United Continental Hlds

Vistra Energy

Palantir Technologies

GE Vernova Inc.

Norwegian Cruise Line

Carnival

Synchrony Financial

Dayforce Inc

Paycom Software

Delta Air Lines

Invesco S&P 500 Equal Weight ETF

RSP tracks an equal-weighted index of S&P 500 companies.

Vanguard Mega Cap ETF

Vanguard Mega Cap Growth ETF

Invesco S&P 500 Top 50 ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Weighing In on the Equity Heavyweights, Mega Caps

iShares U.S. Home Construction ETF

Invesco Dynamic Building & Construction ETF

iShares Residential Real Estate ETF

SPDR S&P 500 ETF Trust

SPDR S&P Homebuilders ETF

Consumer Discretionary Select Sector SPDR Fund

Several key economic indicators are released every week to help provide insight into the overall health of the U.S. economy. Last week, a handful of releases shed light on the state of the housing market, and this article takes a deeper look into three of them – existing home sales, building permits, and housing starts.

It's the Economy That Matters: The Housing Market and More

ARK Industrial Innovation ETF

Global X Robotics & Artificial Intelligence ETF

ROBO Global Healthcare Technology and Innovation ETF

VettaFi's director of ETF research, Todd Rosenbluth, joined TD Ameritrade's The Watchlist and host Nicole Petallides to share news from VettaFi as well as discuss a big anniversary for the Invesco S&P 500® Equal Weight ETF (RSP).

VettaFi's Rosenbluth Talks Robotics and RSP on TD

What's the overlap between the top 10 names in the S&P 500 now versus 20 years ago? Just one. Exxon Mobil is the only familiar name when comparing a list of the largest corporations in the U.S. in 2003 and 2023.

How the Top Names and Concentration in the S&P 500 Evolved Over 20 Years

SPDR S&P Retail ETF

A few key economic data points were released last week that provided insight into the overall state of the U.S. economy. In this article, we take a deeper look at three of the most important economic releases from the past week – the consumer price index, producer price index, and retail sales.

It's the Economy That Matters: Inflation and More

Invesco ESG S&P 500 R Equal Weight ETF

Many advisors use the Invesco S&P 500® Equal Weight ETF (RSP) as the core equity holding in client portfolios as it removes size bias, effectively mitigating concentration risk. RSP is based on the S&P 500 Equal Weight Index, which is designed to be a size-neutral version of the S&P 500.

Overcome S&P 500 Concentration Risk with RSP

Every week, several key economic indicators are released to help provide insight into the overall health and state of the U.S. economy. Last week's data shed light on various aspects of the labor market, including payroll numbers, unemployment data, job openings and labor turnover, and business activity in different sectors of the labor market.

It's the Economy That Matters: The Labor Market and More

A handful of large names in the S&P 500 accounted for most of the benchmark's gains during the first quarter. The top 10 contributors were responsible for 90% of the S&P 500's gains in Q1, with the triumvirate of Apple, Microsoft, and Nvidia contributing over 50%, according to S&P Dow Jones Indices.

Top 10 Names in S&P 500 Responsible for 90% of Q1 Gains

The two most popular S&P 500 index ETFs are weighted by market cap, but there's an alternative that uses an equal weighting. The equal-weighted ETF has outperformed its two more popular peers over the last three years.

Could This Alternative S&P 500 Index ETF Make You More Money Than the Most Popular ETFs?

The S&P 500 Equal Weight Index lagged its cap-weighted parent S&P 500 in March for the second consecutive month but maintains its trailing 12-month lead. March was characterized by high volatility and concerns for the global economy.

Equal-Weight RSP Lags S&P 500 in March, Maintains TTM Lead

The rally in 2023 has been largely concentrated in the top stocks in the S&P 500. Concentrated rallies like this have often preceded drawdowns and volatility in the past.

Will The Concentrated Rally Fizzle Out?

U.S. large-cap equal weight ETFs introduce sector tilts to a portfolio. The Invesco S&P 500 Equal Weight ETF (RSP) is the oldest single-factor ETF available to investors, accreting $32.6 billion in assets under management since its 2003 inception.

Equal Weight ETFs Introduce Sector Tilts

The combined weight of the largest two constituents in the S&P 500 has reached an all-time high. Apple and Microsoft now comprise 13.3% of the S&P 500 by weight, the highest level on record, the Wall Street Journal reported.

Apple and Microsoft Weight in S&P 500 Reaches Record High

Alerian MLP ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares Core MSCI EAFE ETF

Horizon Kinetics Inflation Beneficiaries ETF

Harbor International Compounders ETF

SPDR Portfolio High Yield Bond ETF

Vanguard FTSE Developed Markets ETF

Vanguard Short-Term Treasury ETF

Vanguard Tax-Exempt Bond Index ETF

VettaFi's head of research Todd Rosenbluth discussed fixed income and international equity on this bonus “ETF of the Week” podcast with Chuck Jaffe of “Money Life.

