RSPR vs PCLG

Comparison between INVESCO S&P 500 (R) EQUAL WEIGHT REAL ESTATE ETF (RSPR, ETF) and Polen Focus Growth ETF (PCLG, ETF).

RSPR vs PCLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPR(ETF)	PCLG(ETF)
Net Assets	$97M	$98M
Expense Ratio	0.40%	0.49%
Max Drawdown	43.23%	23.80%
Sharpe Ratio	0.38	-0.99
5Y Beta	0.52	1.06
P/E Ratio	33.58	31.49
Forward P/E	34.73	24.47
PEG Ratio	0.68	0.54
5Y Dividends CAGR	-5.17%	N/A
5Y EPS CAGR	5.32%	26.52%
Debt to Equity	5.09%	41.91%
P/S Ratio	5.38	6.40
P/B Ratio	2.50	8.45

Net Assets

RSPR

$97M

Winner

PCLG

$98M

Expense Ratio

Winner

RSPR

0.40%

PCLG

0.49%

Max Drawdown

RSPR

43.23%

Winner

PCLG

23.80%

Sharpe Ratio

Winner

RSPR

0.38

PCLG

-0.99

5Y Beta

Winner

RSPR

0.52

PCLG

1.06

P/E Ratio

RSPR

33.58

Winner

PCLG

31.49

Forward P/E

RSPR

34.73

Winner

PCLG

24.47

PEG Ratio

RSPR

0.68

Winner

PCLG

0.54

5Y Dividends CAGR

RSPR

-5.17%

PCLG

N/A

5Y EPS CAGR

RSPR

5.32%

Winner

PCLG

26.52%

Debt to Equity

Winner

RSPR

5.09%

PCLG

41.91%

P/S Ratio

Winner

RSPR

5.38

PCLG

6.40

P/B Ratio

Winner

RSPR

2.50

PCLG

8.45

RSPR vs PCLG - Holdings Comparison

RSPR and PCLG have 2 common holdings. Overlap is 2.19%

RSPR's top 25 holdings weight is 82.76%. PCLG's top 25 holdings weight is 98.84%.

Rank	RSPR	PCLG
#1	HOST HOTELS & RESORTS INC (HST) - 3.67%	AMAZON.COM INC (AMZN) - 9.46%
#2	IRON MOUNTAIN INC (IRM) - 3.64%	MICROSOFT CORP (MSFT) - 7.61%
#3	HEALTHPEAK PROPERTIES INC (DOC) - 3.58%	ELI LILLY AND CO (LLY) - 6.03%
#4	INVITATION HOMES INC (INVH) - 3.56%	ALPHABET INC CLASS C (GOOG) - 5.98%
#5	BXP INC (BXP) - 3.54%	BROADCOM INC (AVGO) - 5.57%
#6	FEDERAL REALTY INVESTMENT TRUST (FRT) - 3.42%	ORACLE CORP (ORCL) - 5.33%
#7	EQUINIX INC (EQIX) - 3.38%	MASTERCARD INC CLASS A (MA) - 5.13%
#8	ESSEX PROPERTY TRUST INC (ESS) - 3.38%	VISA INC CLASS A (V) - 4.81%
#9	EQUITY RESIDENTIAL (EQR) - 3.35%	NVIDIA CORP (NVDA) - 4.47%
#10	SIMON PROPERTY GROUP INC (SPG) - 3.33%	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.21%
#11	PROLOGIS INC (PLD) - 3.33%	MSCI INC (MSCI) - 3.54%
#12	AVALONBAY COMMUNITIES INC (AVB) - 3.29%	ZOETIS INC CLASS A (ZTS) - 3.39%
#13	DIGITAL REALTY TRUST INC (DLR) - 3.27%	UNITED STATES DOLLAR (n/a) - 3.31%
#14	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.26%	SERVICENOW INC (NOW) - 3.19%
#15	WELLTOWER INC (WELL) - 3.24%	IDEXX LABORATORIES INC (IDXX) - 3.08%
#16	KIMCO REALTY CORP (KIM) - 3.23%	COSTAR GROUP INC (CSGP) - 3.08%
#17	CAMDEN PROPERTY TRUST (CPT) - 3.23%	INTUIT INC (INTU) - 2.90%
#18	UDR INC (UDR) - 3.22%	STARBUCKS CORP (SBUX) - 2.89%
#19	CROWN CASTLE INC (CCI) - 3.16%	AON PLC CLASS A (AON) - 2.71%
#20	VENTAS INC (VTR) - 3.14%	ACCENTURE PLC CLASS A (ACN) - 2.48%
#21	WEYERHAEUSER CO (WY) - 3.13%	INTUITIVE SURGICAL INC (ISRG) - 2.22%
#22	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.11%	SYNOPSYS INC (SNPS) - 2.20%
#23	REGENCY CENTERS CORP (REG) - 3.10%	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.97%
#24	EXTRA SPACE STORAGE INC (EXR) - 3.10%	BOSTON SCIENTIFIC CORP (BSX) - 1.86%
#25	PUBLIC STORAGE (PSA) - 3.10%	UBER TECHNOLOGIES INC (UBER) - 1.42%
Total Holdings	33	26

