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 102 holdings.
Side-by-Side Comparison
| Metric | CGW | HUSV |
|---|---|---|
| Fund Family | Invesco (US) | First Trust Portfolios (US) |
| Expense Ratio | 0.59% | 0.70% |
| AUM | $1.0B | $75M |
| Dividend Yield | 1.45% | 1.31% |
| Holdings Count | 77 | 102 |
| Inception Date | 2007-05-14 | 2016-08-24 |
| Investment Style | Mid Cap Blend | Large Cap Blend |
| 1-Month Return | +4.39% | +1.97% |
| YTD Return | +7.98% | +2.44% |
| 1-Year Return | +23.15% | +3.07% |
| 3-Year Return | +12.85% | +7.82% |
| 5-Year Return | +8.95% | +8.85% |
| 10-Year Return | +11.62% | - |
| Buy Score | 81 | 68 |
| Momentum Score | 83 | 46 |
| Value Score | 52 | 48 |
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 HUSV?
CGW has an expense ratio of 0.59% 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 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 HUSV?
Over the past year, CGW returned +23.15% while HUSV returned +3.07%. CGW outperformed over this period. Past performance does not guarantee future results.