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Upturn AI SWOT - About
Invesco S&P 500 Equal Weight Health Care ETF (RSPH)
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Upturn Advisory Summary
03/27/2025: RSPH (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 -10.65% | Avg. Invested days 43 | 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) 69463 | Beta 0.96 | 52 Weeks Range 28.81 - 32.67 | Updated Date 03/27/2025 |
52 Weeks Range 28.81 - 32.67 | Updated Date 03/27/2025 |
Upturn AI SWOT
Invesco S&P 500 Equal Weight Health Care ETF
ETF Overview
Overview
The Invesco S&P 500 Equal Weight Health Care ETF (RYH) aims to provide investment results that generally correspond to the price and yield of the S&P 500 Equal Weight Health Care Index. It focuses on the health care sector, allocating assets equally among constituent companies. The investment strategy emphasizes equal weighting to mitigate concentration risk and capture the performance of a broader range of companies within the sector.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for offering diverse and innovative ETF products.
Management Expertise
Invesco has experienced portfolio managers and a dedicated team specializing in sector-specific ETFs, ensuring competent management of RYH.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the S&P 500 Equal Weight Health Care Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: the S&P 500 Equal Weight Health Care Index.
Composition Primarily holds stocks of companies in the health care sector within the S&P 500, with each holding equally weighted.
Market Position
Market Share: RYH holds a moderate market share within the equal-weighted healthcare ETF segment.
Total Net Assets (AUM): 615766989
Competitors
Key Competitors
- Health Care Select Sector SPDR Fund (XLV)
- iShares U.S. Healthcare ETF (IYH)
- Vanguard Health Care ETF (VHT)
Competitive Landscape
The healthcare ETF market is competitive, with XLV dominating. RYH's equal weighting provides diversification compared to market-cap weighted ETFs like XLV and IYH. However, XLV's size offers higher liquidity. RYH's equal weighting can lead to higher tracking error.
Financial Performance
Historical Performance: Historical performance data is best sourced from financial data providers for accurate and up-to-date figures. Returns will vary based on the time frame.
Benchmark Comparison: Benchmark comparison is best sourced from financial data providers to see performance against the S&P 500 Equal Weight Health Care Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
RYH demonstrates moderate liquidity, sufficient for typical trading activities.
Bid-Ask Spread
The bid-ask spread is typically competitive, reflecting adequate trading activity.
Market Dynamics
Market Environment Factors
Economic conditions, healthcare policies, technological advancements, and demographic shifts can significantly impact RYH's performance.
Growth Trajectory
RYH's growth depends on the overall health of the healthcare sector and the relative performance of smaller companies due to the equal weighting strategy; changes to holdings are based on index reconstitutions and rebalancing.
Moat and Competitive Advantages
Competitive Edge
RYH's competitive advantage lies in its equal-weighted approach, which diversifies holdings and reduces concentration risk compared to market-cap weighted healthcare ETFs. This strategy can potentially capture growth from smaller, faster-growing companies within the sector. It offers exposure to a broader range of healthcare companies, mitigating the impact of any single stock's underperformance. This diversification may appeal to investors seeking a more balanced healthcare investment.
Risk Analysis
Volatility
Historical volatility data is best sourced from financial data providers.
Market Risk
RYH is susceptible to market risk affecting the healthcare sector, including regulatory changes, patent expirations, and competition among pharmaceutical and healthcare companies.
Investor Profile
Ideal Investor Profile
RYH is suited for investors seeking diversified exposure to the healthcare sector with a preference for equal weighting and those who believe smaller companies within the sector may outperform.
Market Risk
RYH is suitable for long-term investors seeking diversified healthcare exposure, rather than active traders, although its liquidity allows trading if desired.
Summary
The Invesco S&P 500 Equal Weight Health Care ETF (RYH) offers exposure to the health care sector using an equal-weighting strategy, which distinguishes it from market-cap weighted peers. This approach diversifies risk and potentially captures upside from smaller healthcare companies. RYH's performance is influenced by sector-specific factors and overall market conditions. The ETF is appropriate for long-term investors seeking diversified healthcare exposure and it comes with a 0.40% expense ratio. Its AUM is ~$615 million.
Similar Companies
- XLV
- VHT
- IYH
- XHE
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market share data may vary slightly based on reporting sources and dates. Performance data changes frequently, please consult a financial data provider.
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 Health Care 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. The underlying index is composed of all of the components of the S&P 500® Health Care Index (the "parent index"). The parent index is designed to measure the performance of common stocks of all companies included in the S&P 500® Index that are classified as members of the health care sector, as defined according to the Global Industry Classification Standard ("GICS®").
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