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Invesco ESG S&P 500 Equal Weight ETF(RSPE)
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 RSPE
11/13/2026: RSPE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
RSPE provides exposure to S&P 500 companies that meet specific ESG criteria, utilizing an equal-weighting strategy to distribute investment risk evenly across its holdings. Its main strength lies in its ability to mitigate the extreme concentration of mega-cap stocks typical in standard market-cap-weighted indices while offering an ESG tilt. It is designed to function as a core holding for sustainability-minded investors who want to capture broader market performance without being overly reliant on the top 5-10 stocks. Primary risks include the potential for sustained underperformance during periods when mega-caps dominate the market, as well as ESG-specific regulatory risks. It is best suited for long-term investors who prioritize ESG alignment and diversification over tracking the absolute performance of the standard S&P 500.
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 | The equal-weighting strategy may limit exposure to the fastest-growing mega-cap tech stocks that drive market-cap-weighted growth. |
| Momentum investor | Mixed fit | Momentum investors may find the equal-weight rebalancing counter-intuitive as it trims winners to add to underperformers. |
| Value investor | Strong fit | The equal-weighting approach often results in a valuation tilt that appeals to value-oriented investors. |
| Dividend/Income investor | Mixed fit | While it holds large-cap companies, the fund is not optimized for high dividend yield specifically. |
| Low-risk investor | Mixed fit | Equal weighting can reduce specific stock concentration risk, but the fund remains fully exposed to broad equity market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a socially conscious individual looking for core US equity exposure that intentionally avoids the concentration risk of standard S&P 500 indices.
Suitability
RSPE is best suited for long-term investors seeking to integrate ESG values while maintaining diversified US market exposure, rather than for active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are inherently subject to market fluctuations. |
| Market risk | High | The fund is fully exposed to the systematic risks of the broad US large-cap equity market. |
| Concentration | Low | The equal-weighting strategy significantly reduces the concentration risk found in standard S&P 500 funds. |
| Tracking/expense | Low | The fund maintains a low expense ratio and typically tracks its index with high efficiency. |
| Liquidity | Medium | Lower trading volumes compared to the largest ETFs could lead to wider spreads in volatile markets. |
| Business/sector quality | Medium | ESG filtering excludes certain industries which may impact total sector representation. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
RSPE historically displays slightly higher volatility than market-cap-weighted indices because it gives more weight to smaller/mid-sized companies which tend to be more volatile.
Market Risk
The fund is subject to the systemic risks of the US economy, interest rate sensitivity, and broader market sentiment regarding equity valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities (ESG-screened) | 99.5 | The fund provides broad exposure to large-cap US companies that meet sustainability standards, with each holding given an equal weight. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small portion of the fund is held in cash to facilitate day-to-day liquidity and operational needs. |
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 30.16% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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