EPR vs. RSPT
EPR (EPR Properties) is a stock, while RSPT (Invesco S&P 500 Equal Weight Technology ETF) is Technology Equities fund tracking the S&P 500® Information Technology Index. Over the past 10 years, EPR returned 3.23%/yr vs 20.76%/yr for RSPT. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
EPR vs. RSPT - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 29.16% return, which is significantly lower than RSPT's 32.97% return. Over the past 10 years, EPR has underperformed RSPT with an annualized return of 3.23%, while RSPT has yielded a comparatively higher 20.76% annualized return.
EPR
- 1D
- -2.56%
- 1M
- 5.54%
- 6M
- 18.18%
- YTD
- 29.16%
- 1Y
- 20.51%
- 3Y*
- 19.52%
- 5Y*
- 12.03%
- 10Y*
- 3.23%
- ALL TIME*
- 11.75%
RSPT
- 1D
- 0.57%
- 1M
- -1.55%
- 6M
- 29.00%
- YTD
- 32.97%
- 1Y
- 48.80%
- 3Y*
- 26.40%
- 5Y*
- 15.76%
- 10Y*
- 20.76%
- ALL TIME*
- 14.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.74M | $40.64M | $39.39M | |
| $35.57M | $47.88M | $43.46M |
EPR vs. RSPT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 29.16% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
RSPT Invesco S&P 500 Equal Weight Technology ETF | 32.97% | 22.15% | 15.16% | 35.18% | -24.50% | 28.53% | 30.21% | 42.07% | -0.61% | 32.98% |
Correlation
The correlation between EPR and RSPT is -0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2006 | 0.39 |
The correlation between EPR and RSPT shifts across timeframes, from -0.07 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EPR vs. RSPT — Risk / Return Rank
EPR
RSPT
EPR vs. RSPT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) and Invesco S&P 500 Equal Weight Technology ETF (RSPT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EPR | RSPT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 3.48 | -2.43 |
| Martin ratioReturn relative to average drawdown | 2.70 | 10.14 | -7.44 |
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Drawdowns
EPR vs. RSPT - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, which is greater than RSPT's maximum drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for EPR and RSPT.
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Drawdown Indicators
| EPR | RSPT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -58.91% | -23.11% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -13.29% | -6.22% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -26.62% | +7.11% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -32.49% | -3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | -33.67% | -48.35% |
Current DrawdownCurrent decline from peak | -3.03% | -10.42% | +7.39% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -8.89% | -7.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.60% | 4.56% | +3.04% |
Volatility
EPR vs. RSPT - Volatility Comparison
The current volatility for EPR Properties (EPR) is 5.84%, while Invesco S&P 500 Equal Weight Technology ETF (RSPT) has a volatility of 7.20%. This indicates that EPR experiences smaller price fluctuations and is considered to be less risky than RSPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPR | RSPT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 7.20% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 16.52% | 20.62% | -4.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.85% | 24.95% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.62% | 24.73% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.48% | 24.00% | +18.48% |
Dividends
EPR vs. RSPT - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 5.82%, more than RSPT's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.82% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
RSPT Invesco S&P 500 Equal Weight Technology ETF | 0.27% | 0.39% | 0.44% | 0.56% | 0.71% | 0.50% | 1.29% | 0.92% | 0.98% | 0.84% | 1.16% | 1.18% |
Frequently Asked Questions
EPR and RSPT have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSPT has higher volatility (7.20%) compared to EPR (5.84%). In terms of maximum drawdown, EPR dropped -82.02% vs RSPT's -58.91%.
RSPT currently has the higher Sharpe Ratio (1.86 vs 0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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