RSPF - ETF AI Analysis
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Invesco S&P 500 Equal Weight Financials ETF (RSPF)
Rating:73Outperform
Price Target:―
Positive Factors
Broad Financial Sector Exposure
The fund holds many different financial companies, which helps spread risk across the sector instead of relying on just a few names.
Equal-Weight Approach
Because the ETF weights its holdings more evenly, smaller and mid-sized financial stocks have a better chance to contribute to returns instead of the fund being dominated by a few giants.
Recent Performance Momentum
The ETF has shown steady gains over the past few months, suggesting recent strength in its financial sector holdings.
Negative Factors
Heavy Concentration in Financials
With the vast majority of assets in financial stocks, the fund is highly sensitive to downturns in the financial sector.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, so it offers little protection if the U.S. market weakens while other regions do better.
Mixed Performance Among Top Holdings
Several of the largest positions, including some well-known names, have shown weak or negative performance this year, which could drag on overall returns if the trend continues.
RSPF vs. SPDR S&P 500 ETF (SPY)
AUM387.84M
RegionNorth America
Expense Ratio0.40%
Beta0.84
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield1.56%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Financials -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume161,754
30 Day Avg. Volume69,922
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
92.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering77
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPF Summary
RSPF is the Invesco S&P 500 Equal Weight Financials ETF, which follows an index of U.S. financial companies in the S&P 500 and gives each one roughly the same weight. It holds a mix of banks, insurance firms, payment companies, and other financial businesses, including well-known names like PayPal and Capital One. Someone might invest in RSPF to get diversified exposure to the financial sector without putting too much money into just a few giant firms. A key risk is that it is heavily focused on financial stocks, so its value can rise or fall sharply with changes in interest rates and the overall economy.
How much will it cost me?The Invesco S&P 500 Equal Weight Financials ETF (RSPF) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it uses an equal-weight methodology, which requires more active management compared to passively managed ETFs that track market-cap-weighted indexes.
What would affect this ETF?The Invesco S&P 500 Equal Weight Financials ETF (RSPF) could benefit from a strong U.S. economy, rising interest rates that improve bank profitability, and increased adoption of financial technology, as several top holdings like Robinhood and Coinbase are tied to fintech. However, it may face challenges from regulatory changes in the financial sector, economic slowdowns, or market volatility that could negatively impact banks and financial services companies. The ETF's focus on U.S. financials means its performance is closely tied to domestic economic conditions and sector-specific trends.
RSPF Top 10 Holdings
RSPF is a pure play on U.S. financials, and its equal-weight approach keeps any single name from dominating the story. Payment giants Visa and Mastercard have been steady to slightly mixed, offering reliable ballast even as their momentum cools. Traditional insurers like MetLife and Principal Financial are quietly rising, helping to support the fund. On the flashier side, Robinhood and Coinbase have been more upbeat lately, adding some growth flair but also volatility. Overall, performance is driven by a broad mix of financials rather than one star player.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| PayPal Holdings | 1.49% | $5.77M | $48.90B | -15.89% | 76 Outperform | |
| Visa | 1.48% | $5.73M | $746.35B | 17.76% | 70 Outperform | |
| Mastercard | 1.48% | $5.72M | $539.90B | 10.06% | 75 Outperform | |
| Factset Research | 1.47% | $5.70M | $10.73B | 5.23% | 78 Outperform | |
| W. R. Berkley Corporation | 1.44% | $5.58M | $27.46B | 1.85% | 73 Outperform | |
| Cboe Global Markets | 1.43% | $5.56M | $32.17B | 30.56% | 75 Outperform | |
| Marsh & McLennan Companies | 1.43% | $5.56M | $89.02B | -0.65% | 71 Outperform | |
| American International Group | 1.43% | $5.56M | $41.37B | 4.37% | 60 Neutral | |
| CME Group | 1.43% | $5.55M | $104.08B | 9.68% | 74 Outperform | |
| Coinbase Global | 1.43% | $5.54M | $48.50B | -48.47% | 68 Neutral |
RSPF Technical Analysis
Positive
―
Price Trends
81.79
Negative
80.54
Negative
77.57
Positive
Market Momentum
-0.61
Negative
52.19
Neutral
71.42
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 78.81, equal to the 50-day MA of 81.79, and equal to the 200-day MA of 77.57, indicating a neutral trend. The MACD of -0.61 indicates Negative momentum. The RSI at 52.19 is Neutral, neither overbought nor oversold. The STOCH value of 71.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSPF.
RSPF Peer Comparison
Comparison Results
Performance Comparison
RSPF
Invesco S&P 500 Equal Weight Financials ETF
80.10
5.64
7.57%
IAT
iShares U.S. Regional Banks ETF
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KIE
SPDR S&P Insurance ETF
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KCE
SPDR S&P Capital Markets ETF
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REM
iShares Mortgage Real Estate ETF
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KBWD
Invesco KBW High Dividend Yield Financial 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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