Invesco S&P 500 Equal Weight ETF Returns Calculator
Calculate historical returns and project future compounding for Invesco S&P 500 Equal Weight (RSP). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Blend (US)
AUM
$100.87 Billion
Expense Ratio
0.20%
Fund Manager
Invesco Capital Management
Invesco S&P 500 Equal Weight (RSP) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 15.8% CAGR | 5 Years @ 8.7% CAGR | 10 Years @ 11.5% CAGR |
|---|---|---|---|
| $100/mo | $4,627 Invested: $3,600 | $7,546 Invested: $6,000 | $22,581 Invested: $12,000 |
| $250/mo | $11,566 Invested: $9,000 | $18,864 Invested: $15,000 | $56,453 Invested: $30,000 |
| $500/mo | $23,133 Invested: $18,000 | $37,729 Invested: $30,000 | $112,906 Invested: $60,000 |
| $1,000/mo | $46,266 Invested: $36,000 | $75,457 Invested: $60,000 | $225,811 Invested: $120,000 |
| $2,500/mo | $115,664 Invested: $90,000 | $188,643 Invested: $150,000 | $564,528 Invested: $300,000 |
* Projections calculated using actual historical 3-year (15.78%), 5-year (8.74%), and 10-year (11.52%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Invesco S&P 500 Equal Weight ETF
Invesco S&P 500 Equal Weight ETF (RSP) is the flagship equal-weighted equity ETF, holding all 500 S&P 500 companies in approximately equal 0.20% proportions. This eliminates mega-cap tech concentration risk and provides superior broad-market and mid-cap participation.
Investment Strategy
Equal-Weight Smart Beta â Invests equally across all 500 companies in the S&P 500 Index, rebalancing quarterly to sell winning stocks and buy lagging stocks, creating a disciplined programmatic buy-low/sell-high mechanism.
Key Facts
- Holds all 500 S&P 500 companies at ~0.20% equal weighting
- Quarterly rebalancing enforces automatic buy-low, sell-high discipline
- Over $65 Billion in assets under management
- Established track record spanning over 23 years since 2003
Historical Returns
3-Year CAGR
15.78%
5-Year CAGR
8.74%
10-Year CAGR
11.52%
Benchmark
S&P 500 Equal Weight Index
Historical annualized returns as of August 2026. Past performance does not guarantee future results.
Top Holdings & Sector Allocation
As of September 2026, Invesco S&P 500 Equal Weight (RSP)'s portfolio includes:
Top 5 Holdings
- Constellation Energy Corp. (~0.25%)
- Vistra Corp. (~0.25%)
- Eli Lilly & Co. (~0.24%)
- Broadcom Inc. (~0.24%)
- General Electric Co. (~0.23%)
Sector Allocation
Industrials 16.2%, Financials 15.4%, Information Technology 14.8%, Healthcare 12.9%, Consumer Discretionary 10.5%, Others 30.2%
Risk & Drawdowns
Standard deviation is ~15.4% reflecting balanced all-sector economic exposure.
Drawdown of -38% in 2020 and -16% in 2022.
Tax Treatment
Quarterly distributions qualify for preferential qualified dividend tax treatment.
Who Should NOT Invest in Invesco S&P 500 Equal Weight (RSP)?
Investors seeking pure market-cap index tracking or maximum mega-cap tech weight.
About the Fund Manager
Managed by Invesco Capital Management smart-beta portfolio team.
Who Is This Fund Suitable For?
Ideal for investors concerned about mega-cap market concentration who want balanced exposure across industrials, financials, healthcare, and consumer sectors.
More Funds from Invesco & Similar Schemes
Similar Funds to Consider
- SPDR S&P 500 ETF Trust (SPY)
- Invesco S&P 500 Revenue ETF (RWL)
- Vanguard S&P 500 ETF (VOO)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Invesco S&P 500 Equal Weight (RSP) Investors
- FIRE Calculator â Plan your retirement corpus with Invesco S&P 500 Equal Weight (RSP) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Invesco S&P 500 Equal Weight (RSP) could cost you
- SIP vs EMI Calculator â Compare investing in Invesco S&P 500 Equal Weight (RSP) vs paying off loans
Frequently Asked Questions About Invesco S&P 500 Equal Weight (RSP)
What is the historical SIP return of Invesco S&P 500 Equal Weight (RSP)?
Based on the latest data, Invesco S&P 500 Equal Weight (RSP) has delivered an annualized return (CAGR) of 15.78% over 3 years, 8.74% over 5 years, and 11.52% over 10 years. Drawdown of -38% in 2020 and -16% in 2022.
How is Invesco S&P 500 Equal Weight (RSP) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Invesco S&P 500 Equal Weight (RSP) generate over 5 years?
At an estimated annual return rate of 8.74%, a monthly $500 investment ($30,000 total invested) would grow to approximately $37,729 in 5 years, yielding an estimated wealth gain of $7,729. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Invesco S&P 500 Equal Weight (RSP)?
Invesco S&P 500 Equal Weight (RSP)'s top holdings include Constellation Energy Corp. (~0.25%), Vistra Corp. (~0.25%), Eli Lilly & Co. (~0.24%), and Broadcom Inc. (~0.24%). The fund's sector allocation is Industrials 16.2%, Financials 15.4%, Information Technology 14.8%, Healthcare 12.9%, Consumer Discretionary 10.5%, Others 30.2%.
What is the risk profile of Invesco S&P 500 Equal Weight (RSP)?
Standard deviation is ~15.4% reflecting balanced all-sector economic exposure. This fund may not be suitable for investors seeking pure market-cap index tracking or maximum mega-cap tech weight..
What are the tax implications of investing in Invesco S&P 500 Equal Weight (RSP)?
Quarterly distributions qualify for preferential qualified dividend tax treatment.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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