RSPU vs. BDVG ETF Comparison
Comparison of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) to IMGP Berkshire Dividend Growth ETF (BDVG)
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
RSPU Description
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Utilities Plus Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the utilities sector, as defined according to the Global Industry Classification Standard (GICS).
Grade (RS Rating)
Last Trade
$70.39
Average Daily Volume
33,832
31
BDVG
IMGP Berkshire Dividend Growth ETF
BDVG Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.Grade (RS Rating)
Last Trade
$12.08
Average Daily Volume
5,726
36
Performance
| Period | RSPU | BDVG |
|---|---|---|
| 30 Days | 1.79% | 2.79% |
| 60 Days | 3.47% | 4.18% |
| 90 Days | 10.18% | 5.52% |
| 12 Months | 33.73% | 22.95% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RSPU | Weight in BDVG | Overlap | |
|---|---|---|---|---|---|
| PPL | B | 3.25% | 2.98% | 2.98% |
RSPU Overweight 30 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 5.33% | |
| ETR | B | 3.65% | |
| CEG | D | 3.65% | |
| NRG | B | 3.58% | |
| SRE | A | 3.48% | |
| CNP | B | 3.47% | |
| AEE | A | 3.42% | |
| XEL | A | 3.41% | |
| NI | A | 3.36% | |
| ATO | A | 3.34% | |
| PCG | A | 3.31% | |
| PEG | A | 3.3% | |
| EVRG | A | 3.25% | |
| WEC | A | 3.22% | |
| LNT | A | 3.22% | |
| PNW | B | 3.14% | |
| D | C | 3.08% | |
| EIX | B | 3.06% | |
| SO | D | 3.06% | |
| CMS | C | 3.04% | |
| EXC | C | 3.03% | |
| DUK | C | 3.01% | |
| DTE | C | 2.97% | |
| FE | C | 2.91% | |
| AEP | D | 2.88% | |
| ED | D | 2.87% | |
| AWK | D | 2.87% | |
| ES | D | 2.84% | |
| NEE | D | 2.8% | |
| AES | F | 2.3% |
RSPU Underweight 35 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -4.27% | |
| AAPL | C | -4.24% | |
| ABBV | D | -4.2% | |
| MSFT | F | -4.17% | |
| CVX | A | -4.14% | |
| NUE | C | -3.87% | |
| LMT | D | -3.81% | |
| WMT | A | -3.57% | |
| QCOM | F | -3.38% | |
| NSC | B | -3.07% | |
| BAC | A | -3.06% | |
| WM | A | -3.06% | |
| MCD | D | -2.82% | |
| LOW | D | -2.79% | |
| CSCO | B | -2.77% | |
| CB | C | -2.47% | |
| EMR | A | -2.44% | |
| MRK | F | -2.41% | |
| MDLZ | F | -2.4% | |
| PNC | B | -2.28% | |
| KMI | A | -2.06% | |
| HON | B | -1.99% | |
| PG | A | -1.96% | |
| JNJ | D | -1.95% | |
| ABT | B | -1.88% | |
| BMY | B | -1.88% | |
| PEP | F | -1.87% | |
| DE | A | -1.86% | |
| SCHW | B | -1.74% | |
| MTB | A | -1.71% | |
| EOG | A | -1.43% | |
| GIS | D | -1.39% | |
| WPC | D | -1.37% | |
| PFE | D | -1.06% | |
| HSY | F | -0.84% |
RSPU: Top Represented Industries & Keywords
BDVG: Top Represented Industries & Keywords
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