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CGW vs SPVM

Invesco S&P Global Water Index ETF vs Invesco S&P 500 Value with Momentum ETF

CGW

Invesco S&P Global Water Index ETF

Invesco

Annual cost

0.58%

Fund size

$1.0B

SPVM

Invesco S&P 500 Value with Momentum ETF

Invesco

Annual cost

0.39%

Fund size

$120M

Key differences

  • SPVM costs 0.19% less per year.
  • CGW is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPVM has delivered higher annualized returns.

Side-by-side comparison

CGWSPVM
Annual cost (TER)0.58%0.39%
Fund size (AUM)$1.0B$120M
Since20072011
Dividend yield1.53%1.95%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+29.1%
CAGR 3Y+10.0%+18.6%
CAGR 5Y+5.6%+10.3%
Sharpe 3Y0.491.02
Volatility 1Y13.38%11.77%
Max drawdown-35.72%-45.35%

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

Similar to CGW and SPVM