RSPN vs IMCV
Comparison between INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF (RSPN, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).
5-Year PerformanceRSPN has outperformed IMCV, delivering a return of +11.8% compared to +9.3%
RSPN vs IMCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSPN
$1B
IMCV
$1B
Expense Ratio
RSPN
0.40%
Winner
IMCV
0.06%
Max Drawdown
Winner
RSPN
61.64%
IMCV
66.48%
Sharpe Ratio
RSPN
0.92
Winner
IMCV
1.66
5Y Beta
RSPN
0.90
Winner
IMCV
0.70
P/E Ratio
RSPN
27.48
Winner
IMCV
20.43
Forward P/E
RSPN
22.42
Winner
IMCV
13.55
PEG Ratio
RSPN
1.08
Winner
IMCV
0.30
5Y Dividends CAGR
Winner
RSPN
10.10%
IMCV
8.88%
5Y EPS CAGR
RSPN
9.64%
Winner
IMCV
10.70%
Debt to Equity
Winner
RSPN
34.54%
IMCV
63.18%
P/S Ratio
RSPN
2.39
Winner
IMCV
1.35
P/B Ratio
RSPN
5.47
Winner
IMCV
2.44
RSPN vs IMCV - Holdings Comparison
RSPN and IMCV have 31 common holdings. Overlap is 11.46%
RSPN's top 25 holdings weight is 37.05%. IMCV's top 25 holdings weight is 25.47%.
| Rank | RSPN | IMCV |
|---|---|---|
| #1 | DELTA AIR LINES INC (DAL) - 1.68% | NEWMONT CORP (NEM) - 1.59% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.67% | ELEVANCE HEALTH INC (ELV) - 1.21% |
| #3 | QUANTA SERVICES INC (PWR) - 1.63% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.18% |
| #4 | GENERAC HOLDINGS INC (GNRC) - 1.62% | CSX CORP (CSX) - 1.16% |
| #5 | CATERPILLAR INC (CAT) - 1.60% | WILLIAMS COMPANIES INC (WMB) - 1.15% |
| #6 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.59% | U.S. BANCORP (USB) - 1.13% |
| #7 | GE VERNOVA INC (GEV) - 1.58% | SLB LTD (SLB) - 1.10% |
| #8 | UNITED RENTALS INC (URI) - 1.54% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.09% |
| #9 | ROCKWELL AUTOMATION INC (ROK) - 1.53% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.07% |
| #10 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.51% | VALERO ENERGY CORP (VLO) - 1.04% |
| #11 | CUMMINS INC (CMI) - 1.50% | MARATHON PETROLEUM CORP (MPC) - 1.01% |
| #12 | EMCOR GROUP INC (EME) - 1.49% | FEDEX CORP (FDX) - 1.01% |
| #13 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.46% | GENERAL MOTORS CO (GM) - 1.01% |
| #14 | CSX CORP (CSX) - 1.44% | EOG RESOURCES INC (EOG) - 1.01% |
| #15 | n/a (EXPD) - 1.43% | THE CIGNA GROUP (CI) - 0.98% |
| #16 | n/a (ODFL) - 1.43% | ILLINOIS TOOL WORKS INC (ITW) - 0.96% |
| #17 | EATON CORP PLC (ETN) - 1.42% | WESTERN DIGITAL CORP (WDC) - 0.93% |
| #18 | W.W. GRAINGER INC (GWW) - 1.40% | FORD MOTOR CO (F) - 0.89% |
| #19 | MASCO CORP (MAS) - 1.38% | SIMON PROPERTY GROUP INC (SPG) - 0.89% |
| #20 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.38% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.86% |
| #21 | FEDEX CORP (FDX) - 1.38% | THE TRAVELERS COMPANIES INC (TRV) - 0.85% |
| #22 | IDEX CORP (IEX) - 1.36% | n/a (WBD) - 0.84% |
| #23 | UNION PACIFIC CORP (UNP) - 1.35% | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.84% |
| #24 | NORFOLK SOUTHERN CORP (NSC) - 1.34% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.84% |
| #25 | FORTIVE CORP (FTV) - 1.34% | n/a (DELL) - 0.83% |
| Total Holdings | 82 | 279 |
RSPN vs IMCV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RSPN
+4.84%
IMCV
+4.65%
3M
RSPN
+6.40%
Winner
IMCV
+8.49%
6M
RSPN
+9.45%
Winner
IMCV
+10.92%
1Y
RSPN
+20.24%
Winner
IMCV
+24.75%
5Y(CAGR)
Winner
RSPN
+11.80%
IMCV
+9.35%
10Y(CAGR)
Winner
RSPN
+14.79%
IMCV
+10.69%
Max(CAGR)
Winner
RSPN
+11.48%
IMCV
+9.75%
RSPN vs IMCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | RSPN | IMCV |
|---|---|---|
| 2026 | +9.24% | +10.95% |
| 2025 | +14.45% | +13.71% |
| 2024 | +18.95% | +11.90% |
| 2023 | +22.06% | +12.04% |
| 2022 | -7.86% | -7.02% |
| 2021 | +29.68% | +35.83% |
| 2020 | +16.68% | -3.61% |
| 2019 | +32.77% | +24.35% |
| 2018 | -13.71% | -11.68% |
| 2017 | +22.37% | +11.51% |
| 2016 | +23.30% | +25.77% |
| 2015 | -6.78% | -2.44% |
| 2014 | +13.28% | +12.32% |
| 2013 | +36.90% | +38.47% |
| 2012 | +13.81% | +15.22% |
| 2011 | -2.69% | -3.91% |
| 2010 | +24.99% | +18.47% |
| 2009 | +29.61% | +31.62% |
| 2008 | -36.35% | -34.80% |
| 2007 | +14.85% | -6.70% |
| 2006 | +1.78% | +17.11% |
| 2005 | N/A | +12.96% |
| 2004 | N/A | +14.93% |
RSPN vs IMCV Drawdown Comparison
The maximum drawdown for RSPN was -59.65%, occurring on Mar 6, 2009. Recovery took 888 trading sessions.
