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RSPU vs. RSPG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RSPU vs. RSPG

Last updated Jun 14, 2026

RSPU (Invesco S&P 500 Equal Weight Utilities ETF) and RSPG (Invesco S&P 500 Equal Weight Energy ETF) are both exchange-traded funds - RSPU is a Utilities Equities fund tracking the S&P 500 Equal Weighted / Utilities Plus, while RSPG is a Energy Equities fund tracking the S&P 500 Equal Weight Energy Plus Index. Both are passively managed. Over the past 10 years, RSPU returned 9.57%/yr vs 9.46%/yr for RSPG. At a 0.32 correlation, their price movements are largely independent. Both charge a 0.40% expense ratio.

Performance

RSPU vs. RSPG - 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 Invesco S&P 500 Equal Weight Energy ETF (RSPG). 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 6.94% return, which is significantly lower than RSPG's 31.50% return. Both investments have delivered pretty close results over the past 10 years, with RSPU having a 9.57% annualized return and RSPG not far behind at 9.46%.

RSPU

1D
1.00%
1M
0.48%
YTD
6.94%
6M
7.66%
1Y
15.11%
3Y*
15.64%
5Y*
10.86%
10Y*
9.57%

RSPG

1D
0.93%
1M
-1.22%
YTD
31.50%
6M
28.78%
1Y
37.06%
3Y*
18.49%
5Y*
20.90%
10Y*
9.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPU vs. RSPG - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		6.94%16.82%23.57%-3.45%4.37%17.13%-2.70%22.94%6.89%9.43%
RSPG
Invesco S&P 500 Equal Weight Energy ETF		31.50%7.01%6.09%4.49%57.97%57.73%-32.44%13.38%-24.68%-6.39%

Correlation

The correlation between RSPU and RSPG is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

0.07

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

0.25

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

0.26

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

0.20

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

0.32

Over the past year, the correlation between RSPU and RSPG has dropped to 0.07 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.

RSPU vs. RSPG - Sectors Allocation Comparison

Sectors
RSPU
RSPG

Utilities

99.8%

-

Financial Services

0.2%
0.0%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

100.0%

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

RSPU
99.8%
RSPG

-

Financial Services

RSPU
0.2%
RSPG
0.0%

Basic Materials

RSPU

-

RSPG

-

Communication Services

RSPU

-

RSPG

-

Consumer Cyclical

RSPU

-

RSPG

-

Consumer Defensive

RSPU

-

RSPG

-

Energy

RSPU

-

RSPG
100.0%

Healthcare

RSPU

-

RSPG

-

Industrials

RSPU

-

RSPG

-

Real Estate

RSPU

-

RSPG

-

Technology

RSPU

-

RSPG

-

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Invesco S&P 500 Equal Weight Utilities ETF

Invesco S&P 500 Equal Weight Energy ETF

Often compared with RSPU:
RSPU vs. XLURSPU vs. SPYRSPU vs. VPURSPU vs. UTESRSPU vs. VOORSPU vs. IDURSPU vs. JXI
Often compared with RSPG:
RSPG vs. XLERSPG vs. SCHGRSPG vs. SPYRSPG vs. VDERSPG vs. IUES.LRSPG vs. MLPXRSPG vs. CNRG

Return for Risk

RSPU vs. RSPG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RSPU
RSPU Risk / Return Rank: 3131
Overall Rank
RSPU Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
RSPU Sortino Ratio Rank: 2929
Sortino Ratio Rank
RSPU Omega Ratio Rank: 2828
Omega Ratio Rank
RSPU Calmar Ratio Rank: 3838
Calmar Ratio Rank
RSPU Martin Ratio Rank: 3030
Martin Ratio Rank
RSPG
RSPG Risk / Return Rank: 6262
Overall Rank
RSPG Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
RSPG Sortino Ratio Rank: 5858
Sortino Ratio Rank
RSPG Omega Ratio Rank: 5555
Omega Ratio Rank
RSPG Calmar Ratio Rank: 7474
Calmar Ratio Rank
RSPG Martin Ratio Rank: 6060
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. RSPG - 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 Invesco S&P 500 Equal Weight Energy ETF (RSPG). 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.

