Screener
CGW vs PFI
Invesco S&P Global Water Index ETF vs Invesco Dorsey Wright Financial Momentum ETF
Key differences
- CGW is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
- CGW follows a index tracking strategy; PFI uses index enhanced.
- Over the last 3 years, PFI has delivered higher annualized returns.
Side-by-side comparison
| CGW | PFI | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.60% |
| Fund size (AUM) | $1.0B | $36M |
| Since | 2007 | 2006 |
| Dividend yield | 1.53% | 0.71% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +5.5% | +9.0% |
| CAGR 3Y | +10.0% | +15.4% |
| CAGR 5Y | +5.6% | +5.2% |
| Sharpe 3Y | 0.49 | 0.63 |
| Volatility 1Y | 13.38% | 18.81% |
| Max drawdown | -35.72% | -43.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGW and PFI
Explore further