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RSPFInvesco S&P 500 Equal Weight Financials ETF

Grow my money#946 of 2944 for Grow my money

Seeks to track the investment results of the S&P 500 Equal Weight Financials Index.

Invesco · Since 2006 (19 years)

Annual Cost

0.40%

#1874 out of 5,332 ETFs

Fund Size

$258M

#1919 out of 5,332 ETFs

Dividend Yield

1.77%

Track Record

19 years

#389 out of 5,332 ETFs

Performance

1 Year

+11.1%

3 Years

+17.5%

5 Years

+7.3%

What's inside

Asset class
Strategy
index tracking

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
92.6%
Technology
6.1%
Industrials
1.2%

Top holdings

Blackstone IncBX1.4%
KKR & Co Inc Ordinary SharesKKR1.4%
FactSet Research Systems IncFDS1.4%
Ares Management Corp Ordinary Shares - Class AARES1.4%
Apollo Global Management IncAPO1.4%
Synchrony FinancialSYF1.4%
Citigroup IncC1.4%
Wells Fargo & CoWFC1.4%
Erie Indemnity Co Class AERIE1.4%
Arthur J. Gallagher & CoAJG1.4%

Risk profile

Volatility (1Y)

15.5%

Moderate

Max drawdown

-44.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.82

Decent risk-adjusted returns

Sortino (3Y)

1.18

Good downside protection

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Data updated on 2026-05-05