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XOEF vs. RSPU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

XOEF vs. RSPU

Last updated Apr 2, 2026

Compare and contrast key facts about iShares S&P 500 ex S&P 100 ETF (XOEF) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU).

XOEF and RSPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XOEF is a passively managed fund by iShares that tracks the performance of the S&P 500 Ex-S&P 100 Select Index. It was launched on Jul 8, 2025. 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 XOEF 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

XOEF vs. RSPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P 500 ex S&P 100 ETF (XOEF) 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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XOEF vs. RSPU - Yearly Performance Comparison

2026 (YTD)2025
XOEF
iShares S&P 500 ex S&P 100 ETF		2.96%4.15%
RSPU
Invesco S&P 500 Equal Weight Utilities ETF		9.81%6.12%

Returns By Period

In the year-to-date period, XOEF achieves a 2.96% return, which is significantly lower than RSPU's 9.81% return.

XOEF

1D
0.68%
1M
-4.86%
YTD
2.96%
6M
3.90%
1Y
—
3Y*
—
5Y*
—
10Y*
—

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.

iShares S&P 500 ex S&P 100 ETF

Invesco S&P 500 Equal Weight Utilities ETF

Often compared with XOEF:
XOEF vs. FCNTXXOEF vs. MAINXOEF vs. VOOXOEF vs. VTIXOEF vs. ACWIXOEF vs. CPSMXOEF vs. DIVG
Often compared with RSPU:
RSPU vs. XLURSPU vs. VPURSPU vs. SPYRSPU vs. UTESRSPU vs. VOORSPU vs. IDURSPU vs. PAVE

XOEF vs. RSPU - Expense Ratio Comparison

XOEF has a 0.20% expense ratio, which is lower than RSPU's 0.40% expense ratio.

RSPU
Invesco S&P 500 Equal Weight Utilities ETF
XOEF
iShares S&P 500 ex S&P 100 ETF

Return for Risk

XOEF vs. RSPU — Risk / Return Rank

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

XOEF vs. RSPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ex S&P 100 ETF (XOEF) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XOEF vs. RSPU - Sharpe Ratio Comparison

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Sharpe Ratios by Period

XOEFRSPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

1.29

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.75

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.53

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.48

+0.30

Correlation

The correlation between XOEF and RSPU is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

XOEF vs. RSPU - Dividend Comparison

XOEF's dividend yield for the trailing twelve months is around 0.87%, less than RSPU's 2.42% yield.

TTM20252024202320222021202020192018201720162015
XOEF
iShares S&P 500 ex S&P 100 ETF		0.87%0.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

XOEF vs. RSPU - Drawdown Comparison

The maximum XOEF drawdown since its inception was -7.66%, smaller than the maximum RSPU drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for XOEF and RSPU.

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Drawdown Indicators

XOEFRSPUDifference

Max Drawdown

Largest peak-to-trough decline

-7.66%

-48.08%

+40.42%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.35%

—

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

-4.97%

-2.74%

-2.23%

Average Drawdown

Average peak-to-trough decline

-1.43%

-7.88%

+6.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.37%

—

Volatility

XOEF vs. RSPU - Volatility Comparison

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Volatility by Period

XOEFRSPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.73%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

9.78%

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.82%

15.34%

-2.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.82%

16.81%

-3.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.82%

19.04%

-6.22%