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RSPU vs. IDU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RSPU vs. IDU

Last updated Jun 24, 2026

RSPU (Invesco S&P 500 Equal Weight Utilities ETF) and IDU (iShares U.S. Utilities ETF) are both Utilities Equities funds - RSPU tracks the S&P 500 Equal Weighted / Utilities Plus while IDU tracks the Dow Jones U.S. Utilities Index. Both are passively managed. Over the past 10 years, RSPU returned 9.73%/yr vs 8.96%/yr for IDU. Their correlation of 0.89 suggests significant overlap in exposure. RSPU charges 0.40%/yr vs 0.42%/yr for IDU.

Performance

RSPU vs. IDU - 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 U.S. Utilities ETF (IDU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RSPU achieves a 8.91% return, which is significantly higher than IDU's 6.30% return. Over the past 10 years, RSPU has outperformed IDU with an annualized return of 9.73%, while IDU has yielded a comparatively lower 8.96% annualized return.

RSPU

1D
0.98%
1M
0.63%
YTD
8.91%
6M
9.36%
1Y
16.62%
3Y*
16.87%
5Y*
12.17%
10Y*
9.73%

IDU

1D
0.86%
1M
0.09%
YTD
6.30%
6M
6.40%
1Y
11.66%
3Y*
14.86%
5Y*
10.35%
10Y*
8.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPU vs. IDU - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		8.91%16.82%23.57%-3.45%4.37%17.13%-2.70%22.94%6.89%9.43%
IDU
iShares U.S. Utilities ETF		6.30%15.23%23.23%-5.02%0.17%16.96%-1.07%24.21%3.93%11.94%

Correlation

The correlation between RSPU and IDU is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.98

Correlation (5Y)
Calculated over the trailing 5-year period

0.98

Correlation (10Y)
Calculated over the trailing 10-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Nov 7, 2006

0.89

The correlation between RSPU and IDU has been stable across timeframes, ranging from 0.89 to 0.98 - a consistent structural relationship.

RSPU vs. IDU - Sectors Allocation Comparison

Sectors
RSPU
IDU

Utilities

99.6%
91.1%

Financial Services

0.4%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

0.5%

Healthcare

-

-

Industrials

-

8.4%

Real Estate

-

-

Technology

-

-

Utilities

RSPU
99.6%
IDU
91.1%

Financial Services

RSPU
0.4%
IDU

-

Basic Materials

RSPU

-

IDU

-

Communication Services

RSPU

-

IDU

-

Consumer Cyclical

RSPU

-

IDU

-

Consumer Defensive

RSPU

-

IDU

-

Energy

RSPU

-

IDU
0.5%

Healthcare

RSPU

-

IDU

-

Industrials

RSPU

-

IDU
8.4%

Real Estate

RSPU

-

IDU

-

Technology

RSPU

-

IDU

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Invesco S&P 500 Equal Weight Utilities ETF

iShares U.S. Utilities ETF

Often compared with RSPU:
RSPU vs. XLURSPU vs. SPYRSPU vs. VPURSPU vs. UTESRSPU vs. VOORSPU vs. JXIRSPU vs. PAVE
Often compared with IDU:
IDU vs. XLUIDU vs. VPUIDU vs. FXUIDU vs. IUSA.DEIDU vs. VOOIDU vs. WECIDU vs. IHF

Return for Risk

RSPU vs. IDU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RSPU
RSPU Risk / Return Rank: 3434
Overall Rank
RSPU Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
RSPU Sortino Ratio Rank: 3232
Sortino Ratio Rank
RSPU Omega Ratio Rank: 3232
Omega Ratio Rank
RSPU Calmar Ratio Rank: 4141
Calmar Ratio Rank
RSPU Martin Ratio Rank: 3131
Martin Ratio Rank
IDU
IDU Risk / Return Rank: 2424
Overall Rank
IDU Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
IDU Sortino Ratio Rank: 2323
Sortino Ratio Rank
IDU Omega Ratio Rank: 2222
Omega Ratio Rank
IDU Calmar Ratio Rank: 2727
Calmar Ratio Rank
IDU Martin Ratio Rank: 2323
Martin Ratio Rank
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. IDU - 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 U.S. Utilities ETF (IDU). 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.

RSPUIDUDifference
Sharpe ratioReturn per unit of total volatility
1.19
0.84

+0.34

Sortino ratioReturn per unit of downside risk
1.64
1.21

+0.43

Omega ratioGain probability vs. loss probability

1.20

1.15

+0.05

Calmar ratioReturn relative to maximum drawdown

1.97

1.28

+0.69

Martin ratioReturn relative to average drawdown

4.36

2.83

+1.53

RSPU vs. IDU - Sharpe Ratio Comparison

The current RSPU Sharpe Ratio is 1.19, which is higher than the IDU Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of RSPU and IDU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

RSPU vs. IDU - Drawdown Comparison

The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum IDU drawdown of -53.88%. Use the drawdown chart below to compare losses from any high point for RSPU and IDU.

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Drawdown Indicators

RSPUIDUDifference

Max Drawdown

Largest peak-to-trough decline

-48.08%

-53.88%

+5.80%

Max Drawdown (1Y)

Largest decline over 1 year

-8.46%

-9.15%

+0.69%

Max Drawdown (3Y)

Largest decline over 3 years

-16.27%

-16.74%

+0.47%

Max Drawdown (5Y)

Largest decline over 5 years

-21.86%

-24.11%

+2.25%

Max Drawdown (10Y)

Largest decline over 10 years

-36.85%

-36.18%

-0.67%

Current Drawdown

Current decline from peak

-3.54%

-4.57%

+1.03%

Average Drawdown

Average peak-to-trough decline

-7.84%

-11.37%

+3.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.82%

4.13%

-0.31%

Volatility

RSPU vs. IDU - Volatility Comparison

Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and iShares U.S. Utilities ETF (IDU) have volatilities of 4.98% and 4.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RSPUIDUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.98%

4.96%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

11.20%

11.15%

+0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

14.13%

13.95%

+0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.90%

16.47%

+0.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.12%

18.75%

+0.37%

RSPU vs. IDU - Expense Ratio Comparison

RSPU has a 0.40% expense ratio, which is lower than IDU's 0.42% expense ratio.

Dividends

RSPU vs. IDU - Dividend Comparison

RSPU's dividend yield for the trailing twelve months is around 2.52%, more than IDU's 2.21% yield.

PositionTTM20252024202320222021202020192018201720162015
IDU
iShares U.S. Utilities ETF		2.21%2.23%2.29%2.79%2.39%2.39%2.94%2.71%2.80%2.62%3.18%4.22%
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		2.52%2.54%2.39%2.92%2.35%2.41%2.94%2.54%3.11%3.08%2.98%4.14%

Frequently Asked Questions

With a correlation of 0.97, RSPU and IDU 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.

RSPU has higher volatility (4.98%) compared to IDU (4.96%). In terms of maximum drawdown, RSPU dropped -48.08% vs IDU's -53.88%.

On 10-year performance, RSPU leads with 9.73% vs 8.96% for IDU. On fees, RSPU is cheaper at 0.40% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RSPU has performed better with a 9.73% return vs 8.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RSPU is cheaper with a 0.40% expense ratio, compared with 0.42% for IDU.

RSPU has the higher dividend yield at 2.52%, compared with 2.21% for IDU.

RSPU tracks S&P 500 Equal Weighted / Utilities Plus, while IDU tracks Dow Jones U.S. Utilities Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.40% for RSPU and 0.42% for IDU.

RSPU currently has the higher Sharpe Ratio (1.19 vs 0.84), 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.

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