RSPU vs. VNQ
RSPU (Invesco S&P 500 Equal Weight Utilities ETF) and VNQ (Vanguard Real Estate ETF) are both exchange-traded funds - RSPU is a Utilities Equities fund tracking the S&P 500 Equal Weighted / Utilities Plus, while VNQ is a REIT fund tracking the MSCI US Investable Market Real Estate 25/50 Index. Both are passively managed. Over the past 10 years, RSPU returned 9.57%/yr vs 5.65%/yr for VNQ. A 0.54 correlation means they provide meaningful diversification when combined. RSPU charges 0.40%/yr vs 0.13%/yr for VNQ.
Performance
RSPU vs. VNQ - Performance Comparison
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Returns By Period
In the year-to-date period, RSPU achieves a 6.94% return, which is significantly lower than VNQ's 12.51% return. Over the past 10 years, RSPU has outperformed VNQ with an annualized return of 9.57%, while VNQ has yielded a comparatively lower 5.65% 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%
VNQ
- 1D
- 0.92%
- 1M
- 3.35%
- YTD
- 12.51%
- 6M
- 12.32%
- 1Y
- 14.02%
- 3Y*
- 10.14%
- 5Y*
- 2.55%
- 10Y*
- 5.65%
RSPU vs. VNQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VNQ Vanguard Real Estate ETF | 12.51% | 3.24% | 4.81% | 11.85% | -26.25% | 40.54% | -4.61% | 28.91% | -6.03% | 4.90% |
Correlation
The correlation between RSPU and VNQ is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2006 | 0.54 |
The correlation between RSPU and VNQ shifts across timeframes, from 0.51 (1 year) to 0.63 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
RSPU vs. VNQ — Risk / Return Rank
RSPU
VNQ
RSPU vs. VNQ - 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 Vanguard Real Estate ETF (VNQ). 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 | VNQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.56 | +0.12 |
| Martin ratioReturn relative to average drawdown | 3.77 | 4.90 | -1.13 |
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Drawdowns
RSPU vs. VNQ - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for RSPU and VNQ.
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Drawdown Indicators
| RSPU | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -73.07% | +24.99% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -8.34% | -0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -16.27% | -17.46% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -34.48% | +12.62% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -42.40% | +5.55% |
Current DrawdownCurrent decline from peak | -5.28% | 0.00% | -5.28% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -13.61% | +5.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 2.65% | +1.10% |
Volatility
RSPU vs. VNQ - Volatility Comparison
Invesco S&P 500 Equal Weight Utilities ETF (RSPU) has a higher volatility of 5.41% compared to Vanguard Real Estate ETF (VNQ) at 4.72%. This indicates that RSPU's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPU | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 4.72% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.11% | 9.77% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.10% | 13.54% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 18.84% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.10% | 20.72% | -1.62% |
RSPU vs. VNQ - Expense Ratio Comparison
RSPU has a 0.40% expense ratio, which is higher than VNQ's 0.13% expense ratio.
Dividends
RSPU vs. VNQ - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.49%, less than VNQ's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VNQ Vanguard Real Estate ETF | 3.54% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Frequently Asked Questions
RSPU and VNQ have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSPU has higher volatility (5.41%) compared to VNQ (4.72%). In terms of maximum drawdown, RSPU dropped -48.08% vs VNQ's -73.07%.
On 10-year performance, RSPU leads with 9.57% vs 5.65% for VNQ. On fees, VNQ is cheaper at 0.13% per year. On volatility, VNQ has been the lower-risk option at 4.72%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RSPU has performed better with a 9.57% return vs 5.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VNQ is cheaper with a 0.13% expense ratio, compared with 0.40% for RSPU.
VNQ has the higher dividend yield at 3.54%, compared with 2.49% for RSPU.
RSPU is categorized as Utilities Equities, while VNQ is REIT. RSPU tracks S&P 500 Equal Weighted / Utilities Plus, while VNQ tracks MSCI US Investable Market Real Estate 25/50 Index. They also come from different issuers: Invesco and Vanguard. Their fees differ too: 0.40% for RSPU and 0.13% for VNQ.
RSPU currently has the higher Sharpe Ratio (1.01 vs 0.96), 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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