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Upturn AI SWOT - About
Invesco S&P 500 Equal Weight Financials ETF (RSPF)
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Upturn Advisory Summary
08/14/2025: RSPF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 24.74% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 60.00 - 77.41 | Updated Date 06/29/2025 |
52 Weeks Range 60.00 - 77.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500 Equal Weight Financials ETF
ETF Overview
Overview
The Invesco S&P 500 Equal Weight Financials ETF (RYF) seeks to replicate the performance of the S&P 500 Equal Weight Financials Index. It provides exposure to the financial sector of the U.S. equity market, with each company receiving an equal weighting in the index. The ETF rebalances quarterly to maintain equal allocation.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts focused on ETF management and investment strategies.
Investment Objective
Goal
To track the investment results of the S&P 500 Equal Weight Financials Index.
Investment Approach and Strategy
Strategy: Tracks a specific index u2013 the S&P 500 Equal Weight Financials Index.
Composition The ETF holds stocks of companies in the financial sector within the S&P 500, equally weighted.
Market Position
Market Share: RYF's market share varies within the equal-weight financial ETF segment.
Total Net Assets (AUM): 314200000
Competitors
Key Competitors
- First Trust Financials AlphaDEX Fund (FXO)
- SPDR S&P Bank ETF (KBE)
- iShares U.S. Financial Services ETF (IYG)
Competitive Landscape
The financial sector ETF market is competitive, with various funds offering different weighting methodologies and sub-sector focuses. RYF's equal weighting strategy differentiates it, potentially reducing concentration risk compared to market-cap weighted funds. However, it might underperform market-cap weighted funds when larger financial institutions strongly outperform smaller ones. FXO uses a smart beta approach based on growth and value factors. KBE focuses specifically on banks.
Financial Performance
Historical Performance: Historical performance depends on the performance of the equal-weighted financial sector and should be evaluated over multiple time periods.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500 Equal Weight Financials Index to assess tracking accuracy.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF generally exhibits moderate trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting decent trading efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, regulatory changes, and overall market sentiment significantly impact the financial sector and, consequently, the ETF's performance.
Growth Trajectory
The ETF's growth depends on the financial sector's performance, with potential changes influenced by economic cycles and regulatory shifts. No recent major changes to the ETF strategy are apparent.
Moat and Competitive Advantages
Competitive Edge
RYF's primary competitive edge is its equal-weighting methodology, which offers a diversified exposure across the financial sector and mitigates the influence of larger companies. This approach allows for potentially greater participation in the growth of smaller financial institutions. It's a distinct offering compared to market-cap weighted financial ETFs. The equal weighting can provide exposure to value compared to standard market cap weighted indices.
Risk Analysis
Volatility
RYF's volatility is generally comparable to that of the broader financial sector.
Market Risk
The ETF is subject to market risk, interest rate risk, and sector-specific risks affecting the financial industry, such as regulatory changes and economic downturns.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. financial sector with an equal-weighting approach may find this ETF suitable. It is useful for those looking to avoid over-concentration in large financial institutions.
Market Risk
Suitable for long-term investors seeking diversified exposure to the financial sector or active traders seeking tactical exposure to the sector.
Summary
The Invesco S&P 500 Equal Weight Financials ETF (RYF) offers exposure to the U.S. financial sector through an equal-weighting methodology, potentially reducing concentration risk. Its performance is closely tied to the overall health and growth of the financial sector. It's a suitable tool for diversification or tactical sector exposure. The ETF's expense ratio is reasonable, and it provides adequate liquidity for most investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's 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. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 Financials 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® Financials Index (the "parent index"). The parent index is designed to measure the performance of common stocks of all companies included in the S&P 500® Index that are classified as members of the financials 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.