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RSPU vs. BILT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSPU vs. BILT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and iShares Infrastructure Active ETF (BILT). The values are adjusted to include any dividend payments, if applicable.

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RSPU vs. BILT - Yearly Performance Comparison


Returns By Period

In the year-to-date period, RSPU achieves a 9.21% return, which is significantly lower than BILT's 11.38% return.


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%

BILT

1D
0.72%
1M
-3.01%
YTD
11.38%
6M
12.22%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSPU vs. BILT - Expense Ratio Comparison

RSPU has a 0.40% expense ratio, which is lower than BILT's 0.60% expense ratio.


Return for Risk

RSPU vs. BILT — Risk / Return Rank

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

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

BILT
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.

RSPU vs. BILT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and iShares Infrastructure Active ETF (BILT). 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.


RSPUBILTDifference

Sharpe ratio

Return per unit of total volatility

1.28

Sortino ratio

Return per unit of downside risk

1.74

Omega ratio

Gain probability vs. loss probability

1.23

Calmar ratio

Return relative to maximum drawdown

2.50

Martin ratio

Return relative to average drawdown

6.21

RSPU vs. BILT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RSPUBILTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

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

0.48

2.66

-2.17

Correlation

The correlation between RSPU and BILT is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

RSPU vs. BILT - Dividend Comparison

RSPU's dividend yield for the trailing twelve months is around 2.43%, more than BILT's 1.34% yield.


TTM20252024202320222021202020192018201720162015
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%
BILT
iShares Infrastructure Active ETF
1.34%0.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RSPU vs. BILT - Drawdown Comparison

The maximum RSPU drawdown since its inception was -48.08%, which is greater than BILT's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for RSPU and BILT.


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Drawdown Indicators


RSPUBILTDifference

Max Drawdown

Largest peak-to-trough decline

-48.08%

-5.38%

-42.70%

Max Drawdown (1Y)

Largest decline over 1 year

-8.35%

Max Drawdown (5Y)

Largest decline over 5 years

-21.86%

Max Drawdown (10Y)

Largest decline over 10 years

-36.85%

Current Drawdown

Current decline from peak

-3.28%

-3.01%

-0.27%

Average Drawdown

Average peak-to-trough decline

-7.88%

-1.39%

-6.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.36%

Volatility

RSPU vs. BILT - Volatility Comparison


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Volatility by Period


RSPUBILTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.71%

Volatility (6M)

Calculated over the trailing 6-month period

9.77%

Volatility (1Y)

Calculated over the trailing 1-year period

15.37%

9.37%

+6.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

9.37%

+7.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.04%

9.37%

+9.67%