RSPU vs. SOXQ

Last updated Aug 2, 2026

RSPU (Invesco S&P 500 Equal Weight Utilities ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - RSPU is a Utilities Equities fund tracking the S&P 500 Equal Weighted / Utilities Plus, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. Over the past 5 years, RSPU returned 10.97%/yr vs 28.65%/yr for SOXQ. Their 0.13 correlation means their historical movements had little consistent relationship. RSPU charges 0.40%/yr vs 0.19%/yr for SOXQ.

Performance

RSPU vs. SOXQ - 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 PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSPU achieves a 6.90% return, which is significantly lower than SOXQ's 59.97% return.

RSPU

• 1D: -0.78%
• 1M: -3.70%
• 6M: 4.75%
• YTD: 6.90%
• 1Y: 7.59%
• 3Y*: 15.03%
• 5Y*: 10.97%
• 10Y*: 9.27%
• ALL TIME*: 8.99%

SOXQ

• 1D: 0.15%
• 1M: -10.31%
• 6M: 41.59%
• YTD: 59.97%
• 1Y: 105.49%
• 3Y*: 44.02%
• 5Y*: 28.65%
• 10Y*: —
• ALL TIME*: 29.00%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RSPU Invesco S&P 500 Equal Weight Utilities ETF	$2.36M	$2.33M	$3.07M
SOXQ Invesco PHLX Semiconductor ETF	$219.33M	$233.61M	$278.30M

RSPU vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
RSPU Invesco S&P 500 Equal Weight Utilities ETF	6.90%	16.82%	23.57%	-3.45%	4.37%	8.07%
SOXQ Invesco PHLX Semiconductor ETF	59.97%	43.11%	20.16%	66.74%	-35.59%	25.19%

Correlation

The correlation between RSPU and SOXQ is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.04
Correlation (3Y) Balances recent behavior with more history.	0.06
Correlation (5Y) Shows whether the relationship held over a longer period.	0.13
Correlation (All Time) Calculated using the full available price history since Jun 11, 2021	0.13

RSPU vs. SOXQ - Sectors Allocation Comparison

Sectors	RSPU	SOXQ
Utilities	100.0%	-
Financial Services	0.4%	0.1%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	99.9%

Return for Risk

RSPU vs. SOXQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RSPU

RSPU Risk / Return Rank: 25
RSPU Sharpe Ratio Rank: 25
RSPU Sortino Ratio Rank: 23
RSPU Omega Ratio Rank: 22
RSPU Calmar Ratio Rank: 29
RSPU Martin Ratio Rank: 26

SOXQ

SOXQ Risk / Return Rank: 88
SOXQ Sharpe Ratio Rank: 92
SOXQ Sortino Ratio Rank: 83
SOXQ Omega Ratio Rank: 85
SOXQ Calmar Ratio Rank: 89
SOXQ Martin Ratio Rank: 91

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RSPU vs. SOXQ - 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 PHLX Semiconductor ETF (SOXQ). 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.

	RSPU	SOXQ	Difference
Sharpe ratio: Return per unit of total volatility	0.56	2.37	-1.81
Sortino ratio: Return per unit of downside risk	0.85	2.71	-1.85
Omega ratio: Gain probability vs. loss probability	1.10	1.36	-0.26
Calmar ratio: Return relative to maximum drawdown	0.96	3.61	-2.65
Martin ratio: Return relative to average drawdown	2.06	15.05	-12.99

RSPU vs. SOXQ - Sharpe Ratio Comparison

The current RSPU Sharpe Ratio is 0.56, which is lower than the SOXQ Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of RSPU and SOXQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RSPU vs. SOXQ - Drawdown Comparison

The maximum RSPU drawdown since its inception was -48.08%, roughly equal to the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for RSPU and SOXQ.

Drawdown Indicators

	RSPU	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-48.08%	-46.01%	-2.07%
Max Drawdown (1Y) Largest decline over 1 year	-8.46%	-28.56%	+20.10%
Max Drawdown (3Y) Largest decline over 3 years	-11.77%	-39.36%	+27.59%
Max Drawdown (5Y) Largest decline over 5 years	-21.86%	-46.01%	+24.15%
Max Drawdown (10Y) Largest decline over 10 years	-36.85%	—	—
Current Drawdown Current decline from peak	-5.32%	-22.64%	+17.32%
Average Drawdown Average peak-to-trough decline	-7.81%	-12.92%	+5.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.93%	6.83%	-2.90%

Volatility

RSPU vs. SOXQ - Volatility Comparison

The current volatility for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is 4.67%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 17.19%. This indicates that RSPU experiences smaller price fluctuations and is considered to be less risky than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSPU	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.67%	17.19%	-12.52%
Volatility (6M) Calculated over the trailing 6-month period	11.59%	37.70%	-26.11%
Volatility (1Y) Calculated over the trailing 1-year period	14.48%	43.52%	-29.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.93%	38.28%	-21.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.14%	37.93%	-18.79%

RSPU vs. SOXQ - Expense Ratio Comparison

RSPU has a 0.40% expense ratio, which is higher than SOXQ's 0.19% expense ratio.

Dividends

RSPU vs. SOXQ - Dividend Comparison

RSPU's dividend yield for the trailing twelve months is around 2.57%, more than SOXQ's 0.32% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RSPU Invesco S&P 500 Equal Weight Utilities ETF	2.57%	2.54%	2.39%	2.92%	2.35%	2.41%	2.94%	2.54%	3.11%	3.08%	2.98%	4.14%
SOXQ Invesco PHLX Semiconductor ETF	0.32%	0.50%	0.68%	0.87%	1.36%	0.72%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSPU and SOXQ in my portfolio?

RSPU and SOXQ have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSPU or SOXQ?

SOXQ has higher volatility (17.19%) compared to RSPU (4.67%). In terms of maximum drawdown, RSPU dropped -48.08% vs SOXQ's -46.01%.

Which ETF is better, RSPU or SOXQ?

On 5-year performance, SOXQ leads with 28.65% vs 10.97% for RSPU. On fees, SOXQ is cheaper at 0.19% per year. On volatility, RSPU has been the lower-risk option at 4.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSPU or SOXQ?

Over the 5-year period, SOXQ has performed better with a 28.65% return vs 10.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSPU or SOXQ?

SOXQ is cheaper with a 0.19% expense ratio, compared with 0.40% for RSPU.

Which ETF pays a higher dividend yield, RSPU or SOXQ?

RSPU has the higher dividend yield at 2.57%, compared with 0.32% for SOXQ.

What is the main difference between RSPU and SOXQ?

RSPU is categorized as Utilities Equities, while SOXQ is Semiconductors. RSPU tracks S&P 500 Equal Weighted / Utilities Plus, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.40% for RSPU and 0.19% for SOXQ.

Which has better risk-adjusted returns?

SOXQ currently has the higher Sharpe Ratio (2.37 vs 0.56), 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.