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RYU vs. XLV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RYU and XLV is 0.45, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

RYU vs. XLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500® Equal Weight Utilities ETF (RYU) and Health Care Select Sector SPDR Fund (XLV). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%NovemberDecember2025FebruaryMarchApril
66.00%
483.71%
RYU
XLV

Key characteristics

Returns By Period


RYU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLV

YTD

4.44%

1M

-3.04%

6M

-4.74%

1Y

0.98%

5Y*

12.32%

10Y*

8.89%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RYU vs. XLV - Expense Ratio Comparison

RYU has a 0.40% expense ratio, which is higher than XLV's 0.12% expense ratio.


RYU
Invesco S&P 500® Equal Weight Utilities ETF
Expense ratio chart for RYU: current value is 0.40%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RYU: 0.40%
Expense ratio chart for XLV: current value is 0.12%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
XLV: 0.12%

Risk-Adjusted Performance

RYU vs. XLV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RYU
The Risk-Adjusted Performance Rank of RYU is 66
Overall Rank
The Sharpe Ratio Rank of RYU is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of RYU is 66
Sortino Ratio Rank
The Omega Ratio Rank of RYU is 55
Omega Ratio Rank
The Calmar Ratio Rank of RYU is 1111
Calmar Ratio Rank
The Martin Ratio Rank of RYU is 00
Martin Ratio Rank

XLV
The Risk-Adjusted Performance Rank of XLV is 2020
Overall Rank
The Sharpe Ratio Rank of XLV is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of XLV is 1919
Sortino Ratio Rank
The Omega Ratio Rank of XLV is 1919
Omega Ratio Rank
The Calmar Ratio Rank of XLV is 2222
Calmar Ratio Rank
The Martin Ratio Rank of XLV is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RYU vs. XLV - 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 Health Care Select Sector SPDR Fund (XLV). 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.


Sharpe ratio
No data
The chart of Calmar ratio for RYU, currently valued at 0.00, compared to the broader market0.005.0010.0015.00
RYU: 0.00
XLV: 0.07


Rolling 12-month Sharpe Ratio-1.000.001.002.00NovemberDecember2025FebruaryMarchApril
1.00
0.07
RYU
XLV

Dividends

RYU vs. XLV - Dividend Comparison

RYU has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.63%.


TTM20242023202220212020201920182017201620152014
RYU
Invesco S&P 500® Equal Weight Utilities ETF
0.00%1.32%2.92%2.35%2.41%2.94%2.54%0.74%3.08%2.98%4.14%2.91%
XLV
Health Care Select Sector SPDR Fund
1.63%1.67%1.59%1.47%1.33%1.49%2.17%1.58%1.47%1.60%1.43%1.35%

Drawdowns

RYU vs. XLV - Drawdown Comparison


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-57.74%
-7.87%
RYU
XLV

Volatility

RYU vs. XLV - Volatility Comparison

The current volatility for Invesco S&P 500® Equal Weight Utilities ETF (RYU) is 0.00%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 3.73%. This indicates that RYU experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%NovemberDecember2025FebruaryMarchApril0
3.73%
RYU
XLV
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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