RSPU vs. ES
Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Eversource Energy (ES).
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.
Performance
RSPU vs. ES - Performance Comparison
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RSPU vs. ES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 9.21% | 16.82% | 23.57% | -3.45% | 4.37% | 17.13% | -2.70% | 22.94% | 6.89% | 9.43% |
ES Eversource Energy | 3.98% | 22.86% | -2.46% | -23.43% | -5.06% | 8.18% | 4.45% | 34.49% | 6.41% | 17.97% |
Returns By Period
In the year-to-date period, RSPU achieves a 9.21% return, which is significantly higher than ES's 3.98% return. Over the past 10 years, RSPU has outperformed ES with an annualized return of 9.95%, while ES has yielded a comparatively lower 5.22% annualized 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%
ES
- 1D
- 1.27%
- 1M
- -8.13%
- YTD
- 3.98%
- 6M
- -0.48%
- 1Y
- 16.71%
- 3Y*
- 0.43%
- 5Y*
- -0.54%
- 10Y*
- 5.22%
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Return for Risk
RSPU vs. ES — Risk / Return Rank
RSPU
ES
RSPU vs. ES - 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 Eversource Energy (ES). 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.
| RSPU | ES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.63 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.74 | 0.94 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.23 | +1.27 |
Martin ratioReturn relative to average drawdown | 6.21 | 3.33 | +2.88 |
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
| RSPU | ES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.63 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | -0.02 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.22 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.28 | +0.20 |
Correlation
The correlation between RSPU and ES is 0.74, 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. ES - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.43%, less than ES's 4.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ES Eversource Energy | 4.40% | 4.47% | 4.98% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% |
Drawdowns
RSPU vs. ES - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum ES drawdown of -73.04%. Use the drawdown chart below to compare losses from any high point for RSPU and ES.
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Drawdown Indicators
| RSPU | ES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -73.04% | +24.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -15.13% | +6.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -41.69% | +19.83% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -41.69% | +4.84% |
Current DrawdownCurrent decline from peak | -3.28% | -13.60% | +10.32% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -19.09% | +11.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 5.59% | -2.23% |
Volatility
RSPU vs. ES - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is 4.71%, while Eversource Energy (ES) has a volatility of 7.20%. This indicates that RSPU experiences smaller price fluctuations and is considered to be less risky than ES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPU | ES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 7.20% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 19.74% | -9.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 26.49% | -11.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 23.77% | -6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 24.24% | -5.20% |