RYU
Invesco S&P 500 Equal Weight Utilities ETFRYU Fund Description
RYU tracks an equal-weighted index of S&P 500 utilities companies.
RYU Factset Analytics Insight
RYU tracks an equal-weighted index of large-cap utilities companies. The fund includes a significant allocation to telecom stocks, which we don't think belong in the sector. It's not a crazy idea, of course: Many utilities ETFs combine the two sectors, and recently, telecom stocks have been paying higher dividends than utilities. RYU has capitalized on this trend by delivering an impressive dividend yield. Still, investors looking for pure-play exposure should look elsewhere. Beyond exposures, RYU doesn't come cheap: The fund's expense ratio is higher than competing funds and it suffers from relatively wide but manageable spreads. With a simple equal-weighting strategy, impressive yield, and statistical significant alpha, RYU earns a spot on our Opportunities List.
RYU MSCI ESG Analytics Insight
Invesco S&P 500 Equal Weight Utilities ETF has an MSCI ESG Fund Rating of A based on a score of 7.08 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco S&P 500 Equal Weight Utilities ETF ranks in the 82nd percentile within its peer group and in the 42nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RYU MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
RYU Summary Data
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RYU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RYU. RYU is rated a 5 out of 5.
RYU Tradability
RYU Sector/Industry Breakdown
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RYU Top 10 Holdings[View All]
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RYU Performance Statistics
RYU MSCI ESG Ratings
RYU Benchmark Comparison Summary
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RYU Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.