Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco S&P 500 Equal Weight Technology ETF(RSPT)
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 RSPT
10/07/2026: RSPT (3-star) is a STRONG-BUY. BUY for 39 days. Simulated Profits (3.30%). Updated daily EoD!
RSPT provides investors with equal-weighted exposure to the technology sector of the S&P 500, offering a balanced approach that mitigates the risk of being dominated by a handful of mega-cap companies. Its main strength lies in this diversification, backed by Invesco's institutional-grade management. It serves as an excellent portfolio-balancing tool for those who already have significant exposure to traditional tech-heavy indices. Key risks include sector-wide valuation sensitivity, interest rate exposure, and lower relative liquidity. It is best suited for long-term investors who want to participate in technology growth while maintaining a more balanced, risk-aware allocation.
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 | Strong fit | The fund captures the growth potential of the technology sector while providing broader exposure than cap-weighted funds. |
| Momentum investor | Mixed fit | Momentum investors may prefer cap-weighted funds that lean into top-performing mega-caps, making this a conditional fit. |
| Value investor | Mixed fit | While equal-weighting provides better valuation balance, the technology sector as a whole often trades at high multiples. |
| Dividend/Income investor | Weak fit | Technology stocks are generally focused on capital appreciation rather than dividend income. |
| Low-risk investor | Weak fit | Technology sector investments inherently carry high market and volatility risk regardless of the weighting strategy. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is bullish on the long-term prospects of the technology sector but seeks to avoid the concentration risks of owning mega-cap-only ETFs.
Suitability
This fund is best suited for long-term investors looking for diversified sector exposure rather than active traders seeking high liquidity for short-term speculation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Technology stocks are prone to significant price swings based on earnings reports and market sentiment. |
| Market risk | High | The fund is fully invested in equities and is subject to systemic economic downturns. |
| Concentration | Low | The equal-weighting strategy effectively mitigates the risk of being over-exposed to any single company. |
| Tracking/expense | Low | Invesco provides highly efficient index tracking with minimal tracking error. |
| Liquidity | Medium | Lower trading volumes compared to massive cap-weighted ETFs may lead to wider spreads during periods of stress. |
| Business/sector quality | Medium / high | Performance is highly dependent on the cyclical nature and competitive landscape of the U.S. technology industry. |
Risk Analysis
Volatility
RSPT exhibits volatility consistent with the broader tech sector, though its internal rebalancing helps dampen idiosyncratic company-level risk.
Market Risk
The fund is inherently susceptible to market risk, as it is fully exposed to the cyclical and often high-valuation nature of the technology sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | U.S. Technology Equities | 99.5 | This provides diversified exposure to large-cap U.S. technology companies with equal weight, reducing reliance on a few dominant tech giants. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for liquidity and to facilitate daily portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 58.73% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/07/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 7, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $6.26B |
| Issuer | Invesco |
| Expense Ratio | 0.4% |
| Distribution Yield | 0.23% |
| Inception | Nov 1, 2006 |
Performance
| Period | Total Return |
|---|---|
| YTD | +49.98% |
| 1 Year | +50.64% |
| 3 Year | +34.77% |
| 5 Year | +19.09% |
| 10 Year | +21.43% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 28.67% |
| 3Y Volatility | 22.09% |
| 3Y Sharpe Ratio | 1.21 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 42.67% |
| Large Cap | 35.47% |
| Small Cap | 11.06% |
| Mega Cap | 10.82% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 100.00% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.19x |
| Portfolio P/B | 5.75x |
| Portfolio P/S | 3.53x |
| Holdings Turnover | 35.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Everpure | 1.87% |
| PTC | 1.85% |
| Crowdstrike Holdings | 1.65% |
| Ciena | 1.62% |
| Synopsys | 1.58% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.