AQWA vs IBHL
Comparison between GLOBAL X CLEAN WATER ETF (AQWA, ETF) and ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF (IBHL, ETF).
AQWA vs IBHL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AQWA
$24M
Winner
IBHL
$24M
Expense Ratio
AQWA
0.50%
Winner
IBHL
0.35%
Max Drawdown
AQWA
30.30%
Winner
IBHL
3.70%
Sharpe Ratio
AQWA
-0.15
Winner
IBHL
0.46
5Y Beta
AQWA
0.59
Winner
IBHL
0.24
P/E Ratio
AQWA
24.65
IBHL
N/A
Forward P/E
AQWA
19.92
IBHL
N/A
PEG Ratio
AQWA
0.87
IBHL
N/A
5Y Dividends CAGR
AQWA
48.91%
IBHL
N/A
5Y EPS CAGR
AQWA
13.65%
IBHL
N/A
Debt to Equity
AQWA
54.07%
IBHL
N/A
P/S Ratio
AQWA
2.64
IBHL
N/A
P/B Ratio
AQWA
3.21
IBHL
N/A
AQWA vs IBHL - Holdings Comparison
AQWA and IBHL have 1 common holdings. Overlap is 0.00%
AQWA's top 25 holdings weight is 92.71%. IBHL's top 25 holdings weight is 28.39%.
| Rank | AQWA | IBHL |
|---|---|---|
| #1 | AMERICAN WATER WORKS CO INC (AWK) - 8.42% | 1261229 BC LTD. 10% (n/a) - 3.02% |
| #2 | XYLEM INC (XYL) - 8.06% | QUIKRETE HOLDINGS INC 6.375% (n/a) - 2.17% |
| #3 | FERGUSON ENTERPRISES INC (FERG) - 7.63% | n/a (n/a) - 1.92% |
| #4 | PENTAIR PLC (PNR) - 6.38% | QXO BUILDING PRODUCTS INC. 6.75% (n/a) - 1.24% |
| #5 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 6.28% | TRANSDIGM, INC. 6.625% (n/a) - 1.20% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 5.05% | DISCOVERY GLOBAL HOLDINGS INC. 4.279% (n/a) - 1.17% |
| #7 | ESSENTIAL UTILITIES INC (WTRG) - 4.63% | VENTURE GLOBAL LNG INC. 9.875% (n/a) - 1.15% |
| #8 | SEVERN TRENT PLC (n/a) - 4.39% | BLOCK INC 6.5% (n/a) - 1.08% |
| #9 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 4.21% | IQVIA INC 6.25% (n/a) - 1.08% |
| #10 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 4.04% | HUB INTERNATIONAL LTD. 7.375% (n/a) - 1.04% |
| #11 | CORE & MAIN INC CLASS A (CNM) - 3.69% | n/a (n/a) - 1.04% |
| #12 | A.O. SMITH CORP (AOS) - 3.59% | VOYAGER PARENT LLC 9.25% (n/a) - 0.98% |
| #13 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 3.40% | ALTICE FRANCE SAS 6.5% (n/a) - 0.98% |
| #14 | KURITA WATER INDUSTRIES LTD (n/a) - 3.20% | NCL CORPORATION LTD. 6.75% (n/a) - 0.96% |
| #15 | BADGER METER INC (BMI) - 2.40% | CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 0.90% |
| #16 | FRANKLIN ELECTRIC CO INC (FELE) - 2.31% | n/a (n/a) - 0.89% |
| #17 | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.20% | CLOUD SOFTWARE GROUP INC. 8.25% (n/a) - 0.89% |
| #18 | COWAY (n/a) - 1.91% | ARDONAGH GROUP FINANCE LTD. 8.875% (n/a) - 0.88% |
| #19 | AMERICAN STATES WATER CO (AWR) - 1.88% | n/a (n/a) - 0.88% |
| #20 | BEIJING CAPITAL ECO-ENVIRONMENT PROTECTION GROUP CO LTD CLASS A (n/a) - 1.79% | UNIVISION COMMUNICATIONS INC. 9.375% (n/a) - 0.84% |
| #21 | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.71% | n/a (n/a) - 0.83% |
| #22 | GUANGDONG INVESTMENT LTD (n/a) - 1.55% | n/a (n/a) - 0.83% |
| #23 | COMPANIA DE SANEAMENTO DE MINAS GERAIS COPASA MG (n/a) - 1.42% | ALTICE FRANCE SAS 6.875% (n/a) - 0.81% |
| #24 | ORGANO CORP (n/a) - 1.37% | GENMAB AS AND GENMAB FINANCE LLC 6.25% (n/a) - 0.81% |
| #25 | H2O AMERICA (HTO) - 1.20% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.80% |
| Total Holdings | 43 | 215 |
AQWA vs IBHL - Historical Returns
Returns include dividend reinvestment.
