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RTM vs. XLB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

RTM vs. XLB

Last updated May 12, 2025

Compare and contrast key facts about Invesco S&P 500® Equal Weight Materials ETF (RTM) and Materials Select Sector SPDR ETF (XLB).

RTM and XLB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RTM is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Materials -SEC. It was launched on Nov 1, 2006. XLB is a passively managed fund by State Street that tracks the performance of the Materials Select Sector Index. It was launched on Dec 16, 1998. Both RTM and XLB 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: RTM or XLB.

Correlation

The correlation between RTM and XLB is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

RTM vs. XLB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500® Equal Weight Materials ETF (RTM) and Materials Select Sector SPDR ETF (XLB). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

RTM:

15.82%

XLB:

14.91%

Max Drawdown

RTM:

-1.23%

XLB:

-1.27%

Current Drawdown

RTM:

0.00%

XLB:

0.00%

Returns By Period

RTM

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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RTM vs. XLB - Expense Ratio Comparison

RTM has a 0.40% expense ratio, which is higher than XLB's 0.13% expense ratio.

RTM
Invesco S&P 500® Equal Weight Materials ETF
XLB
Materials Select Sector SPDR ETF

Risk-Adjusted Performance

RTM vs. XLB — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RTM
The Risk-Adjusted Performance Rank of RTM is 55
Overall Rank
The Sharpe Ratio Rank of RTM is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of RTM is 33
Sortino Ratio Rank
The Omega Ratio Rank of RTM is 33
Omega Ratio Rank
The Calmar Ratio Rank of RTM is 1212
Calmar Ratio Rank
The Martin Ratio Rank of RTM is 33
Martin Ratio Rank
XLB
The Risk-Adjusted Performance Rank of XLB is 99
Overall Rank
The Sharpe Ratio Rank of XLB is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of XLB is 99
Sortino Ratio Rank
The Omega Ratio Rank of XLB is 99
Omega Ratio Rank
The Calmar Ratio Rank of XLB is 88
Calmar Ratio Rank
The Martin Ratio Rank of XLB is 99
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RTM vs. XLB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Materials ETF (RTM) and Materials Select Sector SPDR ETF (XLB). 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.

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Dividends

RTM vs. XLB - Dividend Comparison

RTM's dividend yield for the trailing twelve months is around 2.19%, more than XLB's 2.00% yield.

TTM20242023202220212020201920182017201620152014
RTM
Invesco S&P 500® Equal Weight Materials ETF		2.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLB
Materials Select Sector SPDR ETF		2.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RTM vs. XLB - Drawdown Comparison

The maximum RTM drawdown since its inception was -1.23%, roughly equal to the maximum XLB drawdown of -1.27%. Use the drawdown chart below to compare losses from any high point for RTM and XLB. For additional features, visit the drawdowns tool.

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Volatility

RTM vs. XLB - Volatility Comparison

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