RSPU vs. IDU
Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and iShares U.S. Utilities ETF (IDU).
RSPU and IDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IDU is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Utilities Index. It was launched on Jun 20, 2000. Both RSPU and IDU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPU or IDU.
Correlation
The correlation between RSPU and IDU is 0.89, 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. IDU - Performance Comparison
Key characteristics
RSPU:
2.44
IDU:
2.45
RSPU:
3.26
IDU:
3.33
RSPU:
1.42
IDU:
1.42
RSPU:
2.55
IDU:
2.34
RSPU:
10.78
IDU:
10.76
RSPU:
3.38%
IDU:
3.27%
RSPU:
14.91%
IDU:
14.38%
RSPU:
-48.08%
IDU:
-53.88%
RSPU:
-2.68%
IDU:
-2.57%
Returns By Period
In the year-to-date period, RSPU achieves a 5.16% return, which is significantly lower than IDU's 6.17% return. Both investments have delivered pretty close results over the past 10 years, with RSPU having a 9.19% annualized return and IDU not far behind at 9.07%.
RSPU
5.16%
1.92%
9.94%
34.13%
6.75%
9.19%
IDU
6.17%
2.01%
8.47%
33.20%
5.87%
9.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RSPU vs. IDU - Expense Ratio Comparison
RSPU has a 0.40% expense ratio, which is lower than IDU's 0.42% expense ratio.
Risk-Adjusted Performance
RSPU vs. IDU — Risk-Adjusted Performance Rank
RSPU
IDU
RSPU vs. IDU - 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 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.
Dividends
RSPU vs. IDU - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.28%, more than IDU's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 2.28% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.15% | 2.91% |
IDU iShares U.S. Utilities ETF | 2.15% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% |
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. For additional features, visit the drawdowns tool.
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 4.73% and 4.89%, 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.