RSPH - ETF AI Analysis
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Invesco S&P 500 Equal Weight Health Care ETF (RSPH)
Rating:71Outperform
Price Target:―
Positive Factors
Equal-Weight Health Care Exposure
The ETF spreads its investments fairly evenly across many health care stocks, reducing the impact of any single company on overall returns.
Recent Performance Momentum
The fund has shown strong recent gains over the past month and quarter, suggesting positive short-term momentum.
Strong Performers Among Top Holdings
Several of the largest positions, such as Moderna and DaVita, have delivered very strong gains this year, helping support the fund’s overall performance.
Negative Factors
Single-Sector Concentration
Almost all assets are in the health care sector, so the fund is highly sensitive to swings in that one industry.
U.S.-Only Geographic Focus
The ETF invests almost entirely in U.S. companies, offering little diversification across global markets.
Mixed Results Within Top Holdings
Some major holdings, including Veeva Systems, Regeneron, and Abbott Laboratories, have shown weak performance this year, which could weigh on future returns if the trend continues.
RSPH vs. SPDR S&P 500 ETF (SPY)
AUM789.99M
RegionNorth America
Expense Ratio0.40%
Beta0.56
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield0.64%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Health Care -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume75,209
30 Day Avg. Volume120,580
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
38.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering60
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPH Summary
RSPH is the Invesco S&P 500 Equal Weight Health Care ETF. It follows the S&P 500 Equal Weighted Health Care index, which means it invests in many U.S. health care companies and gives each one a similar-sized place in the fund instead of letting the biggest companies dominate. It holds well-known names like AbbVie and CVS Health, along with drug makers, medical device firms, and health care service providers. Someone might invest for focused exposure to the long-term growth of the health care sector and added diversification. A key risk is that it is heavily tied to health care stocks, which can rise and fall together.
How much will it cost me?The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) 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 for ETFs because it uses an equal-weight strategy, which requires more active management compared to passively managed funds that track a standard index.
What would affect this ETF?The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) could benefit from advancements in medical technology, increased demand for health care services due to aging populations, and innovation in biotechnology and pharmaceuticals. However, it may face challenges from regulatory changes, pricing pressures in the health care industry, and potential economic downturns that could reduce consumer spending on health care. Its U.S. focus and equal-weight strategy provide diversification but may limit exposure to faster-growing international markets.
RSPH Top 10 Holdings
RSPH is a pure U.S. health care play, and its story right now is about a mix of rising lab and services names and a few big innovators losing steam. DaVita has been a standout, powering ahead and giving the fund a strong tailwind, while Charles River Labs, Bio-Techne, and AbbVie are steadily adding to the momentum. On the flip side, Thermo Fisher, Mettler-Toledo, Abbott, IQVIA, and Veeva have been more mixed to lagging, tempering overall gains. Moderna is volatile but generally rising, keeping the ETF tied closely to biotech sentiment.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Charles River Labs | 2.32% | $18.19M | $13.37B | 82.60% | 60 Neutral | |
| Veeva Systems | 2.19% | $17.20M | $39.60B | -15.51% | 66 Neutral | |
| Moderna | 2.11% | $16.56M | $25.28B | 129.48% | 59 Neutral | |
| Bio-Techne | 2.08% | $16.30M | $11.34B | 35.84% | 64 Neutral | |
| Regeneron | 2.02% | $15.84M | $82.72B | 40.43% | 78 Outperform | |
| IQVIA Holdings | 2.00% | $15.67M | $38.95B | 25.29% | 73 Outperform | |
| Baxter International | 1.92% | $15.08M | $13.82B | 9.74% | 45 Neutral | |
| Mettler-Toledo | 1.89% | $14.84M | $28.43B | 8.09% | 64 Neutral | |
| Amgen | 1.87% | $14.68M | $224.48B | 43.32% | 77 Outperform | |
| Abbott Laboratories | 1.86% | $14.62M | $192.51B | -15.28% | 73 Outperform |
RSPH Technical Analysis
Positive
―
Price Trends
34.01
Positive
32.32
Positive
32.04
Positive
Market Momentum
0.79
Negative
80.32
Negative
78.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.39, equal to the 50-day MA of 34.01, and equal to the 200-day MA of 32.04, indicating a bullish trend. The MACD of 0.79 indicates Negative momentum. The RSI at 80.32 is Negative, neither overbought nor oversold. The STOCH value of 78.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSPH.
RSPH Peer Comparison
Comparison Results
Performance Comparison
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
38.03
8.63
29.35%
FTXH
First Trust Nasdaq Pharmaceuticals ETF
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XPH
SPDR S&P Pharmaceuticals ETF
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―
―
PINK
Simplify Health Care ETF
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―
―
PTH
Invesco DWA Healthcare Momentum ETF
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―
PSCH
Invesco S&P SmallCap Health Care ETF
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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.
DisclaimerThis 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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