RSPU vs HEZU
Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF).
5-Year PerformanceHEZU has outperformed RSPU, delivering a return of +12.7% compared to +10.8%
RSPU vs HEZU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSPU
$542M
HEZU
$540M
Expense Ratio
Winner
RSPU
0.40%
HEZU
0.53%
Max Drawdown
RSPU
51.30%
Winner
HEZU
38.80%
Sharpe Ratio
RSPU
0.76
Winner
HEZU
1.11
5Y Beta
Winner
RSPU
0.31
HEZU
0.76
P/E Ratio
RSPU
18.60
HEZU
N/A
Forward P/E
RSPU
16.91
HEZU
N/A
PEG Ratio
RSPU
0.81
HEZU
N/A
5Y Dividends CAGR
RSPU
5.68%
Winner
HEZU
27.85%
5Y EPS CAGR
RSPU
14.95%
HEZU
N/A
Debt to Equity
RSPU
125.56%
HEZU
N/A
P/S Ratio
RSPU
2.41
HEZU
N/A
P/B Ratio
RSPU
2.18
HEZU
N/A
RSPU vs HEZU - Holdings Comparison
RSPU and HEZU have 1 common holdings. Overlap is -310.06%
RSPU's top 25 holdings weight is 81.51%. HEZU's top 25 holdings weight is 99.99%.
| Rank | RSPU | HEZU |
|---|---|---|
| #1 | DOMINION ENERGY INC (D) - 3.58% | EUR/USD PURCHASED (n/a) - 309.36% |
| #2 | ENTERGY CORP (ETR) - 3.48% | ISHARES MSCI EUROZONE ETF (EZU) - 99.68% |
| #3 | THE AES CORP (AES) - 3.46% | CASH OFFSET (n/a) - 1.58% |
| #4 | EVERGY INC (EVRG) - 3.37% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05% |
| #5 | ALLIANT ENERGY CORP (LNT) - 3.36% | USD CASH (n/a) - -0.62% |
| #6 | NISOURCE INC (NI) - 3.33% | EUR/USD SOLD (n/a) - -310.06% |
| #7 | VISTRA CORP (VST) - 3.33% | N/A |
| #8 | EDISON INTERNATIONAL (EIX) - 3.33% | N/A |
| #9 | PINNACLE WEST CAPITAL CORP (PNW) - 3.29% | N/A |
| #10 | AMEREN CORP (AEE) - 3.28% | N/A |
| #11 | DTE ENERGY CO (DTE) - 3.27% | N/A |
| #12 | CENTERPOINT ENERGY INC (CNP) - 3.26% | N/A |
| #13 | WEC ENERGY GROUP INC (WEC) - 3.26% | N/A |
| #14 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.25% | N/A |
| #15 | SEMPRA (SRE) - 3.24% | N/A |
| #16 | XCEL ENERGY INC (XEL) - 3.22% | N/A |
| #17 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 3.19% | N/A |
| #18 | CMS ENERGY CORP (CMS) - 3.18% | N/A |
| #19 | SOUTHERN CO (SO) - 3.15% | N/A |
| #20 | NEXTERA ENERGY INC (NEE) - 3.14% | N/A |
| #21 | DUKE ENERGY CORP (DUK) - 3.12% | N/A |
| #22 | CONSOLIDATED EDISON INC (ED) - 3.12% | N/A |
| #23 | EVERSOURCE ENERGY (ES) - 3.11% | N/A |
| #24 | PPL CORP (PPL) - 3.10% | N/A |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 3.09% | N/A |
| Total Holdings | 33 | 6 |
RSPU vs HEZU - Historical Returns
Returns include dividend reinvestment.
1M
RSPU
-0.11%
Winner
HEZU
+6.31%
3M
RSPU
-2.64%
Winner
HEZU
+11.35%
6M
RSPU
+7.65%
Winner
HEZU
+13.32%
1Y
RSPU
+14.09%
Winner
HEZU
+22.92%
5Y(CAGR)
RSPU
+10.84%
Winner
HEZU
+12.71%
10Y(CAGR)
RSPU
+9.61%
Winner
HEZU
+12.79%
Max(CAGR)
RSPU
+9.05%
Winner
HEZU
+10.94%
RSPU vs HEZU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RSPU | HEZU |
|---|---|---|
| 2026 | +5.78% | +10.05% |
| 2025 | +16.42% | +25.49% |
| 2024 | +21.77% | +11.26% |
| 2023 | -3.20% | +19.62% |
| 2022 | +5.17% | -10.96% |
| 2021 | +19.91% | +22.36% |
| 2020 | -1.23% | -1.14% |
| 2019 | +25.34% | +28.78% |
| 2018 | +7.45% | -10.39% |
| 2017 | +9.02% | +12.71% |
| 2016 | +16.09% | +8.00% |
| 2015 | -4.67% | +6.93% |
| 2014 | +29.86% | +4.00% |
| 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 HEZU Drawdown Comparison
The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The current RSPU drawdown is -5.28%.
| Rank | RSPU | HEZU |
|---|---|---|
| #1 | -48.10% May 22, 2007 - May 12, 2011 | -38.80% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -36.82% Feb 18, 2020 - Aug 12, 2021 | -26.19% Apr 10, 2015 - Mar 28, 2017 |
| #3 | -21.86% Sep 12, 2022 - May 15, 2024 | -22.76% Nov 16, 2021 - Feb 14, 2023 |
| #4 | -16.12% Apr 20, 2022 - Aug 15, 2022 | -17.41% Jan 22, 2018 - Apr 17, 2019 |
| #5 | -14.91% May 20, 2011 - Dec 21, 2011 | -14.83% Mar 19, 2025 - May 12, 2025 |
| #6 | -14.16% Dec 29, 2014 - Feb 25, 2016 | -12.51% Sep 5, 2014 - Dec 3, 2014 |
| #7 | -14.15% Nov 30, 2017 - Aug 16, 2018 | -10.95% Feb 25, 2026 - May 6, 2026 |
| #8 | -12.99% Jul 22, 2016 - May 24, 2017 | -10.36% Jul 28, 2023 - Dec 5, 2023 |
| #9 | -11.27% Apr 30, 2013 - Feb 18, 2014 | -9.62% May 15, 2024 - Sep 27, 2024 |
| #10 | -9.30% Nov 29, 2024 - May 6, 2025 | -7.70% Dec 5, 2014 - Jan 20, 2015 |
| #11 | -8.96% Dec 13, 2018 - Mar 4, 2019 | -7.66% Jul 24, 2019 - Sep 12, 2019 |
| #12 | -8.66% Oct 18, 2012 - Feb 11, 2013 | -6.28% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -8.47% Feb 27, 2026 - Jun 1, 2026 | -5.85% Apr 30, 2019 - Jul 1, 2019 |
| #14 | -8.30% Sep 2, 2021 - Dec 15, 2021 | -5.19% Nov 12, 2025 - Dec 11, 2025 |
| #15 | -7.81% Oct 15, 2025 - Feb 12, 2026 | -5.11% Sep 27, 2024 - Jan 15, 2025 |
Correlation
Correlation between RSPU and HEZU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
RSPU vs HEZU dividend yield comparison.
| Year | RSPU | HEZU |
|---|---|---|
| 2026 | 0.67% | 0.00% |
| 2025 | 2.54% | 2.92% |
| 2024 | 2.39% | 2.77% |
| 2023 | 2.92% | 2.52% |
| 2022 | 2.35% | 23.26% |
| 2021 | 2.41% | 2.25% |
| 2020 | 2.94% | 2.32% |
| 2019 | 2.54% | 5.40% |
| 2018 | 3.11% | 3.48% |
| 2017 | 3.08% | 1.92% |
| 2016 | 2.98% | 3.11% |
| 2015 | 4.15% | 2.68% |
| 2014 | 2.91% | 1.15% |
| 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% |
Select Stocks to Compare
Popular: RSPU vs SPYHEZU vs SPY
More Comparisons
Compare with similar stocks