PortfoliosLab logoPortfoliosLab logo
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.

Loading charts...

Returns By Period

In the year-to-date period, RSPG achieves a 25.57% return, which is significantly higher than PBOG's 20.33% return.


RSPG

1D
0.47%
1M
-7.91%
YTD
25.57%
6M
25.75%
1Y
34.94%
3Y*
17.99%
5Y*
19.92%
10Y*
8.92%

PBOG

1D
0.25%
1M
-9.73%
YTD
20.33%
6M
21.36%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPG vs. PBOG - Yearly Performance Comparison


Correlation

The correlation between RSPG and PBOG is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.92

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

RSPG vs. PBOG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSPG
RSPG Risk / Return Rank: 4848
Overall Rank
RSPG Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
RSPG Sortino Ratio Rank: 4444
Sortino Ratio Rank
RSPG Omega Ratio Rank: 4343
Omega Ratio Rank
RSPG Calmar Ratio Rank: 5555
Calmar Ratio Rank
RSPG Martin Ratio Rank: 4747
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) 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.

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

1.26

Calmar ratioReturn relative to maximum drawdown

2.56

Martin ratioReturn relative to average drawdown

7.56

RSPG vs. PBOG - Sharpe Ratio Comparison


Loading charts...

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 -16.46%. Use the drawdown chart below to compare losses from any high point for RSPG and PBOG.


Loading charts...

Drawdown Indicators


RSPGPBOGDifference

Max Drawdown

Largest peak-to-trough decline

-79.98%

-16.46%

-63.52%

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

-11.78%

-15.19%

+3.41%

Average Drawdown

Average peak-to-trough decline

-25.42%

-3.86%

-21.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.63%

Volatility

RSPG vs. PBOG - Volatility Comparison


Loading charts...

Volatility by Period


RSPGPBOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.22%

Volatility (6M)

Calculated over the trailing 6-month period

16.83%

Volatility (1Y)

Calculated over the trailing 1-year period

22.09%

23.95%

-1.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.25%

23.95%

+4.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.53%

23.95%

+9.58%

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 2.11%, more than PBOG's 0.14% yield.


PositionTTM20252024202320222021202020192018201720162015
PBOG
Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF
0.14%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
2.11%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 0.92, 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 2.11%, compared with 0.14% 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 Blocks. 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.

Open Portfolio Optimizer