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 671 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 | 83 | 29 |
| Value Score | 52 | 56 |
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, 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 0 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.