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Upturn AI SWOT - About
Invesco S&P 500® Equal Weight Industrials ETF (RGI)
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Upturn Advisory Summary
08/29/2025: RGI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 40.38% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 42.18 - 54.84 | Updated Date 06/30/2025 |
52 Weeks Range 42.18 - 54.84 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P 500® Equal Weight Industrials ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Equal Weight Industrials ETF (RSPN) seeks to track the investment results of the S&P 500u00ae Equal Weight Industrials Index. It focuses on the industrials sector, allocating assets equally among the S&P 500 companies within that sector, offering a diversified investment strategy within the industrials market.
Reputation and Reliability
Invesco is a well-established global investment management firm known for its wide range of ETF offerings and reliable investment strategies.
Management Expertise
Invesco has extensive experience in managing ETFs, with a team of seasoned professionals overseeing investment decisions and portfolio management.
Investment Objective
Goal
The investment goal of RSPN is to achieve investment results that correspond generally to the price and yield of the S&P 500u00ae Equal Weight Industrials Index.
Investment Approach and Strategy
Strategy: RSPN employs a passive investment strategy, aiming to track the performance of the S&P 500u00ae Equal Weight Industrials Index.
Composition The ETF primarily holds stocks of companies within the industrials sector that are included in the S&P 500, with each company receiving an equal weight in the portfolio.
Market Position
Market Share: RSPN's market share within the equal-weighted industrials ETF segment is notable, but detailed figures are subject to market fluctuations.
Total Net Assets (AUM): 428874422
Competitors
Key Competitors
- First Trust RBA American Industrial Renaissance ETF (AIRR)
- Industrial Select Sector SPDR Fund (XLI)
- Vanguard Industrials ETF (VIS)
Competitive Landscape
The industrial ETF market is competitive, with several major players offering exposure to the sector. RSPN differentiates itself through its equal-weighting strategy, which may lead to different performance outcomes compared to capitalization-weighted ETFs like XLI and VIS. This equal weighting can potentially offer advantages in a market where smaller-cap stocks outperform large-cap stocks within the sector.
Financial Performance
Historical Performance: Historical performance data is not provided but can be accessed through financial data providers.
Benchmark Comparison: Benchmark comparison involves analyzing RSPN's performance against the S&P 500u00ae Equal Weight Industrials Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
RSPN demonstrates reasonable liquidity based on its average trading volume, which should be checked for current values via financial data providers.
Bid-Ask Spread
The bid-ask spread represents the cost of trading the ETF and should be monitored for tightness to ensure cost-effective trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions significantly impact RSPN, influencing the performance of the industrials sector.
Growth Trajectory
Growth trends of RSPN are tied to the overall health and expansion of the industrials sector and any strategic shifts in sector holdings.
Moat and Competitive Advantages
Competitive Edge
RSPNu2019s competitive advantage lies in its equal-weighting strategy within the industrials sector, providing broader exposure to smaller-cap companies that may offer higher growth potential. This strategy can differentiate RSPN from capitalization-weighted ETFs that are heavily influenced by the performance of larger companies. The equal-weighting approach can also reduce concentration risk, as no single company dominates the ETFu2019s performance. By equally distributing assets, RSPN aims to capture the collective performance of a wider range of industrials companies.
Risk Analysis
Volatility
Volatility analysis requires examining RSPN's historical price fluctuations, indicating its sensitivity to market movements.
Market Risk
Market risk includes the potential for the industrials sector to underperform the broader market due to economic downturns, regulatory changes, or shifts in industry dynamics.
Investor Profile
Ideal Investor Profile
The ideal investor for RSPN is someone seeking diversified exposure to the industrials sector with a preference for an equal-weighting strategy.
Market Risk
RSPN is suitable for long-term investors seeking sector-specific exposure and those who believe in the potential of smaller-cap companies within the industrials sector.
Summary
The Invesco S&P 500u00ae Equal Weight Industrials ETF (RSPN) offers targeted exposure to the industrials sector through an equal-weighting strategy. This approach differentiates it from capitalization-weighted ETFs, providing broader exposure to smaller-cap companies. RSPN is suitable for investors seeking diversified sector exposure and those who believe in the growth potential of smaller companies within the industrials sector. Potential investors should consider factors such as market risk, expense ratio, and the potential impact of equal weighting on portfolio performance. While the ETF is reliable, the historical and future performance depend on the industrial sector's performance and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500® Equal Weight Industrials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Industrials Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the industrials sector, as defined according to the Global Industry Classification Standard (GICS).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.