RYU vs. XLU
Compare and contrast key facts about Invesco S&P 500® Equal Weight Utilities ETF (RYU) and Utilities Select Sector SPDR Fund (XLU).
RYU and XLU 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. 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 RYU 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: RYU or XLU.
Correlation
The correlation between RYU and XLU is 0.85, 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. XLU - Performance Comparison
Key characteristics
Returns By Period
RYU
N/A
N/A
N/A
N/A
N/A
N/A
XLU
23.49%
-6.67%
11.79%
24.90%
6.81%
8.18%
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RYU vs. XLU - Expense Ratio Comparison
RYU has a 0.40% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
RYU 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 (RYU) 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.
Dividends
RYU vs. XLU - Dividend Comparison
RYU has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.11%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYU 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% |
XLU Utilities Select Sector SPDR Fund | 2.11% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% | 3.86% |
Drawdowns
RYU vs. XLU - Drawdown Comparison
Volatility
RYU vs. XLU - Volatility Comparison
The current volatility for Invesco S&P 500® Equal Weight Utilities ETF (RYU) is 0.00%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 4.96%. This indicates that RYU experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.