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RSPU vs REM

Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).

RSPU is from the Utilities sector, while REM is from the Real Estate sector.

5-Year PerformanceRSPU has outperformed REM, delivering a return of +11.1% compared to -2.3%

RSPU vs REM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPU
$575M
Winner
REM
$580M
Expense Ratio
Winner
RSPU
0.40%
REM
0.48%
Max Drawdown
Winner
RSPU
51.30%
REM
92.91%
Sharpe Ratio
Winner
RSPU
0.79
REM
0.55
5Y Beta
Winner
RSPU
0.32
REM
0.69
P/E Ratio
RSPU
18.99
Winner
REM
14.31
Forward P/E
RSPU
16.81
Winner
REM
7.41
PEG Ratio
RSPU
0.86
Winner
REM
0.07
5Y Dividends CAGR
Winner
RSPU
5.68%
REM
-3.20%
5Y EPS CAGR
Winner
RSPU
14.78%
REM
-22.10%
Debt to Equity
RSPU
125.75%
Winner
REM
57.88%
P/S Ratio
Winner
RSPU
2.44
REM
4.51
P/B Ratio
RSPU
2.18
Winner
REM
0.86

RSPU vs REM - Holdings Comparison

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

RSPU's top 25 holdings weight is 81.75%. REM's top 25 holdings weight is 96.96%.

RankRSPUREM
#1
DOMINION ENERGY INC (D) - 3.53%
ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35%
#2
ENTERGY CORP (ETR) - 3.52%
AGNC INVESTMENT CORP (AGNC) - 14.67%
#3
ALLIANT ENERGY CORP (LNT) - 3.39%
STARWOOD PROPERTY TRUST INC (STWD) - 7.77%
#4
EVERGY INC (EVRG) - 3.39%
RITHM CAPITAL CORP (RITM) - 4.48%
#5
NISOURCE INC (NI) - 3.37%
DYNEX CAPITAL INC (DX) - 4.42%
#6
VISTRA CORP (VST) - 3.37%
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37%
#7
THE AES CORP (AES) - 3.36%
ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10%
#8
PINNACLE WEST CAPITAL CORP (PNW) - 3.33%
ELLINGTON FINANCIAL INC (EFC) - 3.61%
#9
AMEREN CORP (AEE) - 3.31%
APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35%
#10
CONSTELLATION ENERGY CORP (CEG) - 3.27%
TWO HARBORS INVESTMENT CORP (TWO) - 2.86%
#11
CENTERPOINT ENERGY INC (CNP) - 3.26%
ORCHID ISLAND CAPITAL INC (ORC) - 2.75%
#12
XCEL ENERGY INC (XEL) - 3.25%
LADDER CAPITAL CORP CLASS A (LADR) - 2.54%
#13
WEC ENERGY GROUP INC (WEC) - 3.25%
CHIMERA INVESTMENT CORP (CIM) - 2.38%
#14
EDISON INTERNATIONAL (EIX) - 3.25%
ARBOR REALTY TRUST INC (ABR) - 2.37%
#15
AMERICAN ELECTRIC POWER CO INC (AEP) - 3.25%
MFA FINANCIAL INC (MFA) - 2.14%
#16
DTE ENERGY CO (DTE) - 3.22%
PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01%
#17
SEMPRA (SRE) - 3.22%
ADAMAS TRUST INC (ADAM) - 1.66%
#18
CMS ENERGY CORP (CMS) - 3.19%
BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60%
#19
SOUTHERN CO (SO) - 3.19%
FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52%
#20
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 3.17%
REDWOOD TRUST INC (RWT) - 1.47%
#21
ATMOS ENERGY CORP (ATO) - 3.14%
INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33%
#22
CONSOLIDATED EDISON INC (ED) - 3.14%
TPG RE FINANCE TRUST INC (TRTX) - 1.30%
#23
PPL CORP (PPL) - 3.13%
KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78%
#24
DUKE ENERGY CORP (DUK) - 3.13%
READY CAPITAL CORP (RC) - 0.58%
#25
NEXTERA ENERGY INC (NEE) - 3.12%
ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55%
Total Holdings3336

RSPU vs REM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPU
-2.45%
REM
-4.83%
3M
RSPU
-3.44%
Winner
REM
-3.01%
6M
Winner
RSPU
+6.48%
REM
-1.43%
1Y
Winner
RSPU
+14.92%
REM
+11.79%
5Y(CAGR)
Winner
RSPU
+11.06%
REM
-2.26%
10Y(CAGR)
Winner
RSPU
+9.59%
REM
+2.61%
Max(CAGR)
Winner
RSPU
+9.04%
REM
-1.32%

RSPU vs REM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearRSPUREM
2026+5.43%-3.20%
2025+16.42%+12.79%
2024+21.77%-0.45%
2023-3.20%+12.51%
2022+5.17%-28.84%
2021+19.91%+19.82%
2020-1.23%-20.73%
2019+25.34%+20.48%
2018+7.45%-2.01%
2017+9.02%+16.54%
2016+16.09%+21.07%
2015-4.67%-10.85%
2014+29.86%+15.97%
2013+11.25%-5.63%
2012+8.12%+20.36%
2011+12.75%-9.86%
2010+11.90%+15.98%
2009+20.78%+13.09%
2008-29.95%-42.43%
2007+9.97%-36.35%
2006+4.93%N/A

RSPU vs REM Drawdown Comparison

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

The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.

The current RSPU drawdown is -5.59%. The current REM drawdown is -23.58%.

RankRSPUREM
#1-48.10%
May 22, 2007 - May 12, 2011		-74.76%
Jun 4, 2007 - Nov 20, 2008
#2-36.82%
Feb 18, 2020 - Aug 12, 2021		-3.84%
May 9, 2007 - May 31, 2007
#3-21.86%
Sep 12, 2022 - May 15, 2024		-0.38%
May 4, 2007 - May 9, 2007
#4-16.12%
Apr 20, 2022 - Aug 15, 2022		N/A
#5-14.91%
May 20, 2011 - Dec 21, 2011		N/A
#6-14.16%
Dec 29, 2014 - Feb 25, 2016		N/A
#7-14.15%
Nov 30, 2017 - Aug 16, 2018		N/A
#8-12.99%
Jul 22, 2016 - May 24, 2017		N/A
#9-11.27%
Apr 30, 2013 - Feb 18, 2014		N/A
#10-9.30%
Nov 29, 2024 - May 6, 2025		N/A
#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 REM is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (2006 - 2026)

RSPU vs REM dividend yield comparison.

YearRSPUREM
20260.68%0.75%
20252.54%8.70%
20242.39%9.61%
20232.92%9.46%
20222.35%11.13%
20212.41%7.29%
20202.94%7.72%
20192.54%8.16%
20183.11%9.99%
20173.08%9.97%
20162.98%10.03%
20154.15%11.99%
20142.91%14.53%
20133.70%16.12%
20123.59%12.60%
20114.14%12.20%
20103.54%9.10%
20093.77%8.14%
20084.71%22.08%
20072.90%8.95%
20060.48%0.00%

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