Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco S&P 500® Equal Weight ETF (RSP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: RSP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.88% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 8429807 | Beta 1.02 | 52 Weeks Range 156.27 - 186.60 | Updated Date 03/28/2025 |
52 Weeks Range 156.27 - 186.60 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco S&P 500® Equal Weight ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Equal Weight ETF (RSP) seeks to replicate the performance of the S&P 500u00ae Equal Weight Index, which assigns each constituent company the same weight, providing diversification across the market capitalization spectrum.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing ETFs and tracking their underlying indices.
Investment Objective
Goal
To track the investment results of the S&P 500u00ae Equal Weight Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy to track the S&P 500u00ae Equal Weight Index.
Composition The ETF holds stocks of companies included in the S&P 500u00ae Equal Weight Index.
Market Position
Market Share: RSP is a prominent equal weight S&P 500 ETF with a significant market share in its category.
Total Net Assets (AUM): 42538000000
Competitors
Key Competitors
- Guggenheim S&P 500 Equal Weight ETF (RSP)
- Guggenheim Russell 1000 Equal Weight ETF (EWRI)
- First Trust Large Cap Core AlphaDEX Fund (FEX)
Competitive Landscape
The equal weight S&P 500 ETF market is dominated by RSP. While other equal weight ETFs exist, RSP's high AUM and liquidity give it a substantial advantage. The others compete based on slightly different index construction methodologies.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance is compared to the S&P 500u00ae Equal Weight Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
RSP generally exhibits high trading volume, facilitating ease of entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and market sentiment all influence the performance of the underlying S&P 500 stocks, affecting RSP's returns.
Growth Trajectory
The growth trajectory of RSP is tied to the overall performance of the equally weighted S&P 500 companies.
Moat and Competitive Advantages
Competitive Edge
RSP's competitive edge lies in its established position as the largest and most liquid equal weight S&P 500 ETF. Its equal-weighting strategy offers diversification benefits compared to market-cap-weighted ETFs, potentially capturing gains from smaller companies. The fundu2019s high AUM and trading volume enhance its appeal to institutional investors. Furthermore, Invesco's strong brand and distribution network contribute to RSP's competitive advantage.
Risk Analysis
Volatility
The ETF's volatility is comparable to the S&P 500, but can be higher due to the increased exposure to smaller companies.
Market Risk
Market risk is the primary risk, as the ETF's performance is tied to the overall performance of the stock market.
Investor Profile
Ideal Investor Profile
RSP is suitable for investors seeking broad market exposure with a diversification approach that reduces the concentration in mega-cap stocks.
Market Risk
RSP is suitable for long-term investors looking for diversified equity exposure and may also appeal to active traders seeking to implement specific market views.
Summary
The Invesco S&P 500u00ae Equal Weight ETF (RSP) provides a unique approach to investing in the S&P 500 by equally weighting each constituent, enhancing diversification. This strategy can potentially lead to outperformance during periods when smaller companies outperform larger ones. RSP offers high liquidity and is managed by a reputable firm, Invesco. While subject to market risk, its equal-weighting methodology offers a distinct investment profile suitable for both long-term investors and active traders seeking broad market exposure.
Similar Companies
- IVV
- SPY
- VOO
- QQQ
- DIA
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Bloomberg
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500® Equal Weight ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which consists of all of the of the S&P 500® Index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.