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RSPEInvesco ESG S&P 500 Equal Weight ETF

Grow my money4y track recordRanked #1,131 of 2,999 in this goal

Tracks the investment results of the S&P 500 Equal Weight Scored & Screened Leaders Select Index.

By Invesco · Launched 2021

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$68M

#3,341 of 5,861 · mid-size

Return (1Y)Goal

+24.1%

Track Record

4 years

#2,492 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,677+26.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index enhanced

Factor

Quality

Focus

ESG

Index tracked

S&P 500 Equal Weight Scored & Screened Leaders Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 7.8% of fundwell diversified

Moderna, Inc.
1.0%
Corning Inc.
0.8%
Micron Technology, Inc.
0.8%
Western Digital Corp.
0.8%
Freeport-McMoRan Inc.
0.8%
Keysight Technologies, Inc.
0.8%
Ball Corp.
0.7%
Lam Research Corp.
0.7%
Newmont Corp.
0.7%
Deere & Co.
0.7%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
17.9%
Industrials
17.4%
Financial Services
15.5%
Healthcare
13.4%
Consumer Cyclical
11.1%
Consumer Defensive
6.8%
Real Estate
6.8%
Basic Materials
4.7%
Other
6.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.7%Moderate

Year-on-year price swings

Max drawdown
-22.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.14Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the S&P 500 Equal Weight Scored & Screened Leaders Select Index.
Strategy
Invests primarily in U.S. securities that comprise the S&P 500 Equal Weight Scored & Screened Leaders Select Index using a full replication methodology. Excludes companies that do not meet ESG criteria, focusing on those with market capitalizations from $5.7 billion to $4.9 trillion.
Inception date
November 17, 2021
Fund family
Invesco

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Data updated on 2026-08-04