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CGW vs EFIV

Invesco S&P Global Water Index ETF vs State Street SPDR S&P 500 ESG ETF

CGW

Invesco S&P Global Water Index ETF

Invesco

Annual cost

0.58%

Fund size

$1.0B

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

  • EFIV costs 0.48% less per year.
  • Over the last 3 years, EFIV has delivered higher annualized returns.
  • CGW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGWEFIV
Annual cost (TER)0.58%0.10%
Fund size (AUM)$1.0B$1.2B
Since20072020
Dividend yield1.53%0.98%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+33.8%
CAGR 3Y+10.0%+22.6%
CAGR 5Y+5.6%+15.0%
Sharpe 3Y0.491.21
Volatility 1Y13.38%11.89%
Max drawdown-35.72%-24.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGW and EFIV