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RSPU vs BGY

Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and BlackRock Enhanced International Dividend Trust (BGY, ETF).

5-Year PerformanceRSPU has outperformed BGY, delivering a return of +11.1% compared to +5.0%

RSPU vs BGY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RSPU
$575M
BGY
$574M
Expense Ratio
RSPU
0.40%
BGY
N/A
Max Drawdown
Winner
RSPU
51.30%
BGY
80.86%
Sharpe Ratio
Winner
RSPU
0.79
BGY
0.31
5Y Beta
Winner
RSPU
0.32
BGY
0.58
P/E Ratio
RSPU
18.99
BGY
N/A
Forward P/E
RSPU
16.81
BGY
N/A
PEG Ratio
RSPU
0.86
BGY
N/A
5Y Dividends CAGR
RSPU
5.68%
Winner
BGY
6.43%
5Y EPS CAGR
RSPU
14.78%
BGY
N/A
Debt to Equity
RSPU
125.75%
BGY
N/A
P/S Ratio
RSPU
2.44
BGY
N/A
P/B Ratio
RSPU
2.18
BGY
N/A

RSPU vs BGY - Historical Returns

Returns include dividend reinvestment.

1M
RSPU
-2.45%
Winner
BGY
-0.47%
3M
RSPU
-3.44%
Winner
BGY
-0.70%
6M
Winner
RSPU
+6.48%
BGY
+1.45%
1Y
Winner
RSPU
+14.92%
BGY
+6.59%
5Y(CAGR)
Winner
RSPU
+11.06%
BGY
+5.03%
10Y(CAGR)
Winner
RSPU
+9.59%
BGY
+7.31%
Max(CAGR)
Winner
RSPU
+9.04%
BGY
+3.40%

RSPU vs BGY - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearRSPUBGY
2026+5.43%-0.48%
2025+16.42%+20.70%
2024+21.77%+9.08%
2023-3.20%+12.19%
2022+5.17%-14.82%
2021+19.91%+15.55%
2020-1.23%+7.61%
2019+25.34%+26.35%
2018+7.45%-18.23%
2017+9.02%+28.36%
2016+16.09%-0.73%
2015-4.67%+1.22%
2014+29.86%-8.93%
2013+11.25%+17.93%
2012+8.12%+11.15%
2011+12.75%-20.35%
2010+11.90%+1.55%
2009+20.78%+55.35%
2008-29.95%-39.38%
2007+9.97%-11.49%
2006+4.93%N/A

RSPU vs BGY Drawdown Comparison

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

The maximum drawdown for BGY was -64.31%, occurring on Nov 20, 2008. Recovery took 1656 trading sessions.

The current RSPU drawdown is -5.59%. The current BGY drawdown is -6.94%.

RankRSPUBGY
#1-48.10%
May 22, 2007 - May 12, 2011
-64.31%
May 30, 2007 - Dec 24, 2013
#2-36.82%
Feb 18, 2020 - Aug 12, 2021
-34.09%
Feb 10, 2020 - Nov 11, 2020
#3-21.86%
Sep 12, 2022 - May 15, 2024
-28.45%
Jun 15, 2021 - Mar 8, 2024
#4-16.12%
Apr 20, 2022 - Aug 15, 2022
-25.58%
Jul 3, 2014 - Jul 14, 2017
#5-14.91%
May 20, 2011 - Dec 21, 2011
-23.66%
Jan 22, 2018 - Jan 16, 2020
#6-14.16%
Dec 29, 2014 - Feb 25, 2016
-15.46%
Feb 25, 2026 - Mar 27, 2026
#7-14.15%
Nov 30, 2017 - Aug 16, 2018
-15.00%
Mar 18, 2025 - May 15, 2025
#8-12.99%
Jul 22, 2016 - May 24, 2017
-9.13%
Nov 25, 2024 - Mar 3, 2025
#9-11.27%
Apr 30, 2013 - Feb 18, 2014
-7.19%
Jan 21, 2014 - Feb 28, 2014
#10-9.30%
Nov 29, 2024 - May 6, 2025
-6.63%
Mar 28, 2024 - May 15, 2024
#11-8.96%
Dec 13, 2018 - Mar 4, 2019
-6.17%
Jul 16, 2024 - Aug 16, 2024
#12-8.66%
Oct 18, 2012 - Feb 11, 2013
-5.82%
Sep 30, 2024 - Nov 25, 2024
#13-8.47%
Feb 27, 2026 - Jun 1, 2026
-5.38%
Oct 8, 2025 - Dec 10, 2025
#14-8.30%
Sep 2, 2021 - Dec 15, 2021
-4.78%
Jul 25, 2017 - Sep 8, 2017
#15-7.81%
Oct 15, 2025 - Feb 12, 2026
-4.21%
May 22, 2025 - Jul 24, 2025

Correlation

Correlation between RSPU and BGY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2006 - 2026)

RSPU vs BGY dividend yield comparison.

YearRSPUBGY
20260.68%3.77%
20252.54%8.69%
20242.39%7.80%
20232.92%7.70%
20222.35%8.08%
20212.41%6.46%
20202.94%6.91%
20192.54%6.89%
20183.11%8.90%
20173.08%6.99%
20162.98%9.47%
20154.15%9.42%
20142.91%9.86%
20133.70%8.26%
20123.59%10.55%
20114.14%18.99%
20103.54%14.50%
20093.77%15.75%
20084.71%25.19%
20072.90%5.41%
20060.48%0.00%

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