RHS vs. XLP
Compare and contrast key facts about Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Consumer Staples Select Sector SPDR Fund (XLP).
RHS and XLP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RHS is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Consumer Staples -SEC. It was launched on Nov 1, 2006. XLP is a passively managed fund by State Street that tracks the performance of the Consumer Staples Select Sector Index. It was launched on Dec 16, 1998. Both RHS and XLP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RHS or XLP.
Performance
RHS vs. XLP - Performance Comparison
Returns By Period
In the year-to-date period, RHS achieves a -0.32% return, which is significantly lower than XLP's 13.64% return. Over the past 10 years, RHS has underperformed XLP with an annualized return of 5.53%, while XLP has yielded a comparatively higher 8.02% annualized return.
RHS
-0.32%
-3.65%
-3.29%
4.97%
4.21%
5.53%
XLP
13.64%
-1.63%
4.41%
18.41%
8.39%
8.02%
Key characteristics
| RHS | XLP | |
|---|---|---|
| Sharpe Ratio | 0.47 | 1.85 |
| Sortino Ratio | 0.75 | 2.66 |
| Omega Ratio | 1.08 | 1.32 |
| Calmar Ratio | 0.11 | 1.87 |
| Martin Ratio | 1.66 | 10.94 |
| Ulcer Index | 3.20% | 1.72% |
| Daily Std Dev | 11.30% | 10.13% |
| Max Drawdown | -80.64% | -35.89% |
| Current Drawdown | -44.22% | -4.29% |
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RHS vs. XLP - Expense Ratio Comparison
RHS has a 0.40% expense ratio, which is higher than XLP's 0.13% expense ratio.
Correlation
The correlation between RHS and XLP 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.
Risk-Adjusted Performance
RHS vs. XLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Consumer Staples Select Sector SPDR Fund (XLP). 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.
Dividends
RHS vs. XLP - Dividend Comparison
RHS's dividend yield for the trailing twelve months is around 2.95%, more than XLP's 2.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RHS Invesco S&P 500® Equal Weight Consumer Staples ETF | 2.95% | 2.78% | 2.31% | 2.07% | 2.14% | 2.12% | 0.59% | 0.00% | 0.00% | 0.00% | 1.74% | 1.54% |
XLP Consumer Staples Select Sector SPDR Fund | 2.63% | 2.63% | 2.47% | 2.28% | 2.50% | 2.57% | 3.04% | 2.62% | 2.53% | 2.53% | 2.40% | 2.39% |
Drawdowns
RHS vs. XLP - Drawdown Comparison
The maximum RHS drawdown since its inception was -80.64%, which is greater than XLP's maximum drawdown of -35.89%. Use the drawdown chart below to compare losses from any high point for RHS and XLP. For additional features, visit the drawdowns tool.
Volatility
RHS vs. XLP - Volatility Comparison
The current volatility for Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) is 2.78%, while Consumer Staples Select Sector SPDR Fund (XLP) has a volatility of 2.94%. This indicates that RHS experiences smaller price fluctuations and is considered to be less risky than XLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.