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ERTHInvesco MSCI Sustainable Future ETF

Grow my money19y track recordRanked #1,607 of 3,055 in this goal

Tracks the MSCI Global Environment Select Index.

By Invesco · Launched 2006

Annual Cost

0.65%

#3,547 of 6,040 · average

Fund Size

$133M

#2,824 of 6,040 · mid-size

Return (1Y)

-4.2%

Track Record

19 years

#368 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,273-7.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

MSCI Global Environment Select Index

Holdings

By weight

Concentration

Top 10 holdings = 49.6% of fundmoderately concentrated

Invesco Private Prime Fund
11.4%
Digital Realty Trust, Inc.
5.5%
NVIDIA Corp.
5.3%
BYD Co. Ltd.
5.3%
Vestas Wind Systems A/S
4.7%
Tesla, Inc.
4.6%
Invesco Private Government Fund
4.4%
First Solar, Inc.
3.1%
Nextpower Inc.
2.7%
Contemporary Amperex Technology Co., Ltd.
2.6%

Asset allocation

Stocks
99.0%
Other
0.8%
Cash
0.3%

By sector

Real Estate
29.6%
Industrials
23.3%
Consumer Cyclical
19.5%
Technology
16.8%
Utilities
6.3%
Consumer Defensive
2.3%
Basic Materials
2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.2%Moderate

Year-on-year price swings

Max drawdown
-51.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.14Below average
Sortino (3Y)
-0.20Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the MSCI Global Environment Select Index.
Strategy
Invests primarily in securities that comprise the MSCI Global Environment Select Index, focusing on companies contributing to a sustainable economy across large-, mid-, and small-capitalization in developed and emerging markets. Significant exposure to the consumer discretionary sector.
Inception date
October 24, 2006
Fund family
Invesco

Next steps

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Data updated on 2026-09-18