CGW vs FTCB
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CGW vs FTCB
Invesco S&P Global Water Index ETF vs First Trust Core Investment Grade ETF
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Quick Verdict
FTCB has a lower expense ratio. CGW delivered stronger 1-year returns. FTCB offers more diversification with 330 holdings.
Side-by-Side Comparison
| Metric | CGW | FTCB |
|---|---|---|
| Fund Family | Invesco (US) | First Trust Portfolios (US) |
| Expense Ratio | 0.59% | 0.56% |
| AUM | $1.0B | $2.2B |
| Dividend Yield | 1.45% | 4.94% |
| Holdings Count | 77 | 671 |
| Inception Date | 2007-05-14 | 2023-11-07 |
| Investment Style | Mid Cap Blend | Investment Grade Bond |
| 1-Month Return | +4.39% | -0.05% |
| YTD Return | +7.98% | +0.00% |
| 1-Year Return | +23.15% | +7.44% |
| 3-Year Return | +12.85% | - |
| 5-Year Return | +8.95% | - |
| 10-Year Return | +11.62% | - |
| Buy Score | 81 | 55 |
| Momentum Score | 79 | 29 |
| Value Score | 52 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
390
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, CGW or FTCB?
CGW has an expense ratio of 0.59% while FTCB charges 0.56%. FTCB is the cheaper option, saving you money on management fees over time.
Do CGW and FTCB hold the same stocks?
CGW and FTCB share 0 common holdings with a 0.0% weight overlap. They hold 390 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, CGW or FTCB?
Over the past year, CGW returned +23.15% while FTCB returned +7.44%. CGW outperformed over this period. Past performance does not guarantee future results.