RSPU - ETF AI Analysis
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Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Utilities Exposure
The fund holds a wide mix of U.S. utility companies, helping spread risk across many names in the sector.
Equal-Weight Approach
Because each stock has a similar weight, the ETF avoids relying too heavily on just a few large utility companies.
Generally Strong Recent Performance
Most of the top holdings and the fund overall have shown solid gains so far this year, supporting its recent momentum.
Negative Factors
Single-Sector Concentration
Almost all assets are in the utilities sector, so the fund can be hit hard if utilities fall out of favor.
U.S.-Only Market Focus
With nearly all exposure in the United States, the ETF offers little geographic diversification outside the U.S. market.
Moderate Expense Ratio
The fund’s fee is not especially low for a passive ETF, which slightly reduces the net return investors keep over time.
RSPU vs. SPDR S&P 500 ETF (SPY)
AUM586.17M
RegionNorth America
Expense Ratio0.40%
Beta0.30
IssuerInvesco
Inception DateNov 01, 2006
Dividend Yield2.42%
Asset ClassEquity
Index TrackedS&P 500 Equal Weighted / Utilities Plus
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume44,537
30 Day Avg. Volume52,677
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
90.42Price 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 an index of U.S. utility companies from the S&P 500, giving each stock roughly the same weight instead of letting the biggest companies dominate. It holds well-known names like American Electric Power and NRG Energy, which provide essential services such as electricity and gas. Someone might invest in this ETF for diversification within the utilities sector and for potentially steadier income from dividends. A key risk is that it is heavily focused on utilities, so 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 play on U.S. utilities, and its story is one of steady grinders rather than flashy sprinters. American Electric Power, Pinnacle West, and NiSource have been rising nicely this year, giving the fund a quiet tailwind as their earnings and growth plans land well with investors. Entergy and Ameren are also pulling their weight with solid, if unspectacular, gains. On the flip side, NRG Energy has been dragging the fund a bit, with more mixed trading and valuation worries. Overall, performance is driven by a broad pack of regulated utilities rather than any single star.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Entergy | 3.51% | $20.36M | $52.02B | 33.32% | 66 Neutral | |
| NRG Energy | 3.46% | $20.09M | $34.29B | 46.44% | 69 Neutral | |
| Constellation Energy Corporation | 3.37% | $19.54M | $113.59B | 40.19% | 68 Neutral | |
| Vistra Corp | 3.36% | $19.51M | $55.64B | 28.51% | 65 Neutral | |
| Nisource | 3.35% | $19.43M | $23.00B | 21.37% | 64 Neutral | |
| NextEra Energy | 3.32% | $19.29M | $198.69B | 43.27% | 71 Outperform | |
| PPL | 3.31% | $19.19M | $29.15B | 6.25% | 66 Neutral | |
| American Electric Power | 3.31% | $19.18M | $73.23B | 26.16% | 69 Neutral | |
| Ameren | 3.29% | $19.08M | $30.74B | 13.17% | 72 Outperform | |
| Alliant Energy | 3.29% | $19.06M | $18.68B | 18.92% | 70 Outperform |
RSPU Technical Analysis
Positive
―
Price Trends
81.64
Positive
78.58
Positive
76.78
Positive
Market Momentum
0.03
Positive
52.43
Neutral
70.49
Neutral
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 81.68, equal to the 50-day MA of 81.64, and equal to the 200-day MA of 76.78, indicating a bullish trend. The MACD of 0.03 indicates Positive momentum. The RSI at 52.43 is Neutral, neither overbought nor oversold. The STOCH value of 70.49 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
Performance Comparison
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
81.74
13.32
19.47%
FXU
First Trust Utilities AlphaDEX Fund
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FXH
First Trust Health Care AlphaDEX Fund
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RSPN
Invesco S&P 500 Equal Weight Industrials ETF
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REZ
iShares Residential and Multisector Real Estate ETF
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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.
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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