Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RSPH (Invesco S&P 500 Equal Weight Health Care ETF) 0.41% 10.56% 4.09% 2.59% 8.38% 11.27% NA
Data as of 06/10/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
Name Start Date End Date
RSPH (Invesco S&P 500 Equal Weight Health Care ETF) 11/07/2006 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 3.20 10.56 4.09 2.59 8.38 11.27 NA 0.41 9.52 -0.94 3.95 -9.39 23.19 18.83 25.48 -0.66 23.70 -4.48 8.18 29.73 41.52 20.01 6.33 10.66 38.77 -26.50 10.37 1.30
Sharpe Ratio NA 0.58 0.05 0.03 0.37 NA NA -0.18 0.36 -0.37 0.02 -0.50 1.88 0.59 1.64 -0.11 2.43 -0.28 0.46 2.15 3.61 1.61 0.28 0.66 1.74 -0.94 0.65 0.66
Standard Deviation(%) NA 15.68 15.10 16.31 17.77 NA NA 15.60 18.57 12.18 13.23 21.90 12.33 31.61 14.60 18.26 9.54 16.68 17.59 13.81 11.50 12.48 22.11 16.10 22.17 29.17 11.23 8.95
Draw Down(%) NA 10.87 17.13 21.95 30.44 NA NA 10.87 14.97 10.67 17.13 21.61 9.04 30.44 7.73 19.34 5.46 13.37 16.82 6.90 4.30 8.14 19.58 14.60 21.44 39.34 9.09 3.07
Yield(%) 0.00 0.77 0.13 0.32 0.65 1.26 1.40 0.17 0.76 0.69 0.38 0.58 0.62 0.60 0.68 0.51 0.58 0.46 0.52 0.56 0.58 1.86 0.54 0.36 0.50 0.29 0.21 0.06
Data as of 06/10/2026, Common starting date is 11/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPH (Invesco S&P 500 Equal Weight Health Care ETF) -2.29%
Dec 2021 – Dec 2024
2.33%
Apr 2021 – Apr 2026
6.12%
Jul 2015 – Jul 2025
10.78%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPH (Invesco S&P 500 Equal Weight Health Care ETF) 32.12%
May 2012 – May 2015
27.07%
Feb 2009 – Feb 2014
18.85%
Feb 2009 – Feb 2019
15.83%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return