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
| 12.73% | — | — | — | 0.470% | 6.11 Mil | |
Virtus Duff & Phelps Water Inst
AWTIX
| 12.13% | 1.62% | Average | Low | 0.930% | 625.36 Mil | |
Virtus Duff & Phelps Water C
AWTCX
| 11.00% | 0.57% | Average | Low | 1.970% | 625.36 Mil | |
Virtus Duff & Phelps Water A
AWTAX
| 11.83% | 1.32% | Average | Low | 1.220% | 625.36 Mil | |
KBI Global Investors Aquarius Instl
KBIWX
| 13.70% | 5.26% | Average | Low | 1.000% | 56.86 Mil | |
Invesco Water Resources ETF
PHO
| 17.89% | 7.19% | High | Below Average | 0.600% | 2.10 Bil | |
Invesco S&P Global Water ETF
CGW
| 10.77% | 2.66% | Above Average | Low | 0.560% | 955.74 Mil | |
Invesco Global Water ETF
PIO
| 15.75% | 1.67% | Average | Below Average | 0.750% | 272.69 Mil | |
Global X Clean Water ETF
AQWA
| 12.66% | 3.71% | Average | Below Average | 0.500% | 9.82 Mil | |
First Trust Water ETF
FIW
| 15.77% | 6.89% | High | Below Average | 0.530% | 1.67 Bil | |
Fidelity Water Sustainability
FLOWX
| 13.62% | 5.39% | Average | Average | 0.930% | 101.67 Mil | |
Ecofin Global Water ESG
EBLU
| 13.07% | 2.27% | Average | Low | 0.400% | 52.25 Mil | |
Calvert Global Water I
CFWIX
| 8.41% | 1.82% | Average | Low | 0.990% | 580.99 Mil | |
Calvert Global Water C
CFWCX
| 7.31% | 0.82% | Below Average | Low | 1.990% | 580.99 Mil | |
Calvert Global Water A
CFWAX
| 8.14% | 1.57% | Average | Low | 1.240% | 580.99 Mil |