STRNY vs. CGW
Compare and contrast key facts about Severn Trent PLC PK (STRNY) and Invesco S&P Global Water Index ETF (CGW).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STRNY or CGW.
Correlation
The correlation between STRNY and CGW is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
STRNY vs. CGW - Performance Comparison
Key characteristics
STRNY:
0.11
CGW:
0.59
STRNY:
0.34
CGW:
0.90
STRNY:
1.04
CGW:
1.11
STRNY:
0.12
CGW:
0.58
STRNY:
0.40
CGW:
1.63
STRNY:
7.23%
CGW:
4.96%
STRNY:
26.03%
CGW:
13.66%
STRNY:
-40.41%
CGW:
-57.24%
STRNY:
-16.96%
CGW:
-7.32%
Returns By Period
In the year-to-date period, STRNY achieves a -3.24% return, which is significantly lower than CGW's 3.65% return. Over the past 10 years, STRNY has underperformed CGW with an annualized return of 5.15%, while CGW has yielded a comparatively higher 8.75% annualized return.
STRNY
-3.24%
-0.19%
-5.15%
0.30%
2.06%
5.15%
CGW
3.65%
3.10%
-3.38%
6.83%
6.78%
8.75%
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Risk-Adjusted Performance
STRNY vs. CGW — Risk-Adjusted Performance Rank
STRNY
CGW
STRNY vs. CGW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Severn Trent PLC PK (STRNY) 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.
Dividends
STRNY vs. CGW - Dividend Comparison
STRNY's dividend yield for the trailing twelve months is around 4.91%, more than CGW's 0.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRNY Severn Trent PLC PK | 4.91% | 4.75% | 4.19% | 4.05% | 3.52% | 4.11% | 3.65% | 5.06% | 3.80% | 6.27% | 3.95% | 4.25% |
CGW Invesco S&P Global Water Index ETF | 0.94% | 0.98% | 1.55% | 1.45% | 1.59% | 1.41% | 1.48% | 2.14% | 1.71% | 1.65% | 1.67% | 1.77% |
Drawdowns
STRNY vs. CGW - Drawdown Comparison
The maximum STRNY drawdown since its inception was -40.41%, smaller than the maximum CGW drawdown of -57.24%. Use the drawdown chart below to compare losses from any high point for STRNY and CGW. For additional features, visit the drawdowns tool.
Volatility
STRNY vs. CGW - Volatility Comparison
Severn Trent PLC PK (STRNY) has a higher volatility of 7.10% compared to Invesco S&P Global Water Index ETF (CGW) at 3.71%. This indicates that STRNY's price experiences larger fluctuations and is considered to be riskier than CGW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.