RSPE vs. RAFE ETF Comparison
Comparison of Invesco ESG S&P 500 Equal Weigh (RSPE) to PIMCO RAFI ESG U.S. ETF (RAFE)
RSPE
Invesco ESG S&P 500 Equal Weigh
RSPE Description
Invesco ESG S&P 500 Equal Weigh is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P 500 Equal Weight ESG Leaders Select Index, by using full replication technique. Invesco ESG S&P 500 Equal Weight ETF was formed on November 17, 2021 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$28.04
Average Daily Volume
6,663
181
RAFE
PIMCO RAFI ESG U.S. ETF
RAFE Description
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.Grade (RS Rating)
Last Trade
$37.82
Average Daily Volume
12,485
238
Performance
Period | RSPE | RAFE |
---|---|---|
30 Days | 2.26% | 1.92% |
60 Days | 3.28% | 3.06% |
90 Days | 5.42% | 4.90% |
12 Months | 27.12% | 24.12% |
121 Overlapping Holdings
Symbol | Grade | Weight in RSPE | Weight in RAFE | Overlap | |
---|---|---|---|---|---|
A | D | 0.49% | 0.15% | 0.15% | |
AAPL | C | 0.55% | 6.52% | 0.55% | |
ABBV | D | 0.46% | 1.53% | 0.46% | |
ABT | B | 0.54% | 1.18% | 0.54% | |
ACN | C | 0.54% | 0.97% | 0.54% | |
ADBE | C | 0.46% | 0.63% | 0.46% | |
ADM | D | 0.48% | 0.33% | 0.33% | |
ADP | B | 0.57% | 0.45% | 0.45% | |
AKAM | D | 0.48% | 0.07% | 0.07% | |
ALL | A | 0.58% | 0.58% | 0.58% | |
AMAT | F | 0.49% | 0.81% | 0.49% | |
AMGN | D | 0.45% | 1.08% | 0.45% | |
APD | A | 0.63% | 0.42% | 0.42% | |
AWK | D | 0.5% | 0.14% | 0.14% | |
BAC | A | 0.64% | 0.86% | 0.64% | |
BALL | D | 0.5% | 0.16% | 0.16% | |
BAX | D | 0.45% | 0.18% | 0.18% | |
BBY | D | 0.49% | 0.5% | 0.49% | |
BDX | F | 0.51% | 0.32% | 0.32% | |
BIIB | F | 0.42% | 0.27% | 0.27% | |
BK | A | 0.62% | 0.19% | 0.19% | |
BSX | B | 0.58% | 0.11% | 0.11% | |
C | A | 0.64% | 3.25% | 0.64% | |
CARR | D | 0.54% | 0.37% | 0.37% | |
CBRE | B | 0.61% | 0.37% | 0.37% | |
CI | F | 0.48% | 1.3% | 0.48% | |
CL | D | 0.48% | 0.37% | 0.37% | |
CMCSA | B | 0.59% | 1.55% | 0.59% | |
CMI | A | 0.66% | 0.21% | 0.21% | |
CNC | D | 0.43% | 0.13% | 0.13% | |
CPB | D | 0.47% | 0.05% | 0.05% | |
CRM | B | 0.69% | 0.58% | 0.58% | |
CSCO | B | 0.62% | 2.94% | 0.62% | |
CTSH | B | 0.54% | 0.18% | 0.18% | |
CVS | D | 0.53% | 0.4% | 0.4% | |
DE | A | 0.56% | 0.54% | 0.54% | |
DGX | A | 0.56% | 0.07% | 0.07% | |
DHR | F | 0.45% | 0.46% | 0.45% | |
