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RYUInvesco S&P 500 Equal Weight Utilities ETF

Grow my money19y track record

Seeks to track the investment results of the S&P 500 Equal Weight Utilities Plus Index.

By Invesco · Launched 2006

Annual Cost

0.40%

#2,055 of 5,822 · average

Fund Size

$381M

#1,857 of 5,822 · large

Return (1Y)Goal

+13.0%

Track Record

19 years

#410 of 5,822 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,742+7.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Index tracking

Sector

Utilities

Index tracked

S&P 500 Equal Weight Utilities Plus Index

What it actually holds

By weight

Concentration

Top 10 holdings = 33.5% of fundwell 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
100.4%

By sector

Utilities
100.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.0%Moderate

Year-on-year price swings

Max drawdown
-36.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.65Decent risk-adjusted returns
Sortino (3Y)
0.92Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to track the investment results of the S&P 500 Equal Weight Utilities Plus Index.
Strategy
Invests at least 90% of total assets in securities that comprise the Underlying Index.
Inception date
November 1, 2006
Fund family
Invesco

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Data updated on 2026-05-18