NZUS vs. ERTH
Compare and contrast key facts about SPDR MSCI USA Climate Paris Aligned ETF (NZUS) and Invesco MSCI Sustainable Future ETF (ERTH).
NZUS and ERTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NZUS is a passively managed fund by SPDR that tracks the performance of the MSCI USA Climate Paris Aligned Index. It was launched on Apr 21, 2022. ERTH is a passively managed fund by Invesco that tracks the performance of the MSCI Global Environment Select Index. It was launched on Oct 24, 2006. Both NZUS and ERTH 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: NZUS or ERTH.
Correlation
The correlation between NZUS and ERTH is 0.72, 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.
Performance
NZUS vs. ERTH - Performance Comparison
Key characteristics
NZUS:
1.56
ERTH:
-0.00
NZUS:
2.11
ERTH:
0.13
NZUS:
1.28
ERTH:
1.01
NZUS:
2.57
ERTH:
-0.00
NZUS:
9.63
ERTH:
-0.01
NZUS:
2.24%
ERTH:
5.74%
NZUS:
13.86%
ERTH:
19.61%
NZUS:
-20.25%
ERTH:
-64.46%
NZUS:
-2.62%
ERTH:
-43.01%
Returns By Period
In the year-to-date period, NZUS achieves a 0.98% return, which is significantly higher than ERTH's 0.20% return.
NZUS
0.98%
0.51%
12.50%
20.25%
N/A
N/A
ERTH
0.20%
-0.12%
0.59%
-1.79%
-0.82%
5.59%
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NZUS vs. ERTH - Expense Ratio Comparison
NZUS has a 0.10% expense ratio, which is lower than ERTH's 0.55% expense ratio.
Risk-Adjusted Performance
NZUS vs. ERTH — Risk-Adjusted Performance Rank
NZUS
ERTH
NZUS vs. ERTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI USA Climate Paris Aligned ETF (NZUS) and Invesco MSCI Sustainable Future ETF (ERTH). 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.
Dividends
NZUS vs. ERTH - Dividend Comparison
NZUS's dividend yield for the trailing twelve months is around 5.43%, more than ERTH's 0.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NZUS SPDR MSCI USA Climate Paris Aligned ETF | 5.43% | 5.49% | 1.07% | 1.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ERTH Invesco MSCI Sustainable Future ETF | 0.99% | 1.00% | 1.28% | 1.22% | 15.33% | 0.21% | 0.50% | 0.61% | 0.87% | 1.06% | 0.79% | 0.83% |
Drawdowns
NZUS vs. ERTH - Drawdown Comparison
The maximum NZUS drawdown since its inception was -20.25%, smaller than the maximum ERTH drawdown of -64.46%. Use the drawdown chart below to compare losses from any high point for NZUS and ERTH. For additional features, visit the drawdowns tool.
Volatility
NZUS vs. ERTH - Volatility Comparison
The current volatility for SPDR MSCI USA Climate Paris Aligned ETF (NZUS) is 4.32%, while Invesco MSCI Sustainable Future ETF (ERTH) has a volatility of 5.45%. This indicates that NZUS experiences smaller price fluctuations and is considered to be less risky than ERTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.