DIS | B | 0.69% | 1.2% | 0.69% | |
DOV | A | 0.58% | 0.06% | 0.06% | |
DOW | F | 0.47% | 0.5% | 0.47% | |
DVA | B | 0.55% | 0.17% | 0.17% | |
EBAY | D | 0.54% | 0.41% | 0.41% | |
ECL | D | 0.53% | 0.26% | 0.26% | |
EIX | B | 0.53% | 0.25% | 0.25% | |
EL | F | 0.41% | 0.12% | 0.12% | |
ELV | F | 0.4% | 0.89% | 0.4% | |
EQIX | A | 0.56% | 0.24% | 0.24% | |
EW | C | 0.55% | 0.16% | 0.16% | |
FIS | C | 0.57% | 0.36% | 0.36% | |
FITB | A | 0.61% | 0.13% | 0.13% | |
GILD | C | 0.59% | 0.99% | 0.59% | |
GIS | D | 0.46% | 0.32% | 0.32% | |
GM | B | 0.67% | 2.16% | 0.67% | |
GWW | B | 0.64% | 0.17% | 0.17% | |
HAS | D | 0.49% | 0.05% | 0.05% | |
HD | A | 0.59% | 1.77% | 0.59% | |
HIG | B | 0.55% | 0.27% | 0.27% | |
HLT | A | 0.63% | 0.15% | 0.15% | |
HPE | B | 0.7% | 0.7% | 0.7% | |
HPQ | B | 0.6% | 0.72% | 0.6% | |
HST | C | 0.55% | 0.11% | 0.11% | |
HSY | F | 0.46% | 0.06% | 0.06% | |
HUM | C | 0.44% | 0.41% | 0.41% | |
IBM | C | 0.53% | 1.81% | 0.53% | |
INTC | D | 0.67% | 2.85% | 0.67% | |
ITW | B | 0.59% | 0.31% | 0.31% | |
JCI | C | 0.63% | 0.55% | 0.55% | |
JNPR | F | 0.49% | 0.19% | 0.19% | |
K | A | 0.54% | 0.18% | 0.18% | |
KEYS | A | 0.55% | 0.1% | 0.1% | |
KHC | F | 0.47% | 0.2% | 0.2% | |
KIM | A | 0.57% | 0.07% | 0.07% | |
KLAC | D | 0.45% | 0.21% | 0.21% | |
LIN | D | 0.52% | 1.12% | 0.52% | |
LOW | D | 0.59% | 1.14% | 0.59% | |
LRCX | F | 0.49% | 0.5% | 0.49% | |
MA | C | 0.57% | 0.79% | 0.57% | |
MAR | B | 0.66% | 0.28% | 0.28% | |
MCO | B | 0.52% | 0.16% | 0.16% | |
MDLZ | F | 0.46% | 0.29% | 0.29% | |
MET | A | 0.6% | 0.7% | 0.6% | |
MOS | F | 0.55% | 0.19% | 0.19% | |
MRK | F | 0.45% | 1.69% | 0.45% | |
MSFT | F | 0.52% | 5.72% | 0.52% | |
MU | D | 0.57% | 0.95% | 0.57% | |
NDAQ | A | 0.59% | 0.07% | 0.07% | |
NEM | D | 0.45% | 0.46% | 0.45% | |
NKE | D | 0.51% | 0.48% | 0.48% | |
NTRS | A | 0.67% | 0.07% | 0.07% | |
NVDA | C | 0.64% | 1.12% | 0.64% | |
NWSA | B | 0.45% | 0.07% | 0.07% | |
ON | D | 0.5% | 0.1% | 0.1% | |
OTIS | C | 0.58% | 0.12% | 0.12% | |
PARA | C | 0.57% | 0.2% | 0.2% | |
PEP | F | 0.48% | 0.28% | 0.28% | |
PFG | D | 0.58% | 0.2% | 0.2% | |
PG | A | 0.53% | 2.84% | 0.53% | |
PLD | D | 0.47% | 0.08% | 0.08% | |
PPG | F | 0.53% | 0.2% | 0.2% | |
PRU | A | 0.6% | 0.51% | 0.51% | |
PYPL | B | 0.65% | 0.62% | 0.62% | |
