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CGW vs. PIO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CGW vs. PIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P Global Water Index ETF (CGW) and Invesco Global Water ETF (PIO). The values are adjusted to include any dividend payments, if applicable.

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CGW vs. PIO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CGW
Invesco S&P Global Water Index ETF
1.47%18.10%4.55%15.50%-22.00%31.70%15.41%34.04%-10.47%27.08%
PIO
Invesco Global Water ETF
-1.55%14.25%-0.44%22.19%-24.06%25.97%14.22%35.59%-9.71%26.52%

Returns By Period

In the year-to-date period, CGW achieves a 1.47% return, which is significantly higher than PIO's -1.55% return. Over the past 10 years, CGW has outperformed PIO with an annualized return of 10.45%, while PIO has yielded a comparatively lower 8.80% annualized return.


CGW

1D
1.85%
1M
-6.73%
YTD
1.47%
6M
1.11%
1Y
16.63%
3Y*
10.61%
5Y*
6.95%
10Y*
10.45%

PIO

1D
2.81%
1M
-10.03%
YTD
-1.55%
6M
-3.09%
1Y
9.33%
3Y*
8.47%
5Y*
4.56%
10Y*
8.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CGW vs. PIO - Expense Ratio Comparison

CGW has a 0.57% expense ratio, which is lower than PIO's 0.75% expense ratio.


Return for Risk

CGW vs. PIO — Risk / Return Rank

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

CGW
CGW Risk / Return Rank: 6363
Overall Rank
CGW Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
CGW Sortino Ratio Rank: 6767
Sortino Ratio Rank
CGW Omega Ratio Rank: 5959
Omega Ratio Rank
CGW Calmar Ratio Rank: 6666
Calmar Ratio Rank
CGW Martin Ratio Rank: 5858
Martin Ratio Rank

PIO
PIO Risk / Return Rank: 3131
Overall Rank
PIO Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
PIO Sortino Ratio Rank: 3232
Sortino Ratio Rank
PIO Omega Ratio Rank: 3030
Omega Ratio Rank
PIO Calmar Ratio Rank: 3030
Calmar Ratio Rank
PIO 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.

CGW vs. PIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Global Water Index ETF (CGW) and Invesco Global Water ETF (PIO). 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.


CGWPIODifference

Sharpe ratio

Return per unit of total volatility

1.13

0.53

+0.60

Sortino ratio

Return per unit of downside risk

1.63

0.89

+0.74

Omega ratio

Gain probability vs. loss probability

1.21

1.12

+0.09

Calmar ratio

Return relative to maximum drawdown

1.59

0.70

+0.89

Martin ratio

Return relative to average drawdown

5.46

2.54

+2.92

CGW vs. PIO - Sharpe Ratio Comparison

The current CGW Sharpe Ratio is 1.13, which is higher than the PIO Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of CGW and PIO, 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


CGWPIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

0.53

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.26

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.49

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.20

+0.15

Correlation

The correlation between CGW and PIO is 0.87, 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

CGW vs. PIO - Dividend Comparison

CGW's dividend yield for the trailing twelve months is around 1.56%, more than PIO's 1.03% yield.


TTM20252024202320222021202020192018201720162015
CGW
Invesco S&P Global Water Index ETF
1.56%1.58%2.27%1.55%1.45%1.59%1.41%1.48%2.14%1.71%1.65%1.67%
PIO
Invesco Global Water ETF
1.03%1.04%0.78%0.84%1.02%1.19%0.88%1.20%2.00%1.00%1.45%1.63%

Drawdowns

CGW vs. PIO - Drawdown Comparison

The maximum CGW drawdown since its inception was -57.24%, smaller than the maximum PIO drawdown of -64.88%. Use the drawdown chart below to compare losses from any high point for CGW and PIO.


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Drawdown Indicators


CGWPIODifference

Max Drawdown

Largest peak-to-trough decline

-57.24%

-64.88%

+7.64%

Max Drawdown (1Y)

Largest decline over 1 year

-10.33%

-13.14%

+2.81%

Max Drawdown (5Y)

Largest decline over 5 years

-32.74%

-34.27%

+1.53%

Max Drawdown (10Y)

Largest decline over 10 years

-35.72%

-35.76%

+0.04%

Current Drawdown

Current decline from peak

-7.14%

-10.61%

+3.47%

Average Drawdown

Average peak-to-trough decline

-9.87%

-15.50%

+5.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.00%

3.62%

-0.62%

Volatility

CGW vs. PIO - Volatility Comparison

The current volatility for Invesco S&P Global Water Index ETF (CGW) is 5.61%, while Invesco Global Water ETF (PIO) has a volatility of 6.83%. This indicates that CGW experiences smaller price fluctuations and is considered to be less risky than PIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CGWPIODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

6.83%

-1.22%

Volatility (6M)

Calculated over the trailing 6-month period

9.30%

10.78%

-1.48%

Volatility (1Y)

Calculated over the trailing 1-year period

14.78%

17.54%

-2.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.71%

17.48%

-0.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.67%

18.13%

-0.46%