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Upturn AI SWOT - About
Invesco S&P 500 Equal Weight Real Estate ETF (RSPR)
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Upturn Advisory Summary
08/14/2025: RSPR (1-star) is currently NOT-A-BUY. Pass it for now.
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 -1.04% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 30.65 - 38.17 | Updated Date 06/30/2025 |
52 Weeks Range 30.65 - 38.17 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P 500 Equal Weight Real Estate ETF
ETF Overview
Overview
The Invesco S&P 500 Equal Weight Real Estate ETF (EWRE) aims to provide investment results that correspond generally to the price and yield of the S&P 500 Equal Weight Real Estate Index. This ETF invests in real estate companies within the S&P 500, weighting each company equally at each rebalancing.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation.
Management Expertise
Invesco has a team of experienced professionals managing various ETFs, leveraging their expertise in index tracking and sector-specific investments.
Investment Objective
Goal
To track the performance of the S&P 500 Equal Weight Real Estate Index.
Investment Approach and Strategy
Strategy: This ETF aims to replicate the returns of the S&P 500 Equal Weight Real Estate Index.
Composition The ETF holds stocks of companies in the real estate sector of the S&P 500, with each holding equally weighted.
Market Position
Market Share: EWRE's market share varies based on market conditions and investor preferences.
Total Net Assets (AUM): 291147595
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- iShares U.S. Real Estate ETF (IYR)
Competitive Landscape
The ETF industry is highly competitive. XLRE and VNQ are the dominant players due to their size and lower expense ratios. EWRE's equal-weighting strategy differentiates it but also increases volatility and tracking error compared to market-cap-weighted competitors. IYR is a broad real estate ETF like VNQ but has a smaller market share.
Financial Performance
Historical Performance: Historical performance can be found on Invesco's website and financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500 Equal Weight Real Estate Index to assess tracking efficiency.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume can fluctuate significantly, so current data should be checked from a live market data provider.
Bid-Ask Spread
The bid-ask spread also varies, but it's generally narrow given reasonable average daily volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and real estate market conditions influence the ETF's performance. Inflation trends and Fed policy also affect performance.
Growth Trajectory
The growth trajectory depends on the overall economic climate and the real estate sector's performance; significant changes to holdings are infrequent due to the index-tracking strategy.
Moat and Competitive Advantages
Competitive Edge
EWRE's key advantage is its equal-weighting strategy, which reduces concentration risk compared to market-cap-weighted ETFs. This strategy gives smaller real estate companies a larger impact on the ETF's performance. However, it could also lead to higher tracking error and more frequent rebalancing. Investors looking for diversification within the real estate sector might find EWRE attractive.
Risk Analysis
Volatility
The ETF's volatility is affected by market fluctuations and the sensitivity of real estate stocks to economic conditions.
Market Risk
Real estate sector-specific risks, such as interest rate sensitivity, regulatory changes, and property market cycles, impact the ETF.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to the real estate sector within the S&P 500 with a desire to avoid market-cap weighting bias. Investors that are tolerant to the potential increased volatility.
Market Risk
Suitable for long-term investors seeking sector-specific exposure, but potentially also for active traders who aim to capitalize on real estate market trends.
Summary
The Invesco S&P 500 Equal Weight Real Estate ETF offers a unique approach to investing in the real estate sector by equally weighting its holdings, providing more balanced exposure than market-cap-weighted ETFs. This strategy can be attractive to investors seeking diversification, but it may also increase volatility and tracking error. Its performance is heavily influenced by the broader economic environment and real estate market conditions. Investors should consider their risk tolerance and investment objectives before investing in EWRE.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult a qualified financial advisor before making any investment decisions.
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 Real Estate 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® Real Estate Index (the "parent index"). The parent index is designed to measure the performance of equity securities of larger U.S. companies.
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.