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PBW vs AQWA

Invesco WilderHill Clean Energy ETF vs Global X Clean Water ETF

PBW

Invesco WilderHill Clean Energy ETF

Invesco

Annual cost

0.64%

Fund size

$447M

AQWA

Global X Clean Water ETF

Global X Funds

Annual cost

0.50%

Fund size

$26M

Key differences

  • AQWA costs 0.14% less per year.
  • PBW is significantly larger than AQWA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, AQWA has delivered higher annualized returns.
  • PBW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBWAQWA
Annual cost (TER)0.64%0.50%
Fund size (AUM)$447M$26M
Since20052021
Dividend yield0.71%1.41%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+150.5%+3.5%
CAGR 3Y+7.2%+9.6%
CAGR 5Y-8.6%+5.0%
Sharpe 3Y0.290.45
Volatility 1Y40.29%14.38%
Max drawdown-89.06%-29.44%

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

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