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RSPU vs. SPYV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

RSPU vs. SPYV

Last updated Apr 1, 2026

Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and SPDR Portfolio S&P 500 Value ETF (SPYV).

RSPU and SPYV 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. SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000. Both RSPU and SPYV 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. SPYV - 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 SPDR Portfolio S&P 500 Value ETF (SPYV). The values are adjusted to include any dividend payments, if applicable.

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RSPU vs. SPYV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		9.21%16.82%23.57%-3.45%4.37%17.13%-2.70%22.94%6.89%9.43%
SPYV
SPDR Portfolio S&P 500 Value ETF		-0.03%13.18%12.24%22.20%-5.28%24.91%1.38%31.70%-9.01%15.40%

Returns By Period

In the year-to-date period, RSPU achieves a 9.21% return, which is significantly higher than SPYV's -0.03% return. Over the past 10 years, RSPU has underperformed SPYV with an annualized return of 9.95%, while SPYV has yielded a comparatively higher 11.40% annualized 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%

SPYV

1D
1.69%
1M
-4.55%
YTD
-0.03%
6M
3.21%
1Y
12.90%
3Y*
13.84%
5Y*
10.46%
10Y*
11.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

SPDR Portfolio S&P 500 Value ETF

Often compared with RSPU:
RSPU vs. XLURSPU vs. VPURSPU vs. SPYRSPU vs. UTESRSPU vs. VOORSPU vs. IDURSPU vs. PAVE
Often compared with SPYV:
SPYV vs. SPYGSPYV vs. VTVSPYV vs. SPYSPYV vs. SPHQSPYV vs. SCHDSPYV vs. SPYDSPYV vs. BRK-B

RSPU vs. SPYV - Expense Ratio Comparison

RSPU has a 0.40% expense ratio, which is higher than SPYV's 0.04% expense ratio.

RSPU
Invesco S&P 500 Equal Weight Utilities ETF
SPYV
SPDR Portfolio S&P 500 Value ETF

Return for Risk

RSPU vs. SPYV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RSPU
RSPU Risk / Return Rank: 7272
Overall Rank
RSPU Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
RSPU Sortino Ratio Rank: 7171
Sortino Ratio Rank
RSPU Omega Ratio Rank: 6666
Omega Ratio Rank
RSPU Calmar Ratio Rank: 8686
Calmar Ratio Rank
RSPU Martin Ratio Rank: 6464
Martin Ratio Rank
SPYV
SPYV Risk / Return Rank: 5353
Overall Rank
SPYV Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SPYV Sortino Ratio Rank: 5050
Sortino Ratio Rank
SPYV Omega Ratio Rank: 5454
Omega Ratio Rank
SPYV Calmar Ratio Rank: 5050
Calmar Ratio Rank
SPYV 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. SPYV - 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 SPDR Portfolio S&P 500 Value ETF (SPYV). 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.

RSPUSPYVDifference

Sharpe ratio

Return per unit of total volatility

1.28

0.83

+0.45

Sortino ratio

Return per unit of downside risk

1.74

1.25

+0.49

Omega ratio

Gain probability vs. loss probability

1.23

1.19

+0.05

Calmar ratio

Return relative to maximum drawdown

2.50

1.15

+1.35

Martin ratio

Return relative to average drawdown

6.21

5.45

+0.75

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RSPU vs. SPYV - Sharpe Ratio Comparison

The current RSPU Sharpe Ratio is 1.28, which is higher than the SPYV Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of RSPU and SPYV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

RSPUSPYVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

0.83

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.73

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.67

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.41

+0.07

Correlation

The correlation between RSPU and SPYV is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RSPU vs. SPYV - Dividend Comparison

RSPU's dividend yield for the trailing twelve months is around 2.43%, more than SPYV's 1.82% yield.

TTM20252024202320222021202020192018201720162015
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%
SPYV
SPDR Portfolio S&P 500 Value ETF		1.82%1.77%2.29%1.75%2.22%2.10%2.38%2.25%2.97%2.77%2.39%2.53%

Drawdowns

RSPU vs. SPYV - Drawdown Comparison

The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for RSPU and SPYV.

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Drawdown Indicators

RSPUSPYVDifference

Max Drawdown

Largest peak-to-trough decline

-48.08%

-58.45%

+10.37%

Max Drawdown (1Y)

Largest decline over 1 year

-8.35%

-12.03%

+3.68%

Max Drawdown (5Y)

Largest decline over 5 years

-21.86%

-17.89%

-3.97%

Max Drawdown (10Y)

Largest decline over 10 years

-36.85%

-36.89%

+0.04%

Current Drawdown

Current decline from peak

-3.28%

-4.55%

+1.27%

Average Drawdown

Average peak-to-trough decline

-7.88%

-8.77%

+0.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.36%

2.54%

+0.82%

Volatility

RSPU vs. SPYV - Volatility Comparison

Invesco S&P 500 Equal Weight Utilities ETF (RSPU) has a higher volatility of 4.71% compared to SPDR Portfolio S&P 500 Value ETF (SPYV) at 3.84%. This indicates that RSPU's price experiences larger fluctuations and is considered to be riskier than SPYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RSPUSPYVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.71%

3.84%

+0.87%

Volatility (6M)

Calculated over the trailing 6-month period

9.77%

7.76%

+2.01%

Volatility (1Y)

Calculated over the trailing 1-year period

15.37%

15.54%

-0.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

14.44%

+2.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.04%

16.96%

+2.08%