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The current RSPN drawdown is -1.97%. The current IMCV drawdown is -0.21%.
| Rank | RSPN | IMCV |
|---|---|---|
| #1 | -59.65% Jul 19, 2007 - Jan 27, 2011 | -64.75% Jun 4, 2007 - Dec 18, 2012 |
| #2 | -42.01% Feb 12, 2020 - Sep 2, 2020 | -46.33% Jan 17, 2020 - Jan 14, 2021 |
| #3 | -25.90% May 2, 2011 - Mar 15, 2012 | -19.85% Apr 20, 2022 - Dec 26, 2023 |
| #4 | -24.34% Sep 18, 2018 - Jul 12, 2019 | -19.61% Jan 26, 2018 - Sep 12, 2019 |
| #5 | -21.89% Nov 16, 2021 - Jun 15, 2023 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -20.89% Nov 29, 2024 - Jul 3, 2025 | -16.48% May 21, 2015 - Apr 19, 2016 |
| #7 | -18.24% Feb 20, 2015 - Jun 8, 2016 | -9.36% Aug 29, 2014 - Nov 24, 2014 |
| #8 | -13.65% Jul 31, 2023 - Dec 13, 2023 | -8.13% Aug 3, 2005 - Dec 1, 2005 |
| #9 | -12.44% Mar 15, 2012 - Sep 14, 2012 | -7.88% Jun 8, 2021 - Oct 19, 2021 |
| #10 | -12.36% Mar 2, 2026 - Mar 30, 2026 | -7.59% Jun 23, 2016 - Jul 12, 2016 |
| #11 | -11.09% Jan 26, 2018 - Sep 13, 2018 | -7.49% May 8, 2006 - Oct 5, 2006 |
| #12 | -9.71% Jun 9, 2014 - Oct 31, 2014 | -7.40% Nov 16, 2021 - Dec 31, 2021 |
| #13 | -8.53% Jun 8, 2016 - Jul 12, 2016 | -6.91% Feb 26, 2026 - Apr 30, 2026 |
| #14 | -8.47% Jul 24, 2019 - Sep 13, 2019 | -6.79% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -7.31% Jan 22, 2014 - Mar 4, 2014 | -6.35% Jan 22, 2014 - Feb 20, 2014 |
Correlation
Correlation between RSPN and IMCV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
RSPN vs IMCV dividend yield comparison.
| Year | RSPN | IMCV |
|---|---|---|
| 2026 | 0.19% | 0.84% |
| 2025 | 0.86% | 2.23% |
| 2024 | 0.98% | 2.36% |
| 2023 | 1.06% | 2.30% |
| 2022 | 1.09% | 2.36% |
| 2021 | 0.70% | 1.86% |
| 2020 | 0.96% | 2.61% |
| 2019 | 1.33% | 2.45% |
| 2018 | 1.49% | 2.61% |
| 2017 | 1.12% | 1.87% |
| 2016 | 1.31% | 2.09% |
| 2015 | 1.51% | 2.29% |
| 2014 | 1.28% | 1.95% |
| 2013 | 0.90% | 1.87% |
| 2012 | 2.10% | 2.25% |
| 2011 | 2.34% | 2.26% |
| 2010 | 1.19% | 2.64% |
| 2009 | 1.67% | 2.19% |
| 2008 | 1.95% | 3.80% |
| 2007 | 4.15% | 2.55% |
| 2006 | 0.31% | 1.77% |
| 2005 | 0.00% | 2.57% |
| 2004 | 0.00% | 0.98% |
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