Invesco S&P 500 Equal Weight UCITS ETF Acc (SPEX.L)
SPEX.L is a passive ETF by Invesco tracking the investment results of the Russell 1000 TR USD. SPEX.L launched on Apr 6, 2021 and has a 0.20% expense ratio.
ETF Info
IE00BNGJJT35
A2QP63
Apr 6, 2021
1x
Russell 1000 TR USD
Ireland
Accumulating
Mid-Cap
Blend
Expense Ratio
SPEX.L has an expense ratio of 0.20%, which is considered low.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Invesco S&P 500 Equal Weight UCITS ETF Acc (SPEX.L) returned -6.09% year-to-date (YTD) and 2.05% over the past 12 months.
SPEX.L
-6.09%
4.62%
-11.40%
2.05%
5.02%
N/A
N/A
^GSPC (Benchmark)
0.68%
7.17%
-1.66%
11.63%
12.51%
14.34%
10.88%
Monthly Returns
The table below presents the monthly returns of SPEX.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.06% | -3.55% | -5.70% | -5.73% | 4.26% | -6.09% | |||||||
| 2024 | 0.03% | 3.35% | 4.78% | -3.43% | -0.80% | 1.61% | 2.99% | -0.99% | 0.67% | 3.35% | 7.28% | -4.94% | 14.09% |
| 2023 | 4.00% | -0.22% | -4.03% | -1.24% | -2.45% | 5.43% | 2.40% | -1.38% | -1.26% | -4.45% | 4.60% | 6.78% | 7.64% |
| 2022 | -5.20% | 0.57% | 5.88% | -1.37% | -1.83% | -5.88% | 7.73% | 2.16% | -3.84% | 4.47% | 0.02% | -3.26% | -1.58% |
| 2021 | 13.05% | -0.65% | 2.59% | 0.85% | 3.37% | -0.70% | 2.56% | 1.52% | 3.53% | 28.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPEX.L is 24, meaning it’s performing worse than 76% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco S&P 500 Equal Weight UCITS ETF Acc (SPEX.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco S&P 500 Equal Weight UCITS ETF Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco S&P 500 Equal Weight UCITS ETF Acc was 25.19%, occurring on Apr 9, 2025. The portfolio has not yet recovered.
The current Invesco S&P 500 Equal Weight UCITS ETF Acc drawdown is 17.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.19% | Feb 29, 2024 | 282 | Apr 9, 2025 | — | — | — |
| -20.65% | Feb 19, 2024 | 1 | Feb 19, 2024 | 3 | Feb 22, 2024 | 4 |
| -20.03% | Nov 17, 2023 | 8 | Nov 28, 2023 | 55 | Feb 16, 2024 | 63 |
| -12.7% | Apr 22, 2022 | 37 | Jun 16, 2022 | 37 | Aug 8, 2022 | 74 |
| -12.4% | Feb 6, 2023 | 185 | Oct 30, 2023 | 13 | Nov 16, 2023 | 198 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...