RSPR vs. SPY
Compare and contrast key facts about Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and SPDR S&P 500 ETF (SPY).
RSPR and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPR is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Real Estate - SEC. It was launched on Aug 12, 2015. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both RSPR and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPR or SPY.
Correlation
The correlation between RSPR and SPY is 0.53, 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.
Performance
RSPR vs. SPY - Performance Comparison
Key characteristics
RSPR:
0.41
SPY:
1.99
RSPR:
0.66
SPY:
2.66
RSPR:
1.08
SPY:
1.37
RSPR:
0.28
SPY:
2.97
RSPR:
1.68
SPY:
13.06
RSPR:
3.91%
SPY:
1.91%
RSPR:
15.99%
SPY:
12.59%
RSPR:
-41.96%
SPY:
-55.19%
RSPR:
-10.12%
SPY:
-2.90%
Returns By Period
In the year-to-date period, RSPR achieves a 7.83% return, which is significantly lower than SPY's 25.34% return.
RSPR
7.83%
-8.89%
8.88%
7.83%
5.54%
N/A
SPY
25.34%
-2.05%
8.56%
25.34%
14.57%
13.08%
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RSPR vs. SPY - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
RSPR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and SPDR S&P 500 ETF (SPY). 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.
Dividends
RSPR vs. SPY - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.60%, more than SPY's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.60% | 2.91% | 3.14% | 2.56% | 3.82% | 2.97% | 3.02% | 3.01% | 2.06% | 1.03% | 0.00% |
SPY SPDR S&P 500 ETF | 1.20% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
RSPR vs. SPY - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RSPR and SPY. For additional features, visit the drawdowns tool.
Volatility
RSPR vs. SPY - Volatility Comparison
Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) has a higher volatility of 5.77% compared to SPDR S&P 500 ETF (SPY) at 4.22%. This indicates that RSPR's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.