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Upturn AI Summary
Invesco S&P 500® Equal Weight ETF(RSP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RSP
10/22/2026: RSP (5-star) is currently NOT-A-BUY. Pass it for now.
The Invesco S&P 500 Equal Weight ETF (RSP) offers a unique way to access the 500 largest U.S. companies by assigning each stock an equal weight, effectively mitigating the dominance of the largest mega-cap stocks. Its main strengths include superior diversification, high liquidity, and the systematic 'buy-low, sell-high' discipline inherent in its quarterly rebalancing process. The fund is well-suited for long-term investors looking for a core holding that provides a different risk-return profile than traditional market-cap-weighted S&P 500 funds. Investors should be aware that the primary risk is performance lag during periods of extreme mega-cap market concentration. Monitoring market breadth and valuation trends remains essential for evaluating its relative performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | It offers broad growth exposure but may lag when the market is driven primarily by a narrow group of high-growth mega-caps. |
| Momentum investor | Mixed fit | This strategy is contrarian by nature, which can conflict with momentum signals when top-heavy stocks are leading the trend. |
| Value investor | Strong fit | The equal-weighting methodology inherently tilts the portfolio toward value, as expensive stocks are trimmed and cheaper ones are added. |
| Dividend/Income investor | Mixed fit | While it holds dividend-paying companies, its primary goal is capital appreciation rather than yield maximization. |
| Low-risk investor | Mixed fit | It reduces concentration risk but remains fully exposed to overall market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking S&P 500 exposure but desiring to avoid concentration in the top few stocks.
Suitability
Best for long-term investors using a passive index-based approach to build core portfolio diversification.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equal weighting can lead to higher short-term volatility compared to cap-weighted indices due to the higher influence of smaller-cap components. |
| Market risk | Medium / high | As an equity fund, it is fully subject to systemic market declines. |
| Concentration | Low | The equal-weighting strategy is specifically designed to mitigate the concentration risk inherent in market-cap-weighted indices. |
| Tracking/expense | Low | The fund maintains a low expense ratio and tracks its specific index with minimal tracking error. |
| Liquidity | Low | High trading volume ensures that liquidity risks for investors are minimal. |
| Business/sector quality | Medium | The fund relies on the ongoing viability of the broad spectrum of companies within the S&P 500. |
Risk Analysis
Volatility
RSP exhibits slightly higher volatility than market-cap-weighted funds because it gives more weight to smaller companies that are typically more volatile.
Market Risk
RSP is fully exposed to systemic equity market risk; if the U.S. large-cap market declines, the fund will decline accordingly.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | S&P 500 Constituents (Equal Weighted) | 99.8 | By holding every company at an equal weight, this fund reduces the dominance of mega-cap stocks in your portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | A small residual cash position is maintained for daily operational liquidity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.73% | Avg. Invested days 91 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/22/2026 |
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