1M
AQWA
-0.12%
Winner
IBHL
+0.09%
3M
AQWA
-2.24%
Winner
IBHL
+0.64%
6M
AQWA
-4.12%
Winner
IBHL
+0.72%
1Y
AQWA
+0.38%
Winner
IBHL
+5.53%
5Y(CAGR)
AQWA
+4.54%
IBHL
N/A
Max(CAGR)
AQWA
+5.58%
Winner
IBHL
+7.36%
AQWA vs IBHL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AQWA | IBHL |
|---|---|---|
| 2026 | +0.21% | +1.26% |
| 2025 | +14.31% | +8.46% |
| 2024 | +5.80% | N/A |
| 2023 | +20.13% | N/A |
| 2022 | -18.89% | N/A |
| 2021 | +15.85% | N/A |
AQWA vs IBHL Drawdown Comparison
The maximum drawdown for AQWA was -29.44%, occurring on Oct 14, 2022. Recovery took 544 trading sessions.
The maximum drawdown for IBHL was -3.70%, occurring on Apr 8, 2025. Recovery took 16 trading sessions.
The current AQWA drawdown is -9.14%. The current IBHL drawdown is -0.47%.
| Rank | AQWA | IBHL |
|---|---|---|
| #1 | -29.44% Dec 31, 2021 - Mar 4, 2024 | -3.70% Apr 2, 2025 - Apr 25, 2025 |
| #2 | -14.42% Oct 16, 2024 - May 16, 2025 | -3.03% Feb 20, 2026 - Apr 17, 2026 |
| #3 | -12.34% Feb 26, 2026 - May 19, 2026 | -1.40% Sep 22, 2025 - Oct 24, 2025 |
| #4 | -8.54% May 15, 2024 - Sep 19, 2024 | -1.34% Apr 17, 2026 - May 29, 2026 |
| #5 | -8.04% Sep 2, 2021 - Nov 19, 2021 | -0.97% Oct 27, 2025 - Nov 25, 2025 |
| #6 | -7.69% Aug 27, 2025 - Jan 22, 2026 | -0.78% May 16, 2025 - May 30, 2025 |
| #7 | -5.47% Mar 21, 2024 - May 6, 2024 | -0.78% May 29, 2026 - Jun 15, 2026 |
| #8 | -4.98% Nov 22, 2021 - Dec 27, 2021 | -0.75% Jul 3, 2025 - Jul 22, 2025 |
| #9 | -3.66% May 10, 2021 - May 26, 2021 | -0.71% Jul 6, 2026 - Jul 14, 2026 |
| #10 | -3.41% Jun 15, 2021 - Jul 7, 2021 | -0.56% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -2.59% Jul 1, 2025 - Aug 7, 2025 | -0.52% Apr 29, 2025 - May 12, 2025 |
| #12 | -2.31% Aug 13, 2021 - Sep 1, 2021 | -0.46% May 13, 2025 - May 16, 2025 |
| #13 | -2.16% Sep 30, 2024 - Oct 16, 2024 | -0.43% Aug 27, 2025 - Sep 4, 2025 |
| #14 | -1.78% May 19, 2025 - May 27, 2025 | -0.42% Dec 4, 2025 - Dec 18, 2025 |
| #15 | -1.77% Apr 22, 2021 - May 7, 2021 | -0.42% Jun 15, 2026 - Jul 1, 2026 |
Correlation
Correlation between AQWA and IBHL is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2021 - 2026)
AQWA vs IBHL dividend yield comparison.
| Year | AQWA | IBHL |
|---|---|---|
| 2026 | 0.67% | 3.07% |
| 2025 | 1.47% | 4.90% |
| 2024 | 1.40% | 0.00% |
| 2023 | 1.53% | 0.00% |
| 2022 | 1.56% | 0.00% |
| 2021 | 1.19% | 0.00% |
Select Stocks to Compare
Popular: AQWA vs SPYIBHL vs SPY
More Comparisons
Compare with similar stocks