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RSPU - ETF AI Analysis
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Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
Rating:68Neutral
Price Target:―
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 Historical Chart
AUM500.00M
RegionNorth America
Expense Ratio0.40%
Beta0.31
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield2.54%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Utilities Plus
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume29,998
30 Day Avg. Volume45,265
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
85.15Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
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 heavily concentrated in the U.S. utilities sector, offering a defensive play with steady dividend potential. Constellation Energy is rising, buoyed by strong earnings and a focus on nuclear energy, while American Electric Power is steady, supported by strategic growth plans. However, NextEra Energy is losing steam due to valuation concerns, and PG&E is lagging amid regulatory risks. With a balanced approach across names, the fund captures the sector’s resilience but faces mixed performance from key holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| PPL | 3.37% | $16.82M | $25.95B | 7.87% | 66 Neutral | |
| PG&E | 3.34% | $16.67M | $34.66B | -21.70% | 69 Neutral | |
| Consolidated Edison | 3.33% | $16.59M | $35.84B | 10.88% | 62 Neutral | |
| Southern Co | 3.31% | $16.53M | $95.98B | 4.85% | 68 Neutral | |
| Edison International | 3.31% | $16.50M | $22.90B | -25.42% | 77 Outperform | |
| Duke Energy | 3.28% | $16.39M | $91.13B | 8.16% | 70 Outperform | |
| Centerpoint Energy | 3.26% | $16.29M | $25.00B | 18.88% | 63 Neutral | |
| Public Service Enterprise | 3.26% | $16.29M | $40.13B | -5.34% | 66 Neutral | |
| Pinnacle West Capital | 3.26% | $16.28M | $10.58B | 4.06% | 65 Neutral | |
| Ameren | 3.26% | $16.28M | $27.00B | 10.75% | 72 Outperform |
RSPU Technical Analysis
Negative
―
Price Trends
76.52
Negative
75.65
Negative
72.50
Positive
Market Momentum
-0.55
Negative
45.59
Neutral
59.74
Neutral
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 74.91, equal to the 50-day MA of 76.52, and equal to the 200-day MA of 72.50, indicating a neutral trend. The MACD of -0.55 indicates Negative momentum. The RSI at 45.59 is Neutral, neither overbought nor oversold. The STOCH value of 59.74 is Neutral, 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
74.80
10.80
16.87%
IETC
iShares Evolved US Technology ETF
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FXH
First Trust Health Care AlphaDEX Fund
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―
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RSPN
Invesco S&P 500 Equal Weight Industrials ETF
―
―
―
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
―
―
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REZ
iShares Residential and Multisector Real Estate 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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