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SPYM vs. RSPU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SPYM vs. RSPU

Last updated Apr 2, 2026

Compare and contrast key facts about State Street SPDR Portfolio S&P 500 ETF (SPYM) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU).

SPYM and RSPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPYM is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 8, 2005. 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. Both SPYM and RSPU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

SPYM vs. RSPU - Performance Comparison

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

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SPYM vs. RSPU - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SPYM
State Street SPDR Portfolio S&P 500 ETF		-3.63%17.79%25.00%26.24%-18.09%28.78%18.49%31.99%-4.78%21.30%
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		9.81%16.82%23.57%-3.45%4.37%17.13%-2.70%22.94%6.89%9.43%

Returns By Period

In the year-to-date period, SPYM achieves a -3.63% return, which is significantly lower than RSPU's 9.81% return. Over the past 10 years, SPYM has outperformed RSPU with an annualized return of 14.21%, while RSPU has yielded a comparatively lower 10.01% annualized return.

SPYM

1D
0.76%
1M
-4.28%
YTD
-3.63%
6M
-1.39%
1Y
18.21%
3Y*
18.57%
5Y*
11.94%
10Y*
14.21%

RSPU

1D
0.55%
1M
-1.58%
YTD
9.81%
6M
7.18%
1Y
19.74%
3Y*
16.02%
5Y*
12.49%
10Y*
10.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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

State Street SPDR Portfolio S&P 500 ETF

Invesco S&P 500 Equal Weight Utilities ETF

Often compared with SPYM:
SPYM vs. SPYSPYM vs. VOOSPYM vs. QQQMSPYM vs. SPMOSPYM vs. VTISPYM vs. SPYGSPYM vs. SCHG
Often compared with RSPU:
RSPU vs. XLURSPU vs. VPURSPU vs. SPYRSPU vs. UTESRSPU vs. VOORSPU vs. IDURSPU vs. PAVE

SPYM vs. RSPU - Expense Ratio Comparison

SPYM has a 0.02% expense ratio, which is lower than RSPU's 0.40% expense ratio.

RSPU
Invesco S&P 500 Equal Weight Utilities ETF
SPYM
State Street SPDR Portfolio S&P 500 ETF

Return for Risk

SPYM vs. RSPU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SPYM
SPYM Risk / Return Rank: 6060
Overall Rank
SPYM Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SPYM Sortino Ratio Rank: 5757
Sortino Ratio Rank
SPYM Omega Ratio Rank: 6161
Omega Ratio Rank
SPYM Calmar Ratio Rank: 5959
Calmar Ratio Rank
SPYM Martin Ratio Rank: 6969
Martin Ratio Rank
RSPU
RSPU Risk / Return Rank: 6868
Overall Rank
RSPU Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
RSPU Sortino Ratio Rank: 6767
Sortino Ratio Rank
RSPU Omega Ratio Rank: 6262
Omega Ratio Rank
RSPU Calmar Ratio Rank: 8282
Calmar Ratio Rank
RSPU Martin Ratio Rank: 5858
Martin Ratio Rank
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.

SPYM vs. RSPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Portfolio S&P 500 ETF (SPYM) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU). 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.

SPYMRSPUDifference

Sharpe ratio

Return per unit of total volatility

1.00

1.29

-0.29

Sortino ratio

Return per unit of downside risk

1.53

1.75

-0.23

Omega ratio

Gain probability vs. loss probability

1.23

1.24

0.00

Calmar ratio

Return relative to maximum drawdown

1.55

2.43

-0.88

Martin ratio

Return relative to average drawdown

7.32

6.02

+1.30

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

SPYM vs. RSPU - Sharpe Ratio Comparison

The current SPYM Sharpe Ratio is 1.00, which is comparable to the RSPU Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of SPYM and RSPU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

SPYMRSPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

1.29

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.75

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.53

+0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.48

+0.10

Correlation

The correlation between SPYM and RSPU is 0.44, 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.

Dividends

SPYM vs. RSPU - Dividend Comparison

SPYM's dividend yield for the trailing twelve months is around 1.15%, less than RSPU's 2.42% yield.

TTM20252024202320222021202020192018201720162015
SPYM
State Street SPDR Portfolio S&P 500 ETF		1.15%1.13%1.28%1.44%1.69%1.25%1.54%1.79%2.23%1.75%1.97%1.98%
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		2.42%2.54%2.39%2.92%2.35%2.41%2.94%2.54%3.11%3.08%2.98%4.14%

Drawdowns

SPYM vs. RSPU - Drawdown Comparison

The maximum SPYM drawdown since its inception was -54.46%, which is greater than RSPU's maximum drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for SPYM and RSPU.

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Drawdown Indicators

SPYMRSPUDifference

Max Drawdown

Largest peak-to-trough decline

-54.46%

-48.08%

-6.38%

Max Drawdown (1Y)

Largest decline over 1 year

-12.02%

-8.35%

-3.67%

Max Drawdown (5Y)

Largest decline over 5 years

-24.48%

-21.86%

-2.62%

Max Drawdown (10Y)

Largest decline over 10 years

-33.87%

-36.85%

+2.98%

Current Drawdown

Current decline from peak

-5.54%

-2.74%

-2.80%

Average Drawdown

Average peak-to-trough decline

-7.21%

-7.88%

+0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

3.37%

-0.82%

Volatility

SPYM vs. RSPU - Volatility Comparison

State Street SPDR Portfolio S&P 500 ETF (SPYM) has a higher volatility of 5.33% compared to Invesco S&P 500 Equal Weight Utilities ETF (RSPU) at 4.73%. This indicates that SPYM's price experiences larger fluctuations and is considered to be riskier than RSPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SPYMRSPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

4.73%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

9.48%

9.78%

-0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

18.25%

15.34%

+2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

16.81%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.99%

19.04%

-1.05%