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RSPU vs AGZ

Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and ISHARES AGENCY BOND ETF (AGZ, ETF).

5-Year PerformanceRSPU has outperformed AGZ, delivering a return of +11.6% compared to +1.0%

RSPU vs AGZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPU
$554M
Winner
AGZ
$556M
Expense Ratio
RSPU
0.40%
Winner
AGZ
0.20%
Max Drawdown
RSPU
51.30%
Winner
AGZ
13.98%
Sharpe Ratio
Winner
RSPU
0.63
AGZ
-0.20
5Y Beta
RSPU
0.30
Winner
AGZ
-0.01
P/E Ratio
RSPU
19.31
AGZ
N/A
Forward P/E
RSPU
17.58
AGZ
N/A
PEG Ratio
RSPU
0.84
AGZ
N/A
5Y Dividends CAGR
RSPU
6.65%
Winner
AGZ
14.10%
5Y EPS CAGR
RSPU
14.46%
AGZ
N/A
Debt to Equity
RSPU
128.34%
AGZ
N/A
P/S Ratio
RSPU
2.47
AGZ
N/A
P/B Ratio
RSPU
2.25
AGZ
N/A

RSPU vs AGZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPU
+0.55%
AGZ
-0.06%
3M
Winner
RSPU
+1.03%
AGZ
-0.20%
6M
Winner
RSPU
+6.41%
AGZ
+0.36%
1Y
Winner
RSPU
+12.02%
AGZ
+3.12%
5Y(CAGR)
Winner
RSPU
+11.62%
AGZ
+1.02%
10Y(CAGR)
Winner
RSPU
+9.30%
AGZ
+1.77%
Max(CAGR)
Winner
RSPU
+9.07%
AGZ
+2.36%

RSPU vs AGZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearRSPUAGZ
2026+7.25%+0.19%
2025+16.42%+6.06%
2024+21.77%+3.32%
2023-3.20%+4.99%
2022+5.17%-7.53%
2021+19.91%-1.08%
2020-1.23%+5.59%
2019+25.34%+5.34%
2018+7.45%+1.51%
2017+9.02%+2.14%
2016+16.09%+1.02%
2015-4.67%+1.06%
2014+29.86%+3.44%
2013+11.25%-1.22%
2012+8.12%+1.65%
2011+12.75%+4.87%
2010+11.90%+3.70%
2009+20.78%+2.08%
2008-29.95%+6.01%
2007+9.97%N/A
2006+4.93%N/A

RSPU vs AGZ Drawdown Comparison

The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.

The maximum drawdown for AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 1126 trading sessions.

The current RSPU drawdown is -3.96%. The current AGZ drawdown is -0.73%.

RankRSPUAGZ
#1-48.10%
May 22, 2007 - May 12, 2011
-11.01%
Sep 3, 2020 - Feb 28, 2025
#2-36.82%
Feb 18, 2020 - Aug 12, 2021
-4.98%
Nov 13, 2008 - Dec 11, 2008
#3-21.86%
Sep 12, 2022 - May 15, 2024
-3.28%
May 1, 2013 - May 15, 2014
#4-16.12%
Apr 20, 2022 - Aug 15, 2022
-2.88%
Jul 6, 2016 - Aug 18, 2017
#5-14.91%
May 20, 2011 - Dec 21, 2011
-2.52%
Nov 4, 2010 - Jun 1, 2011
#6-14.16%
Dec 29, 2014 - Feb 25, 2016
-2.34%
Sep 7, 2017 - Dec 18, 2018
#7-14.15%
Nov 30, 2017 - Aug 16, 2018
-2.24%
Apr 14, 2009 - Jul 8, 2009
#8-12.99%
Jul 22, 2016 - May 24, 2017
-2.24%
Mar 9, 2020 - Jul 20, 2020
#9-11.27%
Apr 30, 2013 - Feb 18, 2014
-1.84%
Jan 23, 2015 - Oct 14, 2015
#10-9.30%
Nov 29, 2024 - May 6, 2025
-1.80%
Jan 14, 2009 - Mar 18, 2009
#11-8.96%
Dec 13, 2018 - Mar 4, 2019
-1.58%
Jul 8, 2009 - Sep 1, 2009
#12-8.66%
Oct 18, 2012 - Feb 11, 2013
-1.53%
Sep 4, 2019 - Jan 23, 2020
#13-8.47%
Feb 27, 2026 - Jun 1, 2026
-1.53%
Nov 30, 2009 - May 4, 2010
#14-8.30%
Sep 2, 2021 - Dec 15, 2021
-1.35%
Feb 27, 2026 - May 19, 2026
#15-7.81%
Oct 15, 2025 - Feb 12, 2026
-1.30%
Apr 4, 2025 - Apr 28, 2025

Correlation

Correlation between RSPU and AGZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2006 - 2026)

RSPU vs AGZ dividend yield comparison.

YearRSPUAGZ
20261.31%1.82%
20252.54%3.75%
20242.39%3.48%
20232.92%3.14%
20222.35%1.56%
20212.41%0.96%
20202.94%2.25%
20192.54%2.32%
20183.11%2.15%
20173.08%1.58%
20162.98%1.52%
20154.15%1.30%
20142.91%1.33%
20133.70%1.19%
20123.59%1.22%
20114.14%1.66%
20103.54%1.88%
20093.77%2.00%
20084.71%0.38%
20072.90%0.00%
20060.48%0.00%

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