It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
RHS: Invesco S&P 500® Equal Weight Consumer Staples ETF (ETF)
Basic Info 29.26 0.02(0.07%) June 04
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 11/07/2006 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 2.76% |
| Expenses | 0.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/07/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 1.6 | -0.7 | -1.2 | -27.3 | -11.3 | -2.7 | -0.3 | -0.9 | -1.5 | -81.1 | 2.9 | 14.7 | 6.2 | 28.2 | -10.9 | 14.2 | 4.7 | 13.2 | 18.0 | 32.5 | 12.0 | 12.8 | 17.0 | 27.6 | -22.5 | 8.9 | 3.6 |
| Sharpe Ratio | NA | 0.61 | 0.01 | -0.3 | -0.4 | -0.24 | NA | -0.03 | -0.26 | -0.46 | -0.53 | 0.09 | 1.27 | 0.22 | 2.48 | -0.84 | 1.64 | 0.37 | 0.97 | 1.75 | 2.86 | 1.2 | 0.77 | 1.29 | 1.49 | -1.05 | 0.54 | 4.92 |
| Draw Down(%) | NA | 11.7 | 11.7 | 16.5 | 83.7 | 83.7 | NA | 83.7 | 9.2 | 7.1 | 83.4 | 13.7 | 7.0 | 25.4 | 4.9 | 16.4 | 7.0 | 10.9 | 9.3 | 5.6 | 6.5 | 5.4 | 13.9 | 9.1 | 17.4 | 29.9 | 6.1 | 0.4 |
| Standard Deviation(%) | NA | 15.2 | 13.4 | 13.1 | 73.1 | 52.9 | NA | 39.1 | 14.7 | 11.1 | 161.2 | 17.0 | 11.5 | 27.4 | 10.8 | 14.6 | 8.3 | 12.2 | 13.5 | 10.3 | 11.4 | 10.1 | 16.5 | 13.1 | 18.5 | 22.3 | 10.7 | 5.0 |
| Treynor Ratio | NA | 0.78 | 0.01 | -0.15 | -1.11 | -0.26 | NA | -0.03 | -0.15 | -0.25 | 2.26 | 0.03 | 0.35 | 0.08 | 0.48 | -0.23 | 0.26 | 0.07 | 0.18 | 0.26 | 0.41 | 0.21 | 0.21 | 0.35 | 0.69 | -0.61 | 0.15 | 1.28 |
| Alpha | NA | 0.03 | -0.01 | -0.03 | -0.08 | -0.04 | NA | -0.01 | -0.03 | -0.03 | -0.32 | 0.05 | 0.01 | -0.03 | 0.04 | -0.04 | 0.01 | -0.01 | 0.05 | 0.03 | 0.02 | 0.01 | 0.04 | 0.04 | 0.06 | -0.04 | 0.02 | 0.07 |
| Beta | NA | 0.12 | 0.13 | 0.26 | 0.26 | 0.48 | NA | 0.48 | 0.25 | 0.2 | -0.38 | 0.48 | 0.42 | 0.7 | 0.55 | 0.54 | 0.53 | 0.61 | 0.74 | 0.7 | 0.8 | 0.58 | 0.62 | 0.48 | 0.4 | 0.38 | 0.38 | 0.19 |
| RSquared | NA | 0.01 | 0.01 | 0.09 | 0.01 | 0.09 | NA | 0.16 | 0.1 | 0.06 | 0.0 | 0.47 | 0.23 | 0.78 | 0.41 | 0.41 | 0.18 | 0.43 | 0.72 | 0.6 | 0.6 | 0.54 | 0.76 | 0.44 | 0.35 | 0.5 | 0.32 | 0.08 |
| Yield(%) | N/A | 0.8 | 2.8 | 2.6 | 1.1 | 1.9 | 3.5 | N/A | 2.7 | 2.7 | 0.5 | 2.3 | 2.3 | 2.2 | 2.7 | 2.1 | 2.1 | 1.8 | 2.0 | 2.0 | 2.0 | 2.6 | 2.2 | 2.3 | 2.6 | 1.8 | 2.1 | 0.3 |
| Dividend Growth(%) | N/A | -73.2 | -2.5 | -74.3 | -33.7 | N/A | N/A | N/A | -4.9 | -1.3 | -77.9 | 12.1 | 8.8 | 4.6 | 9.1 | 11.3 | 21.2 | 1.9 | 13.6 | 30.3 | -15.2 | 31.6 | 10.8 | 5.3 | 14.7 | -10.5 | 602.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Defensive Asset Class Trend Rankings |
Top Rated Funds in Consumer Defensive
Best Mutual Funds
- FDFAX (CONSUMER STAPLES PORTFOLIO CONSUMER STAPLES PORTFOLIO) (97%)
- FDAGX (CONSUMER STAPLES PORTFOLIO FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS A) (69%)
- VCSAX (VANGUARD CONSUMER STAPLES INDEX FUND ADMIRAL SHARES) (65%)
- RYCIX (CONSUMER PRODUCTS FUND INVESTOR CLASS) (63%)
- PGCMX (Putnam Global Consumer Fund M Shs) (55%)
- PGCKX (Putnam Global Consumer Fund B Shs) (53%)
- PGCNX (Putnam Global Consumer Fund C Shs) (53%)
- PGCYX (Putnam Global Consumer Fund Y Shs) (52%)
- PGCOX (Putnam Global Consumer Fund A Shs) (50%)
- ICLCX (ICON CONSUMER STAPLES FUND CLASS C) (45%)
Best ETFs
- FXG (First Trust Consumer Staples AlphaDEX Fund) (90%)
- IYK (iShares U.S. Consumer Staples ETF) (86%)
- KXI (iShares Global Consumer Staples ETF) (85%)
- PBJ (Invesco Food & Beverage ETF) (84%)
- PSL (Invesco Dorsey Wright Consumer Staples Momentum ETF) (83%)
- RHS (Invesco S&P 500® Equal Weight Consumer Staples ETF) (81%)
- VDC (Vanguard Consumer Staples ETF) (81%)
- IPS (SPDR S&P Intl Cnsmr Stapl Sect ETF) (37%)
- CROP (IQ Global Agribusiness Small Cap ETF) (29%)
- PSCC (Invesco S&P SmallCap Consumer Staples ETF) (21%)
Latest Articles Related to RHS
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
