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IYJ vs. RSPN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IYJ vs. RSPN

Last updated Apr 2, 2026

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

IYJ and RSPN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYJ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Industrials Index. It was launched on Jul 14, 2000. 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 IYJ 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

IYJ vs. RSPN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Industrials ETF (IYJ) 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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IYJ vs. RSPN - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IYJ
iShares U.S. Industrials ETF		0.88%11.94%17.82%19.94%-13.53%17.02%17.37%32.27%-11.69%23.98%
RSPN
Invesco S&P 500® Equal Weight Industrials ETF		3.02%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, IYJ achieves a 0.88% return, which is significantly lower than RSPN's 3.02% return. Over the past 10 years, IYJ has underperformed RSPN with an annualized return of 12.01%, while RSPN has yielded a comparatively higher 14.02% annualized return.

IYJ

1D
1.13%
1M
-7.76%
YTD
0.88%
6M
2.65%
1Y
14.98%
3Y*
15.29%
5Y*
8.00%
10Y*
12.01%

RSPN

1D
1.11%
1M
-8.74%
YTD
3.02%
6M
4.40%
1Y
19.42%
3Y*
16.93%
5Y*
11.35%
10Y*
14.02%
*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 U.S. Industrials ETF

Invesco S&P 500® Equal Weight Industrials ETF

Often compared with IYJ:
IYJ vs. XLIIYJ vs. VISIYJ vs. EXIIYJ vs. FXRIYJ vs. EFIVIYJ vs. IYKIYJ vs. FXAIX
Often compared with RSPN:
RSPN vs. RSPRSPN vs. QQQRSPN vs. SPYRSPN vs. PKBRSPN vs. EQWLRSPN vs. IVESRSPN vs. BIS

IYJ vs. RSPN - Expense Ratio Comparison

IYJ has a 0.38% expense ratio, which is lower than RSPN's 0.40% expense ratio.

RSPN
Invesco S&P 500® Equal Weight Industrials ETF
IYJ
iShares U.S. Industrials ETF

Return for Risk

IYJ vs. RSPN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IYJ
IYJ Risk / Return Rank: 4141
Overall Rank
IYJ Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
IYJ Sortino Ratio Rank: 4040
Sortino Ratio Rank
IYJ Omega Ratio Rank: 3838
Omega Ratio Rank
IYJ Calmar Ratio Rank: 4444
Calmar Ratio Rank
IYJ Martin Ratio Rank: 4545
Martin Ratio Rank
RSPN
RSPN Risk / Return Rank: 5454
Overall Rank
RSPN Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
RSPN Sortino Ratio Rank: 5555
Sortino Ratio Rank
RSPN Omega Ratio Rank: 5050
Omega Ratio Rank
RSPN Calmar Ratio Rank: 5858
Calmar Ratio Rank
RSPN Martin Ratio Rank: 5858
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.

IYJ vs. RSPN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Industrials ETF (IYJ) 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.

IYJRSPNDifference

Sharpe ratio

Return per unit of total volatility

0.76

0.97

-0.21

Sortino ratio

Return per unit of downside risk

1.19

1.49

-0.30

Omega ratio

Gain probability vs. loss probability

1.16

1.20

-0.04

Calmar ratio

Return relative to maximum drawdown

1.21

1.56

-0.35

Martin ratio

Return relative to average drawdown

4.57

5.99

-1.42

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

IYJ vs. RSPN - Sharpe Ratio Comparison

The current IYJ Sharpe Ratio is 0.76, which is comparable to the RSPN Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of IYJ 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

IYJRSPNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

0.97

-0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.63

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.69

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.52

-0.15

Correlation

The correlation between IYJ and RSPN is 0.88, 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

IYJ vs. RSPN - Dividend Comparison

IYJ's dividend yield for the trailing twelve months is around 0.82%, less than RSPN's 0.85% yield.

TTM20252024202320222021202020192018201720162015
IYJ
iShares U.S. Industrials ETF		0.82%0.83%0.88%1.05%1.05%0.76%1.01%1.32%1.43%1.29%1.38%1.53%
RSPN
Invesco S&P 500® Equal Weight Industrials ETF		0.85%0.86%0.98%1.06%1.09%0.70%0.96%1.33%1.49%1.12%1.31%1.51%

Drawdowns

IYJ vs. RSPN - Drawdown Comparison

The maximum IYJ drawdown since its inception was -61.97%, roughly equal to the maximum RSPN drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for IYJ and RSPN.

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Drawdown Indicators

IYJRSPNDifference

Max Drawdown

Largest peak-to-trough decline

-61.97%

-59.61%

-2.36%

Max Drawdown (1Y)

Largest decline over 1 year

-12.83%

-12.85%

+0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-26.24%

-21.88%

-4.36%

Max Drawdown (10Y)

Largest decline over 10 years

-40.20%

-42.02%

+1.82%

Current Drawdown

Current decline from peak

-7.76%

-8.74%

+0.98%

Average Drawdown

Average peak-to-trough decline

-11.27%

-7.69%

-3.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

3.35%

+0.06%

Volatility

IYJ vs. RSPN - Volatility Comparison

iShares U.S. Industrials ETF (IYJ) and Invesco S&P 500® Equal Weight Industrials ETF (RSPN) have volatilities of 6.10% and 6.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IYJRSPNDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.10%

6.07%

+0.03%

Volatility (6M)

Calculated over the trailing 6-month period

11.54%

11.59%

-0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

19.71%

20.12%

-0.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.94%

18.09%

-0.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.81%

20.30%

-0.49%