EMC vs. RSPU
EMC (Global X Emerging Markets Great Consumer ETF) and RSPU (Invesco S&P 500 Equal Weight Utilities ETF) are both exchange-traded funds - EMC is a Emerging Markets Diversified fund actively managed by Global X, while RSPU is a Utilities Equities fund tracking the S&P 500 Equal Weighted / Utilities Plus. EMC is actively managed, while RSPU is passively managed. Over the past 3 years, EMC returned 15.69%/yr vs 16.87%/yr for RSPU. At a 0.20 correlation, their price movements are largely independent. EMC charges 0.75%/yr vs 0.40%/yr for RSPU.
Performance
EMC vs. RSPU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EMC achieves a 20.87% return, which is significantly higher than RSPU's 8.91% return.
EMC
- 1D
- -5.16%
- 1M
- 2.68%
- YTD
- 20.87%
- 6M
- 22.02%
- 1Y
- 31.90%
- 3Y*
- 15.69%
- 5Y*
- —
- 10Y*
- —
RSPU
- 1D
- 0.98%
- 1M
- 0.63%
- YTD
- 8.91%
- 6M
- 9.36%
- 1Y
- 16.62%
- 3Y*
- 16.87%
- 5Y*
- 12.17%
- 10Y*
- 9.73%
EMC vs. RSPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EMC Global X Emerging Markets Great Consumer ETF | 20.87% | 18.91% | 3.75% | 1.62% |
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 8.91% | 16.82% | 23.57% | -3.18% |
Correlation
The correlation between EMC and RSPU is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 15, 2023 | 0.20 |
The correlation between EMC and RSPU shifts across timeframes, from 0.09 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EMC vs. RSPU — Risk / Return Rank
EMC
RSPU
EMC vs. RSPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Emerging Markets Great Consumer ETF (EMC) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EMC | RSPU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 1.97 | +0.33 |
| Martin ratioReturn relative to average drawdown | 8.19 | 4.36 | +3.82 |
Loading charts...
Drawdowns
EMC vs. RSPU - Drawdown Comparison
The maximum EMC drawdown since its inception was -18.38%, smaller than the maximum RSPU drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for EMC and RSPU.
Loading charts...
Drawdown Indicators
| EMC | RSPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.38% | -48.08% | +29.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -8.46% | -5.43% |
Max Drawdown (3Y)Largest decline over 3 years | -18.38% | -16.27% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.85% | — |
Current DrawdownCurrent decline from peak | -5.16% | -3.54% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -7.84% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.82% | +0.09% |
Volatility
EMC vs. RSPU - Volatility Comparison
Global X Emerging Markets Great Consumer ETF (EMC) has a higher volatility of 11.79% compared to Invesco S&P 500 Equal Weight Utilities ETF (RSPU) at 4.98%. This indicates that EMC's price experiences larger fluctuations and is considered to be riskier than RSPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EMC | RSPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.79% | 4.98% | +6.81% |
Volatility (6M)Calculated over the trailing 6-month period | 20.86% | 11.20% | +9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.90% | 14.13% | +8.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 16.90% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 19.12% | +0.18% |
EMC vs. RSPU - Expense Ratio Comparison
EMC has a 0.75% expense ratio, which is higher than RSPU's 0.40% expense ratio.
Dividends
EMC vs. RSPU - Dividend Comparison
EMC's dividend yield for the trailing twelve months is around 0.65%, less than RSPU's 2.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMC Global X Emerging Markets Great Consumer ETF | 0.65% | 0.78% | 1.13% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 2.52% | 2.54% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.14% |
Frequently Asked Questions
EMC and RSPU have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMC has higher volatility (11.79%) compared to RSPU (4.98%). In terms of maximum drawdown, EMC dropped -18.38% vs RSPU's -48.08%.
On 3-year performance, RSPU leads with 16.87% vs 15.69% for EMC. On fees, RSPU is cheaper at 0.40% per year. On volatility, RSPU has been the lower-risk option at 4.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, RSPU has performed better with a 16.87% return vs 15.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RSPU is cheaper with a 0.40% expense ratio, compared with 0.75% for EMC.
RSPU has the higher dividend yield at 2.52%, compared with 0.65% for EMC.
EMC is categorized as Emerging Markets Diversified, while RSPU is Utilities Equities. They also come from different issuers: Global X and Invesco. Their fees differ too: 0.75% for EMC and 0.40% for RSPU.
EMC currently has the higher Sharpe Ratio (1.40 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for EMC and RSPU
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer