RSPD vs. IEDI
Compare and contrast key facts about Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) and iShares Evolved U.S. Discretionary Spending ETF (IEDI).
RSPD and IEDI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPD is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Consumer Discretionary -SEC. It was launched on Nov 1, 2006. IEDI is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Performance
RSPD vs. IEDI - Performance Comparison
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RSPD vs. IEDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF | -5.92% | 7.98% | 13.37% | 22.55% | -24.03% | 28.75% | 11.43% | 25.88% | -5.87% |
IEDI iShares Evolved U.S. Discretionary Spending ETF | -1.55% | 4.05% | 22.11% | 24.32% | -23.17% | 21.19% | 29.83% | 31.07% | 0.71% |
Returns By Period
In the year-to-date period, RSPD achieves a -5.92% return, which is significantly lower than IEDI's -1.55% return.
RSPD
- 1D
- 2.92%
- 1M
- -9.04%
- YTD
- -5.92%
- 6M
- -6.83%
- 1Y
- 8.38%
- 3Y*
- 9.02%
- 5Y*
- 3.50%
- 10Y*
- 7.36%
IEDI
- 1D
- 1.94%
- 1M
- -6.33%
- YTD
- -1.55%
- 6M
- -3.49%
- 1Y
- 6.91%
- 3Y*
- 13.88%
- 5Y*
- 6.69%
- 10Y*
- —
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RSPD vs. IEDI - Expense Ratio Comparison
RSPD has a 0.40% expense ratio, which is higher than IEDI's 0.18% expense ratio.
Return for Risk
RSPD vs. IEDI — Risk / Return Rank
RSPD
IEDI
RSPD vs. IEDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) and iShares Evolved U.S. Discretionary Spending ETF (IEDI). 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.
| RSPD | IEDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.41 | -0.03 |
Sortino ratioReturn per unit of downside risk | 0.73 | 0.75 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.09 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.79 | -0.11 |
Martin ratioReturn relative to average drawdown | 1.98 | 2.35 | -0.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RSPD | IEDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.41 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.37 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.62 | -0.29 |
Correlation
The correlation between RSPD and IEDI is 0.84, 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
RSPD vs. IEDI - Dividend Comparison
RSPD's dividend yield for the trailing twelve months is around 1.05%, more than IEDI's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF | 1.05% | 1.08% | 0.84% | 1.09% | 0.99% | 0.53% | 0.81% | 1.59% | 1.67% | 1.45% | 1.27% | 1.37% |
IEDI iShares Evolved U.S. Discretionary Spending ETF | 0.98% | 0.95% | 0.90% | 1.13% | 3.38% | 0.70% | 0.83% | 2.07% | 1.57% | 0.00% | 0.00% | 0.00% |
Drawdowns
RSPD vs. IEDI - Drawdown Comparison
The maximum RSPD drawdown since its inception was -68.00%, which is greater than IEDI's maximum drawdown of -30.60%. Use the drawdown chart below to compare losses from any high point for RSPD and IEDI.
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Drawdown Indicators
| RSPD | IEDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.00% | -30.60% | -37.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -10.57% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -29.79% | -4.62% |
Max Drawdown (10Y)Largest decline over 10 years | -48.00% | — | — |
Current DrawdownCurrent decline from peak | -10.61% | -7.31% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -10.72% | -6.98% | -3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 3.57% | +1.08% |
Volatility
RSPD vs. IEDI - Volatility Comparison
Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) has a higher volatility of 6.40% compared to iShares Evolved U.S. Discretionary Spending ETF (IEDI) at 4.85%. This indicates that RSPD's price experiences larger fluctuations and is considered to be riskier than IEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPD | IEDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 4.85% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | 9.84% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 17.06% | +5.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.01% | 18.15% | +3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.02% | 19.52% | +3.50% |