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EXI vs. RSPN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

EXI vs. RSPN

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Global Industrials ETF (EXI) and Invesco S&P 500® Equal Weight Industrials ETF (RSPN).

EXI and RSPN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXI is a passively managed fund by iShares that tracks the performance of the S&P Global 1200 / Industrials -SEC. It was launched on Sep 12, 2006. RSPN is a passively managed fund by Invesco that tracks the performance of the S&P 500® Equal Weight Industrials Index. It was launched on Jan 11, 2006. Both EXI and RSPN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

EXI vs. RSPN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Industrials ETF (EXI) and Invesco S&P 500® Equal Weight Industrials ETF (RSPN). The values are adjusted to include any dividend payments, if applicable.

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EXI vs. RSPN - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
EXI
iShares Global Industrials ETF		3.23%25.88%12.47%22.04%-12.36%17.37%11.33%27.13%-14.41%25.16%
RSPN
Invesco S&P 500® Equal Weight Industrials ETF		1.89%13.84%17.63%22.32%-8.79%26.07%18.07%33.17%-13.23%23.22%

Returns By Period

In the year-to-date period, EXI achieves a 3.23% return, which is significantly higher than RSPN's 1.89% return. Over the past 10 years, EXI has underperformed RSPN with an annualized return of 11.79%, while RSPN has yielded a comparatively higher 13.90% annualized return.

EXI

1D
3.33%
1M
-9.43%
YTD
3.23%
6M
5.36%
1Y
26.25%
3Y*
18.50%
5Y*
10.87%
10Y*
11.79%

RSPN

1D
2.99%
1M
-9.20%
YTD
1.89%
6M
3.02%
1Y
18.74%
3Y*
16.50%
5Y*
11.11%
10Y*
13.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Global Industrials ETF

Invesco S&P 500® Equal Weight Industrials ETF

Often compared with EXI:
EXI vs. XLIEXI vs. FIDUEXI vs. IYJEXI vs. PSCCEXI vs. SPYEXI vs. KXIEXI vs. IEFA
Often compared with RSPN:
RSPN vs. RSPRSPN vs. QQQRSPN vs. SPYRSPN vs. PKBRSPN vs. EQWLRSPN vs. IVESRSPN vs. BIS

EXI vs. RSPN - Expense Ratio Comparison

EXI has a 0.43% expense ratio, which is higher than RSPN's 0.40% expense ratio.

EXI
iShares Global Industrials ETF
RSPN
Invesco S&P 500® Equal Weight Industrials ETF

Return for Risk

EXI vs. RSPN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EXI
EXI Risk / Return Rank: 7979
Overall Rank
EXI Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
EXI Sortino Ratio Rank: 8080
Sortino Ratio Rank
EXI Omega Ratio Rank: 7878
Omega Ratio Rank
EXI Calmar Ratio Rank: 7979
Calmar Ratio Rank
EXI Martin Ratio Rank: 8181
Martin Ratio Rank
RSPN
RSPN Risk / Return Rank: 5858
Overall Rank
RSPN Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
RSPN Sortino Ratio Rank: 5757
Sortino Ratio Rank
RSPN Omega Ratio Rank: 5353
Omega Ratio Rank
RSPN Calmar Ratio Rank: 6262
Calmar Ratio Rank
RSPN Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXI vs. RSPN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Industrials ETF (EXI) and Invesco S&P 500® Equal Weight Industrials ETF (RSPN). 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.

EXIRSPNDifference

Sharpe ratio

Return per unit of total volatility

1.40

0.94

+0.46

Sortino ratio

Return per unit of downside risk

2.01

1.45

+0.56

Omega ratio

Gain probability vs. loss probability

1.29

1.19

+0.09

Calmar ratio

Return relative to maximum drawdown

2.10

1.51

+0.59

Martin ratio

Return relative to average drawdown

8.59

5.88

+2.71

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EXI vs. RSPN - Sharpe Ratio Comparison

The current EXI Sharpe Ratio is 1.40, which is higher than the RSPN Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of EXI and RSPN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

EXIRSPNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

0.94

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.62

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.69

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.51

-0.11

Correlation

The correlation between EXI and RSPN is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

EXI vs. RSPN - Dividend Comparison

EXI's dividend yield for the trailing twelve months is around 1.28%, more than RSPN's 0.86% yield.

TTM20252024202320222021202020192018201720162015
EXI
iShares Global Industrials ETF		1.28%1.32%1.47%1.84%1.63%1.42%1.26%1.72%2.21%1.48%1.75%1.95%
RSPN
Invesco S&P 500® Equal Weight Industrials ETF		0.86%0.86%0.98%1.06%1.09%0.70%0.96%1.33%1.49%1.12%1.31%1.51%

Drawdowns

EXI vs. RSPN - Drawdown Comparison

The maximum EXI drawdown since its inception was -62.60%, which is greater than RSPN's maximum drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for EXI and RSPN.

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Drawdown Indicators

EXIRSPNDifference

Max Drawdown

Largest peak-to-trough decline

-62.60%

-59.61%

-2.99%

Max Drawdown (1Y)

Largest decline over 1 year

-12.35%

-12.85%

+0.50%

Max Drawdown (5Y)

Largest decline over 5 years

-27.23%

-21.88%

-5.35%

Max Drawdown (10Y)

Largest decline over 10 years

-39.56%

-42.02%

+2.46%

Current Drawdown

Current decline from peak

-9.43%

-9.74%

+0.31%

Average Drawdown

Average peak-to-trough decline

-10.02%

-7.69%

-2.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.03%

3.30%

-0.27%

Volatility

EXI vs. RSPN - Volatility Comparison

iShares Global Industrials ETF (EXI) has a higher volatility of 7.38% compared to Invesco S&P 500® Equal Weight Industrials ETF (RSPN) at 5.96%. This indicates that EXI's price experiences larger fluctuations and is considered to be riskier than RSPN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

EXIRSPNDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.38%

5.96%

+1.42%

Volatility (6M)

Calculated over the trailing 6-month period

11.68%

11.55%

+0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

18.83%

20.10%

-1.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.73%

18.09%

-1.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.27%

20.30%

-2.03%