EBLU vs. CGW
Compare and contrast key facts about Ecofin Global Water ESG Fund (EBLU) and Invesco S&P Global Water Index ETF (CGW).
EBLU and CGW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EBLU is a passively managed fund by Tortoise that tracks the performance of the Ecofin Water ESG Index. It was launched on Feb 15, 2017. CGW is a passively managed fund by Invesco that tracks the performance of the S&P Global Water Index. It was launched on May 14, 2007. Both EBLU and CGW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EBLU or CGW.
Correlation
The correlation between EBLU and CGW is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EBLU vs. CGW - Performance Comparison
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Key characteristics
EBLU:
21.11%
CGW:
15.72%
EBLU:
-1.46%
CGW:
-57.24%
EBLU:
-0.22%
CGW:
-2.31%
Returns By Period
EBLU
N/A
N/A
N/A
N/A
N/A
N/A
CGW
9.26%
8.16%
1.56%
2.03%
13.18%
8.72%
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EBLU vs. CGW - Expense Ratio Comparison
EBLU has a 0.40% expense ratio, which is lower than CGW's 0.57% expense ratio.
Risk-Adjusted Performance
EBLU vs. CGW — Risk-Adjusted Performance Rank
EBLU
CGW
EBLU vs. CGW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ecofin Global Water ESG Fund (EBLU) and Invesco S&P Global Water Index ETF (CGW). 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.
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Dividends
EBLU vs. CGW - Dividend Comparison
EBLU has not paid dividends to shareholders, while CGW's dividend yield for the trailing twelve months is around 2.08%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EBLU Ecofin Global Water ESG Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CGW Invesco S&P Global Water Index ETF | 2.08% | 2.27% | 1.55% | 1.45% | 1.59% | 1.41% | 1.48% | 2.14% | 1.71% | 1.65% | 1.67% | 1.77% |
Drawdowns
EBLU vs. CGW - Drawdown Comparison
The maximum EBLU drawdown since its inception was -1.46%, smaller than the maximum CGW drawdown of -57.24%. Use the drawdown chart below to compare losses from any high point for EBLU and CGW. For additional features, visit the drawdowns tool.
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Volatility
EBLU vs. CGW - Volatility Comparison
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