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KNGZ vs. RSPU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

KNGZ vs. RSPU

Last updated Apr 1, 2026

Compare and contrast key facts about First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU).

KNGZ and RSPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KNGZ is a passively managed fund by First Trust that tracks the performance of the S&P 500 Sector-Neutral Dividend Aristocrats Index. It was launched on Jun 20, 2017. 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 KNGZ 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

KNGZ vs. RSPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) 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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KNGZ vs. RSPU - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
KNGZ
First Trust S&P 500 Diversified Dividend Aristocrats ETF		1.04%14.27%11.05%9.77%-7.55%28.99%5.51%27.34%-7.11%9.90%
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%0.03%

Returns By Period

In the year-to-date period, KNGZ achieves a 1.04% return, which is significantly lower than RSPU's 9.21% return.

KNGZ

1D
1.93%
1M
-5.13%
YTD
1.04%
6M
1.97%
1Y
14.94%
3Y*
11.32%
5Y*
7.74%
10Y*
—

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.

First Trust S&P 500 Diversified Dividend Aristocrats ETF

Invesco S&P 500 Equal Weight Utilities ETF

Often compared with KNGZ:
KNGZ vs. KNGKNGZ vs. SHRYKNGZ vs. RDVYKNGZ vs. DIVOKNGZ vs. SCHDKNGZ vs. VOOKNGZ vs. KNGLX
Often compared with RSPU:
RSPU vs. XLURSPU vs. VPURSPU vs. SPYRSPU vs. UTESRSPU vs. VOORSPU vs. IDURSPU vs. PAVE

KNGZ vs. RSPU - Expense Ratio Comparison

KNGZ has a 0.50% expense ratio, which is higher than RSPU's 0.40% expense ratio.

KNGZ
First Trust S&P 500 Diversified Dividend Aristocrats ETF
RSPU
Invesco S&P 500 Equal Weight Utilities ETF

Return for Risk

KNGZ vs. RSPU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KNGZ
KNGZ Risk / Return Rank: 4646
Overall Rank
KNGZ Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
KNGZ Sortino Ratio Rank: 4545
Sortino Ratio Rank
KNGZ Omega Ratio Rank: 4646
Omega Ratio Rank
KNGZ Calmar Ratio Rank: 4747
Calmar Ratio Rank
KNGZ Martin Ratio Rank: 4949
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.

KNGZ vs. RSPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) 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.

KNGZRSPUDifference

Sharpe ratio

Return per unit of total volatility

0.81

1.28

-0.48

Sortino ratio

Return per unit of downside risk

1.23

1.74

-0.51

Omega ratio

Gain probability vs. loss probability

1.17

1.23

-0.06

Calmar ratio

Return relative to maximum drawdown

1.20

2.50

-1.30

Martin ratio

Return relative to average drawdown

4.66

6.21

-1.55

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

KNGZ vs. RSPU - Sharpe Ratio Comparison

The current KNGZ Sharpe Ratio is 0.81, which is lower than the RSPU Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of KNGZ 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

KNGZRSPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

1.28

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.74

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.52

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.48

+0.05

Correlation

The correlation between KNGZ and RSPU is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

KNGZ vs. RSPU - Dividend Comparison

KNGZ's dividend yield for the trailing twelve months is around 2.69%, more than RSPU's 2.43% yield.

TTM20252024202320222021202020192018201720162015
KNGZ
First Trust S&P 500 Diversified Dividend Aristocrats ETF		2.69%2.70%2.55%3.10%2.52%1.95%2.44%2.85%4.09%1.10%0.00%0.00%
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

KNGZ vs. RSPU - Drawdown Comparison

The maximum KNGZ drawdown since its inception was -37.44%, smaller than the maximum RSPU drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for KNGZ and RSPU.

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Drawdown Indicators

KNGZRSPUDifference

Max Drawdown

Largest peak-to-trough decline

-37.44%

-48.08%

+10.64%

Max Drawdown (1Y)

Largest decline over 1 year

-13.46%

-8.35%

-5.11%

Max Drawdown (5Y)

Largest decline over 5 years

-19.71%

-21.86%

+2.15%

Max Drawdown (10Y)

Largest decline over 10 years

—

-36.85%

—

Current Drawdown

Current decline from peak

-7.23%

-3.28%

-3.95%

Average Drawdown

Average peak-to-trough decline

-4.93%

-7.88%

+2.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.47%

3.36%

+0.11%

Volatility

KNGZ vs. RSPU - Volatility Comparison

The current volatility for First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) is 4.32%, while Invesco S&P 500 Equal Weight Utilities ETF (RSPU) has a volatility of 4.71%. This indicates that KNGZ experiences smaller price fluctuations and is considered to be less risky than RSPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

KNGZRSPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.32%

4.71%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

10.20%

9.77%

+0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

18.64%

15.37%

+3.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.03%

16.81%

-0.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.95%

19.04%

-0.09%