USMV vs. RSPE ETF Comparison
Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to Invesco ESG S&P 500 Equal Weigh (RSPE)
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$84.02
Average Daily Volume
1,653,403
Number of Holdings
*
169
* may have additional holdings in another (foreign) market
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
$25.03
Average Daily Volume
2,175
Number of Holdings
*
184
* may have additional holdings in another (foreign) market
Performance
| Period | USMV | RSPE |
|---|---|---|
| 30 Days | 1.84% | -0.69% |
| 60 Days | 3.96% | 1.17% |
| 90 Days | 2.01% | -1.35% |
| 12 Months | 15.30% | 10.38% |
56 Overlapping Holdings
| Symbol | Grade | Weight in USMV | Weight in RSPE | Overlap | |
|---|---|---|---|---|---|
| AAPL | A | 1.01% | 0.55% | 0.55% | |
| ABBV | B | 1.15% | 0.57% | 0.57% | |
| ABT | D | 0.09% | 0.55% | 0.09% | |
| ACN | C | 1.2% | 0.59% | 0.59% | |
| ADP | D | 0.08% | 0.53% | 0.08% | |
| AIZ | D | 0.27% | 0.54% | 0.27% | |
| AKAM | F | 0.44% | 0.55% | 0.44% | |
| AMGN | B | 0.72% | 0.57% | 0.57% | |
| BDX | F | 0.63% | 0.55% | 0.55% | |
| CI | D | 0.23% | 0.55% | 0.23% | |
| CL | B | 0.47% | 0.58% | 0.47% | |
| CMCSA | F | 0.38% | 0.56% | 0.38% | |
| CPB | B | 0.37% | 0.59% | 0.37% | |
| CRM | D | 0.04% | 0.57% | 0.04% | |
| CSCO | C | 1.33% | 0.56% | 0.56% | |
| CTSH | C | 0.73% | 0.57% | 0.57% | |
| CVS | D | 0.05% | 0.56% | 0.05% | |
| DGX | D | 0.1% | 0.55% | 0.1% | |
| ED | D | 1.13% | 0.54% | 0.54% | |
| ELV | B | 0.76% | 0.55% | 0.55% | |
| GILD | C | 0.8% | 0.59% | 0.59% | |
| GIS | D | 0.72% | 0.54% | 0.54% | |
| GOOG | A | 0.18% | 0.26% | 0.18% | |
| HD | C | 0.27% | 0.55% | 0.27% | |
| HIG | C | 0.12% | 0.57% | 0.12% | |
| HSY | F | 0.35% | 0.54% | 0.35% | |
| HUM | C | 0.57% | 0.56% | 0.56% | |
| IBM | B | 1.47% | 0.56% | 0.56% | |
| ICE | A | 0.27% | 0.56% | 0.27% | |
| JNPR | B | 0.5% | 0.55% | 0.5% | |
| K | D | 0.63% | 0.54% | 0.54% | |
| KEYS | D | 0.53% | 0.54% | 0.53% | |
| KHC | D | 0.43% | 0.54% | 0.43% | |
| LIN | C | 0.17% | 0.56% | 0.17% | |
| MA | D | 0.65% | 0.56% | 0.56% | |
| MDLZ | D | 0.5% | 0.55% | 0.5% | |
| MDT | D | 0.14% | 0.54% | 0.14% | |
| MRK | C | 1.48% | 0.56% | 0.56% | |
| MSFT | A | 1.57% | 0.57% | 0.57% | |
| NEM | B | 0.49% | 0.56% | 0.49% | |
| NOW | B | 0.62% | 0.58% | 0.58% | |
| NVDA | B | 0.61% | 0.55% | 0.55% | |
| OTIS | C | 0.07% | 0.54% | 0.07% | |
| PEP | D | 1.17% | 0.56% | 0.56% | |
| PG | C | 1.3% | 0.56% | 0.56% | |
| REGN | B | 0.91% | 0.57% | 0.57% | |
| RSG | A | 1.56% | 0.57% | 0.57% | |
| T | B | 0.67% | 0.59% | 0.59% | |
| TEL | B | 0.07% | 0.54% | 0.07% | |
| TJX | A | 0.45% | 0.57% | 0.45% | |
| UNH | C | 1.23% | 0.54% | 0.54% | |
| V | D | 0.83% | 0.56% | 0.56% | |
| VRSK | A | 0.44% | 0.56% | 0.44% | |
| WM | B | 1.52% | 0.58% | 0.58% | |
| WMT | A | 1.52% | 0.57% | 0.57% | |
| YUM | D | 0.55% | 0.53% | 0.53% |
USMV Overweight 113 Positions Relative to RSPE
