AQWA vs PEZ
Comparison between GLOBAL X CLEAN WATER ETF (AQWA, ETF) and INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF).
5-Year PerformanceAQWA has outperformed PEZ, delivering a return of +4.5% compared to +3.0%
AQWA vs PEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AQWA
$24M
PEZ
$24M
Expense Ratio
Winner
AQWA
0.50%
PEZ
0.60%
Max Drawdown
Winner
AQWA
30.30%
PEZ
59.00%
Sharpe Ratio
AQWA
-0.15
Winner
PEZ
0.03
5Y Beta
Winner
AQWA
0.59
PEZ
1.11
P/E Ratio
Winner
AQWA
24.65
PEZ
28.72
Forward P/E
AQWA
19.92
Winner
PEZ
19.59
PEG Ratio
AQWA
0.87
PEZ
N/A
5Y Dividends CAGR
Winner
AQWA
48.91%
PEZ
11.21%
5Y EPS CAGR
AQWA
13.65%
Winner
PEZ
17.83%
Debt to Equity
Winner
AQWA
54.07%
PEZ
91.10%
P/S Ratio
AQWA
2.64
Winner
PEZ
1.10
P/B Ratio
Winner
AQWA
3.21
PEZ
4.81
AQWA vs PEZ - Holdings Comparison
AQWA and PEZ have 1 common holdings. Overlap is 0.00%
AQWA's top 25 holdings weight is 92.71%. PEZ's top 25 holdings weight is 72.57%.
| Rank | AQWA | PEZ |
|---|---|---|
| #1 | AMERICAN WATER WORKS CO INC (AWK) - 8.42% | TAPESTRY INC (TPR) - 4.07% |
| #2 | XYLEM INC (XYL) - 8.06% | RALPH LAUREN CORP CLASS A (RL) - 3.86% |
| #3 | FERGUSON ENTERPRISES INC (FERG) - 7.63% | CARDINAL HEALTH INC (CAH) - 3.86% |
| #4 | PENTAIR PLC (PNR) - 6.38% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.65% |
| #5 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 6.28% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.58% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 5.05% | WILLIAMS-SONOMA INC (WSM) - 3.49% |
| #7 | ESSENTIAL UTILITIES INC (WTRG) - 4.63% | MCKESSON CORP (MCK) - 3.19% |
| #8 | SEVERN TRENT PLC (n/a) - 4.39% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.18% |
| #9 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 4.21% | WALMART INC (WMT) - 3.17% |
| #10 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 4.04% | TJX COMPANIES INC (TJX) - 3.09% |
| #11 | CORE & MAIN INC CLASS A (CNM) - 3.69% | NETFLIX INC (NFLX) - 3.07% |
| #12 | A.O. SMITH CORP (AOS) - 3.59% | GENERAL MOTORS CO (GM) - 3.01% |
| #13 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 3.40% | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.83% |
| #14 | KURITA WATER INDUSTRIES LTD (n/a) - 3.20% | GARMIN LTD (GRMN) - 2.74% |
| #15 | BADGER METER INC (BMI) - 2.40% | BURLINGTON STORES INC (BURL) - 2.62% |
| #16 | FRANKLIN ELECTRIC CO INC (FELE) - 2.31% | FIVE BELOW INC (FIVE) - 2.61% |
| #17 | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.20% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.50% |
| #18 | COWAY (n/a) - 1.91% | ROSS STORES INC (ROST) - 2.46% |
| #19 | AMERICAN STATES WATER CO (AWR) - 1.88% | DANA INC (DAN) - 2.41% |
| #20 | BEIJING CAPITAL ECO-ENVIRONMENT PROTECTION GROUP CO LTD CLASS A (n/a) - 1.79% | EXPEDIA GROUP INC (EXPE) - 2.40% |
| #21 | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.71% | CAESARS ENTERTAINMENT INC (CZR) - 2.38% |
| #22 | GUANGDONG INVESTMENT LTD (n/a) - 1.55% | HASBRO INC (HAS) - 2.16% |
| #23 | COMPANIA DE SANEAMENTO DE MINAS GERAIS COPASA MG (n/a) - 1.42% | NEW YORK TIMES CO CLASS A (NYT) - 2.13% |
| #24 | ORGANO CORP (n/a) - 1.37% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.12% |
| #25 | H2O AMERICA (HTO) - 1.20% | CALLAWAY GOLF CO (CALY) - 1.99% |
| Total Holdings | 43 | 47 |
AQWA vs PEZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AQWA
-0.12%
PEZ
-1.37%
3M
AQWA
-2.24%
Winner
PEZ
-1.19%
6M
Winner
AQWA
-4.12%
PEZ
-6.26%
1Y
AQWA
+0.38%
Winner
PEZ
+1.95%
5Y(CAGR)
Winner
AQWA
+4.54%
PEZ
+3