RSPU vs. VPU
Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Vanguard Utilities ETF (VPU).
RSPU and VPU 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. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004. Both RSPU and VPU 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 VPU.
Correlation
The correlation between RSPU and VPU is 0.89, 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.
Performance
RSPU vs. VPU - Performance Comparison
Key characteristics
RSPU:
1.69
VPU:
1.67
RSPU:
2.31
VPU:
2.30
RSPU:
1.30
VPU:
1.29
RSPU:
1.59
VPU:
1.30
RSPU:
7.71
VPU:
7.55
RSPU:
3.28%
VPU:
3.36%
RSPU:
15.01%
VPU:
15.23%
RSPU:
-48.08%
VPU:
-46.31%
RSPU:
-7.72%
VPU:
-7.60%
Returns By Period
The year-to-date returns for both investments are quite close, with RSPU having a 23.20% return and VPU slightly higher at 23.64%. Both investments have delivered pretty close results over the past 10 years, with RSPU having a 8.14% annualized return and VPU not far behind at 8.01%.
RSPU
23.20%
-6.29%
12.27%
24.83%
7.41%
8.14%
VPU
23.64%
-6.00%
10.46%
24.89%
6.36%
8.01%
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RSPU vs. VPU - Expense Ratio Comparison
RSPU has a 0.40% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
RSPU vs. VPU - 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 Utilities ETF (VPU). 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. VPU - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 1.75%, less than VPU's 3.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 1.75% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.15% | 2.91% | 3.70% |
VPU Vanguard Utilities ETF | 3.00% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% | 3.76% |
Drawdowns
RSPU vs. VPU - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, roughly equal to the maximum VPU drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for RSPU and VPU. For additional features, visit the drawdowns tool.
Volatility
RSPU vs. VPU - Volatility Comparison
Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Vanguard Utilities ETF (VPU) have volatilities of 4.36% and 4.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.