RSPF vs. VGT
Compare and contrast key facts about Invesco S&P 500 Equal Weight Financials ETF (RSPF) and Vanguard Information Technology ETF (VGT).
RSPF and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPF is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Financials -SEC. It was launched on Nov 1, 2006. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both RSPF and VGT 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: RSPF or VGT.
Correlation
The correlation between RSPF and VGT is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RSPF vs. VGT - Performance Comparison
Key characteristics
RSPF:
1.95
VGT:
1.55
RSPF:
2.77
VGT:
2.05
RSPF:
1.35
VGT:
1.28
RSPF:
2.53
VGT:
2.18
RSPF:
10.08
VGT:
7.80
RSPF:
2.83%
VGT:
4.26%
RSPF:
14.63%
VGT:
21.45%
RSPF:
-81.32%
VGT:
-54.63%
RSPF:
-6.96%
VGT:
-2.41%
Returns By Period
In the year-to-date period, RSPF achieves a 25.64% return, which is significantly lower than VGT's 31.34% return. Over the past 10 years, RSPF has underperformed VGT with an annualized return of 10.80%, while VGT has yielded a comparatively higher 20.77% annualized return.
RSPF
25.64%
-3.29%
18.90%
27.12%
11.40%
10.80%
VGT
31.34%
2.11%
9.77%
31.45%
22.00%
20.77%
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RSPF vs. VGT - Expense Ratio Comparison
RSPF has a 0.40% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
RSPF vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Financials ETF (RSPF) and Vanguard Information Technology ETF (VGT). 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
RSPF vs. VGT - Dividend Comparison
RSPF's dividend yield for the trailing twelve months is around 1.21%, more than VGT's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPF Invesco S&P 500 Equal Weight Financials ETF | 1.21% | 2.16% | 1.95% | 1.56% | 2.23% | 1.85% | 2.51% | 1.28% | 0.88% | 2.17% | 1.61% | 1.56% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
RSPF vs. VGT - Drawdown Comparison
The maximum RSPF drawdown since its inception was -81.32%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for RSPF and VGT. For additional features, visit the drawdowns tool.
Volatility
RSPF vs. VGT - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Financials ETF (RSPF) is 4.67%, while Vanguard Information Technology ETF (VGT) has a volatility of 5.62%. This indicates that RSPF experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.