ETF of the Week BONUS: Todd Rosenbluth on Fixed Income and International Equity ETFs

Investors may wonder about the overlap between two funds with the same methodology, where one of the funds incorporates ESG screening. As investors consider allocating to equal-weight strategies, the Invesco ESG S&P 500 Equal Weight ETF (RSPE) is a lesser-known relative of the Invesco S&P 500 Equal Weight ETF (RSP).

How Does RSPE Compare to RSP?

Invesco S&P 500 Equal Weight Financials ETF

Invesco S&P 500 Equal Weight Technology ETF

Following the close of U.S. markets Thursday, March 17, index giants S&P and MSCI commence the latest alterations to the global industry classification standard (GICS), meaning a slew of companies are moving from one sector to another and, in some cases, getting new industry classifications in the process.

GICS Changes Could Highlight Equal Weight Opportunity

Stocks fell sharply on Friday, closing out a tough week for markets. The S&P 500 shed nearly 5% this week while the Invesco S&P 500® Equal Weight ETF (RSP), which tracks the S&P 500 Equal Weight Index, dropped over 6% during the same period.

Now Is the Time to Add to Positions in RSP

Despite lagging its cap-weighted parent S&P 500 in February, equal weight's trailing 12-month relative outperformance is 5%. Both equal weight and the S&P 500 slipped in February, declining 3.3% and 2.4%, respectively, but equal weight maintains its lead over a one-year period, supported by strong 2022 and January performance.

Equal Weight's TTM Relative Outperformance to S&P 500 at 5%

Equal weight lagged its cap-weighted parent S&P 500 in February for the first time since September. Both the S&P 500 Equal Weight Index and the S&P 500 slipped in February, declining 3.3% and 2.4%, respectively, but equal weight maintains a modest lead year-to-date, buoyed by strong January performance.

Equal Weight Lagged S&P 500 in February, Maintains YTD Lead

When the biggest companies are outperforming, equal weighted portfolios are underperforming. Last year, the biggest companies were underperforming and equal weighting was outperforming.

RSP: Better Than The Giant 7

Innovator S&P 500 Buffer ETF - August

Innovator S&P 500 Buffer ETF - July

Innovator S&P 500 Buffer ETF June

Innovator S&P 500 Buffer ETF - October

Global X S&P 500 Catholic Values ETF

SPDR S&P 500 ESG ETF

WisdomTree U.S. Earnings 500 Fund

First Trust Large Cap Value AlphaDEX Fund

Direxion Daily S&P 500 High Beta Bull 3X Shares

Direxion Daily S&P 500 High Beta Bear 3X Shares

iShares S&P 500 Value ETF

iShares Core S&P 500 ETF

iShares S&P 500 Growth ETF

CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF

ProShares S&P 500 Dividend Aristocrats ETF

Qraft AI-Enhanced US Next Value ETF

Innovator S&P 500 Power Buffer ETF - August

Invesco S&P 500 BuyWrite ETF

Innovator S&P 500 Power Buffer ETF - January

Innovator S&P 500 Power Buffer ETF June

WisdomTree CBOE S&P 500 PutWrite Strategy Fund

Global X S&P 500 Quality Dividend ETF

Invesco S&P 500 Pure Growth ETF

Invesco S&P 500 Pure Value ETF

Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a massive tailwind for unprofitable, long-duration growth stocks. Valuations appear to be attractive: Stocks yielding north of 2.5% are trading near their largest discount to the equity market in recent memory.

Good Fishing In The Dividend Stream

The Invesco S&P 500® Equal Weight ETF (RSP) is maintaining its role as a favored core equity holding in 2022, hauling in nearing $2 billion in net flows year to date. RSP has seen $1.8 billion in net flows year to date and $571 million month to date as of January 21, according to ETF Database.

Equal Weight ETF RSP Approaches $2 Billion in Flows YTD

The S&P 500 Index has rebounded sharply off its previous low in October, closing up 14% on Feb. 17 since October's trough. The market could continue to rally, of course.

Oversold-Overbought Watch: S&P 500 Index - February 21, 2023

Invesco Nasdaq 100 ETF

Invesco S&P 500 GARP ETF

While equal weight has outperformed its cap-weighted parent S&P 500 consistently over the past year, the methodology is expected to be more volatile. The S&P 500 Equal Weight Index, tracked by the Invesco S&P 500 Equal Weight ETF (RSP), tilts towards smaller size (47.8%), value (33.4%), and dividend (15.6%) factors compared to the S&P 500.

Invesco's Nick Kalivas on Assessing Equal Weight's Volatility

Invesco QQQ

If there's a theme that Liz Young, head of investment strategy at SoFi, has been talking about since the run-up to January, it's: “Somebody's wrong.” By her own admission, it's not much of a pep talk.

News for Invesco S&P 500 Equal Weight ETF ETF (RSP)