RSPA vs. RSPU
Compare and contrast key facts about Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU).
RSPA and RSPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPA is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Index. It was launched on Jul 17, 2025. 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 RSPA 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
RSPA vs. RSPU - Performance Comparison
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RSPA vs. RSPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF | 0.42% | 11.07% | 3.68% |
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 9.21% | 16.82% | 11.03% |
Returns By Period
In the year-to-date period, RSPA achieves a 0.42% return, which is significantly lower than RSPU's 9.21% return.
RSPA
- 1D
- 1.49%
- 1M
- -4.59%
- YTD
- 0.42%
- 6M
- 2.58%
- 1Y
- 11.54%
- 3Y*
- —
- 5Y*
- —
- 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%
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RSPA vs. RSPU - Expense Ratio Comparison
RSPA has a 0.29% expense ratio, which is lower than RSPU's 0.40% expense ratio.
Return for Risk
RSPA vs. RSPU — Risk / Return Rank
RSPA
RSPU
RSPA vs. RSPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) 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.
| RSPA | RSPU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.28 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.74 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.50 | -1.42 |
Martin ratioReturn relative to average drawdown | 5.32 | 6.21 | -0.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RSPA | RSPU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.28 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.74 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.48 | +0.19 |
Correlation
The correlation between RSPA and RSPU is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RSPA vs. RSPU - Dividend Comparison
RSPA's dividend yield for the trailing twelve months is around 9.37%, more than RSPU's 2.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF | 9.37% | 9.14% | 4.03% | 0.00% | 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 | 2.43% | 2.54% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.14% |
Drawdowns
RSPA vs. RSPU - Drawdown Comparison
The maximum RSPA drawdown since its inception was -15.37%, smaller than the maximum RSPU drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for RSPA and RSPU.
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Drawdown Indicators
| RSPA | RSPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.37% | -48.08% | +32.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.45% | -8.35% | -3.10% |
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 | -4.81% | -3.28% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -7.88% | +5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.36% | -1.04% |
Volatility
RSPA vs. RSPU - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) is 3.81%, while Invesco S&P 500 Equal Weight Utilities ETF (RSPU) has a volatility of 4.71%. This indicates that RSPA 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
| RSPA | RSPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 4.71% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 7.51% | 9.77% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 15.37% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 16.81% | -3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.39% | 19.04% | -5.65% |