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Invesco S&P 500 Equal Weight Real Estate ETF(RSPR)
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)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RSPR
10/09/2026: RSPR (1-star) is currently NOT-A-BUY. Pass it for now.
RSPR provides targeted, equal-weighted exposure to real estate companies within the S&P 500, offering a unique alternative to traditional market-cap-weighted REIT ETFs. Its main strengths include reduced concentration risk and the reliable backing of the Invesco brand, making it a compelling tool for balanced sector exposure. The primary use case is as a specialized component of a diversified portfolio seeking real estate representation. Investors must be wary of interest-rate sensitivity and the potential for wider bid-ask spreads compared to larger, more liquid competitors. It is best suited for long-term investors who prefer a non-concentrated approach and are willing to monitor sector-specific economic and rate trends.
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 | Real estate is typically considered a value and income-oriented sector rather than a pure growth play. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may utilize this fund when the real estate sector shows clear relative strength. |
| Value investor | Strong fit | Equal weighting often provides exposure to mid-sized REITs that may be attractively valued compared to the largest market leaders. |
| Dividend/Income investor | Strong fit | The fund provides broad access to the income-generating potential of the US real estate sector. |
| Low-risk investor | Weak fit | Sector-specific ETFs carry inherent volatility and interest rate sensitivity that may exceed the tolerance of low-risk investors. |
Investor Profile
Ideal Investor Profile
Investors seeking balanced, long-term exposure to US real estate without the concentration risk of standard market-cap-weighted indices.
Suitability
Best suited for long-term investors or those building a diversified portfolio who prioritize equal sector representation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate equities can experience significant price swings based on economic data. |
| Market risk | High | The fund is entirely exposed to the systematic risks of the US real estate market. |
| Concentration | Low | Equal weighting significantly mitigates the risk of being over-exposed to the single largest holdings. |
| Tracking/expense | Low | The fund generally tracks its index reliably with standard operational costs. |
| Liquidity | Medium | Lower trading volume relative to giants like VNQ can increase execution costs. |
| Business/sector quality | Medium / high | The performance is tied strictly to the cyclical health of the commercial and residential real estate sectors. |
Risk Analysis
Volatility
RSPR exhibits volatility consistent with the broader REIT sector, often amplified by interest rate sensitivity.
Market Risk
The primary risk is a downturn in the US real estate sector, which can be affected by economic, regulatory, and credit conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Real Estate (S&P 500 constituents) | 99.5 | This provides diversified exposure to large-cap US real estate companies on an equal-weighted basis. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | This represents residual cash held for operational purposes. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -1.02% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

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