RSPG vs. XLEI

Last updated Aug 2, 2026

RSPG (Invesco S&P 500 Equal Weight Energy ETF) and XLEI (State Street Energy Select Sector SPDR Premium Income ETF) are both Energy Equities funds - RSPG tracks the S&P 500 Equal Weight Energy Plus Index while XLEI tracks the S&P Energy Select Sector. Both are passively managed. Over the past year, RSPG returned 46.87% vs 35.36% for XLEI. Their correlation of 0.93 means they have usually moved in the same direction. RSPG charges 0.40%/yr vs 0.35%/yr for XLEI.

Performance

RSPG vs. XLEI - 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 State Street Energy Select Sector SPDR Premium Income ETF (XLEI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSPG achieves a 35.64% return, which is significantly higher than XLEI's 24.56% return.

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%

XLEI

• 1D: 0.78%
• 1M: 10.90%
• 6M: 15.89%
• YTD: 24.56%
• 1Y: 35.36%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 32.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RSPG Invesco S&P 500 Equal Weight Energy ETF	$7.49M	$8.09M	$10.58M
XLEI State Street Energy Select Sector SPDR Premium Income ETF	$1.55M	$1.39M	$1.31M

RSPG vs. XLEI - Yearly Performance Comparison

	2026 (YTD)	2025
RSPG Invesco S&P 500 Equal Weight Energy ETF	35.64%	3.60%
XLEI State Street Energy Select Sector SPDR Premium Income ETF	24.56%	6.17%

Correlation

The correlation between RSPG and XLEI is 0.92, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.92
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.93

The correlation between RSPG and XLEI has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.

RSPG vs. XLEI - Sectors Allocation Comparison

Sectors	RSPG	XLEI
Energy	100.0%	100.0%
Financial Services	0.0%	102.5%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

RSPG vs. XLEI — Risk / Return Rank

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

RSPG

RSPG Risk / Return Rank: 78
RSPG Sharpe Ratio Rank: 85
RSPG Sortino Ratio Rank: 79
RSPG Omega Ratio Rank: 77
RSPG Calmar Ratio Rank: 84
RSPG Martin Ratio Rank: 66

XLEI

XLEI Risk / Return Rank: 89
XLEI Sharpe Ratio Rank: 92
XLEI Sortino Ratio Rank: 88
XLEI Omega Ratio Rank: 89
XLEI Calmar Ratio Rank: 91
XLEI Martin Ratio Rank: 86

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. XLEI - 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 State Street Energy Select Sector SPDR Premium Income ETF (XLEI). 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.

	RSPG	XLEI	Difference
Sharpe ratio: Return per unit of total volatility	1.98	2.40	-0.42
Sortino ratio: Return per unit of downside risk	2.54	3.00	-0.46
Omega ratio: Gain probability vs. loss probability	1.32	1.41	-0.09
Calmar ratio: Return relative to maximum drawdown	3.18	4.11	-0.93
Martin ratio: Return relative to average drawdown	8.07	12.37	-4.30

RSPG vs. XLEI - Sharpe Ratio Comparison

The current RSPG Sharpe Ratio is 1.98, which is comparable to the XLEI Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of RSPG and XLEI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RSPG vs. XLEI - Drawdown Comparison

The maximum RSPG drawdown since its inception was -79.98%, which is greater than XLEI's maximum drawdown of -8.19%. Use the drawdown chart below to compare losses from any high point for RSPG and XLEI.

Drawdown Indicators

	RSPG	XLEI	Difference
Max Drawdown Largest peak-to-trough decline	-79.98%	-8.19%	-71.79%
Max Drawdown (1Y) Largest decline over 1 year	-13.72%	-8.19%	-5.53%
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%	0.00%	-4.71%
Average Drawdown Average peak-to-trough decline	-25.33%	-1.84%	-23.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.43%	2.74%	+2.69%

Volatility

RSPG vs. XLEI - Volatility Comparison

Invesco S&P 500 Equal Weight Energy ETF (RSPG) has a higher volatility of 6.13% compared to State Street Energy Select Sector SPDR Premium Income ETF (XLEI) at 3.96%. This indicates that RSPG's price experiences larger fluctuations and is considered to be riskier than XLEI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSPG	XLEI	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.13%	3.96%	+2.17%
Volatility (6M) Calculated over the trailing 6-month period	16.97%	11.26%	+5.71%
Volatility (1Y) Calculated over the trailing 1-year period	22.06%	14.03%	+8.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.93%	14.02%	+13.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.44%	14.02%	+19.42%

RSPG vs. XLEI - Expense Ratio Comparison

RSPG has a 0.40% expense ratio, which is higher than XLEI's 0.35% expense ratio.

Dividends

RSPG vs. XLEI - Dividend Comparison

RSPG's dividend yield for the trailing twelve months is around 1.96%, less than XLEI's 18.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
XLEI State Street Energy Select Sector SPDR Premium Income ETF	18.37%	10.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSPG and XLEI in my portfolio?

With a correlation of 0.92, RSPG and XLEI 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.

Which is riskier, RSPG or XLEI?

RSPG has higher volatility (6.13%) compared to XLEI (3.96%). In terms of maximum drawdown, RSPG dropped -79.98% vs XLEI's -8.19%.

Which ETF is better, RSPG or XLEI?

On 1-year performance, RSPG leads with 46.87% vs 35.36% for XLEI. On fees, XLEI is cheaper at 0.35% per year. On volatility, XLEI has been the lower-risk option at 3.96%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSPG or XLEI?

Over the 1-year period, RSPG has performed better with a 46.87% return vs 35.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSPG or XLEI?

XLEI is cheaper with a 0.35% expense ratio, compared with 0.40% for RSPG.

Which ETF pays a higher dividend yield, RSPG or XLEI?

XLEI has the higher dividend yield at 18.37%, compared with 1.96% for RSPG.

What is the main difference between RSPG and XLEI?

RSPG tracks S&P 500 Equal Weight Energy Plus Index, while XLEI tracks S&P Energy Select Sector. They also come from different issuers: Invesco and State Street. Their fees differ too: 0.40% for RSPG and 0.35% for XLEI.

Which has better risk-adjusted returns?

XLEI currently has the higher Sharpe Ratio (2.40 vs 1.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.