RSPU vs VKQ

Comparison between INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF) and Invesco Municipal Trust (VKQ, ETF).

5-Year PerformanceRSPU has outperformed VKQ, delivering a return of +9.6% compared to -1.1%

RSPU vs VKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPU(ETF)	VKQ(ETF)
Net Assets	$543M	$542M
Expense Ratio	0.40%	N/A
Max Drawdown	51.30%	55.10%
Sharpe Ratio	0.16	1.38
5Y Beta	0.30	0.20
P/E Ratio	17.79	N/A
Forward P/E	16.60	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	6.65%	5.35%
5Y EPS CAGR	12.65%	N/A
Debt to Equity	131.18%	N/A
P/S Ratio	2.35	N/A
P/B Ratio	2.10	N/A

Net Assets

Winner

RSPU

$543M

VKQ

$542M

Expense Ratio

RSPU

0.40%

VKQ

N/A

Max Drawdown

Winner

RSPU

51.30%

VKQ

55.10%

Sharpe Ratio

RSPU

0.16

Winner

VKQ

1.38

5Y Beta

RSPU

0.30

Winner

VKQ

0.20

P/E Ratio

RSPU

17.79

VKQ

N/A

Forward P/E

RSPU

16.60

VKQ

N/A

PEG Ratio

RSPU

0.60

VKQ

N/A

5Y Dividends CAGR

Winner

RSPU

6.65%

VKQ

5.35%

5Y EPS CAGR

RSPU

12.65%

VKQ

N/A

Debt to Equity

RSPU

131.18%

VKQ

N/A

P/S Ratio

RSPU

2.35

VKQ

N/A

P/B Ratio

RSPU

2.10

VKQ

N/A

RSPU vs VKQ - Historical Returns

Returns include dividend reinvestment.

Period	RSPU	VKQ
1 month	-6.74%	+0.85%
3 months	-3.87%	+3.20%
6 months	-6.70%	+1.62%
1 year	+5.59%	+15.53%
5 years(CAGR)	+9.62%	-1.12%
10 years(CAGR)	+9.38%	+2.05%
Max(CAGR)	+8.80%	+5.00%

RSPU

-6.74%

Winner

VKQ

+0.85%

RSPU

-3.87%

Winner

VKQ

+3.20%

RSPU

-6.70%

Winner

VKQ

+1.62%

RSPU

+5.59%

Winner

VKQ

+15.53%

5Y(CAGR)

Winner

RSPU

+9.62%

VKQ

-1.12%

10Y(CAGR)

Winner

RSPU

+9.38%

VKQ

+2.05%

Max(CAGR)

Winner

RSPU

+8.80%

VKQ

+5.00%

RSPU vs VKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RSPU	VKQ
2026	+2.91%	+5.25%
2025	+16.42%	+5.95%
2024	+21.77%	+9.60%
2023	-3.20%	+1.27%
2022	+5.17%	-22.51%
2021	+19.91%	+10.50%
2020	-1.23%	+8.50%
2019	+25.34%	+15.02%
2018	+7.45%	-6.10%
2017	+9.02%	+7.88%
2016	+16.09%	+1.23%
2015	-4.67%	+7.45%
2014	+29.86%	+16.72%
2013	+11.25%	-16.55%
2012	+8.12%	+10.08%
2011	+12.75%	+20.62%
2010	+11.90%	+3.27%
2009	+20.78%	+49.36%
2008	-29.95%	-36.79%
2007	+9.97%	+1.29%
2006	+4.93%	+18.83%
2005	N/A	+3.17%
2004	N/A	+5.81%
2003	N/A	+8.90%
2002	N/A	+15.08%
2001	N/A	+5.97%
2000	N/A	+6.32%
1999	N/A	-4.71%

RSPU vs VKQ Drawdown Comparison

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

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The current RSPU drawdown is -7.86%. The current VKQ drawdown is -6.34%.

Rank	RSPU	VKQ
#1	-48.10% May 22, 2007 - May 12, 2011	-50.96% Jan 24, 2008 - Sep 4, 2009
#2	-36.82% Feb 18, 2020 - Aug 12, 2021	-37.26% Sep 1, 2021 - Oct 25, 2023
#3	-21.86% Sep 12, 2022 - May 15, 2024	-26.43% Dec 3, 2012 - Jan 5, 2016
#4	-16.12% Apr 20, 2022 - Aug 15, 2022	-25.76% Feb 25, 2020 - Nov 23, 2020
#5	-14.91% May 20, 2011 - Dec 21, 2011	-18.91% Sep 1, 2010 - Nov 11, 2011
#6	-14.16% Dec 29, 2014 - Feb 25, 2016	-14.85% Mar 15, 2004 - Feb 8, 2005
#7	-14.15% Nov 30, 2017 - Aug 16, 2018	-14.76% May 11, 2007 - Jan 23, 2008
#8	-12.99% Jul 22, 2016 - May 24, 2017	-14.41% Aug 12, 2016 - May 13, 2019
#9	-11.27% Apr 30, 2013 - Feb 18, 2014	-11.73% Nov 3, 1999 - Jul 11, 2000
#10	-9.30% Nov 29, 2024 - May 6, 2025	-11.10% Jun 17, 2003 - Jan 13, 2004
#11	-8.96% Dec 13, 2018 - Mar 4, 2019	-10.96% Oct 5, 2009 - Mar 9, 2010
#12	-8.73% Feb 27, 2026 - Aug 21, 2026	-10.27% Aug 17, 2000 - Jan 5, 2001
#13	-8.66% Oct 18, 2012 - Feb 11, 2013	-9.67% Oct 2, 2002 - Apr 24, 2003
#14	-8.30% Sep 2, 2021 - Dec 15, 2021	-9.45% Feb 15, 2005 - Sep 6, 2005
#15	-7.81% Oct 15, 2025 - Feb 12, 2026	-7.51% Mar 1, 2012 - May 21, 2012

Correlation

Correlation between RSPU and VKQ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

RSPU vs VKQ dividend yield comparison.

Year	RSPU	VKQ
2026	1.36%	5.18%
2025	2.54%	7.81%
2024	2.39%	6.43%
2023	2.92%	4.60%
2022	2.35%	5.63%
2021	2.41%	4.71%
2020	2.94%	4.65%
2019	2.54%	4.96%
2018	3.11%	5.98%
2017	3.08%	5.78%
2016	2.98%	6.44%
2015	4.15%	6.39%
2014	2.91%	6.38%
2013	3.70%	7.38%
2012	3.59%	6.64%
2011	4.14%	6.86%
2010	3.54%	7.69%
2009	3.77%	6.76%
2008	4.71%	9.27%
2007	2.90%	5.28%
2006	0.48%	4.92%
2005	0.00%	7.90%
2004	0.00%	6.38%
2003	0.00%	6.49%
2002	0.00%	6.45%
2001	0.00%	6.13%
2000	0.00%	2.75%