RSPU vs AQEC

Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and AQE CORE ETF (AQEC, ETF).

RSPU vs AQEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPU(ETF)	AQEC(ETF)
Net Assets	$575M	$576M
Expense Ratio	0.40%	0.49%
Max Drawdown	51.30%	13.16%
Sharpe Ratio	0.79	-0.62
5Y Beta	0.32	0.60
P/E Ratio	18.99	20.12
Forward P/E	16.81	17.54
PEG Ratio	0.86	0.46
5Y Dividends CAGR	5.68%	N/A
5Y EPS CAGR	14.78%	10.76%
Debt to Equity	125.75%	142.26%
P/S Ratio	2.44	2.93
P/B Ratio	2.18	4.52

Net Assets

RSPU

$575M

Winner

AQEC

$576M

Expense Ratio

Winner

RSPU

0.40%

AQEC

0.49%

Max Drawdown

RSPU

51.30%

Winner

AQEC

13.16%

Sharpe Ratio

Winner

RSPU

0.79

AQEC

-0.62

5Y Beta

Winner

RSPU

0.32

AQEC

0.60

P/E Ratio

Winner

RSPU

18.99

AQEC

20.12

Forward P/E

Winner

RSPU

16.81

AQEC

17.54

PEG Ratio

RSPU

0.86

Winner

AQEC

0.46

5Y Dividends CAGR

RSPU

5.68%

AQEC

N/A

5Y EPS CAGR

Winner

RSPU

14.78%

AQEC

10.76%

Debt to Equity

Winner

RSPU

125.75%

AQEC

142.26%

P/S Ratio

Winner

RSPU

2.44

AQEC

2.93

P/B Ratio

Winner

RSPU

2.18

AQEC

4.52

RSPU vs AQEC - Holdings Comparison

RSPU and AQEC have 1 common holdings. Overlap is 0.00%

RSPU's top 25 holdings weight is 81.75%. AQEC's top 25 holdings weight is 44.01%.

Rank	RSPU	AQEC
#1	DOMINION ENERGY INC (D) - 3.53%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96%
#2	ENTERGY CORP (ETR) - 3.52%	MICROSOFT CORP (MSFT) - 1.92%
#3	ALLIANT ENERGY CORP (LNT) - 3.39%	APPLE INC (AAPL) - 1.90%
#4	EVERGY INC (EVRG) - 3.39%	JOHNSON & JOHNSON (JNJ) - 1.89%
#5	NISOURCE INC (NI) - 3.37%	ALPHABET INC CLASS A (GOOGL) - 1.87%
#6	VISTRA CORP (VST) - 3.37%	GSK PLC ADR (GSK) - 1.86%
#7	THE AES CORP (AES) - 3.36%	GENERAL DYNAMICS CORP (GD) - 1.85%
#8	PINNACLE WEST CAPITAL CORP (PNW) - 3.33%	RENTOKIL INITIAL PLC ADR (RTO) - 1.82%
#9	AMEREN CORP (AEE) - 3.31%	BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.81%
#10	CONSTELLATION ENERGY CORP (CEG) - 3.27%	n/a (WMG) - 1.80%
#11	CENTERPOINT ENERGY INC (CNP) - 3.26%	UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.80%
#12	XCEL ENERGY INC (XEL) - 3.25%	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77%
#13	WEC ENERGY GROUP INC (WEC) - 3.25%	COCA-COLA CO (KO) - 1.76%
#14	EDISON INTERNATIONAL (EIX) - 3.25%	RTX CORP (RTX) - 1.76%
#15	AMERICAN ELECTRIC POWER CO INC (AEP) - 3.25%	ROCHE HOLDING AG ADR (RHHBY) - 1.75%
#16	DTE ENERGY CO (DTE) - 3.22%	EBAY INC (EBAY) - 1.75%
#17	SEMPRA (SRE) - 3.22%	STARBUCKS CORP (SBUX) - 1.70%
#18	CMS ENERGY CORP (CMS) - 3.19%	NOVARTIS AG ADR (NVS) - 1.69%
#19	SOUTHERN CO (SO) - 3.19%	CME GROUP INC CLASS A (CME) - 1.69%
#20	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 3.17%	RELX PLC ADR (RELX) - 1.67%
#21	ATMOS ENERGY CORP (ATO) - 3.14%	BRISTOL-MYERS SQUIBB CO (BMY) - 1.64%
#22	CONSOLIDATED EDISON INC (ED) - 3.14%	CORTEVA INC (CTVA) - 1.60%
#23	PPL CORP (PPL) - 3.13%	VISA INC CLASS A (V) - 1.60%
#24	DUKE ENERGY CORP (DUK) - 3.13%	PEPSICO INC (PEP) - 1.60%
#25	NEXTERA ENERGY INC (NEE) - 3.12%	LIVE NATION ENTERTAINMENT INC (LYV) - 1.55%
Total Holdings	33	68

RSPU vs AQEC - Historical Returns

Returns include dividend reinvestment.

