RSPE - ETF AI Analysis

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Invesco ESG S&P 500 Equal Weight ETF (RSPE)

Rating:71Outperform

Price Target:―

RSPE, the Invesco ESG S&P 500 Equal Weight ETF, has a solid overall rating that reflects a portfolio anchored by strong, growing technology and AI-focused companies. Standout holdings like Micron and Qualcomm support the fund’s quality through robust financial performance, positive earnings calls, and strategic positioning in fast-growing AI and semiconductor markets, while other leaders such as AMD and Palo Alto Networks add further growth potential despite some valuation and technical risks. The main factors that temper the rating are weaker names like Centene, which faces profitability and valuation challenges, and the fund’s notable tilt toward tech and AI-related businesses, which can increase sensitivity to that sector’s ups and downs.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.

Strong-Performing Top Holdings

Many of the largest positions, especially in technology-related companies, have delivered strong year-to-date gains that support the fund’s returns.

Broad Sector Diversification

Holdings are spread across many sectors, including technology, financials, industrials, and health care, which helps reduce the impact of weakness in any single industry.

Negative Factors

Single-Country Concentration

Almost all assets are invested in U.S. companies, so the fund is heavily exposed to the U.S. market and offers little geographic diversification.

Mixed Performance Among Top Holdings

While many top holdings are performing well, at least one notable position has been weak this year, which can drag on overall results.

Moderate Expense Ratio

The fund’s fees are not especially high but are also not among the very lowest, slightly reducing the net return to investors over time.

RSPE vs. SPDR S&P 500 ETF (SPY)

AUM68.04M

RegionNorth America

Expense Ratio0.20%

Beta0.80

IssuerInvesco

Inception DateNov 17, 2021

Dividend Yield1.45%

Asset ClassEquity

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

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume13,407

30 Day Avg. Volume11,607

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

38.51

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering185

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

RSPE Summary

The Invesco ESG S&P 500 Equal Weight ETF (RSPE) tracks the S&P 500 Equal Weight Scored & Screened Leaders Select Index, focusing on large U.S. companies that meet environmental, social, and governance (ESG) standards. Instead of letting the biggest companies dominate, it gives each stock a similar weight, spreading your money across many sectors like technology, health care, and financials. Well-known holdings include Intel and Advanced Micro Devices (AMD). Someone might invest for broad, diversified U.S. stock exposure with an ESG tilt. A key risk is that it can rise or fall with the overall stock market.

How much will it cost me?The Invesco ESG S&P 500 Equal Weight ETF (RSPE) has an expense ratio of 0.20%, which means you’ll pay $2 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it uses an equal weight strategy and incorporates ESG criteria, which require more active management compared to traditional passive funds. However, it may appeal to investors seeking a balanced and socially responsible investment approach.

What would affect this ETF?The RSPE ETF could benefit from growing investor interest in ESG-focused funds and the strong performance of large-cap technology and industrial companies, which are among its top sector exposures. However, it may face challenges if regulatory changes or economic downturns negatively impact ESG criteria or large-cap stocks, particularly in sectors like technology and financials. Additionally, rising interest rates could pressure growth-oriented sectors and reduce demand for equities overall.

RSPE Top 10 Holdings

RSPE’s story is less about one superstar and more about a deep bench of U.S. names, with tech and industrials quietly steering the ship. Western Digital and Seagate are rising on optimism around data and AI demand, while Intel is mounting a steady comeback that helps the fund’s tech sleeve. On the industrial and clean-power side, GE Vernova is adding some spark, and Corning’s steady climb supports the broader mix. Travel names like Expedia and Royal Caribbean are more mixed, and NRG Energy has been lagging, modestly tugging on performance.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MRNA	Moderna	0.93%	$637.79K	$31.65B	151.38%	59 Neutral
PANW	Palo Alto Networks	0.71%	$487.31K	$283.67B	65.22%	73 Outperform
GEV	GE Vernova Inc.	0.70%	$475.79K	$299.11B	117.37%	69 Neutral
CRL	Charles River Labs	0.65%	$445.27K	$11.11B	44.38%	60 Neutral
TTWO	Take-Two	0.64%	$440.33K	$47.34B	7.42%	53 Neutral
LUV	Southwest Airlines	0.64%	$440.12K	$24.56B	49.53%	66 Neutral
AMD	Advanced Micro Devices	0.64%	$437.22K	$844.36B	274.48%	73 Outperform
EXPE	Expedia	0.64%	$436.69K	$32.25B	52.00%	80 Outperform
SWK	Stanley Black & Decker	0.63%	$428.46K	$14.29B	33.56%	68 Neutral
DVA	DaVita	0.62%	$425.46K	$15.08B	62.94%	59 Neutral

RSPE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

32.85

Positive

100DMA

31.61

Positive

200DMA

30.49

Positive

Market Momentum

MACD

0.36

Positive

RSI

62.23

Neutral

STOCH

55.07

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.77, equal to the 50-day MA of 32.85, and equal to the 200-day MA of 30.49, indicating a bullish trend. The MACD of 0.36 indicates Positive momentum. The RSI at 62.23 is Neutral, neither overbought nor oversold. The STOCH value of 55.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSPE.

RSPE Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RSPE	―	―	$68.04M	0.20%	71 Outperform
ACEP	―	―	$97.16M	0.45%	69 Neutral
FCUS	―	―	$96.55M	0.80%	67 Neutral
JOYT	―	―	$93.97M	0.35%	73 Outperform
EGGQ	―	―	$92.27M	0.93%	63 Neutral
JHDG	―	―	$88.28M	0.49%	71 Outperform

Performance Comparison

RSPE

Invesco ESG S&P 500 Equal Weight ETF

34.14

6.74

24.60%

ACEP

ARS Core Equity Portfolio ETF

―

FCUS

Pinnacle Focused Opportunities ETF

―

JOYT

JPMorgan Equity and Options Total Return ETF

―

EGGQ

NestYield Visionary ETF

―

JHDG

John Hancock Hedged Equity ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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