RSPE - ETF AI Analysis

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Invesco ESG S&P 500 Equal Weight ETF (RSPE)

Rating:70Outperform

Price Target:―

RSPE, the Invesco ESG S&P 500 Equal Weight ETF, earns a solid overall rating driven by strong contributors like Micron, Western Digital, Keysight, Corning, and Equinix, which benefit from healthy financial performance, growth tied to technology and AI trends, and generally positive outlooks from recent earnings. However, weaker holdings such as Dow and LyondellBasell, which face declining revenues, high leverage, and bearish trading trends, along with company-specific risks like Freeport-McMoRan’s operational issues and some signs of overvaluation in several names, temper the fund’s rating and highlight the risk of exposure to cyclical and operationally challenged businesses.

Positive Factors

Broad Sector Diversification

The ETF spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.

Strong Top Holdings Momentum

Several of the largest positions, especially in technology and related industries, have shown strong recent performance that supports the fund’s returns.

Moderate Expense Ratio

The fund’s expense ratio is relatively low for an ESG-focused, equal-weight strategy, helping investors keep more of their gains over time.

Negative Factors

Heavy U.S. Concentration

Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.

Small Asset Base

The fund manages a relatively modest amount of assets, which can sometimes mean lower trading volume and wider bid-ask spreads for investors.

Cyclical and Tech Sensitivity

Meaningful exposure to technology, industrials, and consumer cyclical sectors may make the ETF more sensitive to economic slowdowns and market swings.

RSPE vs. SPDR S&P 500 ETF (SPY)

AUM46.13M

RegionNorth America

Expense Ratio0.20%

Beta0.82

IssuerInvesco

Inception DateNov 17, 2021

Dividend Yield1.63%

Asset ClassEquity

Index TrackedS&P 500 Equal Weight Scored & Screened Leaders Select Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume13,965

30 Day Avg. Volume15,619

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

35.28

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering183

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

RSPE Summary

The Invesco ESG S&P 500 Equal Weight ETF (RSPE) tracks the S&P 500 Equal Weight Scored & Screened Leaders Select Index, focusing on large U.S. companies that meet environmental, social, and governance (ESG) standards. Instead of letting the biggest companies dominate, it gives each stock a similar weight, spreading your money more evenly across sectors like technology, industrials, and finance. Well-known holdings include Intel and Moderna. Someone might invest for broad, diversified exposure to U.S. stocks with an ESG tilt. A key risk is that the share price can rise or fall with the overall stock market.

How much will it cost me?The Invesco ESG S&P 500 Equal Weight ETF (RSPE) has an expense ratio of 0.20%, which means you’ll pay $2 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it uses an equal weight strategy and incorporates ESG criteria, which require more active management compared to traditional passive funds. However, it may appeal to investors seeking a balanced and socially responsible investment approach.

What would affect this ETF?The RSPE ETF could benefit from growing investor interest in ESG-focused funds and the strong performance of large-cap technology and industrial companies, which are among its top sector exposures. However, it may face challenges if regulatory changes or economic downturns negatively impact ESG criteria or large-cap stocks, particularly in sectors like technology and financials. Additionally, rising interest rates could pressure growth-oriented sectors and reduce demand for equities overall.

RSPE Top 10 Holdings

RSPE’s story is less about one star and more about a deep bench of U.S. names, with a clear tilt toward tech and industrials. Chip and storage players like Micron, Western Digital, and Lam Research are doing the heavy lifting, riding strong demand tied to AI and data. Corning has joined the winners’ circle with a solid upswing, while Moderna is more of a wild card, with longer-term gains but choppy recent action. Materials names like Freeport-McMoRan and Newmont add a steady, cyclical backbone rather than fireworks.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MRNA	Moderna	1.02%	$455.52K	$20.76B	51.82%	59 Neutral
LYB	LyondellBasell	0.91%	$407.03K	$23.29B	-2.49%	52 Neutral
MU	Micron	0.85%	$381.03K	$479.61B	322.79%	79 Outperform
DOW	Dow Inc	0.85%	$378.47K	$26.28B	-0.95%	49 Neutral
WDC	Western Digital	0.80%	$355.47K	$92.32B	511.48%	77 Outperform
GLW	Corning	0.77%	$341.17K	$110.78B	176.19%	74 Outperform
KEYS	Keysight Technologies	0.74%	$329.16K	$47.98B	84.03%	77 Outperform
EQIX	Equinix	0.74%	$328.36K	$95.30B	15.78%	73 Outperform
MOS	Mosaic Co	0.73%	$327.27K	$9.31B	13.17%	65 Neutral
BALL	Ball	0.72%	$319.86K	$16.55B	19.85%	59 Neutral

RSPE Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

30.92

Negative

100DMA

30.06

Negative

200DMA

28.92

Positive

Market Momentum

MACD

-0.27

Positive

RSI

30.66

Neutral

STOCH

8.18

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 31.06, equal to the 50-day MA of 30.92, and equal to the 200-day MA of 28.92, indicating a neutral trend. The MACD of -0.27 indicates Positive momentum. The RSI at 30.66 is Neutral, neither overbought nor oversold. The STOCH value of 8.18 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RSPE.

RSPE Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RSPE	―	―	$46.13M	0.20%	70 Outperform
UPSD	―	―	$97.75M	0.79%	70 Neutral
ALTL	―	―	$96.13M	0.60%	71 Outperform
BCUS	―	―	$91.86M	0.70%	73 Outperform
LVDS	―	―	$91.17M	0.30%	72 Outperform
RWLC	―	―	$84.95M	0.32%	73 Outperform

Performance Comparison

RSPE

Invesco ESG S&P 500 Equal Weight ETF

29.70

3.86

14.94%

UPSD

Aptus Large Cap Upside ETF

―

ALTL

Pacer Lunt Large Cap Alternator ETF

―

BCUS

Bancreek U.S. Large Cap ETF

―

LVDS

JPMorgan Fundamental Data Science Large Value ETF

―

RWLC

Rayliant Quantitative Developed Market Equity ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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