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RSPN vs SPY

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

5-Year PerformanceSPY has outperformed RSPN, delivering a return of +12.4% compared to +11.9%

RSPN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPN
$1.10B
Winner
SPY
$781B
Expense Ratio
RSPN
0.40%
Winner
SPY
0.09%
Max Drawdown
RSPN
61.64%
Winner
SPY
56.47%
Sharpe Ratio
RSPN
0.74
Winner
SPY
1.12
5Y Beta
Winner
RSPN
0.89
SPY
1.00
P/E Ratio
Winner
RSPN
27.83
SPY
28.53
Forward P/E
RSPN
22.28
Winner
SPY
21.47
PEG Ratio
RSPN
0.85
SPY
N/A
5Y Dividends CAGR
Winner
RSPN
13.34%
SPY
6.00%
5Y EPS CAGR
RSPN
9.48%
Winner
SPY
25.58%
Debt to Equity
RSPN
36.56%
Winner
SPY
32.09%
P/S Ratio
Winner
RSPN
2.38
SPY
3.75
P/B Ratio
Winner
RSPN
5.37
SPY
5.64

RSPN vs SPY - Holdings Comparison

RSPN and SPY have 82 common holdings. Overlap is 8.56%

RSPN's top 25 holdings weight is 33.02%. SPY's top 25 holdings weight is 51.74%.

RankRSPNSPY
#1
GE VERNOVA INC (GEV) - 1.44%
NVIDIA CORP (NVDA) - 7.89%
#2
AXON ENTERPRISE INC (AXON) - 1.43%
APPLE INC (AAPL) - 7.37%
#3
SOUTHWEST AIRLINES CO (LUV) - 1.41%
MICROSOFT CORP (MSFT) - 4.50%
#4
UNITED AIRLINES HOLDINGS INC (UAL) - 1.39%
AMAZON.COM INC (AMZN) - 3.82%
#5
STANLEY BLACK & DECKER INC (SWK) - 1.35%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
XYLEM INC (XYL) - 1.34%
BROADCOM INC (AVGO) - 2.86%
#7
GE AEROSPACE (GE) - 1.34%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
INGERSOLL RAND INC (IR) - 1.33%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
HOWMET AEROSPACE INC (HWM) - 1.33%
TESLA INC (TSLA) - 1.70%
#10
DELTA AIR LINES INC (DAL) - 1.33%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
RTX CORP (RTX) - 1.31%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
EATON CORP PLC (ETN) - 1.30%
ELI LILLY AND CO (LLY) - 1.40%
#13
VERALTO CORP (VLTO) - 1.30%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.30%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MASCO CORP (MAS) - 1.30%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
PAYCHEX INC (PAYX) - 1.29%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
LENNOX INTERNATIONAL INC (LII) - 1.29%
VISA INC CLASS A (V) - 0.90%
#18
ILLINOIS TOOL WORKS INC (ITW) - 1.29%
WALMART INC (WMT) - 0.76%
#19
PARKER HANNIFIN CORP (PH) - 1.29%
INTEL CORP (INTC) - 0.75%
#20
n/a (EXPD) - 1.28%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
UNION PACIFIC CORP (UNP) - 1.28%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
VERTIV HOLDINGS CO CLASS A (VRT) - 1.28%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PACCAR INC (PCAR) - 1.28%
ABBVIE INC (ABBV) - 0.66%
#24
AUTOMATIC DATA PROCESSING INC (ADP) - 1.27%
CATERPILLAR INC (CAT) - 0.65%
#25
CATERPILLAR INC (CAT) - 1.27%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings84505

RSPN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPN
+2.43%
SPY
+0.63%
3M
RSPN
+3.04%
Winner
SPY
+4.46%
6M
RSPN
+5.20%
Winner
SPY
+7.67%
1Y
RSPN
+13.88%
Winner
SPY
+17.68%
5Y(CAGR)
RSPN
+11.88%
Winner
SPY
+12.42%
10Y(CAGR)
RSPN
+14.36%
Winner
SPY
+14.84%
Max(CAGR)
Winner
RSPN
+11.49%
SPY
+8.44%

RSPN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRSPNSPY
2026+10.58%+8.63%
2025+14.45%+18.00%
2024+18.95%+25.59%
2023+22.06%+26.72%
2022-7.86%-18.64%
2021+29.68%+30.52%
2020+16.68%+17.28%
2019+32.77%+31.09%
2018-13.71%-5.24%
2017+22.37%+20.78%
2016+23.30%+13.59%
2015-6.78%+1.31%
2014+13.28%+14.56%
2013+36.90%+29.00%
2012+13.81%+14.17%
2011-2.69%+0.85%
2010+24.99%+13.14%
2009+29.61%+22.67%
2008-36.35%-36.25%
2007+14.85%+5.32%
2006+1.78%+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%

RSPN vs SPY Drawdown Comparison

The maximum drawdown for RSPN was -59.65%, occurring on Mar 6, 2009. Recovery took 888 trading sessions.

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

The current RSPN drawdown is -1.76%. The current SPY drawdown is -2.57%.

RankRSPNSPY
#1-59.65%
Jul 19, 2007 - Jan 27, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.01%
Feb 12, 2020 - Sep 2, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.90%
May 2, 2011 - Mar 15, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.34%
Sep 18, 2018 - Jul 12, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.89%
Nov 16, 2021 - Jun 15, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.89%
Nov 29, 2024 - Jul 3, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.24%
Feb 20, 2015 - Jun 8, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.65%
Jul 31, 2023 - Dec 13, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.44%
Mar 15, 2012 - Sep 14, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.36%
Mar 2, 2026 - Jun 25, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.09%
Jan 26, 2018 - Sep 13, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.71%
Jun 9, 2014 - Oct 31, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.53%
Jun 8, 2016 - Jul 12, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.47%
Jul 24, 2019 - Sep 13, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.31%
Jan 22, 2014 - Mar 4, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RSPN and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

RSPN vs SPY dividend yield comparison.

YearRSPNSPY
20260.42%0.50%
20250.86%1.07%
20240.98%1.21%
20231.06%1.40%
20221.09%1.65%
20210.70%1.20%
20200.96%1.52%
20191.33%1.75%
20181.49%2.04%
20171.12%1.80%
20161.31%2.03%
20151.51%2.06%
20141.28%1.87%
20130.90%1.81%
20122.10%2.18%
20112.34%2.05%
20101.19%1.80%
20091.67%1.95%
20081.95%3.02%
20074.15%1.85%
20060.31%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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