RSPG vs FLUD

Comparison between INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF (RSPG, ETF) and FRANKLIN ULTRA SHORT BOND ETF (FLUD, ETF).

5-Year PerformanceRSPG has outperformed FLUD, delivering a return of +24.5% compared to +3.7%

RSPG vs FLUD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPG(ETF)	FLUD(ETF)
Net Assets	$533M	$532M
Expense Ratio	0.40%	0.15%
Max Drawdown	82.12%	2.89%
Sharpe Ratio	1.57	0.32
5Y Beta	0.64	-0.00
P/E Ratio	19.25	N/A
Forward P/E	12.19	N/A
PEG Ratio	0.97	N/A
5Y Dividends CAGR	16.96%	23.82%
5Y EPS CAGR	16.07%	N/A
Debt to Equity	59.87%	N/A
P/S Ratio	1.71	N/A
P/B Ratio	2.49	N/A

Net Assets

Winner

RSPG

$533M

FLUD

$532M

Expense Ratio

RSPG

0.40%

Winner

FLUD

0.15%

Max Drawdown

RSPG

82.12%

Winner

FLUD

2.89%

Sharpe Ratio

Winner

RSPG

1.57

FLUD

0.32

5Y Beta

RSPG

0.64

Winner

FLUD

-0.00

P/E Ratio

RSPG

19.25

FLUD

N/A

Forward P/E

RSPG

12.19

FLUD

N/A

PEG Ratio

RSPG

0.97

FLUD

N/A

5Y Dividends CAGR

RSPG

16.96%

Winner

FLUD

23.82%

5Y EPS CAGR

RSPG

16.07%

FLUD

N/A

Debt to Equity

RSPG

59.87%

FLUD

N/A

P/S Ratio

RSPG

1.71

FLUD

N/A

P/B Ratio

RSPG

2.49

FLUD

N/A

RSPG vs FLUD - Historical Returns

Returns include dividend reinvestment.

Period	RSPG	FLUD
1 month	+7.26%	+0.33%
3 months	+5.23%	+0.87%
6 months	+23.81%	+1.66%
1 year	+45.31%	+4.21%
5 years(CAGR)	+24.49%	+3.71%
10 years(CAGR)	+9.46%	N/A
Max(CAGR)	+6.09%	+3.25%

Winner

RSPG

+7.26%

FLUD

+0.33%

Winner

RSPG

+5.23%

FLUD

+0.87%

Winner

RSPG

+23.81%

FLUD

+1.66%

Winner

RSPG

+45.31%

FLUD

+4.21%

5Y(CAGR)

Winner

RSPG

+24.49%

FLUD

+3.71%

10Y(CAGR)

RSPG

+9.46%

FLUD

N/A

Max(CAGR)

Winner

RSPG

+6.09%

FLUD

+3.25%

RSPG vs FLUD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RSPG	FLUD
2026	+31.28%	+1.83%
2025	+5.20%	+5.04%
2024	+5.19%	+5.42%
2023	+8.79%	+5.96%
2022	+52.54%	+0.18%
2021	+57.30%	+0.07%
2020	-32.54%	+0.77%
2019	+10.92%	N/A
2018	-26.16%	N/A
2017	-7.51%	N/A
2016	+35.67%	N/A
2015	-28.92%	N/A
2014	-13.65%	N/A
2013	+25.55%	N/A
2012	+1.58%	N/A
2011	-2.04%	N/A
2010	+21.80%	N/A
2009	+38.47%	N/A
2008	-49.06%	N/A
2007	+47.07%	N/A
2006	+2.54%	N/A

RSPG vs FLUD Drawdown Comparison

The maximum drawdown for RSPG was -79.98%, occurring on Mar 18, 2020. Recovery took 1998 trading sessions.

The maximum drawdown for FLUD was -1.66%, occurring on Jun 14, 2022. Recovery took 349 trading sessions.

The current RSPG drawdown is -5.83%. The current FLUD drawdown is -0.02%.

Rank	RSPG	FLUD
#1	-79.98% Jun 23, 2014 - May 27, 2022	-1.66% Aug 24, 2021 - Jan 12, 2023
#2	-65.50% Jun 23, 2008 - Sep 18, 2013	-0.65% Mar 13, 2023 - Apr 11, 2023
#3	-28.47% Jun 7, 2022 - Aug 11, 2023	-0.59% Nov 25, 2024 - Jan 15, 2025
#4	-23.07% Nov 22, 2024 - Dec 5, 2025	-0.44% Oct 17, 2025 - Nov 18, 2025
#5	-18.93% Jan 3, 2008 - Apr 9, 2008	-0.40% Oct 7, 2024 - Oct 15, 2024
#6	-13.72% Mar 27, 2026 - Jun 18, 2026	-0.36% Feb 5, 2021 - Jun 24, 2021
#7	-13.67% Jul 23, 2007 - Sep 19, 2007	-0.31% Aug 8, 2025 - Aug 19, 2025
#8	-13.62% Apr 5, 2024 - Nov 20, 2024	-0.30% Sep 25, 2024 - Oct 1, 2024
#9	-13.14% Dec 14, 2006 - Apr 2, 2007	-0.30% Sep 19, 2024 - Sep 23, 2024
#10	-12.20% Oct 18, 2023 - Mar 14, 2024	-0.30% Mar 25, 2026 - Apr 1, 2026
#11	-9.70% Nov 6, 2007 - Dec 21, 2007	-0.29% Sep 5, 2025 - Sep 11, 2025
#12	-9.21% Sep 14, 2023 - Oct 18, 2023	-0.28% Jun 6, 2024 - Jun 25, 2024
#13	-6.89% Apr 21, 2008 - May 15, 2008	-0.28% Apr 4, 2025 - Apr 22, 2025
#14	-6.76% Dec 5, 2025 - Jan 14, 2026	-0.27% Aug 7, 2024 - Aug 26, 2024
#15	-6.47% Oct 22, 2013 - Feb 24, 2014	-0.26% Sep 22, 2025 - Oct 7, 2025

Correlation

Correlation between RSPG and FLUD is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2006 - 2026)

RSPG vs FLUD dividend yield comparison.

Year	RSPG	FLUD
2026	0.99%	1.83%
2025	2.60%	4.51%
2024	2.43%	4.97%
2023	2.84%	4.72%
2022	3.43%	1.39%
2021	2.37%	0.92%
2020	3.15%	0.93%
2019	2.15%	0.00%
2018	2.18%	0.00%
2017	2.55%	0.00%
2016	1.14%	0.00%
2015	2.80%	0.00%
2014	1.97%	0.00%
2013	0.98%	0.00%
2012	1.00%	0.00%
2011	0.87%	0.00%
2010	0.65%	0.00%
2009	0.87%	0.00%
2008	1.07%	0.00%
2007	3.07%	0.00%
2006	0.12%	0.00%