CGW vs HUSV
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CGW vs HUSV
Invesco S&P Global Water Index ETF vs First Trust Horizon Managed Volatility Domestic ETF
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Quick Verdict
CGW has a lower expense ratio. CGW delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CGW | HUSV |
|---|---|---|
| Fund Family | Invesco (US) | First Trust Portfolios (US) |
| Expense Ratio | 0.58% | 0.70% |
| AUM | $1.0B | $74M |
| Dividend Yield | 1.52% | 1.33% |
| Holdings Count | 82 | 101 |
| Inception Date | 2007-05-14 | 2016-08-24 |
| Investment Style | Mid Cap Blend | Large Cap Blend |
| 1-Month Return | +5.03% | +0.67% |
| YTD Return | +3.29% | +2.05% |
| 1-Year Return | +6.67% | -1.06% |
| 3-Year Return | +9.93% | +7.32% |
| 5-Year Return | +5.67% | +5.77% |
| 10-Year Return | +9.87% | - |
| Buy Score | 61 | 51 |
| Momentum Score | 39 | 30 |
| Value Score | 70 | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, CGW or HUSV?
CGW has an expense ratio of 0.58% while HUSV charges 0.70%. CGW is the cheaper option, saving you money on management fees over time.
Do CGW and HUSV hold the same stocks?
CGW and HUSV share 2 common holdings with a 1.4% weight overlap. They hold 166 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, CGW or HUSV?
Over the past year, CGW returned +6.67% while HUSV returned -1.06%. CGW outperformed over this period. Past performance does not guarantee future results.