Should You Invest in the Invesco S&P 500 Equal Weight Utilities ETF (RSPU)?

Core Viewpoint - The Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is gaining popularity among investors due to its low costs, transparency, and long-term investment potential [1][2]. Group 1: Fund Overview - RSPU is a passively managed ETF launched on November 1, 2006, designed to provide broad exposure to the Utilities - Broad segment of the equity market [1]. - The fund has amassed assets over $442.32 million, making it an average-sized ETF in its category [3]. - RSPU seeks to match the performance of the S&P 500 Equal Weight Utilities Plus Index, which equally weights the common stocks of utilities sector companies in the S&P 500 [4]. Group 2: Costs and Performance - The annual operating expenses for RSPU are 0.40%, which is competitive with most peer products [5]. - The ETF has a 12-month trailing dividend yield of 2.47% [5]. - Year-to-date, RSPU has gained approximately 12.50%, and it is up about 24.93% over the last 12 months as of July 21, 2025 [8]. Group 3: Holdings and Sector Exposure - RSPU has a 100% allocation in the Utilities sector, with Nrg Energy Inc (NRG) accounting for about 4.97% of total assets [6]. - The top 10 holdings represent approximately 36.15% of total assets under management [7]. Group 4: Alternatives and Comparisons - RSPU has a Zacks ETF Rank of 4 (Sell), indicating it may not be the best choice for investors seeking exposure to the Utilities/Infrastructure ETFs segment [9]. - Alternatives include the Vanguard Utilities ETF (VPU) and the Utilities Select Sector SPDR ETF (XLU), which have significantly larger assets and lower expense ratios [10].