XVV vs. RSPU
Compare and contrast key facts about iShares ESG Screened S&P 500 ETF (XVV) and Invesco S&P 500 Equal Weight Utilities ETF (RSPU).
XVV and RSPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Sustainablility Screened Index. It was launched on Sep 22, 2020. 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 XVV 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
XVV vs. RSPU - Performance Comparison
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XVV vs. RSPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | -6.38% | 17.53% | 25.87% | 29.78% | -21.46% | 29.19% | 16.13% |
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 9.21% | 16.82% | 23.57% | -3.45% | 4.37% | 17.13% | 9.87% |
Returns By Period
In the year-to-date period, XVV achieves a -6.38% return, which is significantly lower than RSPU's 9.21% return.
XVV
- 1D
- 2.93%
- 1M
- -5.54%
- YTD
- -6.38%
- 6M
- -3.96%
- 1Y
- 16.21%
- 3Y*
- 18.11%
- 5Y*
- 11.25%
- 10Y*
- —
RSPU
- 1D
- 0.19%
- 1M
- -3.28%
- YTD
- 9.21%
- 6M
- 7.23%
- 1Y
- 19.59%
- 3Y*
- 15.81%
- 5Y*
- 12.36%
- 10Y*
- 9.95%
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XVV vs. RSPU - Expense Ratio Comparison
XVV has a 0.08% expense ratio, which is lower than RSPU's 0.40% expense ratio.
Return for Risk
XVV vs. RSPU — Risk / Return Rank
XVV
RSPU
XVV vs. RSPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) 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.
| XVV | RSPU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.28 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.74 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.50 | -1.14 |
Martin ratioReturn relative to average drawdown | 5.89 | 6.21 | -0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XVV | RSPU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.28 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.74 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.48 | +0.36 |
Correlation
The correlation between XVV 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
XVV vs. RSPU - Dividend Comparison
XVV's dividend yield for the trailing twelve months is around 1.03%, less than RSPU's 2.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 1.03% | 0.94% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RSPU Invesco S&P 500 Equal Weight Utilities ETF | 2.43% | 2.54% | 2.39% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 3.11% | 3.08% | 2.98% | 4.14% |
Drawdowns
XVV vs. RSPU - Drawdown Comparison
The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum RSPU drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for XVV and RSPU.
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Drawdown Indicators
| XVV | RSPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.20% | -48.08% | +20.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -8.35% | -4.06% |
Max Drawdown (5Y)Largest decline over 5 years | -27.20% | -21.86% | -5.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.85% | — |
Current DrawdownCurrent decline from peak | -7.97% | -3.28% | -4.69% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -7.88% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 3.36% | -0.50% |
Volatility
XVV vs. RSPU - Volatility Comparison
iShares ESG Screened S&P 500 ETF (XVV) has a higher volatility of 5.63% compared to Invesco S&P 500 Equal Weight Utilities ETF (RSPU) at 4.71%. This indicates that XVV'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
| XVV | RSPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 4.71% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 9.77% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 15.37% | +3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 16.81% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 19.04% | -1.57% |