RSPURSPGDifference
Sharpe ratioReturn per unit of total volatility
1.01
1.84

-0.83

Sortino ratioReturn per unit of downside risk
1.42
2.40

-0.98

Omega ratioGain probability vs. loss probability

1.18

1.30

-0.12

Calmar ratioReturn relative to maximum drawdown

1.67

3.30

-1.62

Martin ratioReturn relative to average drawdown

3.77

9.35

-5.57

RSPU vs. RSPG - Sharpe Ratio Comparison

The current RSPU Sharpe Ratio is 1.01, which is lower than the RSPG Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of RSPU and RSPG, 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. RSPG - Drawdown Comparison

The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum RSPG drawdown of -79.98%. Use the drawdown chart below to compare losses from any high point for RSPU and RSPG.

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Drawdown Indicators

RSPURSPGDifference

Max Drawdown

Largest peak-to-trough decline

-48.08%

-79.98%

+31.90%

Max Drawdown (1Y)

Largest decline over 1 year

-8.46%

-12.18%

+3.72%

Max Drawdown (3Y)

Largest decline over 3 years

-16.27%

-23.06%

+6.79%

Max Drawdown (5Y)

Largest decline over 5 years

-21.86%

-28.44%

+6.58%

Max Drawdown (10Y)

Largest decline over 10 years

-36.85%

-73.17%

+36.32%

Current Drawdown

Current decline from peak

-5.28%

-7.62%

+2.34%

Average Drawdown

Average peak-to-trough decline

-7.85%

-25.44%

+17.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

4.29%

-0.54%

Volatility

RSPU vs. RSPG - Volatility Comparison

The current volatility for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is 5.41%, while Invesco S&P 500 Equal Weight Energy ETF (RSPG) has a volatility of 7.06%. This indicates that RSPU experiences smaller price fluctuations and is considered to be less risky than RSPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RSPURSPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

7.06%

-1.65%

Volatility (6M)

Calculated over the trailing 6-month period

11.11%

17.00%

-5.89%

Volatility (1Y)

Calculated over the trailing 1-year period

14.10%

21.79%

-7.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.95%

28.36%

-11.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.10%

33.54%

-14.44%

RSPU vs. RSPG - Expense Ratio Comparison

Both RSPU and RSPG have an expense ratio of 0.40%.

Dividends

RSPU vs. RSPG - Dividend Comparison

RSPU's dividend yield for the trailing twelve months is around 2.49%, more than RSPG's 1.99% yield.

PositionTTM20252024202320222021202020192018201720162015
RSPG
Invesco S&P 500 Equal Weight Energy ETF		1.99%2.60%2.43%2.84%3.43%2.37%3.15%2.15%2.18%2.55%1.14%2.80%
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		2.49%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

RSPU and RSPG have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RSPG has higher volatility (7.06%) compared to RSPU (5.41%). In terms of maximum drawdown, RSPU dropped -48.08% vs RSPG's -79.98%.

On 10-year performance, RSPU leads with 9.57% vs 9.46% for RSPG. Both ETFs have the same 0.40% expense ratio. On volatility, RSPU has been the lower-risk option at 5.41%. 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 9.57% return vs 9.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RSPU and RSPG have the same expense ratio: 0.40% per year.

RSPU has the higher dividend yield at 2.49%, compared with 1.99% for RSPG.

RSPU is categorized as Utilities Equities, while RSPG is Energy Equities. RSPU tracks S&P 500 Equal Weighted / Utilities Plus, while RSPG tracks S&P 500 Equal Weight Energy Plus Index.

RSPG currently has the higher Sharpe Ratio (1.84 vs 1.01), 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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