RSPE - ETF AI Analysis
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Invesco ESG S&P 500 Equal Weight ETF (RSPE)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong year-to-date returns, showing solid momentum so far this year.
Equal-Weight, Broad Sector Mix
Holdings are spread fairly evenly across many sectors like industrials, financials, technology, and health care, which helps reduce reliance on any single industry.
Moderate Expense Ratio
The fund’s expense ratio is relatively low for an ESG, equal-weight strategy, helping investors keep more of their returns over time.
Negative Factors
Single-Country Concentration
Almost all assets are invested in U.S. companies, which means performance is heavily tied to the U.S. market and economy.
Mixed Results Among Top Holdings
While several top positions like AMD and Moderna have performed strongly, others such as PayPal and Expedia have been weak, creating uneven contribution to returns.
Smaller Asset Base
The fund manages a relatively modest amount of assets, which can sometimes lead to lower trading volume and wider bid-ask spreads for investors.
RSPE vs. SPDR S&P 500 ETF (SPY)
AUM75.30M
RegionNorth America
Expense Ratio0.20%
Beta0.80
IssuerInvesco
Inception DateNov 17, 2021
Dividend Yield1.42%
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. Volume5,898
30 Day Avg. Volume8,490
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
40.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering185
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPE Summary
RSPE is the Invesco ESG S&P 500 Equal Weight ETF, which follows the S&P 500 Equal Weight Scored & Screened Leaders Select Index. It invests in large U.S. companies across many sectors, but only includes firms that meet certain environmental, social, and governance (ESG) standards. Well-known holdings include PayPal and Advanced Micro Devices (AMD). Because each company is given similar weight, you get broad, balanced exposure instead of being dominated by a few giants. A key risk is that the value of the ETF can go up or down with the overall stock market, and ESG-focused funds may perform differently from traditional index funds.
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 driven by a mix of health care innovators and tech names, all rooted in U.S. large caps. Moderna and Regeneron have been rising, giving the fund a strong biotech heartbeat, while Newmont adds a steady materials edge as gold-related exposure hums along. On the tech side, Palo Alto Networks and PayPal are contributing solid, if sometimes choppy, momentum, with Workday’s recent wobble slightly holding back the software sleeve. Overall, the equal-weight, ESG-focused approach keeps any single winner or laggard from steering the whole ship.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moderna | 1.63% | $1.22M | $58.11B | 478.96% | 59 Neutral | |
| Charles River Labs | 0.80% | $598.64K | $13.77B | 75.92% | 60 Neutral | |
| Salesforce | 0.78% | $585.86K | $213.35B | 3.38% | 80 Outperform | |
| Workday | 0.73% | $549.97K | $47.19B | -15.27% | 73 Outperform | |
| Newmont Mining | 0.71% | $533.37K | $134.97B | 68.16% | 81 Outperform | |
| Regeneron | 0.71% | $533.05K | $85.22B | 44.36% | 78 Outperform | |
| Expedia | 0.70% | $525.74K | $35.77B | 38.66% | 80 Outperform | |
| PayPal Holdings | 0.70% | $522.07K | $47.02B | -19.48% | 76 Outperform | |
| ServiceNow | 0.69% | $515.18K | $146.06B | -22.71% | 75 Outperform | |
| HP | 0.68% | $510.65K | $29.43B | 11.25% | 61 Neutral |
RSPE Technical Analysis
Positive
―
Price Trends
34.49
Positive
33.38
Positive
31.70
Positive
Market Momentum
0.13
Positive
52.32
Neutral
44.44
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 35.02, equal to the 50-day MA of 34.49, and equal to the 200-day MA of 31.70, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 52.32 is Neutral, neither overbought nor oversold. The STOCH value of 44.44 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
Performance Comparison
RSPE
Invesco ESG S&P 500 Equal Weight ETF
34.92
6.69
23.70%
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
ALTL
Pacer Lunt Large Cap Alternator ETF
―
―
―
SPXE
ProShares S&P 500 Ex-Energy ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
EGGQ
NestYield Visionary ETF
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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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