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EQAL vs RSPF

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

EQAL

Invesco Russell 1000 Equal Weight ETF

Annual cost

0.20%

Fund size

$797M

RSPF

Invesco S&P 500 Equal Weight Financials ETF

Annual cost

0.40%

Fund size

$274M

Key differences

  • EQAL costs 0.20% less per year.
  • Over the last 3 years, RSPF has delivered higher annualized returns.
  • RSPF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQALRSPF
Annual cost (TER)0.20%0.40%
Fund size (AUM)$797M$274M
Since20142006
Dividend yield1.66%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.7%+6.3%
CAGR 3Y+15.8%+17.1%
CAGR 5Y+7.4%+6.2%
Sharpe 3Y0.810.81
Volatility 1Y12.40%15.10%
Max drawdown-40.44%-44.80%

Similar to EQAL and RSPF