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CGW vs UPGR

Invesco S&P Global Water Index ETF vs Xtrackers US Green Infrastructure Select Equity ETF

CGW

Invesco S&P Global Water Index ETF

Invesco

Annual cost

0.58%

Fund size

$1.0B

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

Key differences

  • UPGR costs 0.23% less per year.
  • CGW is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.
  • CGW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGWUPGR
Annual cost (TER)0.58%0.35%
Fund size (AUM)$1.0B$6M
Since20072023
Dividend yield1.53%0.30%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+70.0%
CAGR 3Y+10.0%N/A
CAGR 5Y+5.6%N/A
Sharpe 3Y0.49N/A
Volatility 1Y13.38%30.14%
Max drawdown-35.72%-46.60%

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

Similar to CGW and UPGR