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RSPU vs SPY

Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RSPU, delivering a return of +13.3% compared to +11.1%

RSPU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPU
$575M
Winner
SPY
$735B
Expense Ratio
RSPU
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
RSPU
51.30%
SPY
56.47%
Sharpe Ratio
RSPU
0.79
Winner
SPY
1.62
5Y Beta
Winner
RSPU
0.32
SPY
1.00
P/E Ratio
Winner
RSPU
18.99
SPY
28.99
Forward P/E
Winner
RSPU
16.81
SPY
22.37
PEG Ratio
RSPU
0.86
SPY
N/A
5Y Dividends CAGR
Winner
RSPU
5.68%
SPY
5.43%
5Y EPS CAGR
RSPU
14.78%
Winner
SPY
26.05%
Debt to Equity
RSPU
125.75%
Winner
SPY
32.40%
P/S Ratio
Winner
RSPU
2.44
SPY
3.74
P/B Ratio
Winner
RSPU
2.18
SPY
5.61

RSPU vs SPY - Holdings Comparison

RSPU and SPY have 32 common holdings. Overlap is 2.19%

RSPU's top 25 holdings weight is 81.75%. SPY's top 25 holdings weight is 52.37%.

RankRSPUSPY
#1
DOMINION ENERGY INC (D) - 3.53%
NVIDIA CORP (NVDA) - 8.10%
#2
ENTERGY CORP (ETR) - 3.52%
APPLE INC (AAPL) - 7.02%
#3
ALLIANT ENERGY CORP (LNT) - 3.39%
MICROSOFT CORP (MSFT) - 4.79%
#4
EVERGY INC (EVRG) - 3.39%
AMAZON.COM INC (AMZN) - 4.02%
#5
NISOURCE INC (NI) - 3.37%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
VISTRA CORP (VST) - 3.37%
BROADCOM INC (AVGO) - 3.10%
#7
THE AES CORP (AES) - 3.36%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
PINNACLE WEST CAPITAL CORP (PNW) - 3.33%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
AMEREN CORP (AEE) - 3.31%
TESLA INC (TSLA) - 1.89%
#10
CONSTELLATION ENERGY CORP (CEG) - 3.27%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CENTERPOINT ENERGY INC (CNP) - 3.26%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
XCEL ENERGY INC (XEL) - 3.25%
ELI LILLY AND CO (LLY) - 1.31%
#13
WEC ENERGY GROUP INC (WEC) - 3.25%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
EDISON INTERNATIONAL (EIX) - 3.25%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
AMERICAN ELECTRIC POWER CO INC (AEP) - 3.25%
EXXON MOBIL CORP (XOM) - 0.97%
#16
DTE ENERGY CO (DTE) - 3.22%
INTEL CORP (INTC) - 0.90%
#17
SEMPRA (SRE) - 3.22%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CMS ENERGY CORP (CMS) - 3.19%
VISA INC CLASS A (V) - 0.85%
#19
SOUTHERN CO (SO) - 3.19%
WALMART INC (WMT) - 0.81%
#20
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 3.17%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ATMOS ENERGY CORP (ATO) - 3.14%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CONSOLIDATED EDISON INC (ED) - 3.14%
CATERPILLAR INC (CAT) - 0.66%
#23
PPL CORP (PPL) - 3.13%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
DUKE ENERGY CORP (DUK) - 3.13%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NEXTERA ENERGY INC (NEE) - 3.12%
ABBVIE INC (ABBV) - 0.58%
Total Holdings33505

RSPU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RSPU
-2.45%
Winner
SPY
+1.90%
3M
RSPU
-3.44%
Winner
SPY
+8.55%
6M
RSPU
+6.48%
Winner
SPY
+8.18%
1Y
RSPU
+14.92%
Winner
SPY
+25.79%
5Y(CAGR)
RSPU
+11.06%
Winner
SPY
+13.32%
10Y(CAGR)
RSPU
+9.59%
Winner
SPY
+15.19%
Max(CAGR)
Winner
RSPU
+9.04%
SPY
+8.47%

RSPU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRSPUSPY
2026+5.43%+8.26%
2025+16.42%+18.00%
2024+21.77%+25.59%
2023-3.20%+26.72%
2022+5.17%-18.64%
2021+19.91%+30.52%
2020-1.23%+17.28%
2019+25.34%+31.09%
2018+7.45%-5.24%
2017+9.02%+20.78%
2016+16.09%+13.59%
2015-4.67%+1.31%
2014+29.86%+14.56%
2013+11.25%+29.00%
2012+8.12%+14.17%
2011+12.75%+0.85%
2010+11.90%+13.14%
2009+20.78%+22.67%
2008-29.95%-36.25%
2007+9.97%+5.32%
2006+4.93%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RSPU vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RSPU drawdown is -5.59%. The current SPY drawdown is -2.90%.

RankRSPUSPY
#1-48.10%
May 22, 2007 - May 12, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.82%
Feb 18, 2020 - Aug 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.86%
Sep 12, 2022 - May 15, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.12%
Apr 20, 2022 - Aug 15, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.91%
May 20, 2011 - Dec 21, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.16%
Dec 29, 2014 - Feb 25, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.15%
Nov 30, 2017 - Aug 16, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.99%
Jul 22, 2016 - May 24, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.27%
Apr 30, 2013 - Feb 18, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.30%
Nov 29, 2024 - May 6, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.96%
Dec 13, 2018 - Mar 4, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.66%
Oct 18, 2012 - Feb 11, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.47%
Feb 27, 2026 - Jun 1, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.30%
Sep 2, 2021 - Dec 15, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.81%
Oct 15, 2025 - Feb 12, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RSPU and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

RSPU vs SPY dividend yield comparison.

YearRSPUSPY
20260.68%0.24%
20252.54%1.07%
20242.39%1.21%
20232.92%1.40%
20222.35%1.65%
20212.41%1.20%
20202.94%1.52%
20192.54%1.75%
20183.11%2.04%
20173.08%1.80%
20162.98%2.03%
20154.15%2.06%
20142.91%1.87%
20133.70%1.81%
20123.59%2.18%
20114.14%2.05%
20103.54%1.80%
20093.77%1.95%
20084.71%3.02%
20072.90%1.85%
20060.48%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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