United Continental Hlds

Palantir Technologies

Vistra Energy

Axon Enterprise

Tesla

GE Vernova Inc.

Carnival

Wells Fargo

Delta Air Lines

Raymond James

Invesco S&P 500 Equal Weight ETF

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

First Trust Enhanced Short Maturity ETF

iShares Core MSCI Emerging Markets ETF

JPMorgan Equity Premium Income ETF

JPMorgan Ultra-Short Income ETF

PGIM Ultra Short Bond ETF

Schwab US Dividend Equity ETF

Invesco S&P 500 Low Volatility ETF

Vanguard Intermediate-Term Corporate Bond ETF

Vanguard Short-Term Corporate Bond ETF

It's been a rough year for investors as both equities and bonds stumbled, but the ETF industry has had a strong year despite sticky inflation and tough markets. Evan Harp sat down with VettaFi head of research Todd Rosenbluth to discuss.

Recapping the ETF Industry's Strong Year and Looking Ahead

As we consider the role factors can play in helping to diversify our investment portfolios, investors can turn to smart beta or factor-based exchange traded fund strategies to better navigate through volatility, mitigate concentration risk, and more.

How Investors are Utilizing Factor-Based, Smart Beta ETF Strategies

Invesco S&P 500 Quality ETF

Factor investing can make it possible to target specific market attributes, which may help mitigate risk, particularly in unsteady markets.

Can Factor-Based Strategies Help Mitigate Volatility?

Invesco ESG S&P 500 R Equal Weight ETF

The S&P 500 Equal Weight Index outperformed again in November, as the gap between equal weight and the S&P 500 last month was in the top quintile of historical experience, according to S&P Dow Jones Indices. The S&P 500 EWI increased 6.7% in November, outperforming the S&P 500, which gained 5.6% during the month.

Under the Hood of Equal Weight's Outperformance Last Month

The Invesco S&P 500® Equal Weight ETF (RSP) saw substantial November flows as investors look to capitalize on equal weight's significant outperformance over the S&P 500 this year. RSP's underlying index, the S&P 500 Equal Weight Index, gained 6.7% in November compared to the S&P 500's advance of 5.6%.

RSP Saw $1.4 Billion in November Flows as Methodology Outperforms

Invesco S&P 500 Pure Value ETF

Invesco S&P 500 High Beta ETF

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco S&P 500 Enhanced Value ETF

The small size factor has outperformed in 2022, maintaining strength through November. The weighted average capitalization of most factor indexes is below that of the S&P 500.

Check Out These 6 Invesco ETFs for Small Size Factor Exposure

Equal weight's significant outperformance over its cap-weight parent, the S&P 500 Index, suggests strong payoffs to value and small size factor tilts in the current environment. The S&P 500 advanced 5.6% in November compared to the S&P 500 Equal Weight Index's gain of 6.7%.

Gap Between Equal Weight and S&P 500 Near Historical High Last Month

The S&P 500 Equal Weight Index has maintained a significant lead over the cap weighted S&P 500 all year.  Year-to-date through November 29, the S&P 500 has declined by 17.04% while the Invesco S&P 500 Equal Weight ETF (RSP), which tracks the S&P 500 EWI, has declined by 10.

Equal Weight Maintains Significant Lead Over S&P 500

Invesco QQQ

Many advisors are looking to the benefits of an equal weight strategy and using the Invesco S&P 500 Equal Weight ETF (RSP) as the core equity holding in portfolios.  RSP is an ideal fit for investors looking to maintain broad exposure to the U.S.

Why Investors Are Using RSP as a Core Equity Holding

The Invesco S&P 500® Equal Weight ETF (RSP), which has remained on the leaderboard as one of the most popular ETFs all year, has notably seen nearly $2 billion in net inflows in the past month.

RSP Sees Nearly $2 Billion in 1-Month Flows

Sometimes, knowing pure performance figures is enough for investors. Along those lines, as of Nov. 15 the Invesco S&P 500 Equal Weight ETF (RSP) is outpacing rival cap-weighted S&P 500 exchange traded funds by 600 basis points on a year-to-date basis.

