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RSPU vs EQWL

Invesco S&P 500 Equal Weight Utilities ETF vs Invesco S&P 100 Equal Weight ETF

RSPU

Invesco S&P 500 Equal Weight Utilities ETF

Invesco

Annual cost

0.40%

Fund size

$575M

EQWL

Invesco S&P 100 Equal Weight ETF

Invesco

Annual cost

0.25%

Fund size

$2.5B

Key differences

  • EQWL costs 0.15% less per year.
  • EQWL is significantly larger than RSPU — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EQWL has delivered higher annualized returns.

Side-by-side comparison

RSPUEQWL
Annual cost (TER)0.40%0.25%
Fund size (AUM)$575M$2.5B
Since20062006
Dividend yield2.41%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.4%+24.7%
CAGR 3Y+16.3%+20.2%
CAGR 5Y+11.3%+12.3%
Sharpe 3Y0.821.21
Volatility 1Y13.70%10.50%
Max drawdown-36.85%-34.30%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RSPU and EQWL