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RXI vs. RSPD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

RXI vs. RSPD

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Global Consumer Discretionary ETF (RXI) and Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD).

RXI and RSPD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Discretionary Index. It was launched on Sep 21, 2006. RSPD is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Consumer Discretionary -SEC. It was launched on Nov 1, 2006. Both RXI and RSPD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

RXI vs. RSPD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Consumer Discretionary ETF (RXI) and Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD). The values are adjusted to include any dividend payments, if applicable.

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RXI vs. RSPD - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RXI
iShares Global Consumer Discretionary ETF		-9.16%13.16%17.26%27.57%-29.08%16.32%24.46%26.78%-6.30%22.94%
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF		-5.92%7.98%13.37%22.55%-24.03%28.75%11.43%25.88%-8.79%15.04%

Returns By Period

In the year-to-date period, RXI achieves a -9.16% return, which is significantly lower than RSPD's -5.92% return. Over the past 10 years, RXI has outperformed RSPD with an annualized return of 9.13%, while RSPD has yielded a comparatively lower 7.36% annualized return.

RXI

1D
2.91%
1M
-9.14%
YTD
-9.16%
6M
-9.20%
1Y
6.66%
3Y*
10.09%
5Y*
3.69%
10Y*
9.13%

RSPD

1D
2.92%
1M
-9.04%
YTD
-5.92%
6M
-6.83%
1Y
8.38%
3Y*
9.02%
5Y*
3.50%
10Y*
7.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Global Consumer Discretionary ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Often compared with RXI:
RXI vs. KXIRXI vs. VCRRXI vs. IEDIRXI vs. XLPRXI vs. IBUYRXI vs. FDISRXI vs. VT
Often compared with RSPD:
RSPD vs. RSPRSPD vs. RSPTRSPD vs. VTIRSPD vs. XLYRSPD vs. SPHQRSPD vs. SPYRSPD vs. FDIS

RXI vs. RSPD - Expense Ratio Comparison

RXI has a 0.46% expense ratio, which is higher than RSPD's 0.40% expense ratio.

RXI
iShares Global Consumer Discretionary ETF
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Return for Risk

RXI vs. RSPD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RXI
RXI Risk / Return Rank: 2222
Overall Rank
RXI Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
RXI Sortino Ratio Rank: 2323
Sortino Ratio Rank
RXI Omega Ratio Rank: 2222
Omega Ratio Rank
RXI Calmar Ratio Rank: 2222
Calmar Ratio Rank
RXI Martin Ratio Rank: 2323
Martin Ratio Rank
RSPD
RSPD Risk / Return Rank: 2626
Overall Rank
RSPD Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
RSPD Sortino Ratio Rank: 2626
Sortino Ratio Rank
RSPD Omega Ratio Rank: 2424
Omega Ratio Rank
RSPD Calmar Ratio Rank: 2929
Calmar Ratio Rank
RSPD Martin Ratio Rank: 2626
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.

RXI vs. RSPD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Discretionary ETF (RXI) and Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD). 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.

RXIRSPDDifference

Sharpe ratio

Return per unit of total volatility

0.32

0.37

-0.05

Sortino ratio

Return per unit of downside risk

0.63

0.73

-0.10

Omega ratio

Gain probability vs. loss probability

1.08

1.09

-0.01

Calmar ratio

Return relative to maximum drawdown

0.43

0.68

-0.25

Martin ratio

Return relative to average drawdown

1.53

1.98

-0.45

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RXI vs. RSPD - Sharpe Ratio Comparison

The current RXI Sharpe Ratio is 0.32, which is comparable to the RSPD Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of RXI and RSPD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

RXIRSPDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

0.37

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.16

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.32

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.33

+0.06

Correlation

The correlation between RXI and RSPD is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

RXI vs. RSPD - Dividend Comparison

RXI's dividend yield for the trailing twelve months is around 1.71%, more than RSPD's 1.05% yield.

TTM20252024202320222021202020192018201720162015
RXI
iShares Global Consumer Discretionary ETF		1.71%1.55%1.07%1.00%1.00%0.89%0.65%1.48%1.73%1.26%1.77%1.17%
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF		1.05%1.08%0.84%1.09%0.99%0.53%0.81%1.59%1.67%1.45%1.27%1.37%

Drawdowns

RXI vs. RSPD - Drawdown Comparison

The maximum RXI drawdown since its inception was -60.36%, smaller than the maximum RSPD drawdown of -68.00%. Use the drawdown chart below to compare losses from any high point for RXI and RSPD.

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Drawdown Indicators

RXIRSPDDifference

Max Drawdown

Largest peak-to-trough decline

-60.36%

-68.00%

+7.64%

Max Drawdown (1Y)

Largest decline over 1 year

-15.17%

-13.57%

-1.60%

Max Drawdown (5Y)

Largest decline over 5 years

-35.78%

-34.41%

-1.37%

Max Drawdown (10Y)

Largest decline over 10 years

-35.78%

-48.00%

+12.22%

Current Drawdown

Current decline from peak

-12.70%

-10.61%

-2.09%

Average Drawdown

Average peak-to-trough decline

-10.56%

-10.72%

+0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.24%

4.65%

-0.41%

Volatility

RXI vs. RSPD - Volatility Comparison

iShares Global Consumer Discretionary ETF (RXI) has a higher volatility of 7.03% compared to Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) at 6.40%. This indicates that RXI's price experiences larger fluctuations and is considered to be riskier than RSPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RXIRSPDDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.03%

6.40%

+0.63%

Volatility (6M)

Calculated over the trailing 6-month period

11.81%

12.98%

-1.17%

Volatility (1Y)

Calculated over the trailing 1-year period

20.81%

22.52%

-1.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.79%

22.01%

-1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.05%

23.02%

-2.97%