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CGW vs XVV

Invesco S&P Global Water Index ETF vs iShares ESG Select Screened S&P 500 ETF

CGW

Invesco S&P Global Water Index ETF

Invesco

Annual cost

0.58%

Fund size

$1.0B

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • XVV costs 0.50% less per year.
  • Over the last 3 years, XVV has delivered higher annualized returns.
  • CGW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGWXVV
Annual cost (TER)0.58%0.08%
Fund size (AUM)$1.0B$636M
Since20072020
Dividend yield1.53%0.92%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+29.8%
CAGR 3Y+10.0%+23.1%
CAGR 5Y+5.6%+14.1%
Sharpe 3Y0.491.17
Volatility 1Y13.38%12.83%
Max drawdown-35.72%-27.20%

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

Similar to CGW and XVV