RSPU vs PCQ
Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and Pimco California Municipal Income Fund (PCQ, ETF).
5-Year PerformanceRSPU has outperformed PCQ, delivering a return of +9.6% compared to -10.3%
RSPU vs PCQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RSPU vs PCQ - Historical Returns
Returns include dividend reinvestment.
RSPU vs PCQ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RSPU | PCQ |
|---|---|---|
| 2026 | +2.91% | +2.82% |
| 2025 | +16.42% | +0.17% |
| 2024 | +21.77% | +1.28% |
| 2023 | -3.20% | -36.42% |
| 2022 | +5.17% | -15.26% |
| 2021 | +19.91% | +7.87% |
| 2020 | -1.23% | -6.19% |
| 2019 | +25.34% | +26.15% |
| 2018 | +7.45% | -1.10% |
| 2017 | +9.02% | +16.44% |
| 2016 | +16.09% | +5.62% |
| 2015 | -4.67% | +6.94% |
| 2014 | +29.86% | +26.59% |
| 2013 | +11.25% | -14.10% |
| 2012 | +8.12% | +25.62% |
| 2011 | +12.75% | +18.97% |
| 2010 | +11.90% | +6.14% |
| 2009 | +20.78% | +45.10% |
| 2008 | -29.95% | -41.29% |
| 2007 | +9.97% | -3.73% |
| 2006 | +4.93% | +16.83% |
| 2005 | N/A | +24.28% |
| 2004 | N/A | +8.38% |
| 2003 | N/A | +0.07% |
| 2002 | N/A | +2.59% |
| 2001 | N/A | +0.78% |
RSPU vs PCQ Drawdown Comparison
The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.
The current RSPU drawdown is -7.86%. The current PCQ drawdown is -45.14%.
| Rank | RSPU | PCQ |
|---|---|---|
| #1 | -48.10% May 22, 2007 - May 12, 2011 | -56.28% May 11, 2007 - Sep 9, 2010 |
| #2 | -36.82% Feb 18, 2020 - Aug 12, 2021 | -54.86% Nov 12, 2021 - Oct 6, 2023 |
| #3 | -21.86% Sep 12, 2022 - May 15, 2024 | -37.82% Dec 9, 2019 - Jul 15, 2021 |
| #4 | -16.12% Apr 20, 2022 - Aug 15, 2022 | -22.43% Jan 23, 2013 - Nov 20, 2014 |
| #5 | -14.91% May 20, 2011 - Dec 21, 2011 | -17.69% Oct 15, 2010 - Sep 29, 2011 |
| #6 | -14.16% Dec 29, 2014 - Feb 25, 2016 | -17.09% Dec 11, 2017 - Jul 9, 2018 |
| #7 | -14.15% Nov 30, 2017 - Aug 16, 2018 | -14.13% Aug 13, 2018 - Jan 28, 2019 |
| #8 | -12.99% Jul 22, 2016 - May 24, 2017 | -13.13% Sep 8, 2016 - May 8, 2017 |
| #9 | -11.27% Apr 30, 2013 - Feb 18, 2014 | -12.06% Jun 13, 2003 - Apr 1, 2004 |
| #10 | -9.30% Nov 29, 2024 - May 6, 2025 | -11.35% Feb 2, 2015 - Oct 20, 2015 |
| #11 | -8.96% Dec 13, 2018 - Mar 4, 2019 | -10.17% Jul 11, 2012 - Nov 28, 2012 |
| #12 | -8.73% Feb 27, 2026 - Aug 21, 2026 | -9.02% Jan 30, 2012 - Apr 24, 2012 |
| #13 | -8.66% Oct 18, 2012 - Feb 11, 2013 | -8.76% Apr 1, 2004 - Aug 6, 2004 |
| #14 | -8.30% Sep 2, 2021 - Dec 15, 2021 | -8.05% Sep 13, 2002 - May 22, 2003 |
| #15 | -7.81% Oct 15, 2025 - Feb 12, 2026 | -7.19% Aug 16, 2001 - Aug 6, 2002 |
Correlation
Correlation between RSPU and PCQ is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2001 - 2026)
RSPU vs PCQ dividend yield comparison.
| Year | RSPU | PCQ |
|---|---|---|
| 2026 | 1.36% | 3.31% |
| 2025 | 2.54% | 4.95% |
| 2024 | 2.39% | 4.78% |
| 2023 | 2.92% | 4.64% |
| 2022 | 2.35% | 5.29% |
| 2021 | 2.41% | 4.20% |
| 2020 | 2.94% | 4.39% |
| 2019 | 2.54% | 4.65% |
| 2018 | 3.11% | 5.72% |
| 2017 | 3.08% | 5.35% |
| 2016 | 2.98% | 5.89% |
| 2015 | 4.15% | 5.89% |
| 2014 | 2.91% | 5.90% |
| 2013 | 3.70% | 7.10% |
| 2012 | 3.59% | 5.80% |
| 2011 | 4.14% | 6.87% |
| 2010 | 3.54% | 7.45% |
| 2009 | 3.77% | 7.46% |
| 2008 | 4.71% | 10.68% |
| 2007 | 2.90% | 5.95% |
| 2006 | 0.48% | 5.25% |
| 2005 | 0.00% | 5.83% |
| 2004 | 0.00% | 6.83% |
| 2003 | 0.00% | 6.90% |
| 2002 | 0.00% | 6.45% |
| 2001 | 0.00% | 2.53% |
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