RSPN vs. XLII

Last updated Aug 2, 2026

RSPN (Invesco S&P 500® Equal Weight Industrials ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RSPN is a Industrials Equities fund tracking the S&P 500® Equal Weight Industrials Index, while XLII is a Derivative Income fund actively managed by State Street. RSPN is passively managed, while XLII is actively managed. Over the past year, RSPN returned 16.51% vs 20.71% for XLII. Their correlation of 0.91 means they have usually moved in the same direction. RSPN charges 0.40%/yr vs 0.35%/yr for XLII.

Performance

RSPN vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500® Equal Weight Industrials ETF (RSPN) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSPN achieves a 11.17% return, which is significantly lower than XLII's 11.91% return.

RSPN

• 1D: 0.53%
• 1M: -2.05%
• 6M: 4.96%
• YTD: 11.17%
• 1Y: 16.51%
• 3Y*: 15.49%
• 5Y*: 11.67%
• 10Y*: 14.49%
• ALL TIME*: 11.48%

XLII

• 1D: 0.96%
• 1M: -0.49%
• 6M: 8.98%
• YTD: 11.91%
• 1Y: 20.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 18.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RSPN Invesco S&P 500® Equal Weight Industrials ETF	$7.22M	$5.89M	$7.57M
XLII State Street Industrial Select Sector SPDR Premium Income ETF	$449.50K	$324.22K	$213.70K

RSPN vs. XLII - Yearly Performance Comparison

	2026 (YTD)	2025
RSPN Invesco S&P 500® Equal Weight Industrials ETF	11.17%	2.63%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	11.91%	6.30%

Correlation

The correlation between RSPN and XLII is 0.91, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.91
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.91

The correlation between RSPN and XLII has been stable across timeframes, ranging from 0.91 to 0.91 - a consistent structural relationship.

RSPN vs. XLII - Sectors Allocation Comparison

Sectors	RSPN	XLII
Industrials	86.7%	93.8%
Technology	7.1%	5.9%
Basic Materials	3.6%	-
Utilities	1.4%	-
Consumer Cyclical	1.0%	0.3%
Financial Services	0.1%	100.8%
Communication Services	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Real Estate	-	-

Return for Risk

RSPN vs. XLII — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RSPN

RSPN Risk / Return Rank: 36
RSPN Sharpe Ratio Rank: 36
RSPN Sortino Ratio Rank: 36
RSPN Omega Ratio Rank: 34
RSPN Calmar Ratio Rank: 35
RSPN Martin Ratio Rank: 38

XLII

XLII Risk / Return Rank: 66
XLII Sharpe Ratio Rank: 69
XLII Sortino Ratio Rank: 68
XLII Omega Ratio Rank: 69
XLII Calmar Ratio Rank: 54
XLII Martin Ratio Rank: 70

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RSPN vs. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Industrials ETF (RSPN) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	RSPN	XLII	Difference
Sharpe ratio: Return per unit of total volatility	0.89	1.59	-0.69
Sortino ratio: Return per unit of downside risk	1.35	2.26	-0.91
Omega ratio: Gain probability vs. loss probability	1.16	1.29	-0.13
Calmar ratio: Return relative to maximum drawdown	1.18	1.93	-0.75
Martin ratio: Return relative to average drawdown	4.03	8.68	-4.65

RSPN vs. XLII - Sharpe Ratio Comparison

The current RSPN Sharpe Ratio is 0.89, which is lower than the XLII Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of RSPN and XLII, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RSPN vs. XLII - Drawdown Comparison

The maximum RSPN drawdown since its inception was -59.61%, which is greater than XLII's maximum drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for RSPN and XLII.

Drawdown Indicators

	RSPN	XLII	Difference
Max Drawdown Largest peak-to-trough decline	-59.61%	-10.10%	-49.51%
Max Drawdown (1Y) Largest decline over 1 year	-12.36%	-10.10%	-2.26%
Max Drawdown (3Y) Largest decline over 3 years	-20.89%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-21.88%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.02%	—	—
Current Drawdown Current decline from peak	-2.50%	-1.32%	-1.18%
Average Drawdown Average peak-to-trough decline	-7.63%	-1.28%	-6.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.62%	2.24%	+1.38%

Volatility

RSPN vs. XLII - Volatility Comparison

Invesco S&P 500® Equal Weight Industrials ETF (RSPN) has a higher volatility of 4.54% compared to State Street Industrial Select Sector SPDR Premium Income ETF (XLII) at 3.82%. This indicates that RSPN's price experiences larger fluctuations and is considered to be riskier than XLII based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSPN	XLII	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.54%	3.82%	+0.72%
Volatility (6M) Calculated over the trailing 6-month period	12.97%	10.44%	+2.53%
Volatility (1Y) Calculated over the trailing 1-year period	16.33%	12.25%	+4.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.28%	12.23%	+6.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.34%	12.23%	+8.11%

RSPN vs. XLII - Expense Ratio Comparison

RSPN has a 0.40% expense ratio, which is higher than XLII's 0.35% expense ratio.

Dividends

RSPN vs. XLII - Dividend Comparison

RSPN's dividend yield for the trailing twelve months is around 0.83%, less than XLII's 12.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RSPN Invesco S&P 500® Equal Weight Industrials ETF	0.83%	0.86%	0.98%	1.06%	1.09%	0.70%	0.96%	1.33%	1.49%	1.12%	1.31%	1.51%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	12.08%	5.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSPN and XLII in my portfolio?

With a correlation of 0.91, RSPN and XLII move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, RSPN or XLII?

RSPN has higher volatility (4.54%) compared to XLII (3.82%). In terms of maximum drawdown, RSPN dropped -59.61% vs XLII's -10.10%.

Which ETF is better, RSPN or XLII?

On 1-year performance, XLII leads with 20.71% vs 16.51% for RSPN. On fees, XLII is cheaper at 0.35% per year. On volatility, XLII has been the lower-risk option at 3.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSPN or XLII?

Over the 1-year period, XLII has performed better with a 20.71% return vs 16.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSPN or XLII?

XLII is cheaper with a 0.35% expense ratio, compared with 0.40% for RSPN.

Which ETF pays a higher dividend yield, RSPN or XLII?

XLII has the higher dividend yield at 12.08%, compared with 0.83% for RSPN.

What is the main difference between RSPN and XLII?

RSPN is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: Invesco and State Street. Their fees differ too: 0.40% for RSPN and 0.35% for XLII.

Which has better risk-adjusted returns?

XLII currently has the higher Sharpe Ratio (1.59 vs 0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.