Invesco SAMPP Competition

RSPM ETF

39.58 0.67 1.72%

The peer set for Invesco SAMPP 500 commonly includes Alpha Architect, Lattice Strategies, Counterpoint Quantitative, Invesco Global, and Timothy Plan. Gross margin gaps between Invesco SAMPP and its closest rivals often point to structural cost advantages.

Invesco SAMPP and Innovator Equity Correlation Overview

Moderate diversification

Invesco SAMPP currently posts a 0.2 correlation with Innovator Equity, indicating a Moderate diversification relationship for the active sample. In portfolio terms, the overlap shows how much shared movement remains after combining both positions.

Moving together with Invesco SAMPP ETF

0.99	XLB	Materials Select Sector	Pair Corr
0.83	XME	SPDR SAMPP Metals	Pair Corr
0.77	PHO	Invesco Water Resources	Pair Corr
0.82	FXZ	First Trust Materials	Pair Corr

Moving Against Invesco SAMPP ETF

0.34

NFLX

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Pair Corr

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Mean reversion setups in Invesco SAMPP emerge when price has deviated materially from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in Invesco SAMPP.

Sentiment

Range

Low	Sentiment	High
38.37	39.58	40.79

Details

Intrinsic

Valuation

Low	Intrinsic	High
38.11	39.32	40.53

Details

Naive

Forecast

Low	Next	High
37.58	38.79	40.00

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
38.63	39.46	40.29

Details

This analysis measures Invesco SAMPP's competitive standing across key financial and valuation dimensions. Relative margins, returns, and growth rates indicate whether Invesco SAMPP's valuation reflects competitive positioning.

Invesco SAMPP Competition Correlation Matrix

Reviewing how Invesco SAMPP 500 moves relative to competing etfs can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. The current classification points to the Natural Resources category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	META
MSFT	0.0		0.0	0.0	0.0	0.0	0.2	0.5	0.0	-0.75	MSFT
UBER	0.0	0.0		0.0	0.0	0.0	0.0	0.0	0.0	0.0	UBER
F	0.0	0.0	0.0		0.0	0.0	0.0	0.0	0.0	0.0	F
T	0.0	0.0	0.0	0.0		0.0	0.0	0.0	0.0	0.0	T
A	0.0	0.0	0.0	0.0	0.0		0.0	0.0	0.0	0.0	A
CRM	0.0	0.2	0.0	0.0	0.0	0.0		-0.41	0.0	-0.08	CRM
JPM	0.0	0.5	0.0	0.0	0.0	0.0	-0.41		0.0	-0.58	JPM
MRK	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0		0.0	MRK
XOM	0.0	-0.75	0.0	0.0	0.0	0.0	-0.08	-0.58	0.0		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

JPM	+ 0.5	MSFT
CRM	+ 0.2	MSFT
MSFT	+ 0.0	META
UBER	+ 0.0	META
F	+ 0.0	META
T	+ 0.0	META

High negative correlations

XOM	- 0.75	MSFT
XOM	- 0.58	JPM
JPM	- 0.41	CRM
XOM	- 0.08	CRM
XOM	- 0.0	MRK
MRK	- 0.0	JPM

Invesco SAMPP Competition 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 measure 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
META	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
MSFT	1.38	-0.05	0.00	-0.09	0.00	0.00	3.11	-3.21	8.57
UBER	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
F	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
T	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
A	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
CRM	2.05	-0.07	0.00	-0.42	0.00	0.00	4.07	-4.37	13.46
JPM	1.10	0.04	0.02	0.02	1.47	-1.10	2.18	-2.34	8.16
MRK	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
XOM	1.41	0.15	0.08	-0.27	1.89	-1.42	2.73	-2.98	9.09

