5 Best Utilities Sector ETFs to Own Long Term 2.9
- RSPU – Invesco S&P 500® Equal Weight Utilities ETF
- XLU – The Utilities Select Sector SPDR® Fund
- FUTY – Fidelity MSCI Utilities Index ETF
- VPU – Vanguard Utilities ETF
- FXU – First Trust Utilities AlphaDEX® Fund
RSPU vs XLU vs FUTY vs VPU vs FXU: Koyfin back test
RSPU vs XLU vs FUTY vs VPU vs FXU: Testfol.io back test
RSPU vs XLU vs FUTY vs VPU vs FXU: Portfolio Visualizer fund info
Morningstar data on 9 oldest Utilities Sector ETFs:
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The Deep Value ETF Accumulator Holdings 5-17-24
The Deep Value ETF Accumulator Holdings 5-11-24
Should You Invest in the Invesco S&P 500 Equal Weight Utilities ETF (RSPU)?
Launched on 11/01/2006, the Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is a passively managed exchange traded fund designed to provide a broad exposure to the Utilities – Broad segment of the equity market.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-invesco-sp-500-equal-weight-utilities-etf-rspu-4
The Deep Value ETF Accumulator Holdings 4-26-24
The Deep Value ETF Accumulator Holdings 3-30-24
The Deep Value ETF Accumulator Holdings 2-24-24
The Deep Value ETF Accumulator Holdings 2-16-24
5 Best Utilities Sector ETFs to Own Long-Term: RSPU vs XLU vs VPU vs IDU vs FUTY 1.7
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Asset Class: Utilities Sector
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Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)
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Correlation to U.S. Stock Market: 0.44
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Long-Term Performance: 6.66% CAGR
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S&P 500 Performance: 7.46% CAGR
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Back test timeframe: January 1999 – December 2023
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Number of ETFs available in this asset class: 12
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Number of ETFs in this asset class that are 10-years old or older: 9
XLU vs SPY: January 1999 – December 2023
XLU vs SPY: December 22, 1998 – January 5, 2024
The Deep Value ETF Accumulator Portfolio Rebalance 12-21-23
Today we rebalanced our portfolio back to its target allocations, resulting in 12 buys and 11 sells.
Top 5 buys were:
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- SPEM – EM LARGE CAPS
- FEMS – EM SMALL CAPS
- PDN – DM SMALL CAPS
- XLE – ENERGY SECTOR
- RSPU – UTILITIES SECTOR
Top 5 sells were:
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- VGT – TECH SECTOR
- PSCC – CONSUMER STAPLES SECTOR
- XAR – INDUSTRIALS SECTOR
- FIW – MATERIALS SECTOR
- RWJ – US SMALL CAP VALUE
The Deep Value ETF Accumulator Holdings 11-4-23
The Deep Value ETF Accumulator Holdings 10-28-23
Accumulated Utilites Sector Equities (RSPU) 10-3-23
Today we accumulated more shares of the Invesco S&P 500® Equal Weight Utilities ETF (RSPU). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in RSPU right here: 4 Best Utilities Sector ETFs to Own Long-Term
Invesco Executes Share Splits: What This Means for Investors (PSCC, PSCH, RSPU, RWJ)
- Invesco S&P SmallCap Consumer Staples ETF (PSCC): 3 for 1
- Invesco S&P SmallCap Health Care ETF (PSCH): 3 for 1
- Invesco S&P 500 Equal Weight Utilities ETF (RSPU): 2 for 1
- Invesco S&P SmallCap 600 Revenue ETF (RWJ): 3 for 1
The Deep Value ETF Accumulator Weekly Buy Rankings 6-12-23
The Deep Value ETF Accumulator Holdings 6-11-23
Ticker Symbol Change – Invesco S&P 500® Equal Weight Utilities ETF (RSPU)
Source – ETF Trends: The $470 million Invesco S&P 500 Equal Weight Consumer Discretionary ETF’s ticker changed to RSPD from RCD. The $378 million Invesco S&P 500 Equal Weight Utilities ETF changed its ticker to RSPU from RYU.