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RSP vs EQAL

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

RSP

Invesco S&P 500 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$86.4B

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$797M

Key differences

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

Side-by-side comparison

RSPEQAL
Annual cost (TER)0.20%0.20%
Fund size (AUM)$86.4B$797M
Since20032014
Dividend yield1.53%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+19.6%+25.5%
CAGR 3Y+15.2%+15.7%
CAGR 5Y+8.4%+7.1%
Sharpe 3Y0.830.81
Volatility 1Y11.73%12.41%
Max drawdown-39.04%-40.44%

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

Similar to RSP and EQAL