RSPM vs WAMA
Comparison between INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF (RSPM, ETF) and WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF).
RSPM vs WAMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSPM
$179M
WAMA
$179M
Expense Ratio
RSPM
0.40%
Winner
WAMA
0.32%
Max Drawdown
RSPM
62.53%
Winner
WAMA
2.80%
Sharpe Ratio
Winner
RSPM
0.95
WAMA
0.37
5Y Beta
Winner
RSPM
0.83
WAMA
1.00
P/E Ratio
RSPM
41.12
Winner
WAMA
29.96
Forward P/E
Winner
RSPM
16.33
WAMA
22.75
PEG Ratio
RSPM
0.47
Winner
WAMA
0.43
5Y Dividends CAGR
RSPM
6.39%
WAMA
N/A
5Y EPS CAGR
RSPM
10.49%
Winner
WAMA
29.39%
Debt to Equity
Winner
RSPM
35.57%
WAMA
43.21%
P/S Ratio
Winner
RSPM
1.59
WAMA
3.80
P/B Ratio
Winner
RSPM
2.37
WAMA
5.94
RSPM vs WAMA - Holdings Comparison
RSPM and WAMA have 22 common holdings. Overlap is 1.36%
RSPM's top 25 holdings weight is 97.06%. WAMA's top 25 holdings weight is 52.99%.
| Rank | RSPM | WAMA |
|---|---|---|
| #1 | NUCOR CORP (NUE) - 5.32% | NVIDIA CORP (NVDA) - 8.11% |
| #2 | STEEL DYNAMICS INC (STLD) - 5.17% | ALPHABET INC CLASS A (GOOGL) - 7.12% |
| #3 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 4.20% | APPLE INC (AAPL) - 7.07% |
| #4 | DUPONT DE NEMOURS INC (DD) - 4.09% | MICROSOFT CORP (MSFT) - 4.66% |
| #5 | LINDE PLC (LIN) - 4.07% | AMAZON.COM INC (AMZN) - 4.13% |
| #6 | PPG INDUSTRIES INC (PPG) - 4.01% | BROADCOM INC (AVGO) - 2.82% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 3.98% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #8 | AIR PRODUCTS AND CHEMICALS INC (APD) - 3.97% | TESLA INC (TSLA) - 1.93% |
| #9 | ALBEMARLE CORP (ALB) - 3.96% | ELI LILLY AND CO (LLY) - 1.58% |
| #10 | DOW INC (DOW) - 3.91% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.57% |
| #11 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 3.90% | MICRON TECHNOLOGY INC (MU) - 1.47% |
| #12 | VULCAN MATERIALS CO (VMC) - 3.84% | WALMART INC (WMT) - 1.40% |
| #13 | CORTEVA INC (CTVA) - 3.83% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #14 | CF INDUSTRIES HOLDINGS INC (CF) - 3.78% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #15 | CRH PLC (CRH) - 3.74% | EXXON MOBIL CORP (XOM) - 0.99% |
| #16 | PACKAGING CORP OF AMERICA (PKG) - 3.74% | VISA INC CLASS A (V) - 0.98% |
| #17 | SHERWIN-WILLIAMS CO (SHW) - 3.67% | INTEL CORP (INTC) - 0.84% |
| #18 | NEWMONT CORP (NEM) - 3.66% | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #19 | MARTIN MARIETTA MATERIALS INC (MLM) - 3.57% | ORACLE CORP (ORCL) - 0.72% |
| #20 | SMURFIT WESTROCK PLC (SW) - 3.54% | CISCO SYSTEMS INC (CSCO) - 0.71% |
| #21 | BALL CORP (BALL) - 3.50% | AMGEN INC (AMGN) - 0.26% |
| #22 | AMCOR PLC ORDINARY SHARES (AMCR) - 3.49% | TJX COMPANIES INC (TJX) - 0.26% |
| #23 | ECOLAB INC (ECL) - 3.49% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.25% |
| #24 | AVERY DENNISON CORP (AVY) - 3.48% | AMPHENOL CORP CLASS A (APH) - 0.25% |
| #25 | INTERNATIONAL PAPER CO (IP) - 3.15% | GILEAD SCIENCES INC (GILD) - 0.25% |
| Total Holdings | 28 | 458 |
RSPM vs WAMA - Historical Returns
Returns include dividend reinvestment.
