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RSPR vs. IFRA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSPR vs. IFRA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and iShares U.S. Infrastructure ETF (IFRA). The values are adjusted to include any dividend payments, if applicable.

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

RSPR vs. IFRA - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
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

96.9%

-

Basic Materials

3.1%
14.7%

Financial Services

0.0%

-

Communication Services

-

-

Consumer Cyclical

-

0.0%

Consumer Defensive

-

0.0%

Energy

-

7.9%

Healthcare

-

-

Industrials

-

39.4%

Technology

-

-

Utilities

-

37.7%

Real Estate

RSPR
96.9%
IFRA

-

Basic Materials

RSPR
3.1%
IFRA
14.7%

Financial Services

RSPR
0.0%
IFRA

-

Communication Services

RSPR

-

IFRA

-

Consumer Cyclical

RSPR

-

IFRA
0.0%

Consumer Defensive

RSPR

-

IFRA
0.0%

Energy

RSPR

-

IFRA
7.9%

Healthcare

RSPR

-

IFRA

-

Industrials

RSPR

-

IFRA
39.4%

Technology

RSPR

-

IFRA

-

Utilities

RSPR

-

IFRA
37.7%

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Return for Risk

RSPR vs. IFRA — Risk / Return Rank

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

RSPR
RSPR Risk / Return Rank: 1515
Overall Rank
RSPR Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
RSPR Sortino Ratio Rank: 1414
Sortino Ratio Rank
RSPR Omega Ratio Rank: 1414
Omega Ratio Rank
RSPR Calmar Ratio Rank: 1717
Calmar Ratio Rank
RSPR Martin Ratio Rank: 1616
Martin Ratio Rank

IFRA
IFRA Risk / Return Rank: 6060
Overall Rank
IFRA Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
IFRA Sortino Ratio Rank: 5959
Sortino Ratio Rank
IFRA Omega Ratio Rank: 5252
Omega Ratio Rank
IFRA Calmar Ratio Rank: 6767
Calmar Ratio Rank
IFRA Martin Ratio Rank: 6868
Martin Ratio Rank
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.

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.


RSPRIFRADifference

Sharpe ratio

Return per unit of total volatility

0.40

1.94

-1.53

Sortino ratio

Return per unit of downside risk

0.64

2.85

-2.21

Omega ratio

Gain probability vs. loss probability

1.08

1.33

-0.25

Calmar ratio

Return relative to maximum drawdown

0.65

3.40

-2.75

Martin ratio

Return relative to average drawdown

1.44

12.70

-11.26

RSPR vs. IFRA - Sharpe Ratio Comparison

The current RSPR Sharpe Ratio is 0.40, which is lower than the IFRA Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of RSPR and IFRA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RSPRIFRADifference

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


RSPRIFRADifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-4.30%

-2.66%

-1.64%

Average Drawdown

Average peak-to-trough decline

-9.40%

-5.14%

-4.26%

Ulcer Index

Depth 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


RSPRIFRADifference

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.


PositionTTM20252024202320222021202020192018201720162015
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.

Portfolio Optimizer

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