Compare · 2 funds side by side · dividends reinvested

EFRA and CGW

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,401CGW · best of the two

02 / 04

EFRA and CGW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Environmental Infrastructure and Industrials ETFThematic · Infrastructure0.47%3.98%+10.9%+13.4%+17.3%[…]−11.2%15.1%$6M1.3

Invesco S&P Global Water Index ETFInternational · Global0.58%1.50%+5.4%+6.5%+16.0%+4.4%−10.9%14.3%$1.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: EFRA 2022 · CGW 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Environmental Infrastructure and Industrials ETF · $6M[…]

EFRA

CGW

Invesco S&P Global Water Index ETF · $1.0B$12,401

$10,000 five years ago, dividends reinvested · they hold 53.9% in common

EFRAMeasureCGW

+10.9%Year to dateJan 1 → Nov 4+5.4%

+13.4%1 yearTotal return+6.5%

+17.3%3 years · per year$10,000 became $16,145 · $15,616+16.0%

[…]5 years · per year$10,000 became […] · $12,401+4.4%

0.47%Expense ratio$47 · $58 a year on $10k · lower is better0.58%

3.98%Trailing 12-mo yield$398 · $150 a year on $10k1.50%

−11.2%Worst dropSmaller is better−10.9%

15.1%VolatilityLower is calmer14.3%

EFRACGW Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2EFRA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EFRA vs CGW: Top 5 Holdings

Today

EFRA

31.2%in top 5

CGW

in top 535.3%

EFRAStockCGW

6.2%AWK9.0%

not top 5XYL7.4%

7.2%VLTO7.0%

not top 5UU.L6.3%

6.0%WABnot top 5

5.9%VIE.PAnot top 5

5.9%SWnot top 5

not top 5WTRG5.7%

Held in common53.9%

End-of-day Nov 4, 2026 · share of each fund

EFRA vs CGW Returns, Every Period

iSharesEFRA

+13.4%

past year

CGWInvesco

+6.5%

past year

EFRACGWFaded: behind in that period

3–0EFRA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs International: EFRA vs CGW

YTD

iSharesEFRA

+10.9%

CGWInvesco

+5.4%

+10.9%Year to date+5.4%

−11.2%Worst drop · 1Y−10.9%

15.1%Volatility · 1Y14.3%

4.0%Yield1.5%

$5.8MAssets$1.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFRA, CGW

Today

0.47%lowest, EFRA

FundExpense ratioFee$10k

EFRA0.47%$47

CGW0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EFRA, CGW

3.98%highest, EFRA

FundTrailing yieldYield$10k

EFRA3.98%$398

CGW1.50%$150

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$351most kept, EFRA

EFRA$398 − $47 = $351

CGW$150 − $58 = $92

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EFRA, CGW

Today

53.9%most shared, EFRA and CGW

EFRACGW

EFRA—53.9%

CGW53.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%EFRA, at 15.1% volatility

CGWWorst drop−10.9%14.3% vol

EFRAWorst drop−11.2%15.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EFRACGW

+10.9%Year to date+5.4%

4.0%Yield1.5%

+13.4%Past year+6.5%

0.47%Fee0.58%

4–0EFRA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026