Examining Equal-Weight Benefits

Even as the broader market rallies, the S&P 500 Equal Weight Index has continued to outperform its cap-weighted parent index by a sizable — and increasing — margin.

Equal Weight Outperformance Over S&P 500 Increases

It seems like Elon Musk strolled into the headquarters of Twitter holding a sink ages ago. In reality, it's been just about two weeks.

Other Firms Take Damage Amid Twitter Chaos

Apple

Amazon

Alphabet

Home Depot

Johnson & Johnson

JPMorgan Chase & Co

Microsoft

NVIDIA

UnitedHealth Group

If you're like most S&P 500 ETF investors, you made a huge bet on 12 megacap stocks. And that's really costing you now.

Investors Lose $5 Trillion On 12 Stocks They Bet The Farm On

Invesco S&P MidCap 400 Equal Weight ETF

Invesco S&P SmallCap 600® Equal Weight

SPDR S&P Midcap 400 ETF Trust

SPDR S&P 600 Small Cap Growth ETF

SPDR S&P 500 ETF Trust

Equal-weighted ETFs are outperforming their market-cap counterparts.

Equal-Weight ETFs Outperforming

QUALCOMM

The cratering of big-cap technology and tech-related S&P 500 stocks is reaching epic proportions. And amazingly, it's getting worse.

The $5.5 Trillion Big-Cap Tech Stock Wipeout Sinks To A New Low

The S&P 500 Equal Weight Index outperformed the S&P 500 in October, building on equal weight's trailing 12-month relative outperformance. The S&P 500 EWI increased 9.80% in October, outperforming the S&P 500 by 2% during the month.

Equal Weight Outperforms S&P 500 by 2% in October

Invesco S&P 500 Equal Weight Health Care ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Invesco S&P 500 Equal Weight Industrials ETF

Invesco S&P 500 Equal Weight Energy ETF

Invesco S&P 500 Equal Weight Financials ETF

While all of Invesco's equal-weight sector ETFs recorded gains during October, there were five sectors that performed exceptionally well, pulling the S&P 500 Equal Weight Index higher. The S&P 500 Index gained 8.10% on a total return basis during the month of October, notching its best month since the broad market's July rally.

These 5 Equal-Weight Sector ETFs Outperformed in October

Energy Select Sector SPDR Fund

Alerian MLP ETF

Vanguard S&P 500 ETF

When you write an ETF column for Mondays at a firm as creative as VettaFi, and it happens to be Halloween: You write about a Halloween-themed ETF piece.

ETFs Are Not Scaring Advisors on Halloween

The S&P 500 Equal Weight Index is looking particularly good right now against the backdrop of the S&P 500 Index.

Equal Weight Outperforms the S&P 500 by 400 Basis Points YTD

Invesco CEF Income Composite ETF

Vanguard Total World Stock ETF

Index funds provide investors with cheap, diversified exposure to different securities and asset classes. Some index funds are fantastic long-term investments due to their diversification, total returns, and other characteristics.

The 3 Best Index Funds For Long-Term Investors

U.S. inflation has remained stubbornly high, increasing 0.4% in September on a monthly basis after a 0.1% increase in August.  Year over year, prices climbed by 8.2% in September compared to 2021.

Equal Weight Historically Outperforms During Periods of High Inflation

Many investors use the Invesco S&P 500 Equal Weight ETF (RSP) as the core equity holding in their portfolios. RSP is based on the S&P 500 Equal Weight Index, which comprises all the constituents in the S&P 500 that are equally weighted at each quarterly rebalance.

Understanding the S&P 500 Equal Weight's Factor Tilts

First Trust NASDAQ-100 Equal Weighted Index Fund

Looking across the U.S. stock market indices and sectors, one thing is apparent: Growth stocks are getting hit hard. Just this week we wrote about a key “growth” indicator that was lagging.

Tech Stocks Continue To Flash Caution To Broad Market

Using a core equity ETF that utilizes an equal weighting methodology introduces numerous benefits to a portfolio.  The diversification benefits are a primary reason why investors favor equal-weighting over market cap-weighted strategies.

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