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RSPD
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Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD)

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$57.16
Last Close (24-hour delay)
Profit since last BUY8.57%
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Consider higher Upturn Star rating
BUY since 65 days
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Upturn Advisory Summary

08/14/2025: RSPD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 3.23%
Avg. Invested days 46
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 1.42
52 Weeks Range 43.30 - 55.97
Updated Date 06/30/2025
52 Weeks Range 43.30 - 55.97
Updated Date 06/30/2025

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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

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ETF Overview

overview logo Overview

The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) seeks to replicate the performance of the S&P 500 Equal Weight Consumer Discretionary Index. It invests in consumer discretionary companies within the S&P 500, allocating an equal weight to each holding. The investment strategy aims to provide exposure to the consumer discretionary sector while mitigating concentration risk.

reliability logo Reputation and Reliability

Invesco is a well-established global investment management firm with a strong reputation for providing a diverse range of investment products.

reliability logo Management Expertise

Invesco has a team of experienced portfolio managers and analysts specializing in various sectors and investment strategies.

Investment Objective

overview logo Goal

To track the investment results of the S&P 500 Equal Weight Consumer Discretionary Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive investment strategy by replicating the composition and weighting of the underlying index.

Composition The ETF primarily holds stocks of consumer discretionary companies included in the S&P 500 index, spanning various sub-industries within the sector.

Market Position

Market Share: RCD holds a relatively small market share compared to broader consumer discretionary ETFs due to its equal-weighted approach.

Total Net Assets (AUM): 410000000

Competitors

overview logo Key Competitors

  • Consumer Discretionary Select Sector SPDR Fund (XLY)
  • Vanguard Consumer Discretionary ETF (VCR)
  • iShares U.S. Consumer Discretionary ETF (IYC)

Competitive Landscape

The consumer discretionary ETF market is dominated by larger, market-cap-weighted ETFs like XLY and VCR. RCD's equal-weight strategy offers diversification benefits by reducing concentration risk, but it may underperform during periods of strong performance by the largest companies in the sector. Its competitors offer broad exposure to the consumer discretionary sector but at different weighting methodologies.

Financial Performance

Historical Performance: Historical performance varies based on the time period. Data will vary based on source.

Benchmark Comparison: The ETF's performance is typically compared against the S&P 500 Equal Weight Consumer Discretionary Index.

Expense Ratio: 0.35

Liquidity

Average Trading Volume

RCD's average daily trading volume is moderate, which might result in wider bid-ask spreads compared to more liquid ETFs.

Bid-Ask Spread

The bid-ask spread for RCD can fluctuate depending on market conditions and trading activity, typically ranging from a few cents to several cents.

Market Dynamics

Market Environment Factors

Economic growth, consumer confidence, disposable income, and interest rates significantly impact RCD. A strong economy generally boosts consumer spending, benefiting the consumer discretionary sector, and vice versa.

Growth Trajectory

RCD's growth is tied to the performance of the consumer discretionary sector and its ability to maintain equal weighting among its holdings. Changes in consumer behavior, technological disruptions, and regulatory policies can affect its growth trajectory.

Moat and Competitive Advantages

Competitive Edge

RCD's primary advantage lies in its equal-weighting methodology, which reduces concentration risk and provides broader exposure to the consumer discretionary sector. This approach differentiates it from market-cap-weighted ETFs, potentially leading to different performance outcomes, especially when smaller companies outperform larger ones. The benefit of not being concentrated on the few largest players is a value proposition. Invesco's strong brand reputation also adds credibility.

Risk Analysis

Volatility

RCD's volatility can be similar to that of the broader consumer discretionary sector, influenced by economic cycles and consumer sentiment.

Market Risk

RCD is subject to market risk, including the risk of economic downturns, changes in consumer preferences, and industry-specific challenges impacting the performance of consumer discretionary companies.

Investor Profile

Ideal Investor Profile

RCD is suitable for investors seeking targeted exposure to the consumer discretionary sector with a preference for equal weighting to mitigate concentration risk. Investors who believe smaller companies in the sector may outperform may find this ETF attractive.

Market Risk

RCD is suitable for both long-term investors and active traders looking to express a specific view on the consumer discretionary sector. It is a decent choice for passive index followers who desire an equal-weighted approach.

Summary

The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) offers exposure to the consumer discretionary sector of the S&P 500, employing an equal-weighting strategy. Its equal weighting can provide diversification compared to market-cap-weighted ETFs but may result in different performance outcomes. RCD is most suitable for investors seeking targeted exposure to the sector, those who prefer an equal-weighted strategy and are willing to accept the associated risks and potential benefits. The total assets under management are relatively small compared to larger competitors, making it a niche choice within the consumer discretionary sector ETFs.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Invesco
  • State Street Global Advisors
  • Vanguard
  • iShares

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. Market conditions can change rapidly, affecting the accuracy of the information presented.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Invesco S&P 500 Equal Weight Consumer Discretionary 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® Consumer Discretionary 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 discretionary sector, as defined according to the Global Industry Classification Standard (GICS).