CGW vs IGBH
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CGW vs IGBH
Invesco S&P Global Water Index ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
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Quick Verdict
IGBH has a lower expense ratio. CGW delivered stronger 1-year returns. CGW offers more diversification with 60 holdings.
Side-by-Side Comparison
| Metric | CGW | IGBH |
|---|---|---|
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Expense Ratio | 0.59% | 0.14% |
| AUM | $1.0B | $174M |
| Dividend Yield | 1.45% | 6.09% |
| Holdings Count | 77 | 274 |
| Inception Date | 2007-05-14 | 2015-07-22 |
| Investment Style | Mid Cap Blend | Ultrashort Term Bond |
| 1-Month Return | +4.39% | +0.89% |
| YTD Return | +7.98% | +0.85% |
| 1-Year Return | +23.15% | +7.33% |
| 3-Year Return | +12.85% | +7.78% |
| 5-Year Return | +8.95% | +5.04% |
| 10-Year Return | +11.62% | +4.61% |
| Buy Score | 81 | 60 |
| Momentum Score | 83 | 41 |
| Value Score | 52 | 63 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
62
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, CGW or IGBH?
CGW has an expense ratio of 0.59% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.
Do CGW and IGBH hold the same stocks?
CGW and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 62 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, CGW or IGBH?
Over the past year, CGW returned +23.15% while IGBH returned +7.33%. CGW outperformed over this period. Past performance does not guarantee future results.