RSPU vs SGDM
Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and Sprott Gold Miners ETF (SGDM, ETF).
5-Year PerformanceSGDM has outperformed RSPU, delivering a return of +27.6% compared to +9.6%
RSPU vs SGDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSPU
$543M
Winner
SGDM
$546M
Expense Ratio
Winner
RSPU
0.40%
SGDM
0.46%
Max Drawdown
Winner
RSPU
51.30%
SGDM
55.72%
Sharpe Ratio
RSPU
0.16
Winner
SGDM
1.28
5Y Beta
Winner
RSPU
0.30
SGDM
0.72
P/E Ratio
RSPU
17.79
SGDM
N/A
Forward P/E
RSPU
16.60
SGDM
N/A
PEG Ratio
RSPU
0.60
SGDM
N/A
5Y Dividends CAGR
RSPU
6.65%
Winner
SGDM
36.06%
5Y EPS CAGR
RSPU
12.65%
SGDM
N/A
Debt to Equity
RSPU
131.18%
SGDM
N/A
P/S Ratio
RSPU
2.35
SGDM
N/A
P/B Ratio
RSPU
2.10
SGDM
N/A
RSPU vs SGDM - Holdings Comparison
RSPU and SGDM have 1 common holdings. Overlap is -0.02%
RSPU's top 25 holdings weight is 81.38%. SGDM's top 25 holdings weight is 94.36%.
| Rank | RSPU | SGDM |
|---|---|---|
| #1 | VISTRA CORP (VST) - 3.70% | AGNICO EAGLE MINES LTD (n/a) - 8.86% |
| #2 | NRG ENERGY INC (NRG) - 3.57% | BARRICK MINING CORP (n/a) - 7.77% |
| #3 | CONSTELLATION ENERGY CORP (CEG) - 3.49% | NEWMONT CORP (NEM) - 7.08% |
| #4 | EDISON INTERNATIONAL (EIX) - 3.46% | WHEATON PRECIOUS METALS CORP (n/a) - 6.80% |
| #5 | PG&E CORP (PCG) - 3.33% | FRANCO-NEVADA CORP (n/a) - 5.86% |
| #6 | EVERSOURCE ENERGY (ES) - 3.31% | KINROSS GOLD CORP (n/a) - 4.64% |
| #7 | FIRSTENERGY CORP (FE) - 3.27% | COEUR MINING INC (CDE) - 3.86% |
| #8 | DOMINION ENERGY INC (D) - 3.27% | LUNDIN GOLD INC (LUGDF) - 3.41% |
| #9 | AMERICAN WATER WORKS CO INC (AWK) - 3.26% | ENDEAVOUR MINING PLC (n/a) - 3.29% |
| #10 | ATMOS ENERGY CORP (ATO) - 3.24% | IAMGOLD CORP (n/a) - 3.16% |
| #11 | NEXTERA ENERGY INC (NEE) - 3.23% | HARMONY GOLD MINING CO LTD ADR (HMY) - 3.11% |
| #12 | EVERGY INC (EVRG) - 3.21% | ALAMOS GOLD INC CLASS A (AGI) - 3.09% |
| #13 | ENTERGY CORP (ETR) - 3.20% | SSR MINING INC (SSRM) - 3.03% |
| #14 | CONSOLIDATED EDISON INC (ED) - 3.20% | DISCOVERY SILVER CORP (n/a) - 3.01% |
| #15 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.18% | DPM METALS INC (n/a) - 2.98% |
| #16 | PINNACLE WEST CAPITAL CORP (PNW) - 3.17% | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.96% |
| #17 | AMEREN CORP (AEE) - 3.17% | OCEANAGOLD CORP (OGC) - 2.70% |
| #18 | XCEL ENERGY INC (XEL) - 3.16% | CENTERRA GOLD INC (n/a) - 2.62% |
| #19 | DUKE ENERGY CORP (DUK) - 3.15% | TOREX GOLD RESOURCES INC (n/a) - 2.61% |
| #20 | EXELON CORP (EXC) - 3.15% | OR ROYALTIES INC (OR) - 2.51% |
| #21 | CENTERPOINT ENERGY INC (CNP) - 3.14% | WESDOME GOLD MINES LTD (WDOFF) - 2.49% |
| #22 | SEMPRA (SRE) - 3.14% | FORTUNA MINING CORP (n/a) - 2.40% |
| #23 | SOUTHERN CO (SO) - 3.13% | ORLA MINING LTD (n/a) - 2.34% |
| #24 | DTE ENERGY CO (DTE) - 3.13% | GALIANO GOLD INC (GAU) - 2.16% |
| #25 | ALLIANT ENERGY CORP (LNT) - 3.12% | ANGLOGOLD ASHANTI PLC (AU) - 1.62% |
| Total Holdings | 33 | 51 |
RSPU vs SGDM - Historical Returns
Returns include dividend reinvestment.
