RXI vs. RSPD

Last updated Jun 4, 2026

RXI (iShares Global Consumer Discretionary ETF) and RSPD (Invesco S&P 500 Equal Weight Consumer Discretionary ETF) are both Consumer Discretionary Equities funds - RXI tracks the S&P Global Consumer Discretionary Index while RSPD tracks the S&P 500 Equal Weighted / Consumer Discretionary -SEC. Both are passively managed. Over the past 10 years, RXI returned 9.76%/yr vs 7.97%/yr for RSPD. Their correlation of 0.82 suggests significant overlap in exposure. RXI charges 0.46%/yr vs 0.40%/yr for RSPD.

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.

Returns By Period

In the year-to-date period, RXI achieves a -3.90% return, which is significantly higher than RSPD's -4.30% return. Over the past 10 years, RXI has outperformed RSPD with an annualized return of 9.76%, while RSPD has yielded a comparatively lower 7.97% annualized return.

RXI

• 1D: -1.18%
• 1M: 0.98%
• YTD: -3.90%
• 6M: -3.55%
• 1Y: 5.51%
• 3Y*: 11.38%
• 5Y*: 4.22%
• 10Y*: 9.76%

RSPD

• 1D: -0.40%
• 1M: 1.43%
• YTD: -4.30%
• 6M: -3.84%
• 1Y: 5.27%
• 3Y*: 9.78%
• 5Y*: 3.13%
• 10Y*: 7.97%

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

RXI vs. RSPD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RXI iShares Global Consumer Discretionary ETF	-3.90%	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	-4.30%	7.98%	13.37%	22.55%	-24.03%	28.75%	11.43%	25.88%	-8.79%	15.04%

Correlation

The correlation between RXI and RSPD is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.83
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.84
Correlation (All Time) Calculated using the full available price history since Nov 8, 2006	0.82

The correlation between RXI and RSPD has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.

RXI vs. RSPD - Sectors Allocation Comparison

Sectors	RXI	RSPD
Consumer Cyclical	95.1%	93.8%
Technology	3.7%	2.2%
Consumer Defensive	0.8%	-
Industrials	0.2%	1.9%
Communication Services	0.2%	2.0%
Basic Materials	-	-
Energy	-	-
Financial Services	-	0.1%
Healthcare	-	-
Real Estate	-	-
Utilities	-	-

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: 13
RXI Sharpe Ratio Rank: 13
RXI Sortino Ratio Rank: 13
RXI Omega Ratio Rank: 13
RXI Calmar Ratio Rank: 13
RXI Martin Ratio Rank: 14

RSPD

RSPD Risk / Return Rank: 13
RSPD Sharpe Ratio Rank: 13
RSPD Sortino Ratio Rank: 13
RSPD Omega Ratio Rank: 12
RSPD Calmar Ratio Rank: 13
RSPD Martin Ratio Rank: 13

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.

	RXI	RSPD	Difference
Sharpe ratio: Return per unit of total volatility	0.34	0.29	+0.05
Sortino ratio: Return per unit of downside risk	0.60	0.58	+0.02
Omega ratio: Gain probability vs. loss probability	1.07	1.06	+0.01
Calmar ratio: Return relative to maximum drawdown	0.36	0.38	-0.02
Martin ratio: Return relative to average drawdown	1.10	0.96	+0.14
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 0.34, which is comparable to the RSPD Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of RXI and RSPD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RXI	RSPD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.34	0.29	+0.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	0.14	+0.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.49	0.35	+0.14
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	0.33	+0.07

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.

Drawdown Indicators

	RXI	RSPD	Difference
Max Drawdown Largest peak-to-trough decline	-60.36%	-68.00%	+7.64%
Max Drawdown (1Y) Largest decline over 1 year	-15.17%	-13.80%	-1.37%
Max Drawdown (3Y) Largest decline over 3 years	-19.64%	-21.01%	+1.37%
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	-7.64%	-9.07%	+1.43%
Average Drawdown Average peak-to-trough decline	-10.54%	-10.70%	+0.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.02%	5.52%	-0.50%

Volatility

RXI vs. RSPD - Volatility Comparison

The current volatility for iShares Global Consumer Discretionary ETF (RXI) is 5.06%, while Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) has a volatility of 5.33%. This indicates that RXI experiences smaller price fluctuations and is considered to be less risky than RSPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RXI	RSPD	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.06%	5.33%	-0.27%
Volatility (6M) Calculated over the trailing 6-month period	12.40%	13.45%	-1.05%
Volatility (1Y) Calculated over the trailing 1-year period	16.38%	18.27%	-1.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.92%	22.10%	-1.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.13%	23.11%	-2.98%

RXI vs. RSPD - Expense Ratio Comparison

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

Dividends

RXI vs. RSPD - Dividend Comparison

RXI's dividend yield for the trailing twelve months is around 1.62%, more than RSPD's 1.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF	1.03%	1.08%	0.84%	1.09%	0.99%	0.53%	0.81%	1.59%	1.67%	1.45%	1.27%	1.37%
RXI iShares Global Consumer Discretionary ETF	1.62%	1.55%	1.07%	1.00%	1.00%	0.89%	0.65%	1.48%	1.73%	1.26%	1.77%	1.17%

Frequently Asked Questions

Can I hold both RXI and RSPD in my portfolio?

RXI and RSPD have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RXI or RSPD?

RSPD has higher volatility (5.33%) compared to RXI (5.06%). In terms of maximum drawdown, RXI dropped -60.36% vs RSPD's -68.00%.

Which ETF is better, RXI or RSPD?

On 10-year performance, RXI leads with 9.76% vs 7.97% for RSPD. On fees, RSPD is cheaper at 0.40% per year. On volatility, RXI has been the lower-risk option at 5.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RXI or RSPD?

Over the 10-year period, RXI has performed better with a 9.76% return vs 7.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RXI or RSPD?

RSPD is cheaper with a 0.40% expense ratio, compared with 0.46% for RXI.

Which ETF pays a higher dividend yield, RXI or RSPD?

RXI has the higher dividend yield at 1.62%, compared with 1.03% for RSPD.

What is the main difference between RXI and RSPD?

RXI tracks S&P Global Consumer Discretionary Index, while RSPD tracks S&P 500 Equal Weighted / Consumer Discretionary -SEC. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.46% for RXI and 0.40% for RSPD.

Which has better risk-adjusted returns?

RXI currently has the higher Sharpe Ratio (0.34 vs 0.29), 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.