RSPM vs. XVV
Compare and contrast key facts about Invesco S&P 500® Equal Weight Materials ETF (RSPM) and iShares ESG Screened S&P 500 ETF (XVV).
RSPM and XVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPM is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Materials Index. It was launched on Nov 1, 2006. XVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Sustainablility Screened Index. It was launched on Sep 22, 2020. Both RSPM and XVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RSPM vs. XVV - Performance Comparison
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RSPM vs. XVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RSPM Invesco S&P 500® Equal Weight Materials ETF | 13.67% | 6.90% | -1.30% | 8.32% | -9.95% | 31.21% | 23.67% |
XVV iShares ESG Screened S&P 500 ETF | -6.38% | 17.53% | 25.87% | 29.78% | -21.46% | 29.19% | 16.13% |
Returns By Period
In the year-to-date period, RSPM achieves a 13.67% return, which is significantly higher than XVV's -6.38% return.
RSPM
- 1D
- 1.80%
- 1M
- -4.12%
- YTD
- 13.67%
- 6M
- 18.88%
- 1Y
- 23.99%
- 3Y*
- 7.99%
- 5Y*
- 6.34%
- 10Y*
- 11.14%
XVV
- 1D
- 2.93%
- 1M
- -5.54%
- YTD
- -6.38%
- 6M
- -3.96%
- 1Y
- 16.21%
- 3Y*
- 18.11%
- 5Y*
- 11.25%
- 10Y*
- —
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RSPM vs. XVV - Expense Ratio Comparison
RSPM has a 0.40% expense ratio, which is higher than XVV's 0.08% expense ratio.
Return for Risk
RSPM vs. XVV — Risk / Return Rank
RSPM
XVV
RSPM vs. XVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Materials ETF (RSPM) and iShares ESG Screened S&P 500 ETF (XVV). 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.
| RSPM | XVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.86 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.35 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.36 | +0.25 |
Martin ratioReturn relative to average drawdown | 5.31 | 5.89 | -0.58 |
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
| RSPM | XVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.86 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.64 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.84 | -0.45 |
Correlation
The correlation between RSPM and XVV is 0.65, 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.
Dividends
RSPM vs. XVV - Dividend Comparison
RSPM's dividend yield for the trailing twelve months is around 1.52%, more than XVV's 1.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPM Invesco S&P 500® Equal Weight Materials ETF | 1.52% | 2.06% | 2.04% | 2.05% | 2.19% | 1.43% | 1.57% | 1.81% | 1.83% | 1.50% | 1.28% | 1.57% |
XVV iShares ESG Screened S&P 500 ETF | 1.03% | 0.94% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RSPM vs. XVV - Drawdown Comparison
The maximum RSPM drawdown since its inception was -61.18%, which is greater than XVV's maximum drawdown of -27.20%. Use the drawdown chart below to compare losses from any high point for RSPM and XVV.
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Drawdown Indicators
| RSPM | XVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.18% | -27.20% | -33.98% |
Max Drawdown (1Y)Largest decline over 1 year | -15.67% | -12.41% | -3.26% |
Max Drawdown (5Y)Largest decline over 5 years | -27.19% | -27.20% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -39.84% | — | — |
Current DrawdownCurrent decline from peak | -5.87% | -7.97% | +2.10% |
Average DrawdownAverage peak-to-trough decline | -8.83% | -6.02% | -2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 2.86% | +1.88% |
Volatility
RSPM vs. XVV - Volatility Comparison
Invesco S&P 500® Equal Weight Materials ETF (RSPM) has a higher volatility of 6.48% compared to iShares ESG Screened S&P 500 ETF (XVV) at 5.63%. This indicates that RSPM's price experiences larger fluctuations and is considered to be riskier than XVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPM | XVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.63% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 10.05% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.71% | 19.04% | +3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 17.60% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 17.47% | +4.44% |