RSPUInvesco S&P 500 Equal Weight Utilities ETF
Tracks the S&P 500 Equal Weight Utilities Plus Index.
By Invesco · Launched 2006
Annual Cost
0.40%
#2,016 of 5,854 · average
Fund Size
$554M
#1,509 of 5,854 · large
Return (1Y)Goal
+8.9%
Track Record
19 years
#367 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,489+4.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index enhanced
Sector
UtilitiesIndex tracked
S&P 500 Equal Weight Utilities Plus Index
What it actually holds
By weightConcentration
Top 10 holdings = 33.5% of fund✓ well diversified
Entergy Corp.
3.6%
NextEra Energy, Inc.
3.4%
NRG Energy, Inc.
3.3%
American Electric Power Co., Inc.
3.3%
NiSource Inc.
3.3%
Constellation Energy Corp.
3.3%
WEC Energy Group Inc.
3.3%
Ameren Corp.
3.3%
Alliant Energy Corp.
3.3%
Dominion Energy, Inc.
3.3%
Asset allocation
Stocks
100.1%
By sector
Utilities
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.5%Moderate
Year-on-year price swings
Max drawdown
-36.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.67Decent risk-adjusted returns
Sortino (3Y)
0.94Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the S&P 500 Equal Weight Utilities Plus Index.
- Strategy
- Invests at least 90% of total assets in securities of the utilities sector that comprise the S&P 500 Equal Weight Utilities Plus Index. Employs full replication methodology, with potential sampling of other investment companies in the utilities sector.
- Inception date
- November 1, 2006
- Fund family
- Invesco
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Data updated on 2026-08-04