CGW vs IG
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CGW vs IG
Invesco S&P Global Water Index ETF vs Principal Investment Grade Corporate Active ETF
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Quick Verdict
IG has a lower expense ratio. CGW delivered stronger 1-year returns. IG offers more diversification with 182 holdings.
Side-by-Side Comparison
| Metric | CGW | IG |
|---|---|---|
| Fund Family | Invesco (US) | Principal Funds |
| Expense Ratio | 0.59% | 0.19% |
| AUM | $1.0B | $166M |
| Dividend Yield | 1.45% | 4.97% |
| Holdings Count | 77 | 231 |
| Inception Date | 2007-05-14 | 2018-04-18 |
| Investment Style | Mid Cap Blend | Long Term Mid Quality |
| 1-Month Return | +4.39% | +0.38% |
| YTD Return | +7.98% | +0.43% |
| 1-Year Return | +23.15% | +7.39% |
| 3-Year Return | +12.85% | +4.29% |
| 5-Year Return | +8.95% | -0.34% |
| 10-Year Return | +11.62% | - |
| Buy Score | 81 | 70 |
| Momentum Score | 83 | 35 |
| Value Score | 52 | 58 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
242
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, CGW or IG?
CGW has an expense ratio of 0.59% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.
Do CGW and IG hold the same stocks?
CGW and IG share 0 common holdings with a 0.0% weight overlap. They hold 242 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, CGW or IG?
Over the past year, CGW returned +23.15% while IG returned +7.39%. CGW outperformed over this period. Past performance does not guarantee future results.