Invesco S&P 500 Equal Weight Utilities ETF (RSPU) Performance
RSPU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.1% since Dec 31, 2025
- 1 year
- −1.4% total return
- 5 years
- +9.9% a year
- 10 years
- +9.7% a year
- Since first price
- +8.6% a year since 2006
RSPU trailing returns vs SPY, QQQ, AGG
| Period | RSPU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +7.2% | +7.2% | −1.0% | −5.0% | +0.9% |
| 3 months | −7.4% | −8.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −5.8% | −7.1% | +7.8% | +8.4% | −1.5% |
| YTD | +3.1% | +1.0% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.4% | −4.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +65.2%+18.2%/yr | +52.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +60.5%+9.9%/yr | +40.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +152.4%+9.7%/yr | +90.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +342.3%+10.4%/yr | +179.8% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionNov 7, 2006 | +421.9%+8.6%/yr | +176.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: RSPU vs SPY
From Nov 7, 2006: RSPU grew to $52,187, SPY to $79,031.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSPU returns by calendar year
15 of 19 full years positive. Best 2014 (+28.2%), worst 2008 (−30.7%). 2026 is year to date.
RSPU annual returns table
| Year | RSPU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +3.1% | −15.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.8% | −8.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.6% | −9.3% | +24.9% | +25.6% | +1.3% |
| 2023 | −3.4% | −17.4% | +26.2% | +54.9% | +5.7% |
| 2022 | +4.4% | −19.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +17.1% | −8.3% | +28.7% | +27.4% | −1.8% |
| 2020 | −2.7% | −36.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.9% | −5.7% | +31.2% | +39.0% | +8.5% |
| 2018 | +6.9% | −9.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +9.4% | −5.7% | +21.7% | +32.7% | +3.6% |
| 2016 | +15.0% | −13.0% | +12.0% | +7.1% | +2.4% |
| 2015 | −4.1% | −14.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +28.2% | −7.0% | +13.5% | +19.2% | +6.0% |
| 2013 | +14.3% | −11.3% | +32.3% | +36.6% | −2.0% |
| 2012 | +7.3% | −8.7% | +16.0% | +18.1% | +3.8% |
| 2011 | +12.5% | −14.9% | +1.9% | +3.4% | +7.7% |
| 2010 | +12.7% | −9.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +20.8% | −24.6% | +26.4% | +54.7% | +3.0% |
| 2008 | −30.7% | −39.6% | −36.8% | −41.7% | +7.9% |
| 2007 | +10.0% | −13.5% | +5.1% | +19.0% | +6.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
RSPU largest drawdowns
Now 8.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| May 22, 2007 | −48.1% | Mar 9, 2009 | Dec 22, 2011 | 1.8 years | 4.6 years |
| Feb 18, 2020 | −36.8% | Mar 23, 2020 | Aug 13, 2021 | 34 days | 1.5 years |
| Sep 12, 2022 | −21.8% | Oct 2, 2023 | May 15, 2024 | 1.1 years | 1.7 years |
| Apr 20, 2022 | −16.1% | Jun 17, 2022 | Aug 15, 2022 | 58 days | 4 months |
| Feb 27, 2026 | −15.8% | Sep 28, 2026 | not yet | 7 months | 8 months so far |
| Dec 29, 2014 | −14.2% | Sep 4, 2015 | Feb 25, 2016 | 8 months | 1.2 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSPU risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +14.7% | +9.2% | +8.6% | +8.2% |
| Volatility (annualized) | 14.7% | 16.6% | 15.2% | 14.5% |
| Sharpe ratio | 0.72 | 0.40 | 0.47 | 0.52 |
| Sortino ratio | 1.18 | 0.61 | 0.71 | 0.76 |
| Best month | +10.6% | +10.6% | +11.6% | +11.6% |
| Worst month | −7.5% | −11.6% | −11.6% | −13.2% |
| Best 12 months | +40.4% | +40.4% | +40.4% | +40.4% |
| Worst 12 months | −6.1% | −9.8% | −9.8% | −33.0% |
| Positive months | 67% | 60% | 62% | 62% |
| Beta vs S&P 500 | 0.27 | 0.55 | 0.49 | — |
| Correlation with S&P 500 | 0.23 | 0.52 | 0.50 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
RSPU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 228 | −33.0% | +12.3% | +40.4% | 79% |
| 3-year (a year) | 204 | −8.0% | +10.5% | +18.9% | 93% |
| 5-year (a year) | 180 | +0.4% | +9.8% | +18.1% | 100% |
| 10-year (a year) | 120 | +6.8% | +10.0% | +14.2% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
RSPU performance overview
Invesco S&P 500 Equal Weight Utilities ETF (RSPU) returned −1.4% over the past year and +9.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +8.6% a year, turning $10,000 into about $52,187. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −48.1%, from May 22, 2007 to Mar 9, 2009, and it took 2.8 years to get back to the old high. RSPU finished 15 of its 19 full calendar years with a gain; the best year was 2014 (+28.2%) and the worst 2008 (−30.7%). Volatility has been 14.5% a year.
Related: RSPU chart, RSPU holdings, RSPU dividends, RSPU valuation. See the RSPU overview for the latest quote and fund facts.
RSPU performance FAQ
What is the RSPU return over the past year?
RSPU returned −1.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.0%.
What is the average annual return of RSPU?
RSPU has returned +9.9% a year over 5 years, +9.7% a year over 10 years, +8.6% a year since November 7, 2006 (total return, distributions reinvested).
How much would $10,000 invested in RSPU be worth?
$10,000 invested in RSPU at its first recorded close on November 7, 2006 would be worth about $52,187 on October 23, 2026 with distributions reinvested.
What was the worst year for RSPU?
The worst calendar year was 2008, with a total return of −30.7%. The best was 2014 at +28.2%.
What is the biggest drawdown of RSPU?
The largest peak-to-trough decline was −48.1% between May 22, 2007 and March 9, 2009. It recovered to the old high on December 22, 2011, 2.8 years after the bottom.
How volatile is RSPU?
Over the past 3 years RSPU had an annualized volatility of 14.7% and a Sharpe ratio of 0.72 (excess return over 1–3 month T-bills per unit of risk).