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EFRA vs PIO
iShares Environmental Infrastructure and Industrials ETF vs Invesco Global Water ETF
Key differences
- EFRA costs 0.28% less per year.
- PIO is significantly larger than EFRA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EFRA has delivered higher annualized returns.
- PIO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFRA | PIO | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.75% |
| Fund size (AUM) | $6M | $281M |
| Since | 2022 | 2007 |
| Dividend yield | 1.56% | 0.97% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +11.8% | +4.3% |
| CAGR 3Y | +11.7% | +8.8% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | 0.58 | 0.39 |
| Volatility 1Y | 14.09% | 14.70% |
| Max drawdown | -16.25% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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