RSPU - ETF AI Analysis
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Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
Rating:67Neutral
Price Target:―
Positive Factors
Equal-Weight Structure
The fund spreads its investments fairly evenly across many utilities stocks, reducing reliance on any single company.
Strong Recent Fund Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive recent momentum.
Multiple Strong Individual Holdings
Several top holdings, such as Edison International and Dominion Energy, have shown strong performance, helping support the fund’s overall returns.
Negative Factors
Sector Concentration in Utilities
Almost all of the fund is invested in the utilities sector, which means performance is heavily tied to how this single industry behaves.
U.S.-Only Geographic Focus
The ETF invests almost entirely in U.S. companies, offering little diversification across other countries or regions.
Some Weak Top Holdings
A few major positions, including NRG Energy and Constellation Energy, have shown weak performance, which can drag on the fund’s results.
RSPU vs. SPDR S&P 500 ETF (SPY)
AUM535.67M
RegionNorth America
Expense Ratio0.40%
Beta0.24
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield2.57%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Utilities Plus
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,600
30 Day Avg. Volume38,387
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
91.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering32
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPU Summary
RSPU is the Invesco S&P 500 Equal Weight Utilities ETF, which follows the S&P 500 Equal Weighted / Utilities Plus index. It invests in U.S. utility companies that provide essential services like electricity, gas, and water. Instead of putting more money into the biggest companies, it spreads investments more evenly across its holdings. Well-known names in the fund include Dominion Energy and American Water. Someone might invest in RSPU for steady income from dividends and potential stability during market swings. However, because it focuses almost entirely on utility stocks, it can rise or fall with that single sector.
How much will it cost me?The Invesco S&P 500 Equal Weight Utilities ETF (RSPU) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This cost is slightly higher than average because the fund uses an equal-weighted approach, which requires more active management compared to passively managed ETFs that track market-cap-weighted indexes.
What would affect this ETF?The RSPU ETF, focused on the U.S. utilities sector, could benefit from stable demand for essential services and potential growth in renewable energy investments by top holdings like NextEra Energy and Constellation Energy. However, it may face challenges from rising interest rates, which can increase borrowing costs for utilities companies, and regulatory changes that could impact profitability. Its equal-weighted approach helps reduce concentration risk, but broader economic slowdowns could still negatively affect the sector.
RSPU Top 10 Holdings
RSPU is a pure U.S. utilities play, and its story right now is one of steady grinders offsetting a few names losing steam. Edison International and Dominion Energy have been rising nicely, helping power the fund, while Eversource and PG&E are also pulling their weight with solid, if more measured, gains. On the flip side, NRG Energy and Constellation Energy have been lagging, acting like a bit of an anchor. With an equal-weight approach and a tight focus on utilities, no single stock dominates, but the sector bet is very clear.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| NRG Energy | 3.66% | $19.73M | $28.33B | -20.38% | 69 Neutral | |
| Constellation Energy Corporation | 3.60% | $19.42M | $94.35B | -22.87% | 68 Neutral | |
| Vistra Corp | 3.59% | $19.35M | $49.97B | -27.15% | 65 Neutral | |
| FirstEnergy | 3.33% | $17.93M | $27.95B | 10.47% | 67 Neutral | |
| PG&E | 3.33% | $17.92M | $46.58B | 15.89% | 69 Neutral | |
| Eversource Energy | 3.32% | $17.88M | $26.92B | 8.26% | 66 Neutral | |
| American Water | 3.31% | $17.85M | $26.66B | -10.68% | 73 Outperform | |
| Dominion Energy | 3.28% | $17.70M | $60.84B | 12.46% | 63 Neutral | |
| Atmos Energy | 3.26% | $17.56M | $28.84B | 8.43% | 66 Neutral | |
| NextEra Energy | 3.24% | $17.48M | $181.31B | 22.71% | 71 Outperform |
RSPU Technical Analysis
Negative
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Price Trends
79.91
Negative
80.06
Negative
78.27
Negative
Market Momentum
-0.51
Positive
34.35
Neutral
10.20
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPU, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 80.46, equal to the 50-day MA of 79.91, and equal to the 200-day MA of 78.27, indicating a bearish trend. The MACD of -0.51 indicates Positive momentum. The RSI at 34.35 is Neutral, neither overbought nor oversold. The STOCH value of 10.20 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RSPU.
RSPU Peer Comparison
Comparison Results
Performance Comparison
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
77.56
4.40
6.01%
REZ
iShares Residential and Multisector Real Estate ETF
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FXU
First Trust Utilities AlphaDEX Fund
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RSPH
Invesco S&P 500 Equal Weight Health Care ETF
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FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
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QQH
HCM Defender 100 Index ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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