RSPN vs TBUX

Comparison between INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF (RSPN, ETF) and T. ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX, ETF).

5-Year PerformanceRSPN has outperformed TBUX, delivering a return of +11.9% compared to +4.1%

RSPN vs TBUX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPN(ETF)	TBUX(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.40%	0.17%
Max Drawdown	61.64%	3.42%
Sharpe Ratio	0.74	1.01
5Y Beta	0.89	0.00
P/E Ratio	27.83	N/A
Forward P/E	22.28	N/A
PEG Ratio	0.85	N/A
5Y Dividends CAGR	13.34%	N/A
5Y EPS CAGR	9.48%	N/A
Debt to Equity	36.56%	N/A
P/S Ratio	2.38	N/A
P/B Ratio	5.37	N/A

Net Assets

RSPN

$1.10B

Winner

TBUX

$1.20B

Expense Ratio

RSPN

0.40%

Winner

TBUX

0.17%

Max Drawdown

RSPN

61.64%

Winner

TBUX

3.42%

Sharpe Ratio

RSPN

0.74

Winner

TBUX

1.01

5Y Beta

RSPN

0.89

Winner

TBUX

0.00

P/E Ratio

RSPN

27.83

TBUX

N/A

Forward P/E

RSPN

22.28

TBUX

N/A

PEG Ratio

RSPN

0.85

TBUX

N/A

5Y Dividends CAGR

RSPN

13.34%

TBUX

N/A

5Y EPS CAGR

RSPN

9.48%

TBUX

N/A

Debt to Equity

RSPN

36.56%

TBUX

N/A

P/S Ratio

RSPN

2.38

TBUX

N/A

P/B Ratio

RSPN

5.37

TBUX

N/A

RSPN vs TBUX - Historical Returns

Returns include dividend reinvestment.

Period	RSPN	TBUX
1 month	+2.43%	+0.31%
3 months	+3.04%	+1.00%
6 months	+5.20%	+1.90%
1 year	+13.88%	+4.54%
5 years(CAGR)	+11.88%	+4.11%
10 years(CAGR)	+14.36%	N/A
Max(CAGR)	+11.49%	+4.11%

Winner

RSPN

+2.43%

TBUX

+0.31%

Winner

RSPN

+3.04%

TBUX

+1.00%

Winner

RSPN

+5.20%

TBUX

+1.90%

Winner

RSPN

+13.88%

TBUX

+4.54%

5Y(CAGR)

Winner

RSPN

+11.88%

TBUX

+4.11%

10Y(CAGR)

RSPN

+14.36%

TBUX

N/A

Max(CAGR)

Winner

RSPN

+11.49%

TBUX

+4.11%

RSPN vs TBUX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RSPN	TBUX
2026	+10.58%	+2.17%
2025	+14.45%	+5.38%
2024	+18.95%	+6.42%
2023	+22.06%	+6.37%
2022	-7.86%	-0.09%
2021	+29.68%	-0.22%
2020	+16.68%	N/A
2019	+32.77%	N/A
2018	-13.71%	N/A
2017	+22.37%	N/A
2016	+23.30%	N/A
2015	-6.78%	N/A
2014	+13.28%	N/A
2013	+36.90%	N/A
2012	+13.81%	N/A
2011	-2.69%	N/A
2010	+24.99%	N/A
2009	+29.61%	N/A
2008	-36.35%	N/A
2007	+14.85%	N/A
2006	+1.78%	N/A

RSPN vs TBUX Drawdown Comparison

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

The maximum drawdown for TBUX was -1.79%, occurring on Jun 28, 2022. Recovery took 324 trading sessions.

The current RSPN drawdown is -1.76%. The current TBUX drawdown is -0.06%.

Rank	RSPN	TBUX
#1	-59.65% Jul 19, 2007 - Jan 27, 2011	-1.79% Sep 29, 2021 - Jan 12, 2023
#2	-42.01% Feb 12, 2020 - Sep 2, 2020	-0.48% Mar 13, 2023 - Apr 3, 2023
#3	-25.90% May 2, 2011 - Mar 15, 2012	-0.33% Apr 3, 2025 - Apr 21, 2025
#4	-24.34% Sep 18, 2018 - Jul 12, 2019	-0.28% Sep 3, 2024 - Sep 13, 2024
#5	-21.89% Nov 16, 2021 - Jun 15, 2023	-0.24% Apr 9, 2024 - Apr 23, 2024
#6	-20.89% Nov 29, 2024 - Jul 3, 2025	-0.22% Nov 13, 2024 - Nov 22, 2024
#7	-18.24% Feb 20, 2015 - Jun 8, 2016	-0.22% Oct 3, 2024 - Oct 24, 2024
#8	-13.65% Jul 31, 2023 - Dec 13, 2023	-0.20% Nov 25, 2024 - Nov 27, 2024
#9	-12.44% Mar 15, 2012 - Sep 14, 2012	-0.19% Jun 21, 2024 - Jul 5, 2024
#10	-12.36% Mar 2, 2026 - Jun 25, 2026	-0.19% Aug 2, 2024 - Aug 13, 2024
#11	-11.09% Jan 26, 2018 - Sep 13, 2018	-0.18% May 16, 2024 - May 24, 2024
#12	-9.71% Jun 9, 2014 - Oct 31, 2014	-0.18% Nov 27, 2024 - Dec 6, 2024
#13	-8.53% Jun 8, 2016 - Jul 12, 2016	-0.18% Nov 7, 2024 - Nov 13, 2024
#14	-8.47% Jul 24, 2019 - Sep 13, 2019	-0.18% May 23, 2025 - Jun 3, 2025
#15	-7.31% Jan 22, 2014 - Mar 4, 2014	-0.17% May 7, 2025 - May 13, 2025

Correlation

Correlation between RSPN and TBUX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2006 - 2026)

RSPN vs TBUX dividend yield comparison.

Year	RSPN	TBUX
2026	0.42%	2.09%
2025	0.86%	4.67%
2024	0.98%	5.39%
2023	1.06%	4.66%
2022	1.09%	2.58%
2021	0.70%	0.27%
2020	0.96%	0.00%
2019	1.33%	0.00%
2018	1.49%	0.00%
2017	1.12%	0.00%
2016	1.31%	0.00%
2015	1.51%	0.00%
2014	1.28%	0.00%
2013	0.90%	0.00%
2012	2.10%	0.00%
2011	2.34%	0.00%
2010	1.19%	0.00%
2009	1.67%	0.00%
2008	1.95%	0.00%
2007	4.15%	0.00%
2006	0.31%	0.00%