RYU vs. VPU
Compare and contrast key facts about Invesco S&P 500® Equal Weight Utilities ETF (RYU) and Vanguard Utilities ETF (VPU).
RYU and VPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RYU 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 RYU 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: RYU or VPU.
Correlation
The correlation between RYU and VPU is 0.86, 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
RYU vs. VPU - Performance Comparison
Key characteristics
Returns By Period
RYU
N/A
N/A
N/A
N/A
N/A
N/A
VPU
23.64%
-6.00%
10.46%
24.89%
6.36%
8.01%
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RYU vs. VPU - Expense Ratio Comparison
RYU has a 0.40% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
RYU 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 (RYU) 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
RYU vs. VPU - Dividend Comparison
RYU has not paid dividends to shareholders, while VPU's dividend yield for the trailing twelve months is around 3.00%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Invesco S&P 500® Equal Weight Utilities ETF | 1.32% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 0.74% | 3.08% | 2.98% | 4.14% | 2.91% | 3.70% |
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
RYU vs. VPU - Drawdown Comparison
Volatility
RYU vs. VPU - Volatility Comparison
The current volatility for Invesco S&P 500® Equal Weight Utilities ETF (RYU) is 0.00%, while Vanguard Utilities ETF (VPU) has a volatility of 4.31%. This indicates that RYU experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.