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



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Upturn Advisory Summary
08/14/2025: RSPD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
ETF Overview
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.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a diverse range of investment products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in various sectors and investment strategies.
Investment Objective
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
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.
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 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).

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