QCOM | F | 0.53% | 1.6% | 0.53% | |
ROK | B | 0.59% | 0.05% | 0.05% | |
RSG | A | 0.55% | 0.04% | 0.04% | |
SPGI | C | 0.52% | 0.1% | 0.1% | |
STT | A | 0.62% | 0.26% | 0.26% | |
SWK | D | 0.47% | 0.11% | 0.11% | |
T | A | 0.57% | 2.41% | 0.57% | |
TGT | F | 0.57% | 1.18% | 0.57% | |
TJX | A | 0.54% | 0.49% | 0.49% | |
TSCO | D | 0.54% | 0.11% | 0.11% | |
UNH | C | 0.54% | 0.58% | 0.54% | |
V | A | 0.59% | 1.09% | 0.59% | |
VTR | C | 0.52% | 0.23% | 0.23% | |
WAT | B | 0.58% | 0.11% | 0.11% | |
WBA | F | 0.53% | 0.09% | 0.09% | |
WDC | D | 0.54% | 0.37% | 0.37% | |
WELL | A | 0.57% | 0.33% | 0.33% | |
WM | A | 0.56% | 0.44% | 0.44% | |
WY | D | 0.54% | 0.26% | 0.26% |
RSPE Overweight 60 Positions Relative to RAFE
Symbol | Grade | Weight | |
---|---|---|---|
CCL | B | 0.79% | |
RCL | A | 0.77% | |
NCLH | B | 0.75% | |
MS | A | 0.74% | |
EMR | A | 0.69% | |
DAY | B | 0.69% | |
MTB | A | 0.69% | |
HBAN | A | 0.67% | |
PNR | A | 0.65% | |
RF | A | 0.64% | |
AIZ | A | 0.63% | |
URI | B | 0.63% | |
PCAR | B | 0.63% | |
RL | B | 0.63% | |
DLR | B | 0.62% | |
TT | A | 0.62% | |
ALB | C | 0.62% | |
DECK | A | 0.62% | |
ADSK | A | 0.62% | |
PANW | C | 0.61% | |
IR | B | 0.61% | |
HUBB | B | 0.61% | |
SRE | A | 0.61% | |
CAT | B | 0.61% | |
NOW | A | 0.61% | |
CHRW | C | 0.59% | |
GL | B | 0.58% | |
JBHT | C | 0.58% | |
AIG | B | 0.57% | |
WMT | A | 0.57% | |
AFL | B | 0.56% | |
CSX | B | 0.56% | |
MSCI | C | 0.56% | |
FCX | D | 0.56% | |
SBUX | A | 0.55% | |
BXP | D | 0.55% | |
VRSK | A | 0.55% | |
NSC | B | 0.55% | |
ICE | C | 0.53% | |
EXC | C | 0.53% | |
YUM | B | 0.53% | |
FRT | B | 0.52% | |
MDT | D | 0.52% | |
CBOE | B | 0.52% | |
UNP | C | 0.51% | |
ED | D | 0.5% | |
DOC | D | 0.5% | |
XYL | D | 0.5% | |
ES | D | 0.49% | |
MKC | D | 0.48% | |
ARE | D | 0.47% | |
DHI | D | 0.47% | |
LYB | F | 0.47% | |
IPG | D | 0.47% | |
APTV | D | 0.43% | |
REGN | F | 0.36% | |
GOOGL | C | 0.34% | |
GOOG | C | 0.28% | |
MRNA | F | 0.27% | |
NWS | B | 0.15% |
RSPE Underweight 117 Positions Relative to RAFE
Symbol | Grade | Weight | |
---|---|---|---|
JPM | A | -4.09% | |
JNJ | D | -3.18% | |
WFC | A | -2.82% | |
PFE | D | -2.32% | |
BMY | B | -1.97% | |
VZ | C | -1.69% | |
ORCL | B | -1.68% | |
AVGO | D | -1.26% | |
META | D | -1.2% | |
F | C | -1.14% | |
MMM | D | -1.07% | |
GS | A | -0.98% | |
