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EQAL vs RSP

Invesco Russell 1000 Equal Weight ETF vs Invesco S&P 500 Equal Weight ETF

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$797M

RSP

Invesco S&P 500 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$86.4B

Key differences

  • RSP is significantly larger than EQAL — larger funds tend to be more liquid and less likely to close.
  • EQAL follows a index tracking strategy; RSP uses index enhanced.
  • RSP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQALRSP
Annual cost (TER)0.20%0.20%
Fund size (AUM)$797M$86.4B
Since20142003
Dividend yield1.66%1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+25.5%+19.6%
CAGR 3Y+15.7%+15.2%
CAGR 5Y+7.1%+8.4%
Sharpe 3Y0.810.83
Volatility 1Y12.41%11.73%
Max drawdown-40.44%-39.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EQAL and RSP