RSPU vs. VOO
Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Vanguard S&P 500 ETF (VOO).
RSPU and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both RSPU and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPU or VOO.
Correlation
The correlation between RSPU and VOO is 0.46, 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.
Performance
RSPU vs. VOO - Performance Comparison
Key characteristics
RSPU:
2.39
VOO:
1.98
RSPU:
3.21
VOO:
2.65
RSPU:
1.42
VOO:
1.36
RSPU:
2.38
VOO:
2.98
RSPU:
10.59
VOO:
12.44
RSPU:
3.37%
VOO:
2.02%
RSPU:
14.95%
VOO:
12.69%
RSPU:
-48.08%
VOO:
-33.99%
RSPU:
-3.73%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with RSPU having a 4.03% return and VOO slightly higher at 4.06%. Over the past 10 years, RSPU has underperformed VOO with an annualized return of 9.16%, while VOO has yielded a comparatively higher 13.30% annualized return.
RSPU
4.03%
3.39%
9.23%
32.57%
6.47%
9.16%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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RSPU vs. VOO - Expense Ratio Comparison
RSPU has a 0.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RSPU vs. VOO — Risk-Adjusted Performance Rank
RSPU
VOO
RSPU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
RSPU vs. VOO - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.30%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 2.30% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.15% | 2.91% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RSPU vs. VOO - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RSPU and VOO. For additional features, visit the drawdowns tool.
Volatility
RSPU vs. VOO - Volatility Comparison
Invesco S&P 500 Equal Weight Utilities ETF (RSPU) has a higher volatility of 5.19% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that RSPU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.