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | A | 1.69% | |
| TMUS | A | 1.61% | |
| WCN | A | 1.59% | |
| MSI | A | 1.56% | |
| PGR | B | 1.51% | |
| APH | B | 1.49% | |
| BRK.A | C | 1.47% | |
| CB | C | 1.47% | |
| ROP | A | 1.45% | |
| TXN | B | 1.45% | |
| DUK | D | 1.44% | |
| VZ | B | 1.43% | |
| MCK | B | 1.42% | |
| NOC | D | 1.37% | |
| SO | B | 1.3% | |
| AVGO | B | 1.24% | |
| AJG | A | 1.23% | |
| JNJ | F | 1.22% | |
| MCD | F | 1.2% | |
| MMC | B | 1.15% | |
| ORCL | A | 1.05% | |
| AZO | C | 1.01% | |
| TRV | D | 0.99% | |
| GDDY | A | 0.81% | |
| EA | B | 0.81% | |
| VRTX | B | 0.79% | |
| ACGL | B | 0.78% | |
| LMT | B | 0.78% | |
| FCNCA | C | 0.73% | |
| KDP | C | 0.7% | |
| TSN | C | 0.69% | |
| VRSN | C | 0.69% | |
| COR | C | 0.68% | |
| WEC | D | 0.67% | |
| FANG | B | 0.66% | |
| ORLY | B | 0.65% | |
| MPC | C | 0.64% | |
| KR | C | 0.56% | |
| PTC | B | 0.54% | |
| FI | C | 0.52% | |
| TDY | D | 0.51% | |
| INCY | B | 0.5% | |
| UBER | B | 0.49% | |
| CME | D | 0.49% | |
| CDW | D | 0.49% | |
| BAH | B | 0.48% | |
| XOM | C | 0.48% | |
| EG | D | 0.48% | |
| AON | C | 0.45% | |
| FFIV | C | 0.43% | |
| FICO | A | 0.41% | |
| NBIX | C | 0.4% | |
| WDAY | D | 0.4% | |
| CHD | D | 0.4% | |
| AEP | C | 0.39% | |
| XEL | D | 0.39% | |
| ERIE | C | 0.39% | |
| ROL | B | 0.39% | |
| CTVA | D | 0.38% | |
| BMY | F | 0.38% | |
| CVX | C | 0.36% | |
| MKL | C | 0.35% | |
| WTW | B | 0.35% | |
| AFG | D | 0.34% | |
| GEN | B | 0.32% | |
| IT | B | 0.32% | |
| BMRN | C | 0.32% | |
| FWONK | B | 0.3% | |
| ANET | A | 0.29% | |
| WRB | B | 0.29% | |
| GRMN | B | 0.28% | |
| L | D | 0.28% | |
| GLW | B | 0.28% | |
| ADI | B | 0.27% | |
| PFE | C | 0.25% | |
| ALNY | B | 0.25% | |
| NTAP | A | 0.25% | |
| HON | B | 0.25% | |
| DPZ | C | 0.24% | |
| WMB | B | 0.24% | |
| HRL | D | 0.23% | |
| HUBS | C | 0.23% | |
| CRWD | B | 0.23% | |
| KMB | B | 0.23% | |
| SNPS | B | 0.22% | |
| MOH | F | 0.21% | |
| D | D | 0.21% | |
| DTE | D | 0.2% | |
| CDNS | B | 0.2% | |
| AZPN | D | 0.2% | |
| AEE | D | 0.2% | |
| STX | B | 0.19% | |
| CMS | D | 0.18% | |
| HOLX | C | 0.17% | |
| PKG | C | 0.17% | |
| MELI | C | 0.17% | |
| OXY | D | 0.17% | |
| TW | C | 0.17% | |
| EOG | C | 0.17% | |
| AMZN | A | 0.14% | |
| UTHR | B | 0.13% | |
| DELL | B | 0.13% | |
| KO | A | 0.11% | |
| FSLR | C | 0.09% | |
| LNT | B | 0.09% | |
| RTX | D | 0.08% | |
| PSX | C | 0.07% | |
| VLO | C | 0.06% | |
| KNX | C | 0.06% | |
| GD | C | 0.06% | |
| ATO | B | 0.05% | |
| BR | B | 0.05% | |
| ULTA | C | 0.05% |
USMV Underweight 128 Positions Relative to RSPE
| Symbol | Grade | Weight | |
|---|---|---|---|
| ADBE | B | -0.63% | |
| ADSK | B | -0.6% | |
| CCL | B | -0.6% | |
| CHRW | B | -0.58% | |
| MOS | F | -0.58% | |
| MET | D | -0.57% | |
| CMI | D | -0.57% | |
| NCLH | C | -0.57% | |
| EW | B | -0.57% | |
| EBAY | B | -0.56% | |
| LRCX | B | -0.56% | |
| STT | C | -0.56% | |
| RF | B | -0.56% | |
| AWK | C | -0.56% | |
| AFL | B | -0.56% | |
