Water Funds
Name
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Morningstar Return Rating
Overall
|
Morningstar Risk Rating
Overall
|
Adjusted Expense Ratio
|
Fund Size
|
---|---|---|---|---|---|---|---|
iShares MSCI Water Mgmt Mltsctr ETF
IWTR
| 16.06% | — | — | — | 0.470% | 6.23 Mil | |
Virtus Duff & Phelps Water Inst
AWTIX
| 14.18% | 1.83% | Average | Low | 0.930% | 628.28 Mil | |
Virtus Duff & Phelps Water C
AWTCX
| 13.02% | 0.77% | Average | Low | 1.970% | 628.28 Mil | |
Virtus Duff & Phelps Water A
AWTAX
| 13.84% | 1.52% | Average | Low | 1.220% | 628.28 Mil | |
KBI Global Investors Aquarius Instl
KBIWX
| 15.26% | 5.44% | Average | Low | 1.000% | 57.10 Mil | |
Invesco Water Resources ETF
PHO
| 16.84% | 6.61% | High | Below Average | 0.600% | 2.08 Bil | |
Invesco S&P Global Water ETF
CGW
| 13.32% | 2.89% | Above Average | Low | 0.560% | 945.04 Mil | |
Invesco Global Water ETF
PIO
| 16.94% | 1.65% | Average | Below Average | 0.750% | 273.28 Mil | |
Global X Clean Water ETF
AQWA
| 14.34% | 3.85% | Average | Below Average | 0.500% | 9.82 Mil | |
First Trust Water ETF
FIW
| 14.67% | 6.53% | Above Average | Below Average | 0.530% | 1.66 Bil | |
Fidelity Water Sustainability
FLOWX
| 14.98% | 5.58% | Average | Average | 0.930% | 97.53 Mil | |
Ecofin Global Water ESG
EBLU
| 15.19% | 2.32% | Average | Below Average | 0.400% | 52.63 Mil | |
Calvert Global Water I
CFWIX
| 10.35% | 2.37% | Average | Low | 0.990% | 559.28 Mil | |
Calvert Global Water C
CFWCX
| 9.25% | 1.36% | Average | Low | 1.990% | 559.28 Mil | |
Calvert Global Water A
CFWAX
| 10.09% | 2.12% | Average | Low | 1.240% | 559.28 Mil |