1M
RSPM
-2.42%
Winner
WAMA
+0.63%
3M
RSPM
-0.37%
WAMA
N/A
6M
RSPM
+17.48%
WAMA
N/A
1Y
RSPM
+21.91%
WAMA
N/A
5Y(CAGR)
RSPM
+3.88%
WAMA
N/A
10Y(CAGR)
RSPM
+10.31%
WAMA
N/A
Max(CAGR)
Winner
RSPM
+9.21%
WAMA
+7.92%
RSPM vs WAMA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RSPM | WAMA |
|---|---|---|
| 2026 | +11.59% | +0.63% |
| 2025 | +8.01% | N/A |
| 2024 | -1.50% | N/A |
| 2023 | +8.04% | N/A |
| 2022 | -9.14% | N/A |
| 2021 | +32.68% | N/A |
| 2020 | +24.05% | N/A |
| 2019 | +24.90% | N/A |
| 2018 | -16.22% | N/A |
| 2017 | +25.06% | N/A |
| 2016 | +23.14% | N/A |
| 2015 | -7.52% | N/A |
| 2014 | +7.62% | N/A |
| 2013 | +21.75% | N/A |
| 2012 | +13.63% | N/A |
| 2011 | -10.31% | N/A |
| 2010 | +20.08% | N/A |
| 2009 | +62.05% | N/A |
| 2008 | -41.61% | N/A |
| 2007 | +11.15% | N/A |
| 2006 | +5.28% | N/A |
RSPM vs WAMA Drawdown Comparison
The maximum drawdown for RSPM was -61.18%, occurring on Mar 6, 2009. Recovery took 696 trading sessions.
The maximum drawdown for WAMA was -2.80%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current RSPM drawdown is -5.98%. The current WAMA drawdown is -2.80%.
| Rank | RSPM | WAMA |
|---|---|---|
| #1 | -61.18% Jul 19, 2007 - Apr 23, 2010 | -2.80% Jun 2, 2026 - Jun 5, 2026 |
| #2 | -39.82% Dec 26, 2019 - Aug 28, 2020 | -1.91% May 14, 2026 - May 26, 2026 |
| #3 | -29.89% Apr 5, 2011 - Jan 2, 2013 | -0.39% May 6, 2026 - May 8, 2026 |
| #4 | -28.24% May 15, 2015 - Nov 10, 2016 | -0.06% May 11, 2026 - May 13, 2026 |
| #5 | -27.20% Sep 27, 2024 - Jan 13, 2026 | N/A |
| #6 | -25.13% Apr 20, 2022 - May 20, 2024 | N/A |
| #7 | -23.62% Jan 26, 2018 - Dec 12, 2019 | N/A |
| #8 | -18.13% Apr 23, 2010 - Oct 13, 2010 | N/A |
| #9 | -12.32% Feb 11, 2026 - Mar 20, 2026 | N/A |
| #10 | -11.16% May 17, 2021 - Nov 8, 2021 | N/A |
| #11 | -11.06% Sep 5, 2014 - Feb 5, 2015 | N/A |
| #12 | -9.37% Jan 12, 2021 - Feb 24, 2021 | N/A |
| #13 | -8.60% Feb 17, 2011 - Apr 5, 2011 | N/A |
| #14 | -8.03% Sep 17, 2020 - Oct 8, 2020 | N/A |
| #15 | -7.86% Nov 12, 2021 - Dec 28, 2021 | N/A |
Correlation
Correlation between RSPM and WAMA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Select Stocks to Compare
Popular: RSPM vs SPYWAMA vs SPY
More Comparisons
Compare with similar stocks