| HLT | A | -0.56% | |
| URI | C | -0.56% | |
| MU | C | -0.56% | |
| MS | B | -0.56% | |
| KIM | B | -0.56% | |
| DIS | D | -0.56% | |
| MCO | A | -0.56% | |
| PANW | B | -0.56% | |
| ROK | D | -0.56% | |
| BAX | F | -0.56% | |
| PFG | D | -0.56% | |
| DE | F | -0.56% | |
| BXP | B | -0.56% | |
| SPGI | A | -0.56% | |
| MAR | B | -0.56% | |
| C | B | -0.56% | |
| HBAN | C | -0.56% | |
| PRU | A | -0.56% | |
| RCL | B | -0.56% | |
| GL | C | -0.56% | |
| MTB | B | -0.56% | |
| INTC | D | -0.55% | |
| EL | F | -0.55% | |
| TT | B | -0.55% | |
| ECL | B | -0.55% | |
| HAS | D | -0.55% | |
| DVA | C | -0.55% | |
| ITW | D | -0.55% | |
| BSX | B | -0.55% | |
| CAT | D | -0.55% | |
| FITB | C | -0.55% | |
| SBUX | F | -0.55% | |
| AIG | C | -0.55% | |
| DOC | B | -0.55% | |
| LYB | D | -0.55% | |
| A | D | -0.55% | |
| CNC | D | -0.55% | |
| ARE | C | -0.55% | |
| HPE | B | -0.55% | |
| GWW | C | -0.55% | |
| BK | A | -0.55% | |
| EXC | D | -0.55% | |
| TGT | D | -0.55% | |
| MSCI | C | -0.55% | |
| ADM | C | -0.55% | |
| NDAQ | C | -0.55% | |
| NKE | F | -0.55% | |
| CBOE | D | -0.55% | |
| FCX | D | -0.55% | |
| SRE | B | -0.55% | |
| VTR | A | -0.55% | |
| WBA | F | -0.55% | |
| CSX | C | -0.55% | |
| BIIB | C | -0.54% | |
| HST | D | -0.54% | |
| FIS | B | -0.54% | |
| BBY | B | -0.54% | |
| DHI | D | -0.54% | |
| JBHT | F | -0.54% | |
| CARR | C | -0.54% | |
| AMAT | B | -0.54% | |
| EIX | D | -0.54% | |
| PCAR | D | -0.54% | |
| EQIX | C | -0.54% | |
| PLD | C | -0.54% | |
| EMR | C | -0.54% | |
| MKC | C | -0.54% | |
| DLR | A | -0.54% | |
| FRT | C | -0.54% | |
| KLAC | B | -0.54% | |
| DOV | D | -0.54% | |
| ALL | D | -0.54% | |
| NTRS | C | -0.54% | |
| CBRE | C | -0.54% | |
| UNP | D | -0.54% | |
| WELL | A | -0.54% | |
| BAC | A | -0.54% | |
| TSCO | D | -0.53% | |
| DHR | D | -0.53% | |
| WY | F | -0.53% | |
| PPG | D | -0.53% | |
| IPG | F | -0.53% | |
| RL | C | -0.53% | |
| WAT | D | -0.53% | |
| HUBB | D | -0.53% | |
| HPQ | B | -0.53% | |
| ES | D | -0.53% | |
| AAL | F | -0.53% | |
| XYL | D | -0.53% | |
| LOW | D | -0.53% | |
| GM | B | -0.52% | |
| SWK | D | -0.52% | |
| PNR | D | -0.52% | |
| DECK | C | -0.52% | |
| ETSY | F | -0.52% | |
| DOW | D | -0.52% | |
| NSC | D | -0.52% | |
| IR | D | -0.52% | |
| WDC | B | -0.52% | |
| DAY | F | -0.52% | |
| PYPL | D | -0.51% | |
| JCI | D | -0.51% | |
| APD | D | -0.51% | |
| BALL | D | -0.5% | |
| QCOM | B | -0.5% | |
| ALB | F | -0.49% | |
| ON | C | -0.49% | |
| PARA | D | -0.49% | |
| APTV | F | -0.49% | |
| MRNA | D | -0.46% | |
| NWSA | A | -0.43% | |
| GOOGL | A | -0.31% | |
| NWS | A | -0.13% |
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Internet Content & Information
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
Specialty Retail
Asset Management
Business Services
Communication Equipment
Credit Services
Financial Data & Stock Exchanges
Household & Personal Products
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