RSPR vs PCLG - Historical Returns

Returns include dividend reinvestment.

Period	RSPR	PCLG
1 month	+3.28%	+0.04%
3 months	+5.17%	+2.55%
6 months	+12.14%	-9.64%
1 year	+8.73%	N/A
5 years(CAGR)	+2.97%	N/A
10 years(CAGR)	+6.54%	N/A
Max(CAGR)	+6.57%	-14.54%

Winner

RSPR

+3.28%

PCLG

+0.04%

Winner

RSPR

+5.17%

PCLG

+2.55%

Winner

RSPR

+12.14%

PCLG

-9.64%

RSPR

+8.73%

PCLG

N/A

5Y(CAGR)

RSPR

+2.97%

PCLG

N/A

10Y(CAGR)

RSPR

+6.54%

PCLG

N/A

Max(CAGR)

Winner

RSPR

+6.57%

PCLG

-14.54%

RSPR vs PCLG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	RSPR	PCLG
2026	+10.79%	-8.00%
2025	-0.87%	-1.09%
2024	+7.60%	N/A
2023	+11.27%	N/A
2022	-25.00%	N/A
2021	+54.78%	N/A
2020	-1.07%	N/A
2019	+27.55%	N/A
2018	-3.46%	N/A
2017	+8.53%	N/A
2016	+2.91%	N/A
2015	+3.57%	N/A

RSPR vs PCLG Drawdown Comparison

The maximum drawdown for RSPR was -41.89%, occurring on Mar 23, 2020. Recovery took 254 trading sessions.

The maximum drawdown for PCLG was -23.78%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current RSPR drawdown is -1.57%. The current PCLG drawdown is -13.11%.

Rank	RSPR	PCLG
#1	-41.89% Feb 21, 2020 - Feb 24, 2021	-23.78% Oct 28, 2025 - Mar 27, 2026
#2	-33.02% Jan 4, 2022 - Oct 27, 2023	-2.61% Oct 8, 2025 - Oct 24, 2025
#3	-14.45% Jul 29, 2016 - Nov 8, 2017	-0.20% Oct 6, 2025 - Oct 8, 2025
#4	-13.90% Dec 29, 2015 - Mar 17, 2016	N/A
#5	-11.70% Nov 13, 2017 - Jul 6, 2018	N/A
#6	-11.48% Aug 20, 2018 - Jan 29, 2019	N/A
#7	-10.31% Aug 18, 2015 - Oct 19, 2015	N/A
#8	-6.31% Sep 2, 2021 - Oct 26, 2021	N/A
#9	-6.28% Nov 24, 2021 - Dec 8, 2021	N/A
#10	-6.01% Oct 23, 2019 - Feb 10, 2020	N/A
#11	-5.44% May 9, 2016 - Jun 29, 2016	N/A
#12	-4.99% Nov 2, 2015 - Dec 29, 2015	N/A
#13	-4.92% Jun 20, 2019 - Jul 10, 2019	N/A
#14	-4.31% Apr 12, 2019 - Jun 5, 2019	N/A
#15	-4.27% Feb 24, 2021 - Mar 11, 2021	N/A

Correlation

Correlation between RSPR and PCLG is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101

Dividend Comparison (2015 - 2026)

RSPR vs PCLG dividend yield comparison.

Year	RSPR	PCLG
2026	0.87%	0.00%
2025	2.70%	0.03%
2024	2.58%	0.00%
2023	2.91%	0.00%
2022	3.14%	0.00%
2021	2.56%	0.00%
2020	3.82%	0.00%
2019	2.48%	0.00%
2018	3.02%	0.00%
2017	3.01%	0.00%
2016	2.06%	0.00%
2015	1.03%	0.00%