Invesco S&P 500 Equal Weight Utilities ETF
RSPU - ETF AI Analysis
Top Page
Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
RSPU, the Invesco S&P 500 Equal Weight Utilities ETF, earns a solid overall rating largely because many of its key utility holdings combine strong earnings performance, strategic growth plans, and reliable dividends, as seen in names like Duke Energy and American Electric Power. However, most holdings are currently facing bearish technical momentum, high debt, and cash flow or liquidity challenges, so the main risk is the fund’s concentrated exposure to the utilities sector at a time when many of its components share similar financial and technical pressures.
RSPU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 529.50M
- Region
- North America
- Expense Ratio
- 0.40%
- Beta
- 0.21
- Issuer
- Invesco
- Inception Date
- Nov 01, 2006
- Dividend Yield
- 2.67%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Equal Weighted / Utilities Plus
RSPU Summary
RSPU is an ETF that follows the S&P 500 Equal Weight Utilities index, focusing on U.S. utility companies that provide essential services like electricity and gas. Instead of putting more money into the biggest companies, it spreads investments evenly across its holdings, which helps avoid too much dependence on any single stock. Well-known names in the fund include Duke Energy and Consolidated Edison. Investors might consider RSPU for steady dividend income and diversification into a more defensive part of the market. However, it can still go up and down with the stock market and is heavily concentrated in the utilities sector.
How much will it cost me?
This ETF has an expense ratio of 0.40%, which means you’ll pay about $4 per year for every $1,000 you invest. That’s a bit higher than the average broad, passively managed index ETF because this fund focuses on a specific sector (utilities) and uses an equal-weight strategy, which typically costs more to run.
What would affect this ETF?
This ETF is heavily focused on U.S. utilities, so it could benefit from steady demand for electricity and gas, supportive energy policies, and a stable or falling interest-rate environment that makes its dividend income more attractive. On the other hand, rising interest rates, tighter regulation, or higher costs for maintaining and upgrading power infrastructure could weigh on the fund, and its narrow sector focus means it may lag the broader market when more growth-oriented sectors are leading.
RSPU Top 10 Holdings
RSPU is a pure play on U.S. utilities, and its story right now is about steady, dividend-focused names quietly doing the heavy lifting. Pinnacle West and Evergy have been rising and help power the fund’s recent gains, while stalwarts like Consolidated Edison and WEC Energy Group are climbing at a more measured pace. On the flip side, Southern Co and Duke Energy have been lagging, acting like a mild drag rather than a full-on anchor. With its equal-weight approach, no single utility dominates, keeping performance driven by the sector’s overall slow-and-steady march rather than one star player.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ED | Consolidated Edison | 3.52% | $18.53M | $44.00B | 22.24% | 62Neutral |
 WEC | WEC Energy Group | 3.48% | $18.33M | $38.12B | 4.59% | 67Neutral |
 EVRG | Evergy | 3.44% | $18.10M | $20.53B | 15.85% | 62Neutral |
 PNW | Pinnacle West Capital | 3.42% | $18.01M | $12.63B | 18.92% | 65Neutral |
 AWK | American Water | 3.41% | $17.99M | $29.92B | 16.05% | 73Outperform |
 LNT | Alliant Energy | 3.41% | $17.99M | $18.85B | 8.89% | 70Outperform |
 AEE | Ameren | 3.39% | $17.84M | $31.24B | 10.63% | 72Outperform |
 DUK | Duke Energy | 3.38% | $17.82M | $99.63B | 3.05% | 70Outperform |
 NI | Nisource | 3.38% | $17.80M | $21.18B | 3.20% | 64Neutral |
 D | Dominion Energy | 3.36% | $17.70M | $60.34B | 13.39% | 63Neutral |
RSPU Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPU, the sentiment is Positive. The current price of 76.63 is above the 20-day moving average (MA) of 75.62, above the 50-day MA of 73.95, and below the 200-day MA of 77.74, indicating a neutral trend. The MACD of 0.99 indicates Negative momentum. The RSI at 59.45 is Neutral, neither overbought nor oversold. The STOCH value of 56.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSPU.
RSPU Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RSPU | $76.63 | $82.00(7.01% Upside) | $529.50M | 0.40% | 67Neutral |
 RSPN | $59.58 | $68.66(15.24% Upside) | $825.30M | 0.40% | 70Outperform |
 REZ | $94.87 | $102.03(7.54% Upside) | $842.54M | 0.48% | 70Neutral |
 FXU | $47.98 | $52.35(9.11% Upside) | $757.02M | 0.61% | 68Neutral |
 FXR | $86.65 | $100.62(16.11% Upside) | $704.86M | 0.60% | 69Neutral |
 QQH | $77.50 | $96.86(24.98% Upside) | $685.03M | 1.00% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RSPU | Invesco S&P 500 Equal Weight Utilities ETF | 76.63 | 0.26 | 0.34% | |
| RSPN | Invesco S&P 500 Equal Weight Industrials ETF | 59.58 | 4.18 | 7.54% | |
| REZ | iShares Residential and Multisector Real Estate ETF | 94.87 | 12.52 | 15.21% | |
| FXU | First Trust Utilities AlphaDEX Fund | 47.98 | 2.15 | 4.68% | |
| FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 86.65 | 9.92 | 12.93% | |
| QQH | HCM Defender 100 Index ETF | 77.50 | -1.66 | -2.10% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.