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RSPR - ETF AI Analysis
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Invesco S&P 500 Equal Weight Real Estate ETF (RSPR)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several holdings, such as Prologis and Welltower, have delivered strong year-to-date performance, supporting the ETF’s returns.
Equal Weight Strategy
The fund’s equal-weight approach reduces reliance on any single company, promoting balanced exposure within the real estate sector.
Reasonable Expense Ratio
The ETF’s expense ratio is relatively low for a specialized sector fund, making it cost-effective for investors.
Negative Factors
Sector Concentration Risk
The ETF is entirely focused on the real estate sector, making it vulnerable to downturns in this industry.
Weak Performance in Recent Months
The fund has experienced negative returns over the past three months, indicating short-term challenges.
Limited Geographic Diversification
The ETF is fully invested in U.S. companies, offering no exposure to international markets.
RSPR vs. SPDR S&P 500 ETF (SPY)
AUM101.02M
RegionNorth America
Expense Ratio0.40%
Beta0.52
IssuerInvesco
Inception DateAug 13, 2015
Dividend Yield2.59%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Real Estate - SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,562
30 Day Avg. Volume18,897
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
38.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering32
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPR Summary
The Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is an investment fund that focuses on the real estate sector within the S&P 500 index. It includes companies like Prologis and Iron Mountain, which are involved in areas such as commercial and industrial properties. This ETF uses an equal weight approach, meaning no single company dominates the portfolio, providing balanced exposure to the real estate market. Investors might consider RSPR for diversification and potential long-term growth tied to trends like urbanization and demographic changes. However, it’s important to know that the ETF’s performance is heavily tied to the real estate sector, which can be sensitive to economic conditions.
How much will it cost me?The Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) has an expense ratio of 0.4%, 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 and focuses on a specific sector, which requires more active management compared to broad market index ETFs.
What would affect this ETF?The Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) could benefit from positive trends such as urbanization, demographic shifts, and increased demand for commercial and residential properties, which drive growth in the real estate sector. However, rising interest rates or economic slowdowns could negatively impact property values and rental income, affecting the ETF's performance. Its focus on U.S. real estate and equal weight methodology provides diversification but also exposes it to risks tied to domestic economic conditions and regulatory changes.
RSPR Top 10 Holdings
The Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is firmly rooted in the U.S. real estate sector, with holdings spanning commercial, residential, and industrial properties. Prologis and Ventas are helping lift the fund, thanks to strong earnings and strategic growth in logistics and senior housing. However, Welltower’s mixed signals and Essex Property’s bearish momentum are holding back performance. While the fund’s equal-weight approach ensures diversification, its heavy focus on real estate means it’s riding the ups and downs of this sector, making it a niche but potentially rewarding choice for investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alexandria Equities | 3.80% | $3.88M | $9.90B | -43.13% | 47 Neutral | |
| Weyerhaeuser | 3.58% | $3.66M | $19.32B | -10.40% | 66 Neutral | |
| Extra Space Storage | 3.49% | $3.57M | $32.60B | -2.30% | 66 Neutral | |
| Iron Mountain | 3.42% | $3.50M | $27.39B | -15.15% | 55 Neutral | |
| Public Storage | 3.35% | $3.42M | $51.42B | -0.74% | 73 Outperform | |
| CBRE Group | 3.34% | $3.41M | $50.84B | 24.78% | 70 Outperform | |
| Equinix | 3.32% | $3.40M | $78.73B | -12.42% | 73 Outperform | |
| Realty Income | 3.30% | $3.38M | $55.86B | 12.45% | 70 Outperform | |
| Healthpeak Properties | 3.27% | $3.34M | $12.46B | -15.22% | 58 Neutral | |
| UDR | 3.26% | $3.33M | $19.66B | -10.00% | 64 Neutral |
RSPR Technical Analysis
Positive
―
Price Trends
33.59
Positive
34.19
Positive
34.24
Positive
Market Momentum
0.27
Negative
71.63
Negative
92.47
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.80, equal to the 50-day MA of 33.59, and equal to the 200-day MA of 34.24, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 71.63 is Negative, neither overbought nor oversold. The STOCH value of 92.47 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSPR.
RSPR Peer Comparison
Comparison Results
Performance Comparison
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
35.10
0.32
0.92%
PSR
Invesco Active U.S. Real Estate Fund
―
―
―
REIT
ALPS Active REIT ETF
―
―
―
NETL
NETLease Corporate Real Estate ETF
―
―
―
PPTY
US Diversified Real Estate ETF
―
―
―
BYRE
Principal Real Estate Active Opportunities 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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