RSPE vs. SROI ETF Comparison
Comparison of Invesco ESG S&P 500 Equal Weigh (RSPE) to Calamos Antetokounmpo Global Sustainable Equities ETF (SROI)
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
$28.36
Average Daily Volume
6,666
Number of Holdings
*
181
* may have additional holdings in another (foreign) market
SROI
Calamos Antetokounmpo Global Sustainable Equities ETF
SROI Description
The fund is an actively managed exchange-traded fund (ETF) that does not seek to replicate the performance of a specified index. The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of companies in developed markets (including the U.S.) and emerging markets (including frontier market countries) that, in the view of Calamos Advisors LLC, have above average growth potential and meet the environmental, social and governance (ESG) criteria.Grade (RS Rating)
Last Trade
$29.79
Average Daily Volume
1,677
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
Performance
| Period | RSPE | SROI |
|---|---|---|
| 30 Days | 4.22% | -0.94% |
| 60 Days | 3.49% | -3.13% |
| 90 Days | 6.65% | -0.76% |
| 12 Months | 28.21% | 18.06% |
31 Overlapping Holdings
| Symbol | Grade | Weight in RSPE | Weight in SROI | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 0.55% | 3.76% | 0.55% | |
| ACN | B | 0.54% | 0.69% | 0.54% | |
| ADBE | C | 0.46% | 0.61% | 0.46% | |
| AMAT | F | 0.49% | 1.08% | 0.49% | |
| BALL | D | 0.5% | 0.95% | 0.5% | |
| BK | A | 0.62% | 0.89% | 0.62% | |
| CL | D | 0.48% | 0.81% | 0.48% | |
| DE | B | 0.56% | 0.69% | 0.56% | |
| ECL | D | 0.53% | 1.12% | 0.53% | |
| EW | C | 0.55% | 0.4% | 0.4% | |
| GILD | B | 0.59% | 0.73% | 0.59% | |
| GOOGL | C | 0.34% | 4.17% | 0.34% | |
| HD | A | 0.59% | 1.02% | 0.59% | |
| ICE | D | 0.53% | 0.75% | 0.53% | |
| LIN | D | 0.52% | 0.87% | 0.52% | |
| MRK | F | 0.45% | 0.84% | 0.45% | |
| MSFT | D | 0.52% | 4.63% | 0.52% | |
| NVDA | C | 0.64% | 3.01% | 0.64% | |
| OTIS | C | 0.58% | 0.76% | 0.58% | |
| PLD | D | 0.47% | 0.56% | 0.47% | |
| ROK | B | 0.59% | 0.38% | 0.38% | |
| SPGI | C | 0.52% | 0.83% | 0.52% | |
| SRE | A | 0.61% | 0.71% | 0.61% | |
| TGT | F | 0.57% | 0.96% | 0.57% | |
| TJX | A | 0.54% | 1.46% | 0.54% | |
| TSCO | C | 0.54% | 0.55% | 0.54% | |
| TT | B | 0.62% | 0.76% | 0.62% | |
| UNH | B | 0.54% | 1.12% | 0.54% | |
| V | A | 0.59% | 1.57% | 0.59% | |
| VRSK | A | 0.55% | 0.49% | 0.49% | |
| WM | A | 0.56% | 0.97% | 0.56% |
RSPE Overweight 150 Positions Relative to SROI
| Symbol | Grade | Weight | |
|---|---|---|---|
| CCL | B | 0.79% | |
| RCL | B | 0.77% | |
| NCLH | B | 0.75% | |
| MS | B | 0.74% | |
| HPE | B | 0.7% | |
| DIS | B | 0.69% | |
| EMR | A | 0.69% | |
| DAY | A | 0.69% | |
| CRM | B | 0.69% | |
| MTB | B | 0.69% | |
| NTRS | A | 0.67% | |
| HBAN | B | 0.67% | |
| GM | B | 0.67% | |
| INTC | C | 0.67% | |
| MAR | A | 0.66% | |
| CMI | A | 0.66% | |
| PNR | B | 0.65% | |
| PYPL | A | 0.65% | |
| GWW | A | 0.64% | |
| RF | B | 0.64% | |
| BAC | A | 0.64% | |
| C | A | 0.64% | |
| AIZ | B | 0.63% | |
| HLT | A | 0.63% | |
| URI | B | 0.63% | |
| JCI | C | 0.63% | |
| APD | A | 0.63% | |
| PCAR | B | 0.63% | |
| RL | B | 0.63% | |
| DLR | A | 0.62% | |
| ALB | C | 0.62% | |
| STT | A | 0.62% | |
| CSCO | A | 0.62% | |
| DECK | A | 0.62% | |
| ADSK | B | 0.62% | |
| PANW | C | 0.61% | |
| IR | A | 0.61% | |
| CBRE | B | 0.61% | |
