PECO vs. RSPT
PECO (Phillips Edison & Company, Inc.) 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 5 years, PECO returned 12.47%/yr vs 15.76%/yr for RSPT. Their 0.28 correlation means their historical movements had little consistent relationship.
Performance
PECO vs. RSPT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PECO achieves a 21.80% return, which is significantly lower than RSPT's 32.97% return.
PECO
- 1D
- 0.12%
- 1M
- 1.28%
- 6M
- 19.21%
- YTD
- 21.80%
- 1Y
- 31.23%
- 3Y*
- 9.87%
- 5Y*
- 12.47%
- 10Y*
- —
- ALL TIME*
- 12.36%
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) |
|---|---|---|---|
| $41.05M | $36.52M | $42.62M | |
| $35.57M | $47.88M | $43.46M |
PECO vs. RSPT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PECO Phillips Edison & Company, Inc. | 21.80% | -1.59% | 6.20% | 18.53% | -0.33% | 19.67% |
RSPT Invesco S&P 500 Equal Weight Technology ETF | 32.97% | 22.15% | 15.16% | 35.18% | -24.50% | 11.33% |
Correlation
The correlation between PECO and RSPT is -0.10, 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. | -0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2021 | 0.28 |
The correlation between PECO and RSPT shifts across timeframes, from -0.10 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PECO vs. RSPT — Risk / Return Rank
PECO
RSPT
PECO vs. RSPT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) 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.
| PECO | RSPT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.30 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.92 | 3.48 | +0.44 |
| Martin ratioReturn relative to average drawdown | 9.98 | 10.14 | -0.15 |
Loading charts...
Drawdowns
PECO vs. RSPT - Drawdown Comparison
The maximum PECO drawdown since its inception was -23.11%, smaller than the maximum RSPT drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for PECO and RSPT.
Loading charts...
Drawdown Indicators
| PECO | RSPT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.11% | -58.91% | +35.80% |
Max Drawdown (1Y)Largest decline over 1 year | -7.74% | -13.29% | +5.55% |
Max Drawdown (3Y)Largest decline over 3 years | -15.78% | -26.62% | +10.84% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -32.49% | +9.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.67% | — |
Current DrawdownCurrent decline from peak | -3.45% | -10.42% | +6.97% |
Average DrawdownAverage peak-to-trough decline | -6.34% | -8.89% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 4.56% | -1.52% |
Volatility
PECO vs. RSPT - Volatility Comparison
The current volatility for Phillips Edison & Company, Inc. (PECO) is 5.31%, while Invesco S&P 500 Equal Weight Technology ETF (RSPT) has a volatility of 7.20%. This indicates that PECO 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.
Loading charts...
Volatility by Period
| PECO | RSPT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 7.20% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 11.85% | 20.62% | -8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 24.95% | -9.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.48% | 24.73% | -2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.48% | 24.00% | -1.52% |
Dividends
PECO vs. RSPT - Dividend Comparison
PECO's dividend yield for the trailing twelve months is around 3.04%, more than RSPT's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PECO Phillips Edison & Company, Inc. | 3.04% | 3.52% | 3.18% | 3.12% | 3.43% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
PECO and RSPT have a correlation of -0.10, 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 PECO (5.31%). In terms of maximum drawdown, PECO dropped -23.11% vs RSPT's -58.91%.
PECO currently has the higher Sharpe Ratio (1.96 vs 1.86), 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.
Find the right allocation for PECO and RSPT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer