RSPU vs IBTM

Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF).

RSPU vs IBTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPU(ETF)	IBTM(ETF)
Net Assets	$542M	$541M
Expense Ratio	0.40%	0.07%
Max Drawdown	51.30%	16.81%
Sharpe Ratio	0.76	0.18
5Y Beta	0.31	-0.02
P/E Ratio	18.60	N/A
Forward P/E	16.91	N/A
PEG Ratio	0.81	N/A
5Y Dividends CAGR	5.68%	N/A
5Y EPS CAGR	14.95%	N/A
Debt to Equity	125.56%	N/A
P/S Ratio	2.41	N/A
P/B Ratio	2.18	N/A

Net Assets

Winner

RSPU

$542M

IBTM

$541M

Expense Ratio

RSPU

0.40%

Winner

IBTM

0.07%

Max Drawdown

RSPU

51.30%

Winner

IBTM

16.81%

Sharpe Ratio

Winner

RSPU

0.76

IBTM

0.18

5Y Beta

RSPU

0.31

Winner

IBTM

-0.02

P/E Ratio

RSPU

18.60

IBTM

N/A

Forward P/E

RSPU

16.91

IBTM

N/A

PEG Ratio

RSPU

0.81

IBTM

N/A

5Y Dividends CAGR

RSPU

5.68%

IBTM

N/A

5Y EPS CAGR

RSPU

14.95%

IBTM

N/A

Debt to Equity

RSPU

125.56%

IBTM

N/A

P/S Ratio

RSPU

2.41

IBTM

N/A

P/B Ratio

RSPU

2.18

IBTM

N/A

RSPU vs IBTM - Historical Returns

Returns include dividend reinvestment.

Period	RSPU	IBTM
1 month	-0.11%	+0.07%
3 months	-2.64%	-0.54%
6 months	+7.65%	-0.07%
1 year	+14.09%	+3.34%
5 years(CAGR)	+10.84%	N/A
10 years(CAGR)	+9.61%	N/A
Max(CAGR)	+9.05%	+1.52%

RSPU

-0.11%

Winner

IBTM

+0.07%

RSPU

-2.64%

Winner

IBTM

-0.54%

Winner

RSPU

+7.65%

IBTM

-0.07%

Winner

RSPU

+14.09%

IBTM

+3.34%

5Y(CAGR)

RSPU

+10.84%

IBTM

N/A

10Y(CAGR)

RSPU

+9.61%

IBTM

N/A

Max(CAGR)

Winner

RSPU

+9.05%

IBTM

+1.52%

RSPU vs IBTM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RSPU	IBTM
2026	+5.78%	-0.31%
2025	+16.42%	+7.99%
2024	+21.77%	+0.25%
2023	-3.20%	+2.94%
2022	+5.17%	-4.63%
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 IBTM Drawdown Comparison

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

The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.

The current RSPU drawdown is -5.28%. The current IBTM drawdown is -2.24%.

Rank	RSPU	IBTM
#1	-48.10% May 22, 2007 - May 12, 2011	-13.59% Aug 1, 2022 - Aug 1, 2025
#2	-36.82% Feb 18, 2020 - Aug 12, 2021	-3.26% Feb 27, 2026 - May 19, 2026
#3	-21.86% Sep 12, 2022 - May 15, 2024	-1.12% Nov 26, 2025 - Feb 10, 2026
#4	-16.12% Apr 20, 2022 - Aug 15, 2022	-1.07% Oct 21, 2025 - Nov 24, 2025
#5	-14.91% May 20, 2011 - Dec 21, 2011	-1.05% Jul 13, 2022 - Jul 22, 2022
#6	-14.16% Dec 29, 2014 - Feb 25, 2016	-0.97% Sep 11, 2025 - Oct 13, 2025
#7	-14.15% Nov 30, 2017 - Aug 16, 2018	-0.54% Aug 4, 2025 - Aug 22, 2025
#8	-12.99% Jul 22, 2016 - May 24, 2017	-0.40% Jul 22, 2022 - Jul 28, 2022
#9	-11.27% Apr 30, 2013 - Feb 18, 2014	-0.24% Aug 29, 2025 - Sep 3, 2025
#10	-9.30% Nov 29, 2024 - May 6, 2025	-0.22% Feb 10, 2026 - Feb 12, 2026
#11	-8.96% Dec 13, 2018 - Mar 4, 2019	-0.21% Feb 13, 2026 - Feb 23, 2026
#12	-8.66% Oct 18, 2012 - Feb 11, 2013	-0.21% Oct 16, 2025 - Oct 21, 2025
#13	-8.47% Feb 27, 2026 - Jun 1, 2026	-0.19% Sep 8, 2025 - Sep 11, 2025
#14	-8.30% Sep 2, 2021 - Dec 15, 2021	-0.17% Aug 22, 2025 - Aug 26, 2025
#15	-7.81% Oct 15, 2025 - Feb 12, 2026	-0.13% Feb 23, 2026 - Feb 26, 2026

Correlation

Correlation between RSPU and IBTM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2006 - 2026)

RSPU vs IBTM dividend yield comparison.

Year	RSPU	IBTM
2026	0.67%	1.63%
2025	2.54%	3.87%
2024	2.39%	3.96%
2023	2.92%	3.39%
2022	2.35%	1.38%
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%