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IDU vs CGW

iShares U.S. Utilities ETF vs Invesco S&P Global Water Index ETF

IDU

iShares U.S. Utilities ETF

iShares

Annual cost

0.38%

Fund size

$1.6B

CGW

Invesco S&P Global Water Index ETF

Invesco

Annual cost

0.58%

Fund size

$1.0B

Key differences

  • IDU costs 0.20% less per year.
  • Over the last 3 years, IDU has delivered higher annualized returns.
  • IDU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDUCGW
Annual cost (TER)0.38%0.58%
Fund size (AUM)$1.6B$1.0B
Since20002007
Dividend yield2.10%1.53%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.8%+5.5%
CAGR 3Y+14.4%+10.0%
CAGR 5Y+9.7%+5.6%
Sharpe 3Y0.730.49
Volatility 1Y13.50%13.38%
Max drawdown-36.18%-35.72%

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

Similar to IDU and CGW