| FITB | B | 0.61% | |
| HUBB | B | 0.61% | |
| CAT | B | 0.61% | |
| NOW | B | 0.61% | |
| MET | A | 0.6% | |
| PRU | A | 0.6% | |
| HPQ | B | 0.6% | |
| ITW | A | 0.59% | |
| LOW | C | 0.59% | |
| CHRW | C | 0.59% | |
| NDAQ | A | 0.59% | |
| CMCSA | C | 0.59% | |
| ALL | B | 0.58% | |
| GL | C | 0.58% | |
| JBHT | C | 0.58% | |
| WAT | B | 0.58% | |
| PFG | C | 0.58% | |
| BSX | C | 0.58% | |
| DOV | A | 0.58% | |
| FIS | D | 0.57% | |
| AIG | B | 0.57% | |
| PARA | C | 0.57% | |
| WELL | C | 0.57% | |
| WMT | B | 0.57% | |
| MA | B | 0.57% | |
| KIM | A | 0.57% | |
| T | A | 0.57% | |
| ADP | B | 0.57% | |
| MU | D | 0.57% | |
| AFL | B | 0.56% | |
| CSX | B | 0.56% | |
| EQIX | A | 0.56% | |
| MSCI | C | 0.56% | |
| DGX | B | 0.56% | |
| FCX | F | 0.56% | |
| RSG | A | 0.55% | |
| SBUX | B | 0.55% | |
| KEYS | B | 0.55% | |
| DVA | B | 0.55% | |
| BXP | D | 0.55% | |
| HST | C | 0.55% | |
| HIG | B | 0.55% | |
| NSC | A | 0.55% | |
| MOS | F | 0.55% | |
| WY | D | 0.54% | |
| ABT | B | 0.54% | |
| CTSH | B | 0.54% | |
| CARR | C | 0.54% | |
| K | A | 0.54% | |
| EBAY | C | 0.54% | |
| WDC | C | 0.54% | |
| PG | A | 0.53% | |
| PPG | D | 0.53% | |
| QCOM | F | 0.53% | |
| WBA | D | 0.53% | |
| IBM | C | 0.53% | |
| EXC | D | 0.53% | |
| EIX | A | 0.53% | |
| CVS | D | 0.53% | |
| YUM | B | 0.53% | |
| FRT | A | 0.52% | |
| MDT | D | 0.52% | |
| CBOE | B | 0.52% | |
| VTR | D | 0.52% | |
| MCO | A | 0.52% | |
| UNP | C | 0.51% | |
| NKE | F | 0.51% | |
| BDX | F | 0.51% | |
| AWK | D | 0.5% | |
| ED | D | 0.5% | |
| DOC | C | 0.5% | |
| ON | C | 0.5% | |
| XYL | D | 0.5% | |
| BBY | D | 0.49% | |
| ES | D | 0.49% | |
| HAS | D | 0.49% | |
| A | D | 0.49% | |
| LRCX | F | 0.49% | |
| JNPR | F | 0.49% | |
| AKAM | F | 0.48% | |
| ADM | F | 0.48% | |
| PEP | F | 0.48% | |
| CI | D | 0.48% | |
| MKC | D | 0.48% | |
| ARE | D | 0.47% | |
| DHI | D | 0.47% | |
| DOW | F | 0.47% | |
| KHC | D | 0.47% | |
| LYB | F | 0.47% | |
| CPB | D | 0.47% | |
| SWK | D | 0.47% | |
| IPG | C | 0.47% | |
| ABBV | D | 0.46% | |
| HSY | F | 0.46% | |
| GIS | D | 0.46% | |
| MDLZ | F | 0.46% | |
| KLAC | F | 0.45% | |
| NEM | F | 0.45% | |
| BAX | F | 0.45% | |
| NWSA | B | 0.45% | |
| AMGN | D | 0.45% | |
| DHR | D | 0.45% | |
| HUM | C | 0.44% | |
| CNC | F | 0.43% | |
| APTV | F | 0.43% | |
| BIIB | F | 0.42% | |
| EL | F | 0.41% | |
| ELV | F | 0.4% | |
| REGN | F | 0.36% | |
| GOOG | C | 0.28% | |
| MRNA | F | 0.27% | |
| NWS | B | 0.15% |
RSPE: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Health Care Plans
Drug Manufacturers - Major
Insurance - Life
Packaged Foods
Specialty Chemicals
Banks - Regional - US
Capital Markets
Diagnostics & Research
Leisure
Medical Devices
Semiconductors
Asset Management
Business Services
Communication Equipment
Credit Services
Financial Data & Stock Exchanges
Household & Personal Products
Information Technology Services
SROI: Top Represented Industries & Keywords
Industries:
Semiconductors
Business Services
Discount Stores
Drug Manufacturers - Major
Software - Application
Specialty Chemicals
Specialty Industrial Machinery
Specialty Retail
Telecom Services
Waste Management
Apparel Stores
Asset Management
Banks - Regional - Asia
Banks - Regional - Latin America
Capital Markets
Consumer Electronics
Credit Services
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Compare ETFs
