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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPU or ES.
Correlation
The correlation between RSPU and ES 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.
Performance
RSPU vs. ES - Performance Comparison
Key characteristics
RSPU:
2.39
ES:
0.82
RSPU:
3.21
ES:
1.27
RSPU:
1.42
ES:
1.15
RSPU:
2.38
ES:
0.51
RSPU:
10.59
ES:
2.54
RSPU:
3.37%
ES:
7.23%
RSPU:
14.95%
ES:
22.08%
RSPU:
-48.08%
ES:
-65.47%
RSPU:
-3.73%
ES:
-27.53%
Returns By Period
In the year-to-date period, RSPU achieves a 4.03% return, which is significantly lower than ES's 7.16% return. Over the past 10 years, RSPU has outperformed ES with an annualized return of 9.09%, while ES has yielded a comparatively lower 5.02% annualized return.
RSPU
4.03%
0.83%
9.23%
32.70%
6.34%
9.09%
ES
7.16%
6.34%
-3.28%
9.58%
-5.10%
5.02%
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Risk-Adjusted Performance
RSPU vs. ES — Risk-Adjusted Performance Rank
RSPU
ES
RSPU vs. ES - Risk-Adjusted Performance 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.
Dividends
RSPU vs. ES - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.30%, less than ES's 4.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 2.30% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.15% | 2.91% |
ES Eversource Energy | 4.65% | 4.98% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% |
Drawdowns
RSPU vs. ES - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum ES drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for RSPU and ES. For additional features, visit the drawdowns tool.
Volatility
RSPU vs. ES - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is 5.19%, while Eversource Energy (ES) has a volatility of 9.02%. 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.