RSP vs DIA.
Invesco S&P 500 Equal Weight ETF (S&P 500 Equal Weight) against SPDR Dow Jones Industrial Average ETF Trust (Dow Jones Industrial Average) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| RSP | DIA | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +13.2% | +10.0% | +3.16 pp |
| 1Y CAGR | +19.6% | +20.5% | -0.82 pp |
| 3Y CAGR | +14.1% | +16.9% | -2.80 pp |
| 5Y CAGR | +9.38% | +10.6% | -1.18 pp |
| 10Y CAGR | +11.9% | +13.2% | -1.31 pp |
| Since inception CAGR | +11.3% | +9.14% | +2.19 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is RSP minus DIA. RSP since-inception measured from first available bar May 1, 2003. DIA since-inception measured from first available bar January 20, 1998. Since-inception spans differ — compare that row with care.
| RSP | DIA | |
|---|---|---|
| Name | Invesco S&P 500 Equal Weight ETF | State Street SPDR Dow Jones Industrial Average ETF Trust |
| Category | Large Blend | Large Value |
| Style | Passive | Passive |
| Expense ratio | 0.2% | 0.16% |
| Assets (AUM) | $93.7B | $44.1B |
| Dividend yield | 1.51% | 1.38% |
| Avg volume (3-mo) | 9.8M | 4.6M |
| Inception | April 24, 2003 | January 13, 1998 |
| Benchmark proxy | S&P 500 (cap-weighted) | Dow Jones Industrial Average |
DIA costs 0.04 pp less per year — about $4.00 per $10,000 invested.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.