evenfolio
InvescoNatural ResourcesCGW · NYSE Arca

Invesco S&P Global Water Index ETF (CGW)

Price
$63.49
11 Sept 2026
Assets
$1.1B
Total net assets
Expense ratio
0.58%
Category 0.87%
Yield
1.54%
Trailing distributions
3Y CAGR
10.9%-3.2%
Category 14.0%
5Y CAGR
3.0%-5.0%
Category 8.0%
Loading NAV history…
Invesco S&P Global Water Index ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.5%+0.9%-0.1%+0.8%+0.7%+10.9%+3.0%+9.6%+7.1%
Natural Resources average-1.6%-1.6%3.0%12.3%28.5%14.0%8.0%11.3%11.7%
Difference-1.9%+2.5%-3.1%-11.6%-27.8%-3.2%-5.0%-1.8%-4.6%

Holdings

The 10 largest positions make up 55.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AWKAmerican Water Works Co Inc8.34%
XYLXylem Inc7.38%
SBSP3.SACompanhia De Saneamento Basico Do Estado De Sao Paulo6.85%
WTRGEssential Utilities Inc5.93%
UU.LUnited Utilities Group PLC Class A5.78%
SVT.LSevern Trent PLC5.25%
VLTOVeralto Corp4.81%
ECLEcolab Inc4.11%
GEBN.SWGeberit AG3.76%
WTSWatts Water Technologies Inc Class A3.40%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
21.6
P/B
2.8
P/S
2.8
P/CF
12.4

Sector allocation

Share of the equity the fund holds.

46.7%Utilities7 sectors
  1. Utilities46.7%
  2. Industrials43.4%
  3. Materials5.9%
  4. Energy1.9%
  5. Technology1.3%
  6. Consumer discretionary0.6%
  7. Real estate0.2%

Asset mix

  • Stocks100.0%

ETF details

Issuer
Invesco
Category
Equity · Natural Resources
Ticker
CGW
Exchange
NYSE Arca
Inception
14 May 2007 (19.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.58% (category 0.87%)
Holdings turnover
19% (category 44%)
Distribution yield
1.54%
Beta, 3 years
0.76
Total net assets
$1.1B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other natural resources ETFs

Other ETFs in the Natural Resources category.

Search

Search funds, pages and tools