Equal-Weight S&P 500 ETF Outperforms Cap-Weighted SPY by 2.4 Points YTD

The Invesco S&P 500 Equal Weight ETF (RSP) has gained 9.93% in 2026, surpassing the cap-weighted SPY amid mega-cap tech weakness. The Invesco S&P 500 Equal Weight ETF (RSP) has outperformed the SPDR S&P 500 ETF Trust (SPY) by roughly 2.4 percentage points year-to-date, gai

The Invesco S&P 500 Equal Weight ETF (RSP) has gained 9.93% in 2026, surpassing the cap-weighted SPY amid mega-cap tech weakness.

The Invesco S&P 500 Equal Weight ETF (RSP) has outperformed the SPDR S&P 500 ETF Trust (SPY) by roughly 2.4 percentage points year-to-date, gaining 9.93% compared to SPY’s 7.58%. RSP holds the same 500 stocks as SPY but reduces exposure to the Magnificent Seven from one-third to 1.4%, mitigating concentration risk.

In 2023, RSP trailed SPY by over 10 percentage points as mega-cap tech drove nearly all index gains. The shift in 2026 highlights the regime dependence of cap-weighted strategies, where a handful of $3 trillion companies dominate performance. SPY’s heavy allocation to these names has become a drag as their momentum stalls.

RSP charges 0.20% annually, matching SPY’s cost while offering broader diversification. The equal-weight approach ensures no single stock exceeds 0.2% of the portfolio, reducing volatility tied to individual names.

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