(RHS) Invesco SP500 Equal Weight - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V3731

Food, Beverages, Household, Personal, Retail

Dividends

Dividend Yield 2.01%
Yield on Cost 5y 2.22%
Yield CAGR 5y 7.45%
Payout Consistency 84.9%
Payout Ratio -
Risk via 5d forecast
Volatility 12.7%
Value at Risk 5%th 21.7%
Relative Tail Risk 3.56%
Reward TTM
Sharpe Ratio -0.25
Alpha -8.35
CAGR/Max DD -0.14
Character TTM
Hurst Exponent 0.340
Beta 0.247
Beta Downside 0.219
Drawdowns 3y
Max DD 18.61%
Mean DD 8.21%
Median DD 8.67%

Description: RHS Invesco SP500 Equal Weight October 27, 2025

The Invesco S&P 500® Equal Weight Consumer Staples ETF (NYSE ARCA:RHS) aims to allocate at least 90 % of its assets to the securities that make up its benchmark-the S&P 500® Consumer Staples Index, which includes every S&P 500® constituent classified under the consumer staples sector according to GICS.

Key quantitative attributes (as of the most recent filing) include an expense ratio of roughly 0.20 % and a weighted-average dividend yield near 2.5 %, reflecting the sector’s historically stable cash-flow profile. The fund’s equal-weight methodology caps any single holding at about 2 % of assets, resulting in a top-10 concentration of roughly 20 %-significantly lower than market-cap-weighted consumer staples ETFs. Economic drivers such as core inflation, measured by the CPI, and household discretionary income trends tend to have muted impact on this defensive sector, though commodity price spikes (e.g., food and packaging inputs) can temporarily compress margins.

For a deeper dive into RHS’s risk-adjusted performance and how it fits into a diversified portfolio, you might explore the analytics on ValueRay.

What is the price of RHS shares?

As of December 29, 2025, the stock is trading at USD 29.19 with a total of 35,843 shares traded.
Over the past week, the price has changed by -0.47%, over one month by -0.88%, over three months by +1.12% and over the past year by +0.12%.

Is RHS a buy, sell or hold?

Invesco SP500 Equal Weight has no consensus analysts rating.

What are the forecasts/targets for the RHS price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 29.7 1.8%

RHS Fundamental Data Overview December 23, 2025

Market Cap USD = 234.6m (234.6m USD * 1.0 USD.USD)
Beta = 0.58
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 234.6m USD (234.6m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 234.6m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 234.6m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.92% (E(234.6m)/V(234.6m) * Re(6.92%) + (debt-free company))
Discount Rate = 6.92% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for RHS ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle