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RSPU vs. XLUI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RSPU vs. XLUI

Last updated Jun 3, 2026

RSPU (Invesco S&P 500 Equal Weight Utilities ETF) and XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) are both Utilities Equities funds. RSPU is passively managed, while XLUI is actively managed. Their correlation of 0.91 suggests significant overlap in exposure. RSPU charges 0.40%/yr vs 0.35%/yr for XLUI.

Performance

RSPU vs. XLUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) and State Street Utilities Select Sector SPDR Premium Income ETF (XLUI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with RSPU having a 5.10% return and XLUI slightly higher at 5.18%.

RSPU

1D
1.69%
1M
-4.51%
YTD
5.10%
6M
3.75%
1Y
11.44%
3Y*
15.80%
5Y*
10.73%
10Y*
9.42%

XLUI

1D
1.50%
1M
-4.18%
YTD
5.18%
6M
3.54%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSPU vs. XLUI - Yearly Performance Comparison

2026 (YTD)2025
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		5.10%1.84%
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		5.18%0.51%

Correlation

The correlation between RSPU and XLUI is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 31, 2025

0.91

RSPU vs. XLUI - Sectors Allocation Comparison

Sectors
RSPU
XLUI

Utilities

100.0%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

100.0%

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

RSPU
100.0%
XLUI

-

Basic Materials

RSPU

-

XLUI

-

Communication Services

RSPU

-

XLUI

-

Consumer Cyclical

RSPU

-

XLUI

-

Consumer Defensive

RSPU

-

XLUI

-

Energy

RSPU

-

XLUI

-

Financial Services

RSPU

-

XLUI
100.0%

Healthcare

RSPU

-

XLUI

-

Industrials

RSPU

-

XLUI

-

Real Estate

RSPU

-

XLUI

-

Technology

RSPU

-

XLUI

-

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Invesco S&P 500 Equal Weight Utilities ETF

State Street Utilities Select Sector SPDR Premium Income ETF

Often compared with RSPU:
RSPU vs. XLURSPU vs. SPYRSPU vs. VPURSPU vs. UTESRSPU vs. VOORSPU vs. IDURSPU vs. PAVE
Often compared with XLUI:
XLUI vs. XLUXLUI vs. POWRXLUI vs. VPUXLUI vs. PAVEXLUI vs. FUTYXLUI vs. XLEXLUI vs. JXI

Return for Risk

RSPU vs. XLUI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RSPU
RSPU Risk / Return Rank: 2424
Overall Rank
RSPU Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
RSPU Sortino Ratio Rank: 2222
Sortino Ratio Rank
RSPU Omega Ratio Rank: 2222
Omega Ratio Rank
RSPU Calmar Ratio Rank: 2828
Calmar Ratio Rank
RSPU Martin Ratio Rank: 2424
Martin Ratio Rank
XLUI
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSPU vs. XLUI - 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 State Street Utilities Select Sector SPDR Premium Income ETF (XLUI). 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.

RSPUXLUIDifference

Sharpe ratio

Return per unit of total volatility

0.82

—

—

Sortino ratio

Return per unit of downside risk

1.18

—

—

Omega ratio

Gain probability vs. loss probability

1.15

—

—

Calmar ratio

Return relative to maximum drawdown

1.39

—

—

Martin ratio

Return relative to average drawdown

3.26

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RSPU vs. XLUI - Sharpe Ratio Comparison

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Sharpe Ratios by Period

RSPUXLUIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.62

-0.15

Drawdowns

RSPU vs. XLUI - Drawdown Comparison

The maximum RSPU drawdown since its inception was -48.08%, which is greater than XLUI's maximum drawdown of -6.01%. Use the drawdown chart below to compare losses from any high point for RSPU and XLUI.

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Drawdown Indicators

RSPUXLUIDifference

Max Drawdown

Largest peak-to-trough decline

-48.08%

-6.01%

-42.07%

Max Drawdown (1Y)

Largest decline over 1 year

-8.46%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-16.27%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-21.86%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-36.85%

—

—

Current Drawdown

Current decline from peak

-6.91%

-4.43%

-2.48%

Average Drawdown

Average peak-to-trough decline

-7.85%

-1.91%

-5.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

—

—

Volatility

RSPU vs. XLUI - Volatility Comparison

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Volatility by Period

RSPUXLUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.21%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

11.17%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

13.98%

11.14%

+2.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.92%

11.14%

+5.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.09%

11.14%

+7.95%

RSPU vs. XLUI - Expense Ratio Comparison

RSPU has a 0.40% expense ratio, which is higher than XLUI's 0.35% expense ratio.

Dividends

RSPU vs. XLUI - Dividend Comparison

RSPU's dividend yield for the trailing twelve months is around 2.53%, less than XLUI's 12.78% yield.

PositionTTM20252024202320222021202020192018201720162015
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		2.53%2.54%2.39%2.92%2.35%2.41%2.94%2.54%3.11%3.08%2.98%4.14%
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		12.78%7.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.91, RSPU and XLUI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XLUI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLUI is cheaper with a 0.35% expense ratio, compared with 0.40% for RSPU.

XLUI has the higher dividend yield at 12.78%, compared with 2.53% for RSPU.

They also come from different issuers: Invesco and State Street. Their fees differ too: 0.40% for RSPU and 0.35% for XLUI.

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