RSPR vs. IFRA
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) and IFRA (iShares U.S. Infrastructure ETF) are both exchange-traded funds - RSPR is a REIT fund tracking the S&P 500 Equal Weighted / Real Estate - SEC, while IFRA is a Industrials Equities fund tracking the NYSE FactSet U.S. Infrastructure Index. Both are passively managed. Over the past 5 years, RSPR returned 2.40%/yr vs 13.03%/yr for IFRA. A 0.66 correlation means they provide meaningful diversification when combined. RSPR charges 0.40%/yr vs 0.30%/yr for IFRA.
Performance
RSPR vs. IFRA - Performance Comparison
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Returns By Period
In the year-to-date period, RSPR achieves a 7.75% return, which is significantly lower than IFRA's 16.86% return.
RSPR
- 1D
- -0.06%
- 1M
- 1.06%
- YTD
- 7.75%
- 6M
- 8.11%
- 1Y
- 5.65%
- 3Y*
- 8.85%
- 5Y*
- 2.40%
- 10Y*
- 6.22%
IFRA
- 1D
- 0.20%
- 1M
- -1.29%
- YTD
- 16.86%
- 6M
- 16.28%
- 1Y
- 28.44%
- 3Y*
- 20.10%
- 5Y*
- 13.03%
- 10Y*
- —
RSPR vs. IFRA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 7.75% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | 2.17% |
IFRA iShares U.S. Infrastructure ETF | 16.86% | 15.90% | 17.02% | 13.42% | -3.32% | 29.81% | 7.37% | 27.00% | -8.57% |
Correlation
The correlation between RSPR and IFRA is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2018 | 0.66 |
The correlation between RSPR and IFRA has been stable across timeframes, ranging from 0.61 to 0.70 - a consistent structural relationship.
RSPR vs. IFRA - Sectors Allocation Comparison
Sectors
RSPR
IFRA
Real Estate
-
Basic Materials
Financial Services
-
Communication Services
-
-
Consumer Cyclical
-
Consumer Defensive
-
Energy
-
Healthcare
-
-
Industrials
-
Technology
-
-
Utilities
-
Real Estate
RSPR
IFRA
-
Basic Materials
RSPR
IFRA
Financial Services
RSPR
IFRA
-
Communication Services
RSPR
-
IFRA
-
Consumer Cyclical
RSPR
-
IFRA
Consumer Defensive
RSPR
-
IFRA
Energy
RSPR
-
IFRA
Healthcare
RSPR
-
IFRA
-
Industrials
RSPR
-
IFRA
Technology
RSPR
-
IFRA
-
Utilities
RSPR
-
IFRA
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Return for Risk
RSPR vs. IFRA — Risk / Return Rank
RSPR
IFRA
RSPR vs. IFRA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and iShares U.S. Infrastructure ETF (IFRA). 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.
| RSPR | IFRA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.94 | -1.53 |
Sortino ratioReturn per unit of downside risk | 0.64 | 2.85 | -2.21 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.33 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 3.40 | -2.75 |
Martin ratioReturn relative to average drawdown | 1.44 | 12.70 | -11.26 |
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
| RSPR | IFRA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.94 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.73 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.63 | -0.34 |
Drawdowns
RSPR vs. IFRA - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, roughly equal to the maximum IFRA drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for RSPR and IFRA.
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Drawdown Indicators
| RSPR | IFRA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -41.06% | -0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -8.40% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | -19.93% | +2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -19.93% | -13.10% |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | — | — |
Current DrawdownCurrent decline from peak | -4.30% | -2.66% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -5.14% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 2.25% | +1.69% |
Volatility
RSPR vs. IFRA - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is 3.69%, while iShares U.S. Infrastructure ETF (IFRA) has a volatility of 4.89%. This indicates that RSPR experiences smaller price fluctuations and is considered to be less risky than IFRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPR | IFRA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 4.89% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 11.32% | -1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.02% | 14.79% | -0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 17.92% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 21.38% | -0.01% |
RSPR vs. IFRA - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than IFRA's 0.30% expense ratio.
Dividends
RSPR vs. IFRA - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.68%, more than IFRA's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFRA iShares U.S. Infrastructure ETF | 1.59% | 1.84% | 1.75% | 1.98% | 1.98% | 1.63% | 2.08% | 1.68% | 2.50% | 0.00% | 0.00% | 0.00% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.68% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
Frequently Asked Questions
RSPR and IFRA have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IFRA has higher volatility (4.89%) compared to RSPR (3.69%). In terms of maximum drawdown, RSPR dropped -41.96% vs IFRA's -41.06%.
On 5-year performance, IFRA leads with 13.03% vs 2.40% for RSPR. On fees, IFRA is cheaper at 0.30% per year. On volatility, RSPR has been the lower-risk option at 3.69%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IFRA has performed better with a 13.03% return vs 2.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IFRA is cheaper with a 0.30% expense ratio, compared with 0.40% for RSPR.
RSPR has the higher dividend yield at 2.68%, compared with 1.59% for IFRA.
RSPR is categorized as REIT, while IFRA is Industrials Equities. RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC, while IFRA tracks NYSE FactSet U.S. Infrastructure Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.40% for RSPR and 0.30% for IFRA.
IFRA currently has the higher Sharpe Ratio (1.94 vs 0.40), 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.
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