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Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS)
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Upturn Advisory Summary
11/04/2025: RHS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -8.14% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.58 | 52 Weeks Range 28.22 - 32.03 | Updated Date 06/30/2025 |
52 Weeks Range 28.22 - 32.03 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P 500® Equal Weight Consumer Staples ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Equal Weight Consumer Staples ETF (RHS) seeks to replicate the performance of the S&P 500u00ae Equal Weight Consumer Staples Index. It equally weights stocks in the consumer staples sector, offering diversification. The ETF offers exposure to companies that produce essential products.
Reputation and Reliability
Invesco is a well-established global investment management firm with a solid reputation.
Management Expertise
Invesco has extensive experience in managing a wide range of ETFs across various asset classes and investment strategies.
Investment Objective
Goal
The investment seeks to track the investment results (before fees and expenses) of the S&P 500u00ae Equal Weight Consumer Staples Index.
Investment Approach and Strategy
Strategy: Tracks the S&P 500u00ae Equal Weight Consumer Staples Index.
Composition The ETF holds stocks of companies in the consumer staples sector, such as food, beverage, household products, and tobacco companies.
Market Position
Market Share: The ETF has a moderate market share within the consumer staples ETF category.
Total Net Assets (AUM): 639500000
Competitors
Key Competitors
- Consumer Staples Select Sector SPDRu00ae Fund (XLP)
- Vanguard Consumer Staples ETF (VDC)
- iShares U.S. Consumer Staples ETF (IYK)
Competitive Landscape
The consumer staples ETF market is dominated by XLP and VDC. RHS offers a differentiated approach through equal weighting, potentially leading to increased diversification and reduced concentration risk compared to its market-cap-weighted competitors. However, this strategy can also lead to higher turnover and potentially lower tax efficiency.
Financial Performance
Historical Performance: Historical performance data is available from Invesco and various financial data providers, but past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500u00ae Equal Weight Consumer Staples Index to assess its tracking efficiency.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is moderate, reflecting sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic factors such as inflation, interest rates, and consumer spending trends affect the consumer staples sector and, consequently, the ETF's performance.
Growth Trajectory
The growth trajectory is influenced by consumer behavior, demographic shifts, and the ability of consumer staples companies to innovate and adapt to changing market demands. The equal-weight strategy may lead to higher turnover as the fund rebalances.
Moat and Competitive Advantages
Competitive Edge
RHS's equal-weighting strategy differentiates it from market-cap-weighted competitors, offering potentially broader diversification within the consumer staples sector. This approach reduces the influence of the largest companies and can enhance exposure to smaller, potentially faster-growing firms. The diversification can lead to different risk-return characteristics compared to market-cap-weighted funds. It allows investors to access a more balanced representation of the consumer staples sector.
Risk Analysis
Volatility
The ETF's volatility generally mirrors that of the consumer staples sector, which is typically lower than the broader market.
Market Risk
Market risks include sector-specific risks such as changing consumer preferences, regulatory changes affecting the industry, and competition from private-label brands.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to the consumer staples sector with a preference for an equal-weighting strategy.
Market Risk
The ETF is suitable for long-term investors seeking stable returns and diversification within their portfolio, but potentially less suitable for very active traders.
Summary
The Invesco S&P 500u00ae Equal Weight Consumer Staples ETF (RHS) offers a unique equal-weighted approach to investing in the consumer staples sector. This strategy provides diversification benefits by reducing concentration risk associated with market-cap-weighted ETFs. Investors should consider its expense ratio, liquidity, and track record when comparing it to competitors like XLP and VDC. The ETF is suitable for long-term investors seeking stability and balanced exposure to the consumer staples market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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 Consumer Staples 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 the securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Consumer Staples 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 consumer staples 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.