Compare · 2 funds side by side · dividends reinvested

PHO and FIW

PHOInvesco×FIWFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,415PHO · best of the two

02 / 04

PHO and FIW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Water Resources ETFUnsorted0.59%0.49%+7.4%+5.8%+14.6%+6.1%−13.8%16.4%$2.1B1.3

First Trust Water ETFUnsorted0.50%0.69%+6.8%+4.0%+14.5%+5.8%−13.8%16.8%$1.9B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: PHO 2005 · FIW 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Water Resources ETF · $2.1B$13,415

PHO

FIW

First Trust Water ETF · $1.9B$13,281

$10,000 five years ago, dividends reinvested · they hold 75.5% in common

PHOMeasureFIW

+7.4%Year to dateJan 1 → Nov 5+6.8%

+5.8%1 yearTotal return+4.0%

+14.6%3 years · per year$10,000 became $15,057 · $15,023+14.5%

+6.1%5 years · per year$10,000 became $13,415 · $13,281+5.8%

0.59%Expense ratio$59 · $50 a year on $10k · lower is better0.50%

0.49%Trailing 12-mo yield$49 · $69 a year on $10k0.69%

−13.8%Worst dropSmaller is better−13.8%

16.4%VolatilityLower is calmer16.8%

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

5–2PHO wins

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

More Ways to See the Pairs

PHO vs FIW: Top 5 Holdings

Today

PHO

38.8%in top 5

FIW

in top 521.8%

PHOStockFIW

8.2%ECLnot top 5

8.1%FERGnot top 5

8.1%IDXX4.6%

7.5%ROP4.3%

7.0%WAT4.2%

not top 5VLTO4.4%

not top 5A4.3%

Held in common75.5%

End-of-day Nov 5, 2026 · share of each fund

PHO vs FIW Returns, Every Period

InvescoPHO

+6.1%

5 years, per year

FIWFirst Trust

+5.8%

5 years, per year

PHOFIWFaded: behind in that period

4–0PHO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PHO vs FIW

YTD

InvescoPHO

+7.4%

FIWFirst Trust

+6.8%

+7.4%Year to date+6.8%

−13.8%Worst drop · 1Y−13.8%

16.4%Volatility · 1Y16.8%

0.5%Yield0.7%

$2.1BAssets$1.9B

2–1PHO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PHO, FIW

Today

0.50%lowest, FIW

FundExpense ratioFee$10k

FIW0.50%$50

PHO0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PHO, FIW

0.69%highest, FIW

FundTrailing yieldYield$10k

FIW0.69%$69

PHO0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, FIW

FIW$69 − $50 = $19

PHO$49 − $59 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PHO, FIW

Today

75.5%most shared, PHO and FIW

PHOFIW

PHO—75.5%

FIW75.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.8%PHO, at 16.4% volatility

PHOWorst drop−13.8%16.4% vol

FIWWorst drop−13.8%16.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FIWPHO

+6.8%Year to date+7.4%

0.7%Yield0.5%

+4.0%Past year+5.8%

0.50%Fee0.59%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026