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CGW vs IDU

Invesco S&P Global Water Index ETF vs iShares U.S. Utilities ETF

CGW

Invesco S&P Global Water Index ETF

Invesco

Annual cost

0.58%

Fund size

$1.0B

IDU

iShares U.S. Utilities ETF

iShares

Annual cost

0.38%

Fund size

$1.6B

Key differences

  • IDU costs 0.20% less per year.
  • Over the last 3 years, IDU has delivered higher annualized returns.
  • IDU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGWIDU
Annual cost (TER)0.58%0.38%
Fund size (AUM)$1.0B$1.6B
Since20072000
Dividend yield1.53%2.10%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+11.8%
CAGR 3Y+10.0%+14.4%
CAGR 5Y+5.6%+9.7%
Sharpe 3Y0.490.73
Volatility 1Y13.38%13.50%
Max drawdown-35.72%-36.18%

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

Similar to CGW and IDU