1M
RSPU
-6.74%
Winner
SGDM
+38.32%
3M
RSPU
-3.87%
Winner
SGDM
+22.32%
6M
RSPU
-6.70%
Winner
SGDM
-5.44%
1Y
RSPU
+5.59%
Winner
SGDM
+70.60%
5Y(CAGR)
RSPU
+9.62%
Winner
SGDM
+27.60%
10Y(CAGR)
RSPU
+9.38%
Winner
SGDM
+14.27%
Max(CAGR)
RSPU
+8.80%
Winner
SGDM
+11.85%
RSPU vs SGDM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RSPU | SGDM |
|---|---|---|
| 2026 | +2.91% | +24.34% |
| 2025 | +16.42% | +143.79% |
| 2024 | +21.77% | +13.52% |
| 2023 | -3.20% | -0.50% |
| 2022 | +5.17% | -6.19% |
| 2021 | +19.91% | -15.07% |
| 2020 | -1.23% | +22.67% |
| 2019 | +25.34% | +43.46% |
| 2018 | +7.45% | -17.44% |
| 2017 | +9.02% | +5.85% |
| 2016 | +16.09% | +44.55% |
| 2015 | -4.67% | -28.18% |
| 2014 | +29.86% | -27.98% |
| 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 SGDM Drawdown Comparison
The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.
The current RSPU drawdown is -7.86%. The current SGDM drawdown is -9.59%.
| Rank | RSPU | SGDM |
|---|---|---|
| #1 | -48.10% May 22, 2007 - May 12, 2011 | -54.96% Aug 13, 2014 - Jun 29, 2016 |
| #2 | -36.82% Feb 18, 2020 - Aug 12, 2021 | -49.68% Aug 5, 2020 - Mar 17, 2025 |
| #3 | -21.86% Sep 12, 2022 - May 15, 2024 | -49.17% Aug 2, 2016 - Apr 23, 2020 |
| #4 | -16.12% Apr 20, 2022 - Aug 15, 2022 | -38.29% Mar 2, 2026 - Jul 20, 2026 |
| #5 | -14.91% May 20, 2011 - Dec 21, 2011 | -18.55% Oct 16, 2025 - Dec 11, 2025 |
| #6 | -14.16% Dec 29, 2014 - Feb 25, 2016 | -17.99% Jan 28, 2026 - Feb 24, 2026 |
| #7 | -14.15% Nov 30, 2017 - Aug 16, 2018 | -14.10% May 19, 2020 - Jul 7, 2020 |
| #8 | -12.99% Jul 22, 2016 - May 24, 2017 | -11.60% Apr 16, 2025 - Jun 2, 2025 |
| #9 | -11.27% Apr 30, 2013 - Feb 18, 2014 | -9.39% Jul 11, 2016 - Aug 1, 2016 |
| #10 | -9.30% Nov 29, 2024 - May 6, 2025 | -8.43% Apr 3, 2025 - Apr 10, 2025 |
| #11 | -8.96% Dec 13, 2018 - Mar 4, 2019 | -6.92% Dec 26, 2025 - Jan 9, 2026 |
| #12 | -8.73% Feb 27, 2026 - Aug 21, 2026 | -6.60% Jun 13, 2025 - Jul 22, 2025 |
| #13 | -8.66% Oct 18, 2012 - Feb 11, 2013 | -5.40% Jul 22, 2025 - Aug 5, 2025 |
| #14 | -8.30% Sep 2, 2021 - Dec 15, 2021 | -5.14% Jul 8, 2020 - Jul 17, 2020 |
| #15 | -7.81% Oct 15, 2025 - Feb 12, 2026 | -4.63% Jul 28, 2014 - Aug 12, 2014 |
Correlation
Correlation between RSPU and SGDM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2006 - 2026)
RSPU vs SGDM dividend yield comparison.
| Year | RSPU | SGDM |
|---|---|---|
| 2026 | 1.36% | 0.00% |
| 2025 | 2.54% | 1.04% |
| 2024 | 2.39% | 1.04% |
| 2023 | 2.92% | 1.39% |
| 2022 | 2.35% | 1.42% |
| 2021 | 2.41% | 1.33% |
| 2020 | 2.94% | 0.30% |
| 2019 | 2.54% | 0.25% |
| 2018 | 3.11% | 0.50% |
| 2017 | 3.08% | 0.58% |
| 2016 | 2.98% | 0.02% |
| 2015 | 4.15% | 1.47% |
| 2014 | 2.91% | 0.26% |
| 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% |
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