RSPN - ETF AI Analysis
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Invesco S&P 500 Equal Weight Industrials ETF (RSPN)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Many of the largest positions, such as Vertiv, Comfort Systems, and GE Vernova, have shown strong gains this year, helping support the fund’s overall performance.
Equal-Weight Industrial Exposure
The ETF spreads its investments fairly evenly across many industrial stocks, reducing the impact of any single company on the portfolio.
Solid Recent Performance
The fund has delivered steady gains so far this year and over the past month, showing positive momentum in the current market.
Negative Factors
Heavy Sector Concentration
With the vast majority of assets in industrial companies, the fund is highly exposed to downturns in that single sector.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, so the ETF offers little protection if the U.S. market or economy weakens.
Moderate Expense Ratio
The fund’s fee is not especially low for an index-based ETF, which can slightly reduce long-term returns compared with cheaper alternatives.
RSPN vs. SPDR S&P 500 ETF (SPY)
AUM1.01B
RegionNorth America
Expense Ratio0.40%
Beta0.89
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield0.8%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Industrials -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume174,967
30 Day Avg. Volume166,518
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
70.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering81
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPN Summary
RSPN is the Invesco S&P 500 Equal Weight Industrials ETF, which tracks the S&P 500 Equal Weighted Industrials Index. Instead of letting the biggest companies dominate, it gives each industrial stock about the same weight. It holds U.S. industrial businesses across areas like transportation, aerospace, and construction, including well-known names like Delta Air Lines and Eaton. Someone might invest in RSPN to get diversified exposure to the U.S. industrial sector and potentially benefit from growth in infrastructure and manufacturing. A key risk is that it is heavily tied to industrial stocks, so it can rise or fall sharply with that sector.
How much will it cost me?The Invesco S&P 500 Equal Weight Industrials ETF (RSPN) has an expense ratio of 0.4%, meaning 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 market-cap-weighted indexes.
What would affect this ETF?The Invesco S&P 500 Equal Weight Industrials ETF (RSPN) could benefit from increased infrastructure spending, advancements in manufacturing technology, and growing demand for transportation and aerospace services, which align with its industrial sector focus. However, it may face challenges from rising interest rates, which can increase borrowing costs for industrial companies, and economic slowdowns that could reduce demand for industrial goods and services. Its U.S.-centric exposure also makes it sensitive to domestic regulatory changes and trade policies.
RSPN Top 10 Holdings
RSPN is an all‑U.S. industrials workhorse, and its story is about many mid‑sized names each pulling their weight rather than one giant star. Comfort Systems, Vertiv, and Quanta Services have been rising steadily, giving the fund a solid tailwind as demand for infrastructure and data‑center power stays hot. Caterpillar and Generac are also helping, though their rich valuations mean the ride could get bumpier. On the flip side, names like EMCOR, Cummins, and United Rentals have been more mixed lately, occasionally tapping the brakes on performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Delta Air Lines | 1.69% | $17.06M | $53.76B | 76.57% | 80 Outperform | |
| JB Hunt | 1.68% | $16.95M | $27.27B | 106.91% | 67 Neutral | |
| United Rentals | 1.67% | $16.87M | $66.94B | 54.60% | 73 Outperform | |
| Old Dominion Freight | 1.60% | $16.18M | $51.53B | 53.42% | 71 Outperform | |
| Comfort Systems | 1.60% | $16.17M | $64.89B | 281.07% | 80 Outperform | |
| Caterpillar | 1.55% | $15.64M | $413.48B | 155.02% | 76 Outperform | |
| United Airlines Holdings | 1.51% | $15.31M | $36.55B | 56.11% | 74 Outperform | |
| Rockwell Automation | 1.50% | $15.12M | $50.92B | 44.51% | 71 Outperform | |
| Generac Holdings | 1.48% | $14.93M | $15.15B | 110.36% | 59 Neutral | |
| Quanta Services | 1.47% | $14.85M | $102.53B | 97.55% | 78 Outperform |
RSPN Technical Analysis
Positive
―
Price Trends
60.50
Positive
60.58
Positive
58.34
Positive
Market Momentum
0.33
Negative
57.53
Neutral
59.05
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.63, equal to the 50-day MA of 60.50, and equal to the 200-day MA of 58.34, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 57.53 is Neutral, neither overbought nor oversold. The STOCH value of 59.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSPN.
RSPN Peer Comparison
Comparison Results
Performance Comparison
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
62.01
10.00
19.23%
MISL
First Trust Indxx Aerospace & Defense ETF
―
―
―
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
―
―
―
PRN
Invesco DWA Industrials Momentum ETF
―
―
―
RSHO
Tema American Reshoring ETF
―
―
―
PSCI
Invesco S&P SmallCap Industrials 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.
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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