Correlation
The correlation between RSPU and XLU is 0.48, 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.
RSPU vs. XLU
Compare and contrast key facts about Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Utilities Select Sector SPDR Fund (XLU).
RSPU and XLU 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. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998. Both RSPU and XLU 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 XLU.
Performance
RSPU vs. XLU - Performance Comparison
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Key characteristics
RSPU:
1.33
XLU:
1.05
RSPU:
1.82
XLU:
1.48
RSPU:
1.24
XLU:
1.19
RSPU:
2.39
XLU:
1.73
RSPU:
6.17
XLU:
4.43
RSPU:
3.60%
XLU:
4.11%
RSPU:
16.70%
XLU:
17.36%
RSPU:
-48.08%
XLU:
-52.27%
RSPU:
-1.40%
XLU:
-1.03%
Returns By Period
In the year-to-date period, RSPU achieves a 9.86% return, which is significantly higher than XLU's 9.00% return. Both investments have delivered pretty close results over the past 10 years, with RSPU having a 10.10% annualized return and XLU not far behind at 9.95%.
RSPU
9.86%
2.82%
1.67%
19.93%
8.18%
11.47%
10.10%
XLU
9.00%
3.53%
0.31%
16.10%
6.58%
9.92%
9.95%
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RSPU vs. XLU - Expense Ratio Comparison
RSPU has a 0.40% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
RSPU vs. XLU — Risk-Adjusted Performance Rank
RSPU
XLU
RSPU vs. XLU - 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 Utilities Select Sector SPDR Fund (XLU). 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.
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Dividends
RSPU vs. XLU - Dividend Comparison
RSPU's dividend yield for the trailing twelve months is around 2.38%, less than XLU's 2.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 2.38% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.15% | 2.91% |
XLU Utilities Select Sector SPDR Fund | 2.78% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
RSPU vs. XLU - Drawdown Comparison
The maximum RSPU drawdown since its inception was -48.08%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for RSPU and XLU.
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Volatility
RSPU vs. XLU - Volatility Comparison
Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 4.44% and 4.66%, 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.
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