RSPU vs. UTES
Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Virtus Reaves Utilities ETF (UTES).
RSPU and UTES 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. UTES is an actively managed fund by Virtus Investment Partners. It was launched on Sep 23, 2015.
Performance
RSPU vs. UTES - Performance Comparison
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RSPU vs. UTES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UTES Virtus Reaves Utilities ETF | 1.60% | 25.71% | 45.35% | -2.46% | 0.80% | 20.74% | -0.30% | 25.48% | 5.14% | 14.21% |
Returns By Period
In the year-to-date period, RSPU achieves a 9.21% return, which is significantly higher than UTES's 1.60% return. Over the past 10 years, RSPU has underperformed UTES with an annualized return of 9.95%, while UTES has yielded a comparatively higher 12.83% 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%
UTES
- 1D
- 0.11%
- 1M
- -6.27%
- YTD
- 1.60%
- 6M
- -3.38%
- 1Y
- 25.54%
- 3Y*
- 22.73%
- 5Y*
- 16.38%
- 10Y*
- 12.83%
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RSPU vs. UTES - Expense Ratio Comparison
RSPU has a 0.40% expense ratio, which is lower than UTES's 0.49% expense ratio.
Return for Risk
RSPU vs. UTES — Risk / Return Rank
RSPU
UTES
RSPU vs. UTES - 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 Virtus Reaves Utilities ETF (UTES). 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 | UTES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.13 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.56 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.88 | +0.62 |
Martin ratioReturn relative to average drawdown | 6.21 | 4.68 | +1.53 |
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 | UTES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.13 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.81 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.64 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.72 | -0.24 |
Correlation
The correlation between RSPU and UTES is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RSPU vs. UTES - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.43%, more than UTES's 1.47% 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% |
UTES Virtus Reaves Utilities ETF | 1.47% | 1.42% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.09% | 3.44% | 3.53% | 0.61% |
Drawdowns
RSPU vs. UTES - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, which is greater than UTES's maximum drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for RSPU and UTES.
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Drawdown Indicators
| RSPU | UTES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -35.39% | -12.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -13.88% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -20.40% | -1.46% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -35.39% | -1.46% |
Current DrawdownCurrent decline from peak | -3.28% | -7.89% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -5.51% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 5.59% | -2.23% |
Volatility
RSPU vs. UTES - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is 4.71%, while Virtus Reaves Utilities ETF (UTES) has a volatility of 8.04%. This indicates that RSPU experiences smaller price fluctuations and is considered to be less risky than UTES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPU | UTES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 8.04% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 16.26% | -6.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 22.79% | -7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 20.28% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 20.03% | -0.99% |