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RSPG vs. PBOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSPG vs. PBOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Energy ETF (RSPG) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with RSPG having a 35.64% return and PBOG slightly lower at 35.00%.


RSPG

1D
1.45%
1M
9.65%
6M
20.75%
YTD
35.64%
1Y
46.87%
3Y*
15.10%
5Y*
24.85%
10Y*
9.99%
ALL TIME*
6.10%

PBOG

1D
0.97%
1M
16.05%
6M
20.42%
YTD
35.00%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.29M$3.21M$2.88M
$7.49M$8.09M$10.58M

RSPG vs. PBOG - Yearly Performance Comparison


Correlation

The correlation between RSPG and PBOG is 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 25, 2025

0.91

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Return for Risk

RSPG vs. PBOG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RSPG
RSPG Risk / Return Rank: 7878
Overall Rank
RSPG Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
RSPG Sortino Ratio Rank: 7979
Sortino Ratio Rank
RSPG Omega Ratio Rank: 7777
Omega Ratio Rank
RSPG Calmar Ratio Rank: 8484
Calmar Ratio Rank
RSPG Martin Ratio Rank: 6666
Martin Ratio Rank

PBOG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RSPG vs. PBOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Energy ETF (RSPG) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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.


RSPGPBOGDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

3.18

Martin ratioReturn relative to average drawdown

8.07

RSPG vs. PBOG - Sharpe Ratio Comparison


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Drawdowns

RSPG vs. PBOG - Drawdown Comparison

The maximum RSPG drawdown since its inception was -79.98%, which is greater than PBOG's maximum drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for RSPG and PBOG.


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Drawdown Indicators


RSPGPBOGDifference

Max Drawdown

Largest peak-to-trough decline

-79.98%

-19.24%

-60.74%

Max Drawdown (1Y)

Largest decline over 1 year

-13.72%

Max Drawdown (3Y)

Largest decline over 3 years

-23.06%

Max Drawdown (5Y)

Largest decline over 5 years

-28.44%

Max Drawdown (10Y)

Largest decline over 10 years

-73.17%

Current Drawdown

Current decline from peak

-4.71%

-4.85%

+0.14%

Average Drawdown

Average peak-to-trough decline

-25.33%

-5.21%

-20.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.43%

Volatility

RSPG vs. PBOG - Volatility Comparison


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Volatility by Period


RSPGPBOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

Volatility (6M)

Calculated over the trailing 6-month period

16.97%

Volatility (1Y)

Calculated over the trailing 1-year period

22.06%

24.21%

-2.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.93%

24.21%

+3.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.44%

24.21%

+9.23%

RSPG vs. PBOG - Expense Ratio Comparison

RSPG has a 0.40% expense ratio, which is higher than PBOG's 0.13% expense ratio.


Dividends

RSPG vs. PBOG - Dividend Comparison

RSPG's dividend yield for the trailing twelve months is around 1.96%, more than PBOG's 0.13% yield.


PositionTTM20252024202320222021202020192018201720162015
PBOG
Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF
0.13%0.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RSPG
Invesco S&P 500 Equal Weight Energy ETF
1.96%2.60%2.43%2.84%3.43%2.37%3.15%2.15%2.18%2.55%1.14%2.80%

Frequently Asked Questions


With a correlation of 0.91, RSPG and PBOG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBOG is cheaper with a 0.13% expense ratio, compared with 0.40% for RSPG.

RSPG has the higher dividend yield at 1.96%, compared with 0.13% for PBOG.

RSPG tracks S&P 500 Equal Weight Energy Plus Index, while PBOG tracks BITA Global Oil & Gas Select Index. They also come from different issuers: Invesco and Portfolio Building Block. Their fees differ too: 0.40% for RSPG and 0.13% for PBOG.

Portfolio Optimizer

Find the right allocation for RSPG and PBOG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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