Invesco SAMPP Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	RSPM	GDMA	HDUS	CPAI	IQSZ	TPIF	SMIZ
	1.72 39.58 Invesco SAMPP	0.12 42.14 Alpha Architect	0.78 69.51 Lattice	0.51 47.44 Counterpoint	1.20 30.45 Invesco Global	1.43 37.62 Timothy Plan	2.17 42.43 Zacks Trust
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Soft	Moderate	Moderate	Contained	Mild	Moderate
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Moderate	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Aligned With Model	Aligned With Model	Below Model Estimate	Below Model Estimate	Aligned With Model	Aligned With Model	Below Model Estimate
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Equity Positions Weight	N/A	-12.95 %	N/A	N/A	N/A	99.83 %	N/A
Three Year Return	9.10 %	15.70 %	20.20 %	N/A	N/A	17.00 %	N/A
Net Asset	N/A	142.77 M	N/A	27.76 K	N/A	60.81 M	N/A
Annual Yield	N/A	N/A	N/A	0.0006 %	N/A	N/A	0.0007 %
Five Year Return	5.50 %	7.80 %	N/A	N/A	N/A	8.30 %	N/A
Trailing Beta	1.11	0.52	0.96	-0.19	N/A	0.98	N/A
One Year Return	30.70 %	34.20 %	30.00 %	41.80 %	N/A	25.30 %	32.60 %
Last Dividend Paid	N/A	0.032	N/A	N/A	N/A	0.033	N/A
Ten Year Return	10.70 %	N/A	N/A	N/A	N/A	N/A	N/A
Day Typical Price	39.51	42.15	69.46	47.37	30.45	37.55	42.35
Accumulation Distribution	60.47	25.23	29.78	502.26	N/A	112.5	159.85
Market Facilitation Index	1.0E-4	0.0	0.0	0.0	N/A	0.0	0.0
Daily Balance Of Power	1.116667	1.0	2.454545	0.3871	N/A	2.12	2.571429
Period Momentum Indicator	0.67	0.05	0.54	0.24	0.36	0.53	0.9
Rate Of Daily Change	1.02	1.0	1.01	1.01	1.01	1.01	1.02
Day Median Price	39.48	42.16	69.44	47.33	30.45	37.52	42.32
Price Action Indicator	0.43	0.01	0.34	0.23	0.18	0.37	0.56
Relative Strength Index	52.81	57.26	64.56	63.28	61.08	54.29	64.49
Coefficient Of Variation	10799.42	4077.97	914.76	814.23	1171.05	2544.38	861.84
Mean Deviation	0.9155	0.5618	0.673	1.19	0.8661	0.9103	1.02
Jensen Alpha	0.0106	0.0141	0.0943	0.1893	0.0984	0.0517	0.1624
Total Risk Alpha	0.016	0.019	0.0953	0.1936	0.0995	0.0545	0.1643
Sortino Ratio	0.0122	0.024	0.1094	0.1157	0.091	0.0413	0.1246
Downside Variance	1.16	0.7878	0.7786	2.61	1.15	1.53	1.64
Standard Deviation	1.21	0.7901	0.8659	1.51	1.12	1.25	1.36
Kurtosis	0.2055	2.84	0.3156	-0.06	0.4089	0.9547	0.4676
Potential Upside	2.1	1.22	1.13	2.47	1.8	2.14	2.29
Treynor Ratio	0.0015	0.0236	0.1048	0.1472	0.0807	0.0372	0.1191
Maximum Drawdown	4.63	4.52	3.73	6.57	4.37	5.39	5.95
Variance	1.47	0.6242	0.7498	2.27	1.26	1.57	1.85
Market Risk Adjusted Performance	0.0115	0.0336	0.1148	0.1572	0.0907	0.0472	0.1291
Risk Adjusted Performance	0.011	0.0215	0.105	0.1229	0.0843	0.0404	0.1156
Skewness	0.3191	-1.05	0.1135	-0.18	0.3601	-0.06	0.3321
Semi Deviation	1.06	0.8611	0.7425	1.4	0.9675	1.16	1.15
Information Ratio	0.0108	0.0269	0.1115	0.1241	0.0871	0.0408	0.1174
Value At Risk	-1.68	-1.30	-1.41	-2.68	-1.76	-1.74	-1.90
Expected Short fall	-1.12	-0.57	-0.70	-1.19	-0.92	-1.00	-1.12
Downside Deviation	1.08	0.8876	0.8824	1.62	1.07	1.24	1.28
Semi Variance	1.11	0.7415	0.5514	1.97	0.936	1.34	1.31

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 establishes 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

Invesco SAMPP has a wider economic moat score than the average competitor, based on return spread and reinvestment patterns. A cheap stock in an expensive peer group sometimes signals a value trap rather than an opportunity. Stronger competitive positioning is usually reflected through margins, returns on capital, and balance-sheet resilience.

Invesco SAMPP 500 inputs come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board