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RSPU - ETF AI Analysis
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Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Spread Across Utility Stocks
The ETF uses an equal-weight approach, so no single company dominates the portfolio, helping reduce stock-specific risk.
Strong Performance From Top Holdings
Most of the largest positions have shown solid gains this year, which has supported the fund’s overall results.
Focused Exposure to a Defensive Sector
With nearly all assets in utilities, the fund targets a sector that often provides more stable, steady returns compared with more cyclical areas of the market.
Negative Factors
High Sector Concentration
Almost the entire portfolio is in utilities, so the fund could struggle if this single sector falls out of favor.
Limited Geographic Diversification
The ETF invests almost entirely in U.S. companies, offering little protection if the U.S. market or economy weakens.
Moderate Expense Ratio
The fund’s fees are higher than many broad market index ETFs, which can slightly reduce long-term returns.
RSPU vs. SPDR S&P 500 ETF (SPY)
AUM533.15M
RegionNorth America
Expense Ratio0.40%
Beta0.30
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield2.33%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Utilities Plus
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume46,041
30 Day Avg. Volume55,346
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
85.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RSPU Summary
RSPU is the Invesco S&P 500 Equal Weight Utilities ETF. It follows the S&P 500 Equal Weighted / Utilities Plus index, which focuses on U.S. utility companies that provide essential services like electricity and gas. Instead of letting the biggest companies dominate, it gives each stock a similar weight. Well-known holdings include Consolidated Edison and Southern Company. Someone might invest for steady income from dividends and to add a defensive, more stable sector to their portfolio. A key risk is that it is heavily concentrated in utilities, so it can fall if that sector struggles.
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 is all about steady power providers with a few names quietly pulling ahead. Edison International and PG&E are doing much of the heavy lifting, with their stocks rising on solid earnings and improving sentiment despite lingering regulatory and liability worries. AES and NextEra add a growth-tilted, renewables flavor, also trending higher but with debt and valuation concerns that could spark volatility. Meanwhile, more traditional names like Consolidated Edison and FirstEnergy look steady but somewhat sluggish, keeping overall gains in check.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Edison International | 3.77% | $20.22M | $26.82B | 42.92% | 77 Outperform | |
| PG&E | 3.56% | $19.08M | $39.30B | 15.43% | 69 Neutral | |
| AES | 3.42% | $18.35M | $11.60B | 51.68% | 65 Neutral | |
| Consolidated Edison | 3.41% | $18.30M | $40.28B | 12.50% | 62 Neutral | |
| NextEra Energy | 3.36% | $18.02M | $190.06B | 32.85% | 71 Outperform | |
| American Electric Power | 3.36% | $18.01M | $68.84B | 24.22% | 69 Neutral | |
| Pinnacle West Capital | 3.34% | $17.92M | $11.68B | 8.13% | 65 Neutral | |
| Centerpoint Energy | 3.32% | $17.82M | $27.37B | 25.41% | 63 Neutral | |
| Ameren | 3.30% | $17.70M | $29.30B | 12.46% | 72 Outperform | |
| FirstEnergy | 3.30% | $17.69M | $28.27B | 17.63% | 67 Neutral |
RSPU Technical Analysis
Positive
―
Price Trends
76.37
Positive
76.83
Positive
74.34
Positive
Market Momentum
1.76
Negative
73.11
Negative
88.85
Negative
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 undefined is equal to the 20-day moving average (MA) of 78.52, equal to the 50-day MA of 76.37, and equal to the 200-day MA of 74.34, indicating a bullish trend. The MACD of 1.76 indicates Negative momentum. The RSI at 73.11 is Negative, neither overbought nor oversold. The STOCH value of 88.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RSPU.
RSPU Peer Comparison
Comparison Results
Performance Comparison
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
82.75
15.12
22.36%
FXH
First Trust Health Care AlphaDEX Fund
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―
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RSPN
Invesco S&P 500 Equal Weight Industrials ETF
―
―
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FXU
First Trust Utilities AlphaDEX Fund
―
―
―
REZ
iShares Residential and Multisector Real Estate ETF
―
―
―
IETC
iShares Evolved US Technology 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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