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RSPU vs UPW

Invesco S&P 500 Equal Weight Utilities ETF vs ProShares Ultra Utilities

RSPU

Invesco S&P 500 Equal Weight Utilities ETF

Invesco

Annual cost

0.40%

Fund size

$575M

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

Key differences

  • RSPU costs 0.55% less per year.
  • RSPU is significantly larger than UPW — larger funds tend to be more liquid and less likely to close.
  • RSPU follows a index tracking strategy; UPW uses leveraged.
  • Over the last 3 years, UPW has delivered higher annualized returns.

Side-by-side comparison

RSPUUPW
Annual cost (TER)0.40%0.95%
Fund size (AUM)$575M$25M
Since20062007
Dividend yield2.41%1.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+15.4%+21.3%
CAGR 3Y+16.3%+18.7%
CAGR 5Y+11.3%+11.1%
Sharpe 3Y0.820.58
Volatility 1Y13.70%28.45%
Max drawdown-36.85%-62.67%

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

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