RSPN vs. XLII

Last updated Jun 23, 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. Their correlation of 0.92 suggests significant overlap in exposure. 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

The year-to-date returns for both investments are quite close, with RSPN having a 11.03% return and XLII slightly higher at 11.30%.

RSPN

• 1D: 0.31%
• 1M: 4.48%
• YTD: 11.03%
• 6M: 9.28%
• 1Y: 22.27%
• 3Y*: 18.21%
• 5Y*: 12.23%
• 10Y*: 15.13%

XLII

• 1D: 0.39%
• 1M: 5.51%
• YTD: 11.30%
• 6M: 10.97%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RSPN vs. XLII - Yearly Performance Comparison

	2026 (YTD)	2025
RSPN Invesco S&P 500® Equal Weight Industrials ETF	11.03%	2.63%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	11.30%	6.30%

Correlation

The correlation between RSPN and XLII is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.92

RSPN vs. XLII - Sectors Allocation Comparison

Sectors	RSPN	XLII
Industrials	92.1%	93.8%
Technology	3.8%	5.9%
Consumer Cyclical	2.4%	0.3%
Utilities	1.6%	-
Financial Services	0.1%	100.8%
Basic Materials	-	-
Communication Services	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Real Estate	-	-

Return for Risk

RSPN vs. XLII — Risk / Return Rank

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

RSPN

RSPN Risk / Return Rank: 39
RSPN Sharpe Ratio Rank: 41
RSPN Sortino Ratio Rank: 41
RSPN Omega Ratio Rank: 37
RSPN Calmar Ratio Rank: 37
RSPN Martin Ratio Rank: 40

XLII

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

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	1.40	—	—
Sortino ratio: Return per unit of downside risk	2.04	—	—
Omega ratio: Gain probability vs. loss probability	1.24	—	—
Calmar ratio: Return relative to maximum drawdown	1.81	—	—
Martin ratio: Return relative to average drawdown	6.20	—	—

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%	—	—
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	-1.65%	0.00%	-1.65%
Average Drawdown Average peak-to-trough decline	-7.66%	-1.30%	-6.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.60%	—	—

Volatility

Volatility by Period

	RSPN	XLII	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.44%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.79%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.04%	12.12%	+3.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.26%	12.12%	+6.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.41%	12.12%	+8.29%

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 1.03%, less than XLII's 10.82% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RSPN Invesco S&P 500® Equal Weight Industrials ETF	1.03%	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	10.82%	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 0.92, 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 ETF is better, RSPN or XLII?

On fees, XLII is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

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 10.82%, compared with 1.03% 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.