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RSPM vs SPY

Comparison between INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF (RSPM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RSPM, delivering a return of +13.3% compared to +3.9%

RSPM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPM
$179M
Winner
SPY
$735B
Expense Ratio
RSPM
0.40%
Winner
SPY
0.09%
Max Drawdown
RSPM
62.53%
Winner
SPY
56.47%
Sharpe Ratio
RSPM
0.95
Winner
SPY
1.62
5Y Beta
Winner
RSPM
0.83
SPY
1.00
P/E Ratio
RSPM
41.12
Winner
SPY
28.99
Forward P/E
Winner
RSPM
16.33
SPY
22.37
PEG Ratio
RSPM
0.47
SPY
N/A
5Y Dividends CAGR
Winner
RSPM
6.39%
SPY
5.43%
5Y EPS CAGR
RSPM
10.49%
Winner
SPY
26.05%
Debt to Equity
RSPM
35.57%
Winner
SPY
32.40%
P/S Ratio
Winner
RSPM
1.59
SPY
3.74
P/B Ratio
Winner
RSPM
2.37
SPY
5.61

RSPM vs SPY - Holdings Comparison

RSPM and SPY have 27 common holdings. Overlap is 1.85%

RSPM's top 25 holdings weight is 97.06%. SPY's top 25 holdings weight is 52.37%.

RankRSPMSPY
#1
NUCOR CORP (NUE) - 5.32%
NVIDIA CORP (NVDA) - 8.10%
#2
STEEL DYNAMICS INC (STLD) - 5.17%
APPLE INC (AAPL) - 7.02%
#3
INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 4.20%
MICROSOFT CORP (MSFT) - 4.79%
#4
DUPONT DE NEMOURS INC (DD) - 4.09%
AMAZON.COM INC (AMZN) - 4.02%
#5
LINDE PLC (LIN) - 4.07%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PPG INDUSTRIES INC (PPG) - 4.01%
BROADCOM INC (AVGO) - 3.10%
#7
FREEPORT-MCMORAN INC (FCX) - 3.98%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
AIR PRODUCTS AND CHEMICALS INC (APD) - 3.97%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ALBEMARLE CORP (ALB) - 3.96%
TESLA INC (TSLA) - 1.89%
#10
DOW INC (DOW) - 3.91%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 3.90%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
VULCAN MATERIALS CO (VMC) - 3.84%
ELI LILLY AND CO (LLY) - 1.31%
#13
CORTEVA INC (CTVA) - 3.83%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
CF INDUSTRIES HOLDINGS INC (CF) - 3.78%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CRH PLC (CRH) - 3.74%
EXXON MOBIL CORP (XOM) - 0.97%
#16
PACKAGING CORP OF AMERICA (PKG) - 3.74%
INTEL CORP (INTC) - 0.90%
#17
SHERWIN-WILLIAMS CO (SHW) - 3.67%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
NEWMONT CORP (NEM) - 3.66%
VISA INC CLASS A (V) - 0.85%
#19
MARTIN MARIETTA MATERIALS INC (MLM) - 3.57%
WALMART INC (WMT) - 0.81%
#20
SMURFIT WESTROCK PLC (SW) - 3.54%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
BALL CORP (BALL) - 3.50%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
AMCOR PLC ORDINARY SHARES (AMCR) - 3.49%
CATERPILLAR INC (CAT) - 0.66%
#23
ECOLAB INC (ECL) - 3.49%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
AVERY DENNISON CORP (AVY) - 3.48%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
INTERNATIONAL PAPER CO (IP) - 3.15%
ABBVIE INC (ABBV) - 0.58%
Total Holdings28505

RSPM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RSPM
-2.42%
Winner
SPY
+1.90%
3M
RSPM
-0.37%
Winner
SPY
+8.55%
6M
Winner
RSPM
+17.48%
SPY
+8.18%
1Y
RSPM
+21.91%
Winner
SPY
+25.79%
5Y(CAGR)
RSPM
+3.88%
Winner
SPY
+13.32%
10Y(CAGR)
RSPM
+10.31%
Winner
SPY
+15.19%
Max(CAGR)
Winner
RSPM
+9.21%
SPY
+8.47%

RSPM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRSPMSPY
2026+11.59%+8.26%
2025+8.01%+18.00%
2024-1.50%+25.59%
2023+8.04%+26.72%
2022-9.14%-18.64%
2021+32.68%+30.52%
2020+24.05%+17.28%
2019+24.90%+31.09%
2018-16.22%-5.24%
2017+25.06%+20.78%
2016+23.14%+13.59%
2015-7.52%+1.31%
2014+7.62%+14.56%
2013+21.75%+29.00%
2012+13.63%+14.17%
2011-10.31%+0.85%
2010+20.08%+13.14%
2009+62.05%+22.67%
2008-41.61%-36.25%
2007+11.15%+5.32%
2006+5.28%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RSPM vs SPY Drawdown Comparison

The maximum drawdown for RSPM was -61.18%, occurring on Mar 6, 2009. Recovery took 696 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RSPM drawdown is -5.98%. The current SPY drawdown is -2.90%.

RankRSPMSPY
#1-61.18%
Jul 19, 2007 - Apr 23, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.82%
Dec 26, 2019 - Aug 28, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.89%
Apr 5, 2011 - Jan 2, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.24%
May 15, 2015 - Nov 10, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.20%
Sep 27, 2024 - Jan 13, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.13%
Apr 20, 2022 - May 20, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.62%
Jan 26, 2018 - Dec 12, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.13%
Apr 23, 2010 - Oct 13, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.32%
Feb 11, 2026 - Mar 20, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.16%
May 17, 2021 - Nov 8, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.06%
Sep 5, 2014 - Feb 5, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.37%
Jan 12, 2021 - Feb 24, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.60%
Feb 17, 2011 - Apr 5, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.03%
Sep 17, 2020 - Oct 8, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.86%
Nov 12, 2021 - Dec 28, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RSPM and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

RSPM vs SPY dividend yield comparison.

YearRSPMSPY
20260.17%0.24%
20252.07%1.07%
20242.04%1.21%
20232.05%1.40%
20222.19%1.65%
20211.43%1.20%
20201.57%1.52%
20191.81%1.75%
20181.83%2.04%
20171.50%1.80%
20161.28%2.03%
20151.57%2.06%
20141.45%1.87%
20131.36%1.81%
20121.66%2.18%
20111.82%2.05%
20102.64%1.80%
20091.16%1.95%
20082.97%3.02%
20071.96%1.85%
20060.29%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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