(RSPU) Invesco SP500 Equal - Performance 24.9% in 12m
Compare RSPU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.88%
#4 in Group
Rel. Strength
81.29%
#1498 in Universe
Total Return 12m
24.92%
#5 in Group
Total Return 5y
67.19%
#4 in Group
P/E -
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P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: RSPU (24.9%) vs XLU (21.7%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
-1.24% | 36.3% | 96.5% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
0.5% | 28.7% | 74% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
0.26% | 24.9% | 67.2% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
0.3% | 21.1% | 56.6% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.24% | 21.9% | 54.6% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
2.98% | 21.8% | 54.9% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.2% | 21.7% | 55.5% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.31% | 21.8% | 54% | - | - | - | - | - |
Performance Comparison: RSPU vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for RSPU
| Total Return (including Dividends) | RSPU | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 0.26% | 0.20% | -6.73% |
| 3 Months | 3.49% | 0.25% | -11.93% |
| 12 Months | 24.92% | 21.68% | 7.24% |
| 5 Years | 67.19% | 55.45% | 100.61% |
| Trend Score (consistency of price movement) | RSPU | XLU | S&P 500 |
| 1 Month | -11.2% | -8.8% | -63.5% |
| 3 Months | 30.9% | -22.9% | -90.3% |
| 12 Months | 82.1% | 69.6% | 60.6% |
| 5 Years | 85.7% | 77.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #6 | 0.06% | 7.50% |
| 3 Month | #4 | 3.23% | 17.5% |
| 12 Month | #6 | 2.66% | 16.5% |
| 5 Years | #4 | 7.55% | -16.7% |
FAQs
Does RSPU Invesco SP500 Equal outperforms the market?
Yes,
over the last 12 months RSPU made 24.92%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.68%.
Over the last 3 months RSPU made 3.49%, while XLU made 0.25%.
Over the last 3 months RSPU made 3.49%, while XLU made 0.25%.
Performance Comparison RSPU vs Indeces and Sectors
RSPU vs. Indices RSPU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.11% | 6.99% | 7.79% | 17.7% |
| US NASDAQ 100 | QQQ | -0.59% | 7.62% | 7.65% | 17.3% |
| US Dow Jones Industrial 30 | DIA | 1.92% | 7.17% | 7.17% | 20.4% |
| German DAX 40 | DAX | -1.33% | 4.20% | -12.1% | 4.59% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.46% | 3.65% | 6.64% | 15.7% |
| Hongkong Hang Seng | HSI | -2.78% | 3.98% | 3.25% | 8.14% |
| India NIFTY 50 | INDA | -2.26% | -1.77% | 4.44% | 21.9% |
| Brasil Bovespa | EWZ | -4.38% | -0.20% | 2.74% | 33.7% |
RSPU vs. Sectors RSPU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.82% | 7.11% | -1.34% | 9.85% |
| Consumer Discretionary | XLY | -1.55% | 7.10% | 2.49% | 13.6% |
| Consumer Staples | XLP | -0.26% | -2.72% | -0.17% | 13.6% |
| Energy | XLE | -0.18% | 12.8% | 9.09% | 37.6% |
| Financial | XLF | -0.81% | 5.11% | -1.08% | 7.09% |
| Health Care | XLV | 2.16% | 8.02% | 10.0% | 27.3% |
| Industrial | XLI | 0.49% | 6.29% | 7.96% | 20.9% |
| Materials | XLB | 0.15% | 6.11% | 15.1% | 30.8% |
| Real Estate | XLRE | 0.12% | 3.49% | 8.14% | 10.2% |
| Technology | XLK | -0.38% | 9.26% | 14.0% | 23.8% |
| Utilities | XLU | - | 0.06% | 4.16% | 3.24% |
| Aerospace & Defense | XAR | 1.34% | 3.44% | -1.58% | 3.05% |
| Biotech | XBI | -3.53% | 11.2% | 19.2% | 31.4% |
| Homebuilder | XHB | -1.64% | 8.38% | 22.6% | 35.4% |
| Retail | XRT | -1.98% | 5.65% | 11.2% | 31.2% |