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
RSPS (Invesco S&P 500 Equal Weight Consumer Staples ETF) 4.64% 2.54% -0.49% 0.98% 4.34% 8.52% NA
Data as of 06/09/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
Name Start Date End Date
RSPS (Invesco S&P 500 Equal Weight Consumer Staples ETF) 11/07/2006 06/09/2026
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 (%) 2.73 2.54 -0.49 0.98 4.34 8.52 NA 4.64 -0.86 -1.47 -5.38 2.88 14.68 6.19 28.17 -10.86 14.20 4.72 13.16 18.01 32.54 12.03 12.84 17.02 27.63 -22.45 8.94 3.64
Sharpe Ratio NA -0.08 -0.33 -0.16 0.18 NA NA 0.34 -0.26 -0.46 -0.78 0.09 1.27 0.22 2.48 -0.84 1.64 0.37 0.97 1.75 2.86 1.20 0.77 1.29 1.49 -1.05 0.54 4.92
Standard Deviation(%) NA 13.57 13.06 13.64 14.89 NA NA 15.19 14.70 11.05 11.62 16.98 11.51 27.37 10.76 14.58 8.31 12.23 13.52 10.31 11.37 10.06 16.54 13.11 18.52 22.33 10.73 5.04
Draw Down(%) NA 11.70 16.53 18.61 25.42 NA NA 11.70 9.17 7.13 18.61 13.73 7.00 25.42 4.91 16.42 7.03 10.86 9.30 5.60 6.50 5.40 13.94 9.13 17.40 29.87 6.08 0.35
Yield(%) 0.00 2.77 0.66 1.33 2.00 3.60 3.97 0.75 2.72 2.70 1.39 2.32 2.34 2.24 2.67 2.13 2.12 1.83 1.98 2.03 1.96 2.59 2.18 2.26 2.64 1.81 2.11 0.31
Data as of 06/09/2026, 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
RSPS (Invesco S&P 500 Equal Weight Consumer Staples ETF) -3.00%
Nov 2022 – Nov 2025
0.58%
May 2021 – May 2026
4.39%
Mar 2016 – Mar 2026
8.16%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPS (Invesco S&P 500 Equal Weight Consumer Staples ETF) 24.25%
Feb 2009 – Feb 2012
23.02%
Feb 2009 – Feb 2014
15.74%
Feb 2009 – Feb 2019
12.79%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return