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IDU vs. RSPU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IDU vs. RSPU

Last updated Apr 1, 2026

Compare and contrast key facts about iShares U.S. Utilities ETF (IDU) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU).

IDU and RSPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDU is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Utilities Index. It was launched on Jun 20, 2000. RSPU is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Utilities Plus. It was launched on Nov 1, 2006. Both IDU and RSPU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

IDU vs. RSPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Utilities ETF (IDU) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU). The values are adjusted to include any dividend payments, if applicable.

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IDU vs. RSPU - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IDU
iShares U.S. Utilities ETF		7.71%15.23%23.23%-5.02%0.17%16.96%-1.07%24.21%3.93%11.94%
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		9.21%16.82%23.57%-3.45%4.37%17.13%-2.70%22.94%6.89%9.43%

Returns By Period

In the year-to-date period, IDU achieves a 7.71% return, which is significantly lower than RSPU's 9.21% return. Over the past 10 years, IDU has underperformed RSPU with an annualized return of 9.34%, while RSPU has yielded a comparatively higher 9.95% annualized return.

IDU

1D
-0.09%
1M
-3.30%
YTD
7.71%
6M
5.90%
1Y
17.09%
3Y*
14.26%
5Y*
10.54%
10Y*
9.34%

RSPU

1D
0.19%
1M
-3.28%
YTD
9.21%
6M
7.23%
1Y
19.59%
3Y*
15.81%
5Y*
12.36%
10Y*
9.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares U.S. Utilities ETF

Invesco S&P 500 Equal Weight Utilities ETF

Often compared with IDU:
IDU vs. XLUIDU vs. VPUIDU vs. IUSA.DEIDU vs. FXUIDU vs. VOOIDU vs. WECIDU vs. IVV
Often compared with RSPU:
RSPU vs. XLURSPU vs. VPURSPU vs. SPYRSPU vs. UTESRSPU vs. VOORSPU vs. PAVERSPU vs. JXI

IDU vs. RSPU - Expense Ratio Comparison

IDU has a 0.42% expense ratio, which is higher than RSPU's 0.40% expense ratio.

IDU
iShares U.S. Utilities ETF
RSPU
Invesco S&P 500 Equal Weight Utilities ETF

Return for Risk

IDU vs. RSPU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IDU
IDU Risk / Return Rank: 6666
Overall Rank
IDU Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
IDU Sortino Ratio Rank: 6464
Sortino Ratio Rank
IDU Omega Ratio Rank: 6060
Omega Ratio Rank
IDU Calmar Ratio Rank: 8282
Calmar Ratio Rank
IDU Martin Ratio Rank: 5757
Martin Ratio Rank
RSPU
RSPU Risk / Return Rank: 7272
Overall Rank
RSPU Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
RSPU Sortino Ratio Rank: 7171
Sortino Ratio Rank
RSPU Omega Ratio Rank: 6666
Omega Ratio Rank
RSPU Calmar Ratio Rank: 8686
Calmar Ratio Rank
RSPU Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDU vs. RSPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) 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.

IDURSPUDifference

Sharpe ratio

Return per unit of total volatility

1.13

1.28

-0.15

Sortino ratio

Return per unit of downside risk

1.56

1.74

-0.18

Omega ratio

Gain probability vs. loss probability

1.21

1.23

-0.02

Calmar ratio

Return relative to maximum drawdown

2.18

2.50

-0.32

Martin ratio

Return relative to average drawdown

5.23

6.21

-0.98

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IDU vs. RSPU - Sharpe Ratio Comparison

The current IDU Sharpe Ratio is 1.13, which is comparable to the RSPU Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of IDU and RSPU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

IDURSPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

1.28

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.74

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.52

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.48

-0.05

Correlation

The correlation between IDU and RSPU is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

IDU vs. RSPU - Dividend Comparison

IDU's dividend yield for the trailing twelve months is around 2.13%, less than RSPU's 2.43% yield.

TTM20252024202320222021202020192018201720162015
IDU
iShares U.S. Utilities ETF		2.13%2.23%2.29%2.79%2.39%2.39%2.94%2.71%2.80%2.62%3.18%4.22%
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		2.43%2.54%2.39%2.92%2.35%2.41%2.94%2.54%3.11%3.08%2.98%4.14%

Drawdowns

IDU vs. RSPU - Drawdown Comparison

The maximum IDU drawdown since its inception was -53.88%, which is greater than RSPU's maximum drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for IDU and RSPU.

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Drawdown Indicators

IDURSPUDifference

Max Drawdown

Largest peak-to-trough decline

-53.88%

-48.08%

-5.80%

Max Drawdown (1Y)

Largest decline over 1 year

-8.45%

-8.35%

-0.10%

Max Drawdown (5Y)

Largest decline over 5 years

-24.11%

-21.86%

-2.25%

Max Drawdown (10Y)

Largest decline over 10 years

-36.18%

-36.85%

+0.67%

Current Drawdown

Current decline from peak

-3.30%

-3.28%

-0.02%

Average Drawdown

Average peak-to-trough decline

-11.43%

-7.88%

-3.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

3.36%

+0.16%

Volatility

IDU vs. RSPU - Volatility Comparison

iShares U.S. Utilities ETF (IDU) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU) have volatilities of 4.77% and 4.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IDURSPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

4.71%

+0.06%

Volatility (6M)

Calculated over the trailing 6-month period

9.71%

9.77%

-0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

15.21%

15.37%

-0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.37%

16.81%

-0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.68%

19.04%

-0.36%