Invesco SAMPP Competition

RPG Etf

USD 48.29 0.21 0.44%

Invesco SAMPP 500 operates alongside Invesco SAMPP, IShares Industrials, IShares Consumer, Invesco SAMPP, and Innovator Defined and other firms in the same space. Book value growth for Invesco SAMPP versus peers tracks which companies are building long-term equity value.

Correlation: Invesco SAMPP vs Dimensional Sustainability Overview

Moderate diversification

Invesco SAMPP currently posts a 0.36 correlation with Dimensional Sustainability, indicating a Moderate diversification relationship for the active sample. Lower overlap tends to improve diversification, while higher overlap means both positions carry similar risk.

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Experienced investors tracking Invesco SAMPP's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in Invesco SAMPP.

Hype

Prediction

Low	Estimated	High
46.96	48.30	49.64

Details

Intrinsic

Valuation

Low	Real	High
46.99	48.33	49.67

Details

Peer comparison enriches Invesco SAMPP analysis by revealing how the company ranks against competitors. Invesco SAMPP's multiples must be compared to direct competitors to determine genuine value.

Invesco SAMPP Competition Correlation Matrix

Competition correlation for Invesco SAMPP 500 matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	RPV	IYJ	IYC	EQWL	BALT	WTV	EWA	JMOM	SMMD	DFSU
RPV		0.91	-0.13	0.73	0.8	0.97	0.82	0.65	0.81	0.17	RPV
IYJ	0.91		0.21	0.88	0.86	0.95	0.67	0.72	0.92	0.51	IYJ
IYC	-0.13	0.21		0.41	0.17	0.0	-0.47	0.19	0.34	0.91	IYC
EQWL	0.73	0.88	0.41		0.81	0.8	0.48	0.81	0.8	0.65	EQWL
BALT	0.8	0.86	0.17	0.81		0.78	0.68	0.8	0.83	0.44	BALT
WTV	0.97	0.95	0.0	0.8	0.78		0.76	0.63	0.83	0.32	WTV
EWA	0.82	0.67	-0.47	0.48	0.68	0.76		0.56	0.54	-0.16	EWA
JMOM	0.65	0.72	0.19	0.81	0.8	0.63	0.56		0.73	0.38	JMOM
SMMD	0.81	0.92	0.34	0.8	0.83	0.83	0.54	0.73		0.58	SMMD
DFSU	0.17	0.51	0.91	0.65	0.44	0.32	-0.16	0.38	0.58		DFSU
	RPV	IYJ	IYC	EQWL	BALT	WTV	EWA	JMOM	SMMD	DFSU

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High positive correlations

WTV	+ 0.97	RPV
WTV	+ 0.95	IYJ
SMMD	+ 0.92	IYJ
IYJ	+ 0.91	RPV
DFSU	+ 0.91	IYC
EQWL	+ 0.88	IYJ

High negative correlations

EWA	- 0.47	IYC
DFSU	- 0.16	EWA
IYC	- 0.13	RPV
WTV	- 0.0	IYC

Invesco SAMPP Constituents Risk-Adjusted Indicators

Invesco SAMPP ETF can look attractive on recent price action while risk efficiency lags the peer group. Risk-adjusted metrics help compare Invesco SAMPP's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
RPV	0.67	0.10	0.14	0.09	0.77	-0.69	1.33	-1.24	3.81
IYJ	0.77	0.09	0.06	0.02	1.13	-0.69	1.49	-1.84	5.04
IYC	0.71	-0.06	0.00	-0.12	0.00	0.00	1.44	-1.89	3.53
EQWL	0.48	-0.03	0.00	0.23	0.00	0.00	0.83	-1.22	3.19
BALT	0.12	0.01	0.33	0.01	0.12	-0.12	0.27	-0.33	0.72
WTV	0.57	0.06	0.10	0.02	0.72	-0.57	1.44	-1.24	3.31
EWA	1.01	0.17	0.11	0.11	1.38	-0.99	2.24	-2.44	5.90
JMOM	0.75	0.02	0.09	-0.13	0.96	-0.75	1.35	-1.63	5.12
SMMD	0.86	0.10	0.08	0.03	1.10	-0.88	1.63	-1.79	5.82
DFSU	0.64	-0.01	0.00	-0.07	0.00	0.00	1.10	-1.44	4.12

