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CGW vs XJH

Invesco S&P Global Water Index ETF vs iShares ESG Select Screened S&P Mid-Cap ETF

CGW

Invesco S&P Global Water Index ETF

Invesco

Annual cost

0.58%

Fund size

$1.0B

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

Key differences

  • XJH costs 0.46% less per year.
  • Over the last 3 years, XJH has delivered higher annualized returns.
  • CGW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGWXJH
Annual cost (TER)0.58%0.12%
Fund size (AUM)$1.0B$372M
Since20072020
Dividend yield1.53%1.14%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+27.4%
CAGR 3Y+10.0%+16.2%
CAGR 5Y+5.6%+7.8%
Sharpe 3Y0.490.71
Volatility 1Y13.38%16.49%
Max drawdown-35.72%-25.07%

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

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