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The Best Water Equities ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Water Equities ETFs.

Number of ETFs
6
Avg. Expense Ratio
0.55%
Avg. Dividend Yield
1.45%
Avg. 1 Year Return
0.40%
Median Risk/Return Score
9 / 100
The Best Water Equities ETFs

6 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Global X Clean Water ETFWater EquitiesApr 8, 20210.50%
0.45%
1.46%
9
Invesco S&P Global Water Index ETFWater EquitiesMay 14, 20070.57%
-0.07%
9.98%
1.58%
12
First Trust Water ETFWater EquitiesMay 8, 20070.50%
-3.00%
12.64%
0.78%
8
Invesco Water Resources ETFWater EquitiesDec 6, 20050.59%
-5.09%
11.78%
0.61%
6
Invesco Global Water ETFWater EquitiesJun 13, 20070.75%
0.15%
8.99%
0.92%
10
Tortoise Global Water FundWater Equities, ESGFeb 14, 20170.40%
-0.84%
3.33%
8

Rows per page

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Best Water Equities ETFs by Risk/Return Score

The top Water Equities ETFs by PortfoliosLab Risk/Return Score are CGW (12) and PIO (10). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Invesco S&P Global Water Index ETF
12
1.01BMay 2007
Invesco Global Water ETF
10
274.74MJun 2007
Global X Clean Water ETF
9
23.37MApr 2021
Tortoise Global Water Fund
8
56.56MFeb 2017
First Trust Water ETF
8
1.80BMay 2007

Best-Performing Water Equities ETFs Over 5 Years

The top Water Equities ETFs is FIW (5.63%). Across the lineup, Water Equities ETFs show an average 1-year return of 0.40% and an average 5-year return of 4.76%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
First Trust Water ETF
5.63%
1.80BMay 2007
Invesco Water Resources ETF
5.25%
1.97BDec 2005
Global X Clean Water ETF
5.21%
23.37MApr 2021
Invesco S&P Global Water Index ETF
5.08%
1.01BMay 2007
Tortoise Global Water Fund
4.24%
56.56MFeb 2017

Lowest-Cost Water Equities ETFs

The top Water Equities ETFs is TBLU (0.40%). With an average expense ratio of 0.55%, Water Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Tortoise Global Water Fund0.40%56.56MFeb 2017
Global X Clean Water ETF0.50%23.37MApr 2021
First Trust Water ETF0.50%1.80BMay 2007
Invesco S&P Global Water Index ETF0.57%1.01BMay 2007
Invesco Water Resources ETF0.59%1.97BDec 2005

Highest-Yield Water Equities ETFs

The top Water Equities ETFs is TBLU (3.33%). Across the lineup, Water Equities ETFs show an average dividend yield of 1.45%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Tortoise Global Water Fund3.33%56.56MFeb 2017
Invesco S&P Global Water Index ETF1.58%1.01BMay 2007
Global X Clean Water ETF1.46%23.37MApr 2021
Invesco Global Water ETF0.92%274.74MJun 2007
First Trust Water ETF0.78%1.80BMay 2007

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Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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