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RSPU - ETF AI Analysis
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Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
Rating:69Neutral
Price Target:
$87.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Equal Weighting Strategy
The fund's equal weighting approach reduces reliance on any single company, promoting balanced exposure.
Low Expense Ratio
The ETF charges a reasonable expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
Sector Concentration Risk
The ETF is heavily focused on utilities, which could limit performance if the sector faces challenges.
Limited Geographic Diversification
With nearly all assets invested in U.S. companies, the fund lacks exposure to international markets.
Underperforming Holding
One of the top holdings, PG&E, has shown negative performance year-to-date, dragging on overall returns.
RSPU vs. SPDR S&P 500 ETF (SPY)
AUM513.87M
RegionNorth America
Expense Ratio0.40%
Beta0.35
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield2.38%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Utilities Plus
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,190
30 Day Avg. Volume36,602
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
86.15Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering33
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPU Summary
The Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is a fund that focuses on the utilities sector, which includes companies providing essential services like electricity and water. Unlike traditional funds that give more weight to larger companies, RSPU gives equal weight to all its holdings, offering a balanced and diversified approach. Some of its top holdings include well-known companies like NextEra Energy and Constellation Energy Corporation. Investors might consider RSPU for its potential to provide steady growth and reliable dividend income, as utilities are known for their consistent demand. However, a key risk is that the ETF is heavily focused on utilities, so its performance may be affected by changes in energy regulations or economic conditions impacting this 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
The Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is firmly rooted in the utilities sector, offering a balanced approach to this traditionally defensive space. NextEra Energy and Constellation Energy are helping drive performance with their focus on clean energy initiatives and strategic growth, though cash flow challenges temper their momentum. On the other hand, PG&E is lagging due to wildfire risks and legislative hurdles, dragging on the fund’s overall outlook. With nearly all holdings U.S.-based, RSPU provides a steady, geographically concentrated slice of the utilities sector, ideal for investors seeking stability amid market turbulence.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eversource Energy | 3.56% | $18.25M | $27.40B | 18.93% | 65 Neutral | |
| NextEra Energy | 3.55% | $18.20M | $170.13B | 3.86% | 73 Outperform | |
| Constellation Energy Corporation | 3.50% | $17.94M | $113.35B | 55.22% | 66 Neutral | |
| Xcel Energy | 3.48% | $17.86M | $48.26B | 23.01% | 70 Neutral | |
| Sempra Energy | 3.48% | $17.85M | $60.34B | 12.44% | 72 Outperform | |
| American Electric Power | 3.43% | $17.58M | $64.39B | 19.82% | 72 Outperform | |
| Entergy | 3.36% | $17.22M | $42.98B | 31.87% | 70 Neutral | |
| Evergy | 3.32% | $17.03M | $17.73B | 26.17% | 68 Neutral | |
| Exelon | 3.30% | $16.94M | $46.84B | 20.56% | 69 Neutral | |
| FirstEnergy | 3.29% | $16.89M | $26.66B | 10.14% | 72 Outperform |
RSPU Technical Analysis
Neutral
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Price Trends
76.32
Positive
74.44
Positive
71.22
Positive
Market Momentum
0.26
Positive
44.95
Neutral
22.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RSPU, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 78.68, equal to the 50-day MA of 76.32, and equal to the 200-day MA of 71.22, indicating a neutral trend. The MACD of 0.26 indicates Positive momentum. The RSI at 44.95 is Neutral, neither overbought nor oversold. The STOCH value of 22.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RSPU.
RSPU Peer Comparison
Comparison Results
Performance Comparison
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
77.25
12.41
19.14%
FXH
First Trust Health Care AlphaDEX Fund
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REZ
iShares Residential and Multisector Real Estate ETF
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RSPH
Invesco S&P 500 Equal Weight Health Care ETF
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QQH
HCM Defender 100 Index ETF
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RSPN
Invesco S&P 500 Equal Weight Industrials 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.
Disclaimer
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.Date of analysis: ―
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