Period	RSPU	AQEC
1 month	-2.45%	+0.37%
3 months	-3.44%	-3.55%
6 months	+6.48%	-5.23%
1 year	+14.92%	N/A
5 years(CAGR)	+11.06%	N/A
10 years(CAGR)	+9.59%	N/A
Max(CAGR)	+9.04%	-4.53%

RSPU

-2.45%

Winner

AQEC

+0.37%

Winner

RSPU

-3.44%

AQEC

-3.55%

Winner

RSPU

+6.48%

AQEC

-5.23%

RSPU

+14.92%

AQEC

N/A

5Y(CAGR)

RSPU

+11.06%

AQEC

N/A

10Y(CAGR)

RSPU

+9.59%

AQEC

N/A

Max(CAGR)

Winner

RSPU

+9.04%

AQEC

-4.53%

RSPU vs AQEC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RSPU	AQEC
2026	+5.43%	-5.72%
2025	+16.42%	+3.71%
2024	+21.77%	N/A
2023	-3.20%	N/A
2022	+5.17%	N/A
2021	+19.91%	N/A
2020	-1.23%	N/A
2019	+25.34%	N/A
2018	+7.45%	N/A
2017	+9.02%	N/A
2016	+16.09%	N/A
2015	-4.67%	N/A
2014	+29.86%	N/A
2013	+11.25%	N/A
2012	+8.12%	N/A
2011	+12.75%	N/A
2010	+11.90%	N/A
2009	+20.78%	N/A
2008	-29.95%	N/A
2007	+9.97%	N/A
2006	+4.93%	N/A

RSPU vs AQEC Drawdown Comparison

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

The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current RSPU drawdown is -5.59%. The current AQEC drawdown is -8.33%.

Rank	RSPU	AQEC
#1	-48.10% May 22, 2007 - May 12, 2011	-12.81% Jan 26, 2026 - Mar 27, 2026
#2	-36.82% Feb 18, 2020 - Aug 12, 2021	-1.74% Jan 14, 2026 - Jan 26, 2026
#3	-21.86% Sep 12, 2022 - May 15, 2024	-1.05% Dec 24, 2025 - Jan 6, 2026
#4	-16.12% Apr 20, 2022 - Aug 15, 2022	-0.89% Dec 11, 2025 - Dec 22, 2025
#5	-14.91% May 20, 2011 - Dec 21, 2011	-0.79% Nov 19, 2025 - Nov 21, 2025
#6	-14.16% Dec 29, 2014 - Feb 25, 2016	-0.75% Dec 5, 2025 - Dec 10, 2025
#7	-14.15% Nov 30, 2017 - Aug 16, 2018	-0.54% Jan 6, 2026 - Jan 9, 2026
#8	-12.99% Jul 22, 2016 - May 24, 2017	-0.50% Nov 28, 2025 - Dec 3, 2025
#9	-11.27% Apr 30, 2013 - Feb 18, 2014	-0.20% Jan 12, 2026 - Jan 14, 2026
#10	-9.30% Nov 29, 2024 - May 6, 2025	-0.06% Dec 3, 2025 - Dec 5, 2025
#11	-8.96% Dec 13, 2018 - Mar 4, 2019	N/A
#12	-8.66% Oct 18, 2012 - Feb 11, 2013	N/A
#13	-8.47% Feb 27, 2026 - Jun 1, 2026	N/A
#14	-8.30% Sep 2, 2021 - Dec 15, 2021	N/A
#15	-7.81% Oct 15, 2025 - Feb 12, 2026	N/A

Correlation

Correlation between RSPU and AQEC is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101

Dividend Comparison (2006 - 2026)

RSPU vs AQEC dividend yield comparison.

Year	RSPU	AQEC
2026	0.68%	0.40%
2025	2.54%	0.13%
2024	2.39%	0.00%
2023	2.92%	0.00%
2022	2.35%	0.00%
2021	2.41%	0.00%
2020	2.94%	0.00%
2019	2.54%	0.00%
2018	3.11%	0.00%
2017	3.08%	0.00%
2016	2.98%	0.00%
2015	4.15%	0.00%
2014	2.91%	0.00%
2013	3.70%	0.00%
2012	3.59%	0.00%
2011	4.14%	0.00%
2010	3.54%	0.00%
2009	3.77%	0.00%
2008	4.71%	0.00%
2007	2.90%	0.00%
2006	0.48%	0.00%