Strategy

Equal Weight ETFs

Removes mega-cap concentration by resetting every position to the same weight each quarter. That gives a structural mid-cap tilt, so these lag when a handful of giants lead and outperform when breadth is wide.

Theme performance

Equal-weighted across every fund in this objective

1Y: +10.2%
5Y ann.: +11.7%
10Y ann.: —
All-time ann.: —

Sort7 funds

RSP

Invesco S&P 500 Equal Weight ETF

Invesco

Same 500 companies, 0.2% each. A direct bet against megacap concentration.

Fee: 0.20%
AUM: $72.4B
Yield: 1.7%

1Y: +8.1%
5Y ann.: +11.9%
10Y ann.: —
Max ann.: —

RSPT

Invesco S&P 500 Equal Weight Technology

Invesco

Equal-weighted tech — removes megacap concentration entirely.

Fee: 0.40%
AUM: $4.1B
Yield: 0.6%

1Y: +14.6%
5Y ann.: +16.1%
10Y ann.: —
Max ann.: —

RSPN

Invesco S&P 500 Equal Weight Industrials

Invesco

Equal-weighted industrials: more machinery and building, less aerospace.

Fee: 0.40%
AUM: $600M
Yield: 1.4%

1Y: +14.2%
5Y ann.: +12.6%
10Y ann.: —
Max ann.: —

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Equal weights the Russell 1000 within sectors, spreading exposure far beyond mega caps.

Fee: 0.20%
AUM: $600M
Yield: 1.6%

1Y: +9.8%
5Y ann.: +10.4%
10Y ann.: —
Max ann.: —

RSPD

Invesco S&P 500 Equal Weight Consumer Discretionary

Invesco

Equal-weight: a genuine read on the broad consumer, not two megacaps.

Fee: 0.40%
AUM: $300M
Yield: 1.1%

1Y: +9.6%
5Y ann.: +9.2%
10Y ann.: —
Max ann.: —

EWMC

Invesco S&P MidCap 400 Equal Weight ETF

Invesco

Equal-weighted mid caps: the size tilt of equal weight taken one step further.

Fee: 0.40%
AUM: $100M
Yield: 1.4%

1Y: +8.4%
5Y ann.: +11.1%
10Y ann.: —
Max ann.: —

EWSC

Invesco S&P SmallCap 600 Equal Weight ETF

Invesco

Equal-weighted profitable small caps, avoiding the concentration in index leaders.

Fee: 0.40%
AUM: $50M
Yield: 1.5%

1Y: +6.9%
5Y ann.: +10.6%
10Y ann.: —
Max ann.: —