KO | D | -0.98% | |
TXN | C | -0.83% | |
BLK | C | -0.71% | |
LLY | F | -0.67% | |
AXP | A | -0.63% | |
DD | D | -0.59% | |
UPS | C | -0.54% | |
TSLA | B | -0.49% | |
TMUS | B | -0.46% | |
FDX | B | -0.45% | |
IP | B | -0.43% | |
MCK | B | -0.43% | |
ADI | D | -0.37% | |
EA | A | -0.31% | |
KMB | D | -0.3% | |
NTAP | C | -0.29% | |
CAH | B | -0.29% | |
FI | A | -0.28% | |
GEHC | F | -0.27% | |
CCI | D | -0.27% | |
PGR | A | -0.25% | |
AMP | A | -0.25% | |
SYY | B | -0.24% | |
OC | A | -0.22% | |
MSI | B | -0.21% | |
LUMN | C | -0.21% | |
WHR | B | -0.21% | |
JLL | D | -0.21% | |
LH | C | -0.19% | |
IRM | D | -0.19% | |
FOXA | B | -0.19% | |
AMT | D | -0.19% | |
VFC | C | -0.18% | |
TPR | B | -0.16% | |
CF | B | -0.16% | |
AVB | B | -0.16% | |
EQR | B | -0.16% | |
PKG | A | -0.15% | |
ARW | D | -0.15% | |
DG | F | -0.15% | |
SHW | A | -0.15% | |
KDP | D | -0.14% | |
ISRG | A | -0.14% | |
OMC | C | -0.14% | |
KSS | F | -0.14% | |
ZTS | D | -0.14% | |
FAST | B | -0.13% | |
CDNS | B | -0.13% | |
MRVL | B | -0.13% | |
COR | B | -0.13% | |
DELL | C | -0.13% | |
TROW | B | -0.12% | |
SYK | C | -0.12% | |
IFF | D | -0.12% | |
HOLX | D | -0.11% | |
PAYX | C | -0.11% | |
GAP | C | -0.11% | |
PVH | C | -0.11% | |
LKQ | D | -0.09% | |
WAB | B | -0.09% | |
SOLV | C | -0.09% | |
HCA | F | -0.09% | |
VTRS | A | -0.09% | |
AVT | C | -0.09% | |
SJM | D | -0.09% | |
USFD | A | -0.09% | |
NFLX | A | -0.09% | |
TER | D | -0.09% | |
CDW | F | -0.09% | |
ILMN | D | -0.08% | |
SNPS | B | -0.08% | |
GPC | D | -0.08% | |
LNC | B | -0.08% | |
DOX | D | -0.08% | |
LEA | D | -0.08% | |
DXC | B | -0.07% | |
CHD | B | -0.07% | |
HUN | F | -0.07% | |
CAG | D | -0.07% | |
TSN | B | -0.07% | |
MAA | B | -0.07% | |
KD | B | -0.06% | |
HSIC | B | -0.06% | |
EQH | B | -0.06% | |
GT | C | -0.06% | |
MCHP | D | -0.06% | |
AMD | F | -0.06% | |
ESS | B | -0.05% | |
MHK | D | -0.05% | |
XRX | F | -0.05% | |
CTVA | C | -0.05% | |
FL | F | -0.05% | |
ORLY | B | -0.05% | |
AAP | C | -0.04% | |
OGN | D | -0.04% | |
WU | D | -0.04% | |
GEN | B | -0.04% | |
AGCO | D | -0.04% | |
NWL | B | -0.04% | |
FLEX | A | -0.04% | |
MAN | D | -0.03% | |
M | D | -0.03% | |
O | D | -0.02% | |
ANET | C | -0.02% | |
HRL | D | -0.01% |
RSPE: Top Represented Industries & Keywords
RAFE: Top Represented Industries & Keywords