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RSPU vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RSPU vs. SOXX

Last updated Jun 14, 2026

RSPU (Invesco S&P 500 Equal Weight Utilities ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - RSPU is a Utilities Equities fund tracking the S&P 500 Equal Weighted / Utilities Plus, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 10 years, RSPU returned 9.57%/yr vs 35.55%/yr for SOXX. At a 0.26 correlation, their price movements are largely independent. RSPU charges 0.40%/yr vs 0.34%/yr for SOXX.

Performance

RSPU vs. SOXX - 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 Semiconductor ETF (SOXX). 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 SOXX's 98.11% return. Over the past 10 years, RSPU has underperformed SOXX with an annualized return of 9.57%, while SOXX has yielded a comparatively higher 35.55% annualized return.

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%

SOXX

1D
1.59%
1M
12.49%
YTD
98.11%
6M
99.51%
1Y
171.57%
3Y*
53.00%
5Y*
33.69%
10Y*
35.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPU vs. SOXX - 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%
SOXX
iShares Semiconductor ETF		98.11%40.74%12.92%67.12%-35.09%44.09%52.72%62.42%-6.49%39.79%

Correlation

The correlation between RSPU and SOXX is 0.08, 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

0.08

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

0.09

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

0.14

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

0.15

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

0.26

The correlation between RSPU and SOXX shifts across timeframes, from 0.08 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.

RSPU vs. SOXX - Sectors Allocation Comparison

Sectors
RSPU
SOXX

Utilities

99.8%

-

Financial Services

0.2%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

100.0%

Utilities

RSPU
99.8%
SOXX

-

Financial Services

RSPU
0.2%
SOXX

-

Basic Materials

RSPU

-

SOXX

-

Communication Services

RSPU

-

SOXX

-

Consumer Cyclical

RSPU

-

SOXX

-

Consumer Defensive

RSPU

-

SOXX

-

Energy

RSPU

-

SOXX

-

Healthcare

RSPU

-

SOXX

-

Industrials

RSPU

-

SOXX

-

Real Estate

RSPU

-

SOXX

-

Technology

RSPU

-

SOXX
100.0%

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 Semiconductor ETF

Often compared with RSPU:
RSPU vs. XLURSPU vs. SPYRSPU vs. VPURSPU vs. UTESRSPU vs. VOORSPU vs. IDURSPU vs. JXI
Often compared with SOXX:
SOXX vs. SMHSOXX vs. QQQSOXX vs. SOXLSOXX vs. SOXQSOXX vs. FSELXSOXX vs. VGTSOXX vs. VOO

Return for Risk

RSPU vs. SOXX — 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
SOXX
SOXX Risk / Return Rank: 9696
Overall Rank
SOXX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9494
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9494
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9797
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. SOXX - 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 Semiconductor ETF (SOXX). 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.

RSPUSOXXDifference
Sharpe ratioReturn per unit of total volatility
1.01
4.43

-3.42

Sortino ratioReturn per unit of downside risk
1.42
4.37

-2.95

Omega ratioGain probability vs. loss probability

1.18

1.62

-0.45

Calmar ratioReturn relative to maximum drawdown

1.67

10.50

-8.82

Martin ratioReturn relative to average drawdown

3.77

38.20

-34.43

RSPU vs. SOXX - Sharpe Ratio Comparison

The current RSPU Sharpe Ratio is 1.01, which is lower than the SOXX Sharpe Ratio of 4.43. The chart below compares the historical Sharpe Ratios of RSPU and SOXX, 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. SOXX - Drawdown Comparison

The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for RSPU and SOXX.

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Drawdown Indicators

RSPUSOXXDifference

Max Drawdown

Largest peak-to-trough decline

-48.08%

-70.21%

+22.13%

Max Drawdown (1Y)

Largest decline over 1 year

-8.46%

-15.77%

+7.31%

Max Drawdown (3Y)

Largest decline over 3 years

-16.27%

-41.36%

+25.09%

Max Drawdown (5Y)

Largest decline over 5 years

-21.86%

-45.75%

+23.89%

Max Drawdown (10Y)

Largest decline over 10 years

-36.85%

-45.75%

+8.90%

Current Drawdown

Current decline from peak

-5.28%

-3.16%

-2.12%

Average Drawdown

Average peak-to-trough decline

-7.85%

-19.95%

+12.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

4.33%

-0.58%

Volatility

RSPU vs. SOXX - Volatility Comparison

The current volatility for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is 5.41%, while iShares Semiconductor ETF (SOXX) has a volatility of 19.42%. This indicates that RSPU experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RSPUSOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

19.42%

-14.01%

Volatility (6M)

Calculated over the trailing 6-month period

11.11%

31.46%

-20.35%

Volatility (1Y)

Calculated over the trailing 1-year period

14.10%

37.35%

-23.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.95%

36.73%

-19.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.10%

33.77%

-14.67%

RSPU vs. SOXX - Expense Ratio Comparison

RSPU has a 0.40% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

RSPU vs. SOXX - Dividend Comparison

RSPU's dividend yield for the trailing twelve months is around 2.49%, more than SOXX's 0.28% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
SOXX
iShares Semiconductor ETF		0.28%0.57%0.67%0.78%1.26%0.64%0.81%1.23%1.37%0.90%1.08%1.29%

Frequently Asked Questions

RSPU and SOXX have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXX has higher volatility (19.42%) compared to RSPU (5.41%). In terms of maximum drawdown, RSPU dropped -48.08% vs SOXX's -70.21%.

On 10-year performance, SOXX leads with 35.55% vs 9.57% for RSPU. On fees, SOXX is cheaper at 0.34% per year. 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, SOXX has performed better with a 35.55% return vs 9.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOXX is cheaper with a 0.34% expense ratio, compared with 0.40% for RSPU.

RSPU has the higher dividend yield at 2.49%, compared with 0.28% for SOXX.

RSPU is categorized as Utilities Equities, while SOXX is Semiconductors. RSPU tracks S&P 500 Equal Weighted / Utilities Plus, while SOXX tracks NYSE Semiconductor Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.40% for RSPU and 0.34% for SOXX.

SOXX currently has the higher Sharpe Ratio (4.43 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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