RSPR vs. WELL
Compare and contrast key facts about Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and Welltower Inc. (WELL).
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.
Performance
RSPR vs. WELL - Performance Comparison
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RSPR vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | -0.36% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -4.11% | 8.76% |
WELL Welltower Inc. | 6.90% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Returns By Period
In the year-to-date period, RSPR achieves a -0.36% return, which is significantly lower than WELL's 6.90% return. Over the past 10 years, RSPR has underperformed WELL with an annualized return of 5.36%, while WELL has yielded a comparatively higher 15.28% annualized return.
RSPR
- 1D
- 1.38%
- 1M
- -6.13%
- YTD
- -0.36%
- 6M
- -4.86%
- 1Y
- -4.41%
- 3Y*
- 5.81%
- 5Y*
- 2.97%
- 10Y*
- 5.36%
WELL
- 1D
- 1.23%
- 1M
- -4.54%
- YTD
- 6.90%
- 6M
- 11.81%
- 1Y
- 31.19%
- 3Y*
- 43.37%
- 5Y*
- 25.13%
- 10Y*
- 15.28%
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Return for Risk
RSPR vs. WELL — Risk / Return Rank
RSPR
WELL
RSPR vs. WELL - 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 Welltower Inc. (WELL). 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 | WELL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.26 | 1.47 | -1.73 |
Sortino ratioReturn per unit of downside risk | -0.24 | 1.97 | -2.21 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.26 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | 2.46 | -2.75 |
Martin ratioReturn relative to average drawdown | -0.83 | 6.07 | -6.90 |
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 | WELL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.26 | 1.47 | -1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 1.08 | -0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.48 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.56 | -0.29 |
Correlation
The correlation between RSPR and WELL is 0.66, 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.
Dividends
RSPR vs. WELL - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.90%, more than WELL's 1.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.90% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
WELL Welltower Inc. | 1.46% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Drawdowns
RSPR vs. WELL - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for RSPR and WELL.
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Drawdown Indicators
| RSPR | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -63.33% | +21.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -12.61% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -40.78% | +7.75% |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | -63.33% | +21.37% |
Current DrawdownCurrent decline from peak | -11.51% | -7.92% | -3.59% |
Average DrawdownAverage peak-to-trough decline | -9.47% | -10.37% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 5.11% | -0.72% |
Volatility
RSPR vs. WELL - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is 4.86%, while Welltower Inc. (WELL) has a volatility of 6.70%. This indicates that RSPR experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPR | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 6.70% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 14.89% | -4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.19% | 21.26% | -4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.11% | 23.52% | -4.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 31.83% | -10.45% |