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 231 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
0
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 0 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.