The Invesco S&P 500 Equal Weight ETF (RSP) offers diversification away from mega-cap stocks but comes with higher fees, cash holdings, and frequent rebalancing that reduce returns. Over 5 and 10 years, RSP significantly underperformed cheaper cap-weighted ETFs like Vanguard's VOO, mainly due to a fee gap, cash drag, and structural underweight to mega-cap leaders. While RSP has led in 2026, the long-term cost of its equal-weight strategy has been substantial. Investors should consider if they prefer exposure to average S&P 500 stocks or lower-cost mega-cap concentration funds.
In the first half of 2026, equity markets reached near all-time highs despite multiple valuation indicators showing historic overvaluation, with the S&P 500 estimated to be 116% to 207% overvalued. Margin debt surged to a record $1.42 trillion, raisi...
The iShares MSCI USA Equal Weighted ETF (EUSA) has been downgraded from Buy to Hold due to concerns about a possible significant drop in value. Despite its attractive features like sector diversification and low fees (0.09%), the ETF may face risks t...
The S&P 500 index gained 1.3% last week, marking its second consecutive weekly rise and positioning it just 0.5% below its record close set on June 2, 2026. Year-to-date, the index has risen 10.7%, while the S&P Equal Weight Index has outperformed sl...
