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
| 11.70% | — | — | — | 0.470% | 6.16 Mil | |
Virtus Duff & Phelps Water Inst
AWTIX
| 12.57% | 3.48% | Average | Low | 0.930% | 638.51 Mil | |
Virtus Duff & Phelps Water C
AWTCX
| 11.41% | 2.41% | Average | Low | 1.970% | 638.51 Mil | |
Virtus Duff & Phelps Water A
AWTAX
| 12.25% | 3.19% | Average | Low | 1.220% | 638.51 Mil | |
KBI Global Investors Aquarius Instl
KBIWX
| 12.94% | 6.38% | Average | Low | 1.000% | 58.09 Mil | |
Invesco Water Resources ETF
PHO
| 20.02% | 9.27% | High | Below Average | 0.600% | 2.13 Bil | |
Invesco S&P Global Water ETF
CGW
| 10.20% | 4.11% | Above Average | Low | 0.560% | 966.96 Mil | |
Invesco Global Water ETF
PIO
| 15.66% | 3.22% | Average | Below Average | 0.750% | 276.94 Mil | |
Global X Clean Water ETF
AQWA
| 13.34% | 5.31% | Average | Below Average | 0.500% | 10.00 Mil | |
First Trust Water ETF
FIW
| 17.10% | 8.86% | High | Below Average | 0.530% | 1.69 Bil | |
Fidelity Water Sustainability
FLOWX
| 15.43% | 7.15% | Average | Average | 0.930% | 101.67 Mil | |
Ecofin Global Water ESG
EBLU
| 14.34% | 3.99% | Average | Low | 0.400% | 53.56 Mil | |
Calvert Global Water I
CFWIX
| 7.75% | 3.03% | Average | Low | 0.990% | 580.99 Mil | |
Calvert Global Water C
CFWCX
| 6.69% | 2.00% | Below Average | Low | 1.990% | 580.99 Mil | |
Calvert Global Water A
CFWAX
| 7.52% | 2.77% | Average | Low | 1.240% | 580.99 Mil |