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RSPF - ETF AI Analysis
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Invesco S&P 500 Equal Weight Financials ETF (RSPF)
Rating:73Outperform
Price Target:―
Positive Factors
Broad Financials Exposure
The fund holds many different financial companies, which helps spread risk across the sector instead of relying on just a few big names.
Several Strong Top Holdings
Many of the largest positions, such as Interactive Brokers, Invesco, and Cboe Global Markets, have shown strong year-to-date performance, supporting the ETF’s overall results.
Moderate Fund Size
With a few hundred million dollars in assets, the ETF is large enough to be established but not so big that it struggles to adjust its holdings.
Negative Factors
Single-Sector Concentration
The ETF is heavily focused on financial stocks, so its performance is very sensitive to conditions in the financial sector.
Limited Geographic Diversification
Almost all of the fund’s holdings are in U.S. companies, offering little protection if the U.S. market weakens compared with other regions.
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for a passive ETF, which slightly reduces the net return investors keep over time.
RSPF vs. SPDR S&P 500 ETF (SPY)
AUM294.47M
RegionNorth America
Expense Ratio0.40%
Beta0.83
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield1.61%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Financials -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,023
30 Day Avg. Volume9,525
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
86.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering77
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPF Summary
RSPF is the Invesco S&P 500 Equal Weight Financials ETF. It follows a version of the S&P 500 index that focuses on U.S. financial companies and gives each stock roughly the same weight, instead of letting the biggest firms dominate. It holds a wide mix of banks, insurance companies, and other financial businesses, including well-known names like PNC Financial and S&P Global. Someone might invest in RSPF to get diversified exposure to the U.S. financial sector with both large and mid-sized players. A key risk is that it is heavily tied to financial stocks, which can rise and fall sharply with interest rates and the economy.
How much will it cost me?The Invesco S&P 500 Equal Weight Financials ETF (RSPF) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it uses an equal-weight methodology, which requires more active management compared to passively managed ETFs that track market-cap-weighted indexes.
What would affect this ETF?The Invesco S&P 500 Equal Weight Financials ETF (RSPF) could benefit from a strong U.S. economy, rising interest rates that improve bank profitability, and increased adoption of financial technology, as several top holdings like Robinhood and Coinbase are tied to fintech. However, it may face challenges from regulatory changes in the financial sector, economic slowdowns, or market volatility that could negatively impact banks and financial services companies. The ETF's focus on U.S. financials means its performance is closely tied to domestic economic conditions and sector-specific trends.
RSPF Top 10 Holdings
RSPF is a pure U.S. financials play, and its story right now is about broad strength with a few soft spots. Invesco and Interactive Brokers are doing the heavy lifting, with rising share prices helped by strong client growth and asset inflows. Regional banks like PNC and Fifth Third are also adding fuel, rebounding as sentiment toward traditional lenders improves. On the quieter side, S&P Global and MSCI look more mixed, with rich valuations keeping them from fully joining the rally. Thanks to its equal-weight design, no single name dominates the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Franklin Resources | 1.60% | $4.70M | $14.53B | 34.78% | 74 Outperform | |
| Cboe Global Markets | 1.57% | $4.59M | $29.86B | 36.86% | 75 Outperform | |
| CME Group | 1.56% | $4.58M | $109.10B | 23.80% | 74 Outperform | |
| M&T Bank | 1.54% | $4.50M | $35.62B | 20.15% | 76 Outperform | |
| Corpay Inc | 1.53% | $4.48M | $24.43B | -3.06% | 75 Outperform | |
| Fifth Third Bancorp | 1.52% | $4.46M | $48.91B | 25.05% | 71 Outperform | |
| PNC Financial | 1.52% | $4.45M | $90.77B | 23.89% | 71 Outperform | |
| Chubb | 1.51% | $4.42M | $129.59B | 24.09% | 80 Outperform | |
| Citizens Financial | 1.51% | $4.42M | $27.64B | 45.48% | 75 Outperform | |
| Interactive Brokers | 1.51% | $4.42M | $33.36B | 36.05% | 75 Outperform |
RSPF Technical Analysis
Negative
―
Price Trends
78.17
Negative
76.84
Negative
75.95
Negative
Market Momentum
-0.78
Positive
44.10
Neutral
45.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 76.82, equal to the 50-day MA of 78.17, and equal to the 200-day MA of 75.95, indicating a bearish trend. The MACD of -0.78 indicates Positive momentum. The RSI at 44.10 is Neutral, neither overbought nor oversold. The STOCH value of 45.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RSPF.
RSPF Peer Comparison
Comparison Results
Performance Comparison
RSPF
Invesco S&P 500 Equal Weight Financials ETF
75.90
3.04
4.17%
IAT
iShares U.S. Regional Banks ETF
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―
―
REM
iShares Mortgage Real Estate ETF
―
―
―
KCE
SPDR S&P Capital Markets ETF
―
―
―
KIE
SPDR S&P Insurance ETF
―
―
―
KBWD
Invesco KBW High Dividend Yield Financial ETF
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―
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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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