RSPA ETF Analysis: SP500 Equal Weight Income | NYSE

Derivative Income | NYSE, USA | Market Cap: 995m USD | 12M Return: 16.5% | Charts, Fundamentals & Technical Analysis

Equity Securities, Index Tracking, Equity-Linked Notes, Options Strategy
Total Rating 61
Safety 44
Buy Signal -0.18
Derivative Income
Category Rotation: -1.5
TER: 0.29%
AUM: 995M
Avg Turnover: 11.2M
Risk 3d forecast
Volatility8.20%
VaR 5th Pctl1.55%
VaR vs Median5.01%
Reward TTM
Sharpe Ratio1.19
Rel. Str. IBD52.6
Rel. Str. Peer Group72.1
Character TTM
Beta0.597
Beta Downside0.634
Hurst Exponent0.491
Drawdowns 3y
Max DD15.37%
CAGR/Max DD0.85
CAGR/Mean DD6.79

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.9 years of data

Jan +1.3% -
Feb +1.0% -
Mar -6.1% -
Apr +2.8% -
May +0.5% -
Jun -0.1% -
Jul -0.4% -
Aug +0.6% -
Sep +0.5% -
Oct -1.5% -
Nov +0.3% -
Dec -0.3% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: RSPA SP500 Equal Weight Income

The Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) is a U.S.-listed exchange-traded fund that pursues its objective through two components: a core equity portfolio designed to track the S&P 500® Equal Weight Index (or ETFs that track it), and an options-based income overlay implemented through equity-linked notes (ELNs) tied to the index or related ETFs. Unlike most ETFs, RSPA is structured as a non-diversified fund, meaning it may concentrate holdings in a smaller number of issuers relative to diversified peers. The ETF category is classified as Derivative Income, reflecting its use of options-linked structured products to generate yield on top of underlying equity exposure.

The S&P 500 Equal Weight Index differs from the parent S&P 500 by assigning the same weight to each of its 500 constituent companies at quarterly rebalances, rather than weighting by market capitalization. Equity-linked notes are structured debt instruments whose returns are linked to the performance of an underlying equity or index, combining features of bonds and derivatives. As a derivative-income ETF launched in mid-2024, RSPA sits within a segment of the market that combines broad equity beta with options-selling or structured-note strategies to target higher current income than the underlying index alone.

Headlines to Watch Out For
  • Equal weight factor rotation narrows large cap growth lead
  • High rate environment compresses options overlay premium yield
  • Rising AUM competes with JEPI and JEPQ income ETF category
What is the price of RSPA shares?

As of July 28, 2026, the stock is trading at USD 53.63 with a total of 131,599 shares traded. Over the past week, the price has changed by +1.13%, over one month by +0.95%, over three months by +6.19% and over the past year by +16.53%.

Current recommended Stop Loss: 53.00 (which is 1.2% or 1.5 ATR below the current price).

Is RSPA a buy, sell or hold?

SP500 Equal Weight Income has no consensus analysts rating.