RSPU vs. SPUS
Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
RSPU and SPUS 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. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019. Both RSPU and SPUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RSPU vs. SPUS - Performance Comparison
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RSPU vs. SPUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 9.21% | 16.82% | 23.57% | -3.45% | 4.37% | 17.13% | -2.70% | 0.87% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | -5.55% | 19.77% | 26.49% | 34.24% | -22.76% | 35.92% | 25.68% | 0.81% |
Returns By Period
In the year-to-date period, RSPU achieves a 9.21% return, which is significantly higher than SPUS's -5.55% return.
RSPU
- 1D
- 0.19%
- 1M
- -3.28%
- YTD
- 9.21%
- 6M
- 7.23%
- 1Y
- 19.59%
- 3Y*
- 15.81%
- 5Y*
- 12.36%
- 10Y*
- 9.95%
SPUS
- 1D
- 3.24%
- 1M
- -5.39%
- YTD
- -5.55%
- 6M
- -2.24%
- 1Y
- 24.49%
- 3Y*
- 19.34%
- 5Y*
- 13.72%
- 10Y*
- —
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RSPU vs. SPUS - Expense Ratio Comparison
RSPU has a 0.40% expense ratio, which is lower than SPUS's 0.49% expense ratio.
Return for Risk
RSPU vs. SPUS — Risk / Return Rank
RSPU
SPUS
RSPU vs. SPUS - 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 SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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.
| RSPU | SPUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.18 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.80 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.96 | +0.54 |
Martin ratioReturn relative to average drawdown | 6.21 | 8.40 | -2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RSPU | SPUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.18 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.72 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.75 | -0.27 |
Correlation
The correlation between RSPU and SPUS is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RSPU vs. SPUS - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.43%, more than SPUS's 0.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 2.43% | 2.54% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.14% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.63% | 0.60% | 0.70% | 0.87% | 1.21% | 1.15% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RSPU vs. SPUS - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for RSPU and SPUS.
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Drawdown Indicators
| RSPU | SPUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -30.80% | -17.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -12.76% | +4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -28.06% | +6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | — | — |
Current DrawdownCurrent decline from peak | -3.28% | -7.77% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -6.35% | -1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.98% | +0.38% |
Volatility
RSPU vs. SPUS - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is 4.71%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 6.04%. This indicates that RSPU experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPU | SPUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 6.04% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 11.25% | -1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 20.90% | -5.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 19.20% | -2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 21.43% | -2.39% |