RSPU vs VOO

RSPU vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricRSPUVOOWinner
Expense Ratio0.40%0.03%
AUM$538M$997.4B
Dividend Yield2.55%1.08%
Holdings33509
YTD Return+4.34%+12.25%
1Y Return+5.76%+20.92%
3Y Return (annualized)+16.18%+21.79%
5Y Return (annualized)+9.43%+13.05%
Volatility (annualized)14.5%14.1%
Max Drawdown-51.3%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 1, 2006Sep 7, 2010

RSPU vs VOO Performance

Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RSPU returned +5.76% while VOO returned +20.92%. Year to date, RSPU is up 4.34% versus a gain of 12.25% for VOO.

Over three years, RSPU compounded at +16.18% per year against +21.79% for VOO; over five years the annualized figures are +9.43% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +6.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPU has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -51.3% for RSPU and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RSPU charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, RSPU currently yields 2.55% against 1.08% for VOO.

Holdings Overlap

2.2%overlap

RSPU and VOO share 31 holdings out of 505 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSPUWeight in VOODifference
NRG3.78%0.05%3.73%
VST3.59%0.08%3.51%
NEE3.19%0.28%2.91%
AEPProProPro
CEGProProPro
ESProProPro
SOProProPro
XELProProPro
ETRProProPro
DTEProProPro
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Frequently Asked Questions

Which is cheaper, RSPU or VOO?

RSPU has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, RSPU or VOO?

Over the past year RSPU returned +5.76% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), RSPU annualized +6.16% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, RSPU or VOO?

RSPU has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: RSPU -51.3% vs VOO -34.3%.

Should I hold both RSPU and VOO?

RSPU and VOO have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSPU and VOO?

RSPU and VOO share 31 common holdings with a 2.2% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, RSPU or VOO?

RSPU yields 2.55% while VOO yields 1.08%, so RSPU currently pays the higher dividend yield.

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