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RSPH vs. BTEC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSPH vs. BTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) and Principal Healthcare Innovators Index ETF (BTEC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


RSPH

1D
0.81%
1M
2.49%
YTD
-2.71%
6M
-2.70%
1Y
8.70%
3Y*
3.21%
5Y*
2.54%
10Y*
7.94%

BTEC

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPH vs. BTEC - Yearly Performance Comparison


RSPH vs. BTEC - Sectors Allocation Comparison


Sectors
RSPH
BTEC

Healthcare

98.5%
99.4%

Financial Services

0.1%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Industrials

-

0.6%

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

RSPH
98.5%
BTEC
99.4%

Financial Services

RSPH
0.1%
BTEC

-

Basic Materials

RSPH

-

BTEC

-

Communication Services

RSPH

-

BTEC

-

Consumer Cyclical

RSPH

-

BTEC

-

Consumer Defensive

RSPH

-

BTEC

-

Energy

RSPH

-

BTEC

-

Industrials

RSPH

-

BTEC
0.6%

Real Estate

RSPH

-

BTEC

-

Technology

RSPH

-

BTEC

-

Utilities

RSPH

-

BTEC

-

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Return for Risk

RSPH vs. BTEC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSPH
RSPH Risk / Return Rank: 1818
Overall Rank
RSPH Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
RSPH Sortino Ratio Rank: 1818
Sortino Ratio Rank
RSPH Omega Ratio Rank: 1717
Omega Ratio Rank
RSPH Calmar Ratio Rank: 1919
Calmar Ratio Rank
RSPH Martin Ratio Rank: 1919
Martin Ratio Rank

BTEC
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.

RSPH vs. BTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Health Care ETF (RSPH) and Principal Healthcare Innovators Index ETF (BTEC). 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.


RSPHBTECDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.11

Calmar ratioReturn relative to maximum drawdown

0.80

Martin ratioReturn relative to average drawdown

2.01

RSPH vs. BTEC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RSPHBTECDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

Drawdowns

RSPH vs. BTEC - Drawdown Comparison

The maximum RSPH drawdown since its inception was -40.49%, which is greater than BTEC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for RSPH and BTEC.


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Drawdown Indicators


RSPHBTECDifference

Max Drawdown

Largest peak-to-trough decline

-40.49%

0.00%

-40.49%

Max Drawdown (1Y)

Largest decline over 1 year

-10.87%

Max Drawdown (3Y)

Largest decline over 3 years

-17.13%

Max Drawdown (5Y)

Largest decline over 5 years

-21.95%

Max Drawdown (10Y)

Largest decline over 10 years

-30.44%

Current Drawdown

Current decline from peak

-6.83%

0.00%

-6.83%

Average Drawdown

Average peak-to-trough decline

-6.14%

0.00%

-6.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.33%

Volatility

RSPH vs. BTEC - Volatility Comparison


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Volatility by Period


RSPHBTECDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

Volatility (6M)

Calculated over the trailing 6-month period

10.36%

Volatility (1Y)

Calculated over the trailing 1-year period

15.46%

0.00%

+15.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.26%

0.00%

+16.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.72%

0.00%

+17.72%

RSPH vs. BTEC - Expense Ratio Comparison

RSPH has a 0.40% expense ratio, which is lower than BTEC's 0.42% expense ratio.


Dividends

RSPH vs. BTEC - Dividend Comparison

RSPH's dividend yield for the trailing twelve months is around 0.73%, while BTEC has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
0.73%0.70%0.71%0.66%0.64%0.50%0.51%0.54%0.53%0.47%0.48%0.49%

Frequently Asked Questions


On fees, RSPH is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RSPH is cheaper with a 0.40% expense ratio, compared with 0.42% for BTEC.

RSPH has the higher dividend yield at 0.73%, compared with 0.00% for BTEC.

RSPH tracks S&P 500 Equal Weighted / Health Care -SEC, while BTEC tracks NASDAQ U.S. Health Care Innovators Index. They also come from different issuers: Invesco and Principal. Their fees differ too: 0.40% for RSPH and 0.42% for BTEC.

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