.85% |
| 2010 | +9.39% | +13.14% |
| 2009 | +35.00% | +22.67% |
| 2008 | -25.51% | -36.25% |
| 2007 | +10.37% | +5.32% |
| 2006 | +1.31% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
RSPH vs SPY Drawdown Comparison
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RSPH drawdown is -4.33%. The current SPY drawdown is -2.90%.
| Rank | RSPH | SPY |
|---|---|---|
| #1 | -40.49% Jun 4, 2007 - Dec 28, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.43% Feb 19, 2020 - Jun 8, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.95% Dec 30, 2021 - Mar 27, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.59% Jul 7, 2011 - Mar 26, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.33% Sep 28, 2018 - Jul 3, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.08% Jul 22, 2015 - Apr 28, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.13% Sep 19, 2024 - Nov 25, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.60% Mar 23, 2010 - Dec 10, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.21% Jan 26, 2018 - Aug 27, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.87% Jan 21, 2026 - Mar 27, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.04% Sep 3, 2021 - Dec 29, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.14% Apr 2, 2012 - Sep 4, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.00% Jun 8, 2020 - Jul 15, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.83% Mar 28, 2024 - Aug 23, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.76% Sep 2, 2020 - Oct 12, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RSPH and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
RSPH vs SPY dividend yield comparison.
| Year | RSPH | SPY |
|---|---|---|
| 2026 | 0.18% | 0.24% |
| 2025 | 0.70% | 1.07% |
| 2024 | 0.71% | 1.21% |
| 2023 | 0.66% | 1.40% |
| 2022 | 0.64% | 1.65% |
| 2021 | 0.50% | 1.20% |
| 2020 | 0.51% | 1.52% |
| 2019 | 0.54% | 1.75% |
| 2018 | 0.53% | 2.04% |
| 2017 | 0.47% | 1.80% |
| 2016 | 0.48% | 2.03% |
| 2015 | 0.49% | 2.06% |
| 2014 | 0.43% | 1.87% |
| 2013 | 0.42% | 1.81% |
| 2012 | 1.60% | 2.18% |
| 2011 | 0.68% | 2.05% |
| 2010 | 0.33% | 1.80% |
| 2009 | 0.37% | 1.95% |
| 2008 | 1.00% | 3.02% |
| 2007 | 0.19% | 1.85% |
| 2006 | 0.06% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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