Invesco SAMPP Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	RPG	RPV	IYJ	IYC	EQWL	BALT	WTV	EWA	JMOM	SMMD
	0.44 48.29 Invesco	0.56 107.03 Invesco	0.70 149.97 IShares	0.80 97.52 IShares	0.12 115.26 Invesco	0.03 33.44 Innovator	0.48 95.31 WisdomTree	0.87 27.80 IShares	0.07 68.64 JPMorgan	0.97 77.36 IShares
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Soft	Contained	Weak	Weak	Weak	Weak	Soft	Mild	Weak	Soft
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Small	Low	Small	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Hold	Strong Hold	Strong Sell	Strong Hold	Strong Hold	Buy	Strong Sell	Buy
Price To Sales	2.53	0.62	1.59	30.23	N/A	2.09	N/A	2.09	N/A	N/A
Equity Positions Weight	99.97	100.08	99.84	99.89	100.0	199.42	100.0	98.83	99.59	99.72
Three Year Return	18.9	15.7	16.0	16.6	17.5	7.3	21.1	11.0	22.7	15.0
Net Asset	2.13 B	2.97 B	949.81 M	654.19 M	119.45 M	187.36 M	100.49 M	1.42 B	202.26 M	439.74 M
Price To Book	3.71	1.16	3.89	0.58	N/A	0.25	N/A	1.77	N/A	N/A
Five Year Return	9.3	9.2	8.1	5.4	11.6	N/A	13.3	6.3	13.2	5.8
One Year Return	19.7	16.0	12.2	9.1	12.1	6.6	14.9	19.8	21.3	21.5
Last Dividend Paid	0.17	0.32	0.54	0.34	0.33	N/A	N/A	0.28	0.066	0.17
Ten Year Return	12.5	9.8	11.8	11.0	13.8	N/A	13.7	7.6	N/A	N/A
Price To Earning	22.68	14.07	3.06	2.67	N/A	63.33	N/A	4.22	N/A	N/A
Beta	1.13	0.91	1.22	1.28	0.87	0.19	1.01	1.22	1.07	1.22
Day Typical Price	48.37	107.0	149.96	97.5	115.26	33.45	95.37	27.81	68.54	77.25
Accumulation Distribution	5849.5	267.11	943.53	1687.51	0.0115	258.83	1491.51	39053.21	0.0142	2278.95
Market Facilitation Index	0.0	0.0	0.0	0.0	1.33	N/A	0.0	N/A	0.98	0.0
Daily Balance Of Power	0.3043	0.75	0.5622	0.562	-0.11	-0.25	0.422	0.8571	0.051	0.8222
Period Momentum Indicator	0.21	0.6	1.04	0.77	-0.14	-0.01	0.46	0.24	0.05	0.74
Rate Of Daily Change	1.0	1.01	1.01	1.01	1.0	1.0	1.0	1.01	1.0	1.01
Day Median Price	48.41	106.98	149.95	97.49	115.26	33.45	95.41	27.82	68.49	77.2
Price Action Indicator	-0.01	0.35	0.53	0.42	-0.07	-0.01	0.14	0.1	0.17	0.53
Relative Strength Index	48.53	38.36	37.53	39.16	36.55	49.91	33.89	51.54	47.1	40.29
Coefficient Of Variation	2028.45	1145.94	2986.0	-927.93	-3,858	1366.62	2642.77	1089.24	2223.98	2302.32
Mean Deviation	1.01	0.6743	0.7728	0.713	0.4825	0.122	0.5738	1.01	0.7454	0.8575
Jensen Alpha	0.1172	0.1011	0.0851	-0.06	-0.03	0.0093	0.0598	0.1667	0.0194	0.1019
Total Risk Alpha	0.1425	0.1206	0.0924	-0.05	0.0167	0.0121	0.0686	0.2003	0.0982	0.1124
Sortino Ratio	0.0769	0.1428	0.0645	N/A	N/A	0.3256	0.0953	0.1127	0.0884	0.0818
Downside Variance	2.04	0.6963	1.52	N/A	N/A	0.0307	0.5992	2.19	1.01	1.3
Standard Deviation	1.31	0.8439	1.01	0.9069	0.6423	0.1571	0.7461	1.32	0.9616	1.1
Kurtosis	0.4509	-0.19	0.1963	-0.20	0.4564	0.3191	0.1001	0.2539	0.4668	0.4846
Potential Upside	1.79	1.33	1.49	1.44	0.8313	0.2684	1.44	2.24	1.35	1.63
Treynor Ratio	0.048	0.0944	0.0217	-0.12	0.2279	0.0107	0.0243	0.1114	-0.13	0.0329
Maximum Drawdown	6.6	3.81	5.04	3.53	3.19	0.7176	3.31	5.9	5.12	5.82
Variance	1.7	0.7121	1.03	0.8224	0.4125	0.0247	0.5567	1.74	0.9246	1.22
Market Risk Adjusted Performance	0.058	0.1044	0.0317	-0.11	0.2379	0.0207	0.0343	0.1214	-0.12	0.0429
Risk Adjusted Performance	0.0442	0.072	0.0294	-0.09	-0.02	0.0178	0.0301	0.0793	0.0384	0.0383
Skewness	-0.18	0.178	-0.40	-0.14	-0.20	-0.31	0.0327	-0.45	-0.0027	-0.04
Semi Deviation	1.35	0.7721	1.13	N/A	N/A	0.125	0.7169	1.38	0.9648	1.1
Information Ratio	0.0842	0.1412	0.0784	-0.06	0.045	0.3631	0.0989	0.1263	0.0923	0.0847
Value At Risk	-2.19	-1.24	-1.84	-1.89	-1.22	-0.33	-1.24	-2.44	-1.63	-1.79
Expected Short fall	-0.96	-0.69	-0.69	N/A	N/A	-0.12	-0.57	-0.99	-0.75	-0.88
Downside Deviation	1.43	0.8344	1.23	N/A	N/A	0.1752	0.7741	1.48	1.0	1.14
Semi Variance	1.84	0.5961	1.27	N/A	N/A	0.0156	0.514	1.91	0.9309	1.21

Invesco SAMPP Competition Peer Performance Charts

How to Analyze Invesco SAMPP Against Peers

Invesco SAMPP's peer analysis compares Invesco SAMPP with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Invesco SAMPP trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Invesco SAMPP leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Revenue at Invesco SAMPP has grown faster than the peer median over the last four quarters, widening its competitive lead. Stronger competitive positioning is usually reflected through margins, returns on capital, and balance-sheet resilience.

Inputs for Invesco SAMPP 500 come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board

Last reviewed on March 13th, 2026

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