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RSPR vs SPY

Comparison between INVESCO S&P 500 (R) EQUAL WEIGHT REAL ESTATE ETF (RSPR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RSPR, delivering a return of +13.3% compared to +3.0%

RSPR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPR
$97M
Winner
SPY
$735B
Expense Ratio
RSPR
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
RSPR
43.23%
SPY
56.47%
Sharpe Ratio
RSPR
0.38
Winner
SPY
1.62
5Y Beta
Winner
RSPR
0.52
SPY
1.00
P/E Ratio
RSPR
33.58
Winner
SPY
28.99
Forward P/E
RSPR
34.73
Winner
SPY
22.37
PEG Ratio
RSPR
0.68
SPY
N/A
5Y Dividends CAGR
RSPR
-5.17%
Winner
SPY
5.43%
5Y EPS CAGR
RSPR
5.32%
Winner
SPY
26.05%
Debt to Equity
Winner
RSPR
5.09%
SPY
32.40%
P/S Ratio
RSPR
5.38
Winner
SPY
3.74
P/B Ratio
Winner
RSPR
2.50
SPY
5.61

RSPR vs SPY - Holdings Comparison

RSPR and SPY have 32 common holdings. Overlap is 1.85%

RSPR's top 25 holdings weight is 82.76%. SPY's top 25 holdings weight is 52.37%.

RankRSPRSPY
#1
HOST HOTELS & RESORTS INC (HST) - 3.67%
NVIDIA CORP (NVDA) - 8.10%
#2
IRON MOUNTAIN INC (IRM) - 3.64%
APPLE INC (AAPL) - 7.02%
#3
HEALTHPEAK PROPERTIES INC (DOC) - 3.58%
MICROSOFT CORP (MSFT) - 4.79%
#4
INVITATION HOMES INC (INVH) - 3.56%
AMAZON.COM INC (AMZN) - 4.02%
#5
BXP INC (BXP) - 3.54%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
FEDERAL REALTY INVESTMENT TRUST (FRT) - 3.42%
BROADCOM INC (AVGO) - 3.10%
#7
EQUINIX INC (EQIX) - 3.38%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ESSEX PROPERTY TRUST INC (ESS) - 3.38%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
EQUITY RESIDENTIAL (EQR) - 3.35%
TESLA INC (TSLA) - 1.89%
#10
SIMON PROPERTY GROUP INC (SPG) - 3.33%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PROLOGIS INC (PLD) - 3.33%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
AVALONBAY COMMUNITIES INC (AVB) - 3.29%
ELI LILLY AND CO (LLY) - 1.31%
#13
DIGITAL REALTY TRUST INC (DLR) - 3.27%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.26%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
WELLTOWER INC (WELL) - 3.24%
EXXON MOBIL CORP (XOM) - 0.97%
#16
KIMCO REALTY CORP (KIM) - 3.23%
INTEL CORP (INTC) - 0.90%
#17
CAMDEN PROPERTY TRUST (CPT) - 3.23%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
UDR INC (UDR) - 3.22%
VISA INC CLASS A (V) - 0.85%
#19
CROWN CASTLE INC (CCI) - 3.16%
WALMART INC (WMT) - 0.81%
#20
VENTAS INC (VTR) - 3.14%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
WEYERHAEUSER CO (WY) - 3.13%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.11%
CATERPILLAR INC (CAT) - 0.66%
#23
REGENCY CENTERS CORP (REG) - 3.10%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
EXTRA SPACE STORAGE INC (EXR) - 3.10%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
PUBLIC STORAGE (PSA) - 3.10%
ABBVIE INC (ABBV) - 0.58%
Total Holdings33505

RSPR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPR
+3.28%
SPY
+1.90%
3M
RSPR
+5.17%
Winner
SPY
+8.55%
6M
Winner
RSPR
+12.14%
SPY
+8.18%
1Y
RSPR
+8.73%
Winner
SPY
+25.79%
5Y(CAGR)
RSPR
+2.97%
Winner
SPY
+13.32%
10Y(CAGR)
RSPR
+6.54%
Winner
SPY
+15.19%
Max(CAGR)
RSPR
+6.57%
Winner
SPY
+8.47%

RSPR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRSPRSPY
2026+10.79%+8.26%
2025-0.87%+18.00%
2024+7.60%+25.59%
2023+11.27%+26.72%
2022-25.00%-18.64%
2021+54.78%+30.52%
2020-1.07%+17.28%
2019+27.55%+31.09%
2018-3.46%-5.24%
2017+8.53%+20.78%
2016+2.91%+13.59%
2015+3.57%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+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%

RSPR vs SPY Drawdown Comparison

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

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

The current RSPR drawdown is -1.57%. The current SPY drawdown is -2.90%.

RankRSPRSPY
#1-41.89%
Feb 21, 2020 - Feb 24, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.02%
Jan 4, 2022 - Oct 27, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.45%
Jul 29, 2016 - Nov 8, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.90%
Dec 29, 2015 - Mar 17, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.70%
Nov 13, 2017 - Jul 6, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.48%
Aug 20, 2018 - Jan 29, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.31%
Aug 18, 2015 - Oct 19, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.31%
Sep 2, 2021 - Oct 26, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.28%
Nov 24, 2021 - Dec 8, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.01%
Oct 23, 2019 - Feb 10, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.44%
May 9, 2016 - Jun 29, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.99%
Nov 2, 2015 - Dec 29, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.92%
Jun 20, 2019 - Jul 10, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.31%
Apr 12, 2019 - Jun 5, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.27%
Feb 24, 2021 - Mar 11, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RSPR and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

RSPR vs SPY dividend yield comparison.

YearRSPRSPY
20260.87%0.24%
20252.70%1.07%
20242.58%1.21%
20232.91%1.40%
20223.14%1.65%
20212.56%1.20%
20203.82%1.52%
20192.48%1.75%
20183.02%2.04%
20173.01%1.80%
20162.06%2.03%
20151.03%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%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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