AGZ vs RSPU
Comparison between ISHARES AGENCY BOND ETF (AGZ, ETF) and INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF).
5-Year PerformanceRSPU has outperformed AGZ, delivering a return of +11.6% compared to +1.0%
AGZ vs RSPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGZ vs RSPU - Historical Returns
Returns include dividend reinvestment.
AGZ vs RSPU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AGZ | RSPU |
|---|---|---|
| 2026 | +0.19% | +7.25% |
| 2025 | +6.06% | +16.42% |
| 2024 | +3.32% | +21.77% |
| 2023 | +4.99% | -3.20% |
| 2022 | -7.53% | +5.17% |
| 2021 | -1.08% | +19.91% |
| 2020 | +5.59% | -1.23% |
| 2019 | +5.34% | +25.34% |
| 2018 | +1.51% | +7.45% |
| 2017 | +2.14% | +9.02% |
| 2016 | +1.02% | +16.09% |
| 2015 | +1.06% | -4.67% |
| 2014 | +3.44% | +29.86% |
| 2013 | -1.22% | +11.25% |
| 2012 | +1.65% | +8.12% |
| 2011 | +4.87% | +12.75% |
| 2010 | +3.70% | +11.90% |
| 2009 | +2.08% | +20.78% |
| 2008 | +6.01% | -29.95% |
| 2007 | N/A | +9.97% |
| 2006 | N/A | +4.93% |
AGZ vs RSPU Drawdown Comparison
The maximum drawdown for AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 1126 trading sessions.
The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The current AGZ drawdown is -0.73%. The current RSPU drawdown is -3.96%.
| Rank | AGZ | RSPU |
|---|---|---|
| #1 | -11.01% Sep 3, 2020 - Feb 28, 2025 | -48.10% May 22, 2007 - May 12, 2011 |
| #2 | -4.98% Nov 13, 2008 - Dec 11, 2008 | -36.82% Feb 18, 2020 - Aug 12, 2021 |
| #3 | -3.28% May 1, 2013 - May 15, 2014 | -21.86% Sep 12, 2022 - May 15, 2024 |
| #4 | -2.88% Jul 6, 2016 - Aug 18, 2017 | -16.12% Apr 20, 2022 - Aug 15, 2022 |
| #5 | -2.52% Nov 4, 2010 - Jun 1, 2011 | -14.91% May 20, 2011 - Dec 21, 2011 |
| #6 | -2.34% Sep 7, 2017 - Dec 18, 2018 | -14.16% Dec 29, 2014 - Feb 25, 2016 |
| #7 | -2.24% Apr 14, 2009 - Jul 8, 2009 | -14.15% Nov 30, 2017 - Aug 16, 2018 |
| #8 | -2.24% Mar 9, 2020 - Jul 20, 2020 | -12.99% Jul 22, 2016 - May 24, 2017 |
| #9 | -1.84% Jan 23, 2015 - Oct 14, 2015 | -11.27% Apr 30, 2013 - Feb 18, 2014 |
| #10 | -1.80% Jan 14, 2009 - Mar 18, 2009 | -9.30% Nov 29, 2024 - May 6, 2025 |
| #11 | -1.58% Jul 8, 2009 - Sep 1, 2009 | -8.96% Dec 13, 2018 - Mar 4, 2019 |
| #12 | -1.53% Sep 4, 2019 - Jan 23, 2020 | -8.66% Oct 18, 2012 - Feb 11, 2013 |
| #13 | -1.53% Nov 30, 2009 - May 4, 2010 | -8.47% Feb 27, 2026 - Jun 1, 2026 |
| #14 | -1.35% Feb 27, 2026 - May 19, 2026 | -8.30% Sep 2, 2021 - Dec 15, 2021 |
| #15 | -1.30% Apr 4, 2025 - Apr 28, 2025 | -7.81% Oct 15, 2025 - Feb 12, 2026 |
Correlation
Correlation between AGZ and RSPU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
AGZ vs RSPU dividend yield comparison.
| Year | AGZ | RSPU |
|---|---|---|
| 2026 | 1.82% | 1.31% |
| 2025 | 3.75% | 2.54% |
| 2024 | 3.48% | 2.39% |
| 2023 | 3.14% | 2.92% |
| 2022 | 1.56% | 2.35% |
| 2021 | 0.96% | 2.41% |
| 2020 | 2.25% | 2.94% |
| 2019 | 2.32% | 2.54% |
| 2018 | 2.15% | 3.11% |
| 2017 | 1.58% | 3.08% |
| 2016 | 1.52% | 2.98% |
| 2015 | 1.30% | 4.15% |
| 2014 | 1.33% | 2.91% |
| 2013 | 1.19% | 3.70% |
| 2012 | 1.22% | 3.59% |
| 2011 | 1.66% | 4.14% |
| 2010 | 1.88% | 3.54% |
| 2009 | 2.00% | 3.77% |
| 2008 | 0.38% | 4.71% |
| 2007 | 0.00% | 2.90% |
| 2006 | 0.00% | 0.48% |
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