RSPE - ETF AI Analysis
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Invesco ESG S&P 500 Equal Weight ETF (RSPE)
RSPE, the Invesco ESG S&P 500 Equal Weight ETF, is supported by several strong holdings like Keysight Technologies and Carnival, which bring solid financial performance, positive earnings outlooks, and improving balance sheets that lift the fund’s overall quality. However, weaker names such as Moderna, with declining revenues and ongoing losses, and Hewlett Packard Enterprise, with profitability challenges and cautious technical signals, modestly weigh on the rating. A key risk is the fund’s exposure to multiple stocks with high valuations or overbought technical conditions, which could increase volatility if market sentiment shifts.
RSPE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 74.87M
- Region
- North America
- Expense Ratio
- 0.20%
- Beta
- 0.79
- Issuer
- Invesco
- Inception Date
- Nov 17, 2021
- Dividend Yield
- 1.40%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Equal Weight Scored & Screened Leaders Select Index
RSPE Summary
The Invesco ESG S&P 500 Equal Weight ETF (RSPE) follows 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. It spreads money evenly across many well-known names like Moderna and Accenture, instead of letting the biggest companies dominate. Investors might consider RSPE for broad diversification in U.S. stocks while aligning their money with more sustainable and responsible businesses. A key risk is that the ETF still moves up and down with the overall stock market, so its value can drop during market downturns.
How much will it cost me?
This ETF has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 you invest. That’s a bit higher than the cheapest index ETFs because it tracks a more specialized equal-weight ESG index rather than a plain, broad market index.
What would affect this ETF?
RSPE could benefit if the U.S. economy remains healthy, supporting large companies across technology, industrials, financials, and travel-related names like Marriott, Hilton, and Carnival, and if demand for ESG-focused investing continues to grow. On the other hand, a U.S. slowdown, higher interest rates that pressure financials and real estate, or tighter regulations and changing ESG standards that alter which companies qualify for the index could weigh on future performance.
RSPE Top 10 Holdings
RSPE is being pulled forward by a mix of rising health care and tech names, with Moderna, AMD, and Palo Alto Networks providing much of the recent spark. Agilent, NetApp, and Fortinet are also steady contributors, keeping the fund’s tech and life sciences tilt humming. On the flip side, Southwest Airlines and Intel have shown more mixed, sometimes lagging momentum, occasionally acting as a brake on returns. Overall, the ETF leans into U.S. large-cap innovators across technology and health care, with broad sector balance thanks to its equal-weight, ESG-focused design.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MRNA | Moderna | 0.83% | $619.96K | $83.03B | 680.08% | 59Neutral |
 ACN | Accenture | 0.72% | $540.63K | $138.99B | -6.22% | 79Outperform |
 HAS | Hasbro | 0.72% | $537.69K | $16.69B | 51.53% | 56Neutral |
 CRL | Charles River Labs | 0.70% | $521.39K | $17.13B | 83.76% | 60Neutral |
 A | Agilent | 0.66% | $495.73K | $50.04B | 21.08% | 73Outperform |
 ADSK | Autodesk | 0.63% | $473.55K | $50.60B | -22.78% | 74Outperform |
 NOW | ServiceNow | 0.64% | $477.34K | $160.04B | -18.22% | 75Outperform |
 NTAP | NetApp | 0.66% | $497.72K | $44.70B | 94.20% | 76Outperform |
 MAR | Marriott International | 0.63% | $475.69K | $101.76B | 43.88% | 62Neutral |
 CCL | Carnival | 0.66% | $494.02K | $37.30B | -5.71% | 78Outperform |
RSPE Technical Analysis
Price Trends
Market Momentum
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 34.92 is above the 20-day moving average (MA) of 34.18, above the 50-day MA of 34.31, and above the 200-day MA of 32.45, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 61.82 is Neutral, neither overbought nor oversold. The STOCH value of 84.43 is Negative, 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 | $34.92 | $37.00(5.95% Upside) | $74.87M | 0.20% | 71Outperform |
 PRMR | $28.62 | $34.11(19.18% Upside) | $91.76M | 1.00% | 73Outperform |
 SPXE | $82.54 | $99.82(20.94% Upside) | $86.09M | 0.09% | 74Outperform |
 FCUS | $39.39 | $46.93(19.15% Upside) | $84.79M | 0.80% | 67Neutral |
 QARP | $68.81 | $79.97(16.23% Upside) | $79.34M | 0.19% | 73Outperform |
 REGS | $11.39 | $14.49(27.27% Upside) | $76.20M | 0.35% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | 34.92 | 6.45 | 22.65% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.62 | 3.64 | 14.59% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 82.54 | 8.89 | 12.06% | |
| FCUS | Pinnacle Focused Opportunities ETF | 39.39 | 5.52 | 16.30% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.81 | 11.26 | 19.57% | |
| REGS | Columbia Large Cap Growth ETF | 11.39 | 1.30 | 12.88% |
This 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.