Tag: RSPU

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5 Best Utilities Sector ETFs to Own Long-Term: RSPU vs XLU vs VPU vs IDU vs FUTY 1.7

  • Asset Class: Utilities Sector

  • Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)

  • Correlation to U.S. Stock Market: 0.44

  • Long-Term Performance: 6.66% CAGR

  • S&P 500 Performance: 7.46% CAGR

  • Back test timeframe: January 1999 – December 2023

  • Number of ETFs available in this asset class: 12

  • 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

Continue reading “5 Best Utilities Sector ETFs to Own Long-Term: RSPU vs XLU vs VPU vs IDU vs FUTY 1.7”

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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:

    1. SPEM – EM LARGE CAPS
    2. FEMS – EM SMALL CAPS
    3. PDN – DM SMALL CAPS
    4. XLE – ENERGY SECTOR
    5. RSPU – UTILITIES SECTOR

Top 5 sells were: 

    1. VGT – TECH SECTOR
    2. PSCC – CONSUMER STAPLES SECTOR
    3. XAR – INDUSTRIALS SECTOR
    4. FIW – MATERIALS SECTOR
    5. RWJ – US SMALL CAP VALUE

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Ticker Symbol Change – Invesco S&P 500® Equal Weight Utilities ETF (RSPU)

Source – Invesco: Effective at the close of markets on Tuesday, June 6, 2023, the Fund’s ticker will change from RYU to RSPU. No other changes were made to the Fund. See the prospectus for more information.

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.