RSPN vs TDTF

Comparison between INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF (RSPN, ETF) and FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND (TDTF, ETF).

5-Year PerformanceRSPN has outperformed TDTF, delivering a return of +11.8% compared to +1.7%

RSPN vs TDTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPN(ETF)	TDTF(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.40%	0.18%
Max Drawdown	61.64%	20.88%
Sharpe Ratio	0.92	0.40
5Y Beta	0.90	0.02
P/E Ratio	27.48	N/A
Forward P/E	22.42	N/A
PEG Ratio	1.08	N/A
5Y Dividends CAGR	10.10%	17.47%
5Y EPS CAGR	9.64%	N/A
Debt to Equity	34.54%	N/A
P/S Ratio	2.39	N/A
P/B Ratio	5.47	N/A

Net Assets

RSPN

$1B

TDTF

$1B

Expense Ratio

RSPN

0.40%

Winner

TDTF

0.18%

Max Drawdown

RSPN

61.64%

Winner

TDTF

20.88%

Sharpe Ratio

Winner

RSPN

0.92

TDTF

0.40

5Y Beta

RSPN

0.90

Winner

TDTF

0.02

P/E Ratio

RSPN

27.48

TDTF

N/A

Forward P/E

RSPN

22.42

TDTF

N/A

PEG Ratio

RSPN

1.08

TDTF

N/A

5Y Dividends CAGR

RSPN

10.10%

Winner

TDTF

17.47%

5Y EPS CAGR

RSPN

9.64%

TDTF

N/A

Debt to Equity

RSPN

34.54%

TDTF

N/A

P/S Ratio

RSPN

2.39

TDTF

N/A

P/B Ratio

RSPN

5.47

TDTF

N/A

RSPN vs TDTF - Historical Returns

Returns include dividend reinvestment.

Period	RSPN	TDTF
1 month	+4.84%	-0.01%
3 months	+6.40%	+0.27%
6 months	+9.45%	+1.67%
1 year	+20.24%	+5.14%
5 years(CAGR)	+11.80%	+1.72%
10 years(CAGR)	+14.79%	+2.87%
Max(CAGR)	+11.48%	+2.26%

Winner

RSPN

+4.84%

TDTF

-0.01%

Winner

RSPN

+6.40%

TDTF

+0.27%

Winner

RSPN

+9.45%

TDTF

+1.67%

Winner

RSPN

+20.24%

TDTF

+5.14%

5Y(CAGR)

Winner

RSPN

+11.80%

TDTF

+1.72%

10Y(CAGR)

Winner

RSPN

+14.79%

TDTF

+2.87%

Max(CAGR)

Winner

RSPN

+11.48%

TDTF

+2.26%

RSPN vs TDTF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RSPN	TDTF
2026	+9.24%	+1.65%
2025	+14.45%	+7.74%
2024	+18.95%	+2.49%
2023	+22.06%	+3.79%
2022	-7.86%	-9.44%
2021	+29.68%	+5.37%
2020	+16.68%	+9.63%
2019	+32.77%	+7.99%
2018	-13.71%	-0.66%
2017	+22.37%	+1.85%
2016	+23.30%	+3.95%
2015	-6.78%	-0.97%
2014	+13.28%	-0.56%
2013	+36.90%	-4.95%
2012	+13.81%	+5.67%
2011	-2.69%	+0.65%
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 TDTF Drawdown Comparison

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

The maximum drawdown for TDTF was -12.00%, occurring on Nov 3, 2022. Recovery took 771 trading sessions.

The current RSPN drawdown is -1.97%. The current TDTF drawdown is -0.59%.

Rank	RSPN	TDTF
#1	-59.65% Jul 19, 2007 - Jan 27, 2011	-12.00% Mar 8, 2022 - Apr 3, 2025
#2	-42.01% Feb 12, 2020 - Sep 2, 2020	-9.60% Mar 5, 2020 - Apr 15, 2020
#3	-25.90% May 2, 2011 - Mar 15, 2012	-6.85% Sep 14, 2012 - Sep 7, 2017
#4	-24.34% Sep 18, 2018 - Jul 12, 2019	-4.11% Nov 17, 2021 - Mar 7, 2022
#5	-21.89% Nov 16, 2021 - Jun 15, 2023	-3.08% Sep 7, 2017 - Feb 20, 2019
#6	-20.89% Nov 29, 2024 - Jul 3, 2025	-2.56% Apr 3, 2025 - Jun 24, 2025
#7	-18.24% Feb 20, 2015 - Jun 8, 2016	-2.21% Feb 10, 2021 - Apr 28, 2021
#8	-13.65% Jul 31, 2023 - Dec 13, 2023	-2.09% Nov 18, 2011 - Jan 25, 2012
#9	-12.44% Mar 15, 2012 - Sep 14, 2012	-1.98% Sep 22, 2011 - Nov 1, 2011
#10	-12.36% Mar 2, 2026 - Mar 30, 2026	-1.89% Aug 29, 2019 - Jan 3, 2020
#11	-11.09% Jan 26, 2018 - Sep 13, 2018	-1.77% Apr 15, 2020 - Jun 1, 2020
#12	-9.71% Jun 9, 2014 - Oct 31, 2014	-1.58% Feb 27, 2026 - Apr 14, 2026
#13	-8.53% Jun 8, 2016 - Jul 12, 2016	-1.25% Feb 28, 2012 - Apr 11, 2012
#14	-8.47% Jul 24, 2019 - Sep 13, 2019	-1.24% May 10, 2021 - Jul 2, 2021
#15	-7.31% Jan 22, 2014 - Mar 4, 2014	-1.19% Jul 31, 2012 - Aug 28, 2012

Correlation

Correlation between RSPN and TDTF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

RSPN vs TDTF dividend yield comparison.

Year	RSPN	TDTF
2026	0.19%	2.02%
2025	0.86%	4.58%
2024	0.98%	3.98%
2023	1.06%	3.97%
2022	1.09%	7.60%
2021	0.70%	4.55%
2020	0.96%	1.13%
2019	1.33%	1.80%
2018	1.49%	2.60%
2017	1.12%	2.20%
2016	1.31%	1.51%
2015	1.51%	0.21%
2014	1.28%	1.23%
2013	0.90%	0.17%
2012	2.10%	1.43%
2011	2.34%	0.21%
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%