미국 ETF/주식RSPETF

Invesco S&P 500 Equal Weight ETF 계산기

RSP is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.Invesco S&P 500 Equal Weight ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 Invesco S&P 500 Equal Weight ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, Invesco S&P 500 Equal Weight ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Index Tracking

RSP

Invesco S&P 500 Equal Weight ETF

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Price Chart

Invesco S&P 500 Equal Weight ETF (RSP) is an exchange-traded fund that provides investors with exposure to broad market indices. It carries an expense ratio of 0.20%. The fund offers a dividend yield of approximately 1.58%. The portfolio holds 503 securities.

Category

Index Tracking

Dividend Yield

1.58%

Expense Ratio

0.2%

Holdings

503

Dividend History

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Top Holdings

1Each stock approx. 0.2% equal weight
2Quarterly rebalancing
3Mid-cap effect
4Sector diversification

Key Features

  • •Equal-weight strategy
  • •Reduces large-cap concentration
  • •Expanded mid-cap exposure
  • •Quarterly rebalancing

Advantages

  • •Reduces Mag 7 concentration risk
  • •Value/mid-cap factor effect
  • •Benefits from mean reversion
  • •Sector diversification benefit

Risks

  • •Underperforms during large-cap growth rallies
  • •High turnover
  • •Higher expense ratio than SPY
  • •Excludes small-cap effect

Rebalancing Strategy

Build core portfolio as a SPY/VOO alternative

Also Viewed ETFs

DIA

SPDR Dow Jones Industrial Average ETF

ER 0.16%·Yield 1.7%

SPY

SPDR S&P 500 ETF Trust

ER 0.0945%·Yield 1.26%

VOO

Vanguard S&P 500 ETF

ER 0.03%·Yield 1.3%

VTI

Vanguard Total Stock Market ETF

ER 0.03%·Yield 1.33%

ITOT

iShares Core S&P Total U.S. Stock Market ETF

ER 0.03%·Yield 1.3%

SPLG

SPDR Portfolio S&P 500 ETF

ER 0.02%·Yield 1.3%

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RSP Investment Analysis

RSP (Invesco S&P 500 Equal Weight ETF) is a Index Tracking ETF comprising 503 holdings. It has an expense ratio of 0.2% and a dividend yield of 1.58%. It has a reasonable expense ratio.

A 1.58% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

RSP can play an important role in your portfolio. Its broad range of holdings provides strong diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →