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AQWA vs. EBLU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AQWA vs. EBLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Clean Water ETF (AQWA) and Ecofin Global Water ESG Fund (EBLU). The values are adjusted to include any dividend payments, if applicable.

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AQWA vs. EBLU - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AQWA
Global X Clean Water ETF
2.38%13.15%4.34%20.13%-19.89%15.85%
EBLU
Ecofin Global Water ESG Fund
0.43%11.82%8.54%20.95%-25.99%18.07%

Returns By Period

In the year-to-date period, AQWA achieves a 2.38% return, which is significantly higher than EBLU's 0.43% return.


AQWA

1D
1.25%
1M
-7.26%
YTD
2.38%
6M
-0.13%
1Y
14.19%
3Y*
11.24%
5Y*
10Y*

EBLU

1D
1.19%
1M
-8.21%
YTD
0.43%
6M
-1.42%
1Y
11.49%
3Y*
11.06%
5Y*
5.76%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AQWA vs. EBLU - Expense Ratio Comparison

AQWA has a 0.50% expense ratio, which is higher than EBLU's 0.40% expense ratio.


Return for Risk

AQWA vs. EBLU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AQWA
AQWA Risk / Return Rank: 4545
Overall Rank
AQWA Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
AQWA Sortino Ratio Rank: 4949
Sortino Ratio Rank
AQWA Omega Ratio Rank: 4141
Omega Ratio Rank
AQWA Calmar Ratio Rank: 4646
Calmar Ratio Rank
AQWA Martin Ratio Rank: 4242
Martin Ratio Rank

EBLU
EBLU Risk / Return Rank: 3333
Overall Rank
EBLU Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
EBLU Sortino Ratio Rank: 3636
Sortino Ratio Rank
EBLU Omega Ratio Rank: 3131
Omega Ratio Rank
EBLU Calmar Ratio Rank: 3232
Calmar Ratio Rank
EBLU Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AQWA vs. EBLU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Clean Water ETF (AQWA) and Ecofin Global Water ESG Fund (EBLU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AQWAEBLUDifference

Sharpe ratio

Return per unit of total volatility

0.88

0.67

+0.21

Sortino ratio

Return per unit of downside risk

1.38

1.10

+0.28

Omega ratio

Gain probability vs. loss probability

1.17

1.14

+0.03

Calmar ratio

Return relative to maximum drawdown

1.28

0.86

+0.41

Martin ratio

Return relative to average drawdown

4.17

2.79

+1.38

AQWA vs. EBLU - Sharpe Ratio Comparison

The current AQWA Sharpe Ratio is 0.88, which is higher than the EBLU Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of AQWA and EBLU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AQWAEBLUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.88

0.67

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.52

-0.15

Correlation

The correlation between AQWA and EBLU is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AQWA vs. EBLU - Dividend Comparison

AQWA's dividend yield for the trailing twelve months is around 1.44%, less than EBLU's 3.29% yield.


TTM202520242023202220212020201920182017
AQWA
Global X Clean Water ETF
1.44%1.47%1.40%1.53%1.56%1.20%0.00%0.00%0.00%0.00%
EBLU
Ecofin Global Water ESG Fund
3.29%3.31%1.34%1.46%1.64%1.55%1.42%1.58%1.35%1.32%

Drawdowns

AQWA vs. EBLU - Drawdown Comparison

The maximum AQWA drawdown since its inception was -29.44%, smaller than the maximum EBLU drawdown of -37.58%. Use the drawdown chart below to compare losses from any high point for AQWA and EBLU.


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Drawdown Indicators


AQWAEBLUDifference

Max Drawdown

Largest peak-to-trough decline

-29.44%

-37.58%

+8.14%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-13.17%

+1.69%

Max Drawdown (5Y)

Largest decline over 5 years

-35.36%

Current Drawdown

Current decline from peak

-8.04%

-9.47%

+1.43%

Average Drawdown

Average peak-to-trough decline

-8.27%

-8.13%

-0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.51%

4.07%

-0.56%

Volatility

AQWA vs. EBLU - Volatility Comparison

Global X Clean Water ETF (AQWA) and Ecofin Global Water ESG Fund (EBLU) have volatilities of 5.57% and 5.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AQWAEBLUDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

5.83%

-0.26%

Volatility (6M)

Calculated over the trailing 6-month period

10.03%

10.60%

-0.57%

Volatility (1Y)

Calculated over the trailing 1-year period

16.19%

17.19%

-1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

17.20%

-0.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.67%

19.00%

-2.33%