AVSE vs CGW
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AVSE vs CGW
Avantis Responsible Emerging Markets Equity ETF vs Invesco S&P Global Water Index ETF
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Quick Verdict
AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 2411 holdings.
Side-by-Side Comparison
| Metric | AVSE | CGW |
|---|---|---|
| Fund Family | Avantis Investors | Invesco (US) |
| Expense Ratio | 0.33% | 0.59% |
| AUM | $187M | $1.0B |
| Dividend Yield | 2.35% | 1.45% |
| Holdings Count | 2,411 | 77 |
| Inception Date | 2022-03-28 | 2007-05-14 |
| Investment Style | Small Cap Blend | Mid Cap Blend |
| 1-Month Return | +7.77% | +4.39% |
| YTD Return | +5.39% | +7.98% |
| 1-Year Return | +39.11% | +23.15% |
| 3-Year Return | +17.38% | +12.85% |
| 5-Year Return | - | +8.95% |
| 10-Year Return | - | +11.62% |
| Buy Score | 70 | 81 |
| Momentum Score | 69 | 83 |
| Value Score | 56 | 52 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, AVSE or CGW?
AVSE has an expense ratio of 0.33% while CGW charges 0.59%. AVSE is the cheaper option, saving you money on management fees over time.
Do AVSE and CGW hold the same stocks?
AVSE and CGW share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, AVSE or CGW?
Over the past year, AVSE returned +39.11% while CGW returned +23.15%. AVSE outperformed over this period. Past performance does not guarantee future results.