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Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
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Upturn Advisory Summary
11/13/2025: RSPU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 13.71% | Avg. Invested days 57 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.75 | 52 Weeks Range 56.18 - 72.54 | Updated Date 06/30/2025 |
52 Weeks Range 56.18 - 72.54 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P 500 Equal Weight Utilities ETF
ETF Overview
Overview
The Invesco S&P 500 Equal Weight Utilities ETF (RYU) seeks to replicate the performance of the S&P 500 Equal Weight Utilities Index. It focuses on providing exposure to the utilities sector within the S&P 500, ensuring each constituent company has approximately the same weight in the fund. The investment strategy is to hold all stocks in the underlying index.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of providing diverse ETF offerings.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing their ETF products and ensuring they meet their investment objectives.
Investment Objective
Goal
The primary investment goal of RYU is to achieve investment results that correspond generally to the price and yield performance of the S&P 500 Equal Weight Utilities Index.
Investment Approach and Strategy
Strategy: RYU aims to track the S&P 500 Equal Weight Utilities Index.
Composition The ETF holds stocks of companies within the utilities sector of the S&P 500, with each company given approximately equal weight in the portfolio.
Market Position
Market Share: RYU holds a moderate market share within the equal-weighted utilities ETF market.
Total Net Assets (AUM): 332000000
Competitors
Key Competitors
- Utilities Select Sector SPDR Fund (XLU)
- Vanguard Utilities ETF (VPU)
- iShares U.S. Utilities ETF (IDU)
Competitive Landscape
The utilities ETF market is dominated by a few large players, with XLU and VPU holding the majority of assets. RYU differentiates itself through its equal-weighted strategy, which may appeal to investors seeking diversification within the sector and less concentration risk. This contrasts with XLU and VPU, which are market-cap weighted. RYU's smaller size and AUM is a disadvantage.
Financial Performance
Historical Performance: Historical performance data is available through financial data providers (e.g., Yahoo Finance, Bloomberg).
Benchmark Comparison: The ETF's performance can be compared to the S&P 500 Equal Weight Utilities Index to assess tracking accuracy.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
RYU's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading RYU, generally staying at a minimal spread for most periods.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, sector-specific regulatory changes, and overall market conditions influence RYU's performance.
Growth Trajectory
RYU's growth trajectory is tied to the utilities sector's performance and investor demand for equal-weighted strategies. The ETF's holdings and strategies have remained consistent.
Moat and Competitive Advantages
Competitive Edge
RYU's competitive advantage lies in its equal-weighting methodology, offering a different risk/return profile compared to market-cap-weighted utility ETFs. This approach mitigates concentration risk, providing exposure to a broader range of companies within the sector. This can lead to more balanced returns. However, this can also lead to lower performance when the largest market cap weighted utility companies are performing very well, and smaller utility companies are not.
Risk Analysis
Volatility
RYU's volatility is generally similar to that of the broader utilities sector.
Market Risk
RYU is exposed to sector-specific risks, such as regulatory changes, interest rate sensitivity, and commodity price fluctuations impacting utility companies' profitability.
Investor Profile
Ideal Investor Profile
The ideal investor for RYU is one seeking diversified exposure to the utilities sector with a preference for equal weighting, aiming to reduce concentration risk. They should understand the characteristics of the Utilities sector and its dependence on interest rates.
Market Risk
RYU is suitable for long-term investors seeking sector exposure and diversification, and those who believe in the benefits of equal-weighted strategies.
Summary
The Invesco S&P 500 Equal Weight Utilities ETF (RYU) provides exposure to the utilities sector of the S&P 500 using an equal-weighting methodology. This can provide potentially reduced concentration risk compared to market-cap-weighted ETFs. RYU is suitable for investors seeking diversification within the utilities sector. However, its market share is smaller than its key competitors. Investors should be mindful of the expenses and trading costs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and ETF characteristics are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500 Equal Weight Utilities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Utilities Plus Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the utilities sector, as defined according to the Global Industry Classification Standard (GICS).
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