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XOEF vs. RSPG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

XOEF vs. RSPG

Last updated Apr 2, 2026

Compare and contrast key facts about iShares S&P 500 ex S&P 100 ETF (XOEF) and Invesco S&P 500 Equal Weight Energy ETF (RSPG).

XOEF and RSPG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XOEF is a passively managed fund by iShares that tracks the performance of the S&P 500 Ex-S&P 100 Select Index. It was launched on Jul 8, 2025. RSPG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Energy Plus Index. It was launched on Nov 1, 2006. Both XOEF and RSPG 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

XOEF vs. RSPG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P 500 ex S&P 100 ETF (XOEF) and Invesco S&P 500 Equal Weight Energy ETF (RSPG). The values are adjusted to include any dividend payments, if applicable.

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XOEF vs. RSPG - Yearly Performance Comparison

2026 (YTD)2025
XOEF
iShares S&P 500 ex S&P 100 ETF		2.96%4.15%
RSPG
Invesco S&P 500 Equal Weight Energy ETF		33.74%4.60%

Returns By Period

In the year-to-date period, XOEF achieves a 2.96% return, which is significantly lower than RSPG's 33.74% return.

XOEF

1D
0.68%
1M
-4.86%
YTD
2.96%
6M
3.90%
1Y
—
3Y*
—
5Y*
—
10Y*
—

RSPG

1D
-3.23%
1M
4.35%
YTD
33.74%
6M
33.64%
1Y
31.63%
3Y*
18.70%
5Y*
23.95%
10Y*
11.25%
*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 S&P 500 ex S&P 100 ETF

Invesco S&P 500 Equal Weight Energy ETF

Often compared with XOEF:
XOEF vs. FCNTXXOEF vs. MAINXOEF vs. VOOXOEF vs. VTIXOEF vs. IWMXOEF vs. SLVXOEF vs. XCLR
Often compared with RSPG:
RSPG vs. XLERSPG vs. SCHGRSPG vs. VDERSPG vs. IUES.LRSPG vs. SPYRSPG vs. MLPXRSPG vs. ENFR

XOEF vs. RSPG - Expense Ratio Comparison

XOEF has a 0.20% expense ratio, which is lower than RSPG's 0.40% expense ratio.

RSPG
Invesco S&P 500 Equal Weight Energy ETF
XOEF
iShares S&P 500 ex S&P 100 ETF

Return for Risk

XOEF vs. RSPG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XOEF
RSPG
RSPG Risk / Return Rank: 5656
Overall Rank
RSPG Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
RSPG Sortino Ratio Rank: 5757
Sortino Ratio Rank
RSPG Omega Ratio Rank: 6060
Omega Ratio Rank
RSPG Calmar Ratio Rank: 5757
Calmar Ratio Rank
RSPG Martin Ratio Rank: 4444
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.

XOEF vs. RSPG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ex S&P 100 ETF (XOEF) and Invesco S&P 500 Equal Weight Energy ETF (RSPG). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XOEF vs. RSPG - Sharpe Ratio Comparison

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Sharpe Ratios by Period

XOEFRSPGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

1.15

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.84

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.34

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.18

+0.60

Correlation

The correlation between XOEF and RSPG is 0.22, 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.

Dividends

XOEF vs. RSPG - Dividend Comparison

XOEF's dividend yield for the trailing twelve months is around 0.87%, less than RSPG's 1.95% yield.

TTM20252024202320222021202020192018201720162015
XOEF
iShares S&P 500 ex S&P 100 ETF		0.87%0.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RSPG
Invesco S&P 500 Equal Weight Energy ETF		1.95%2.60%2.43%2.84%3.43%2.37%3.15%2.15%2.18%2.55%1.14%2.80%

Drawdowns

XOEF vs. RSPG - Drawdown Comparison

The maximum XOEF drawdown since its inception was -7.66%, smaller than the maximum RSPG drawdown of -79.98%. Use the drawdown chart below to compare losses from any high point for XOEF and RSPG.

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Drawdown Indicators

XOEFRSPGDifference

Max Drawdown

Largest peak-to-trough decline

-7.66%

-79.98%

+72.32%

Max Drawdown (1Y)

Largest decline over 1 year

—

-21.05%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-28.44%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-73.17%

—

Current Drawdown

Current decline from peak

-4.97%

-6.04%

+1.07%

Average Drawdown

Average peak-to-trough decline

-1.43%

-25.63%

+24.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

7.55%

—

Volatility

XOEF vs. RSPG - Volatility Comparison

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Volatility by Period

XOEFRSPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.30%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

15.29%

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.82%

27.69%

-14.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.82%

28.51%

-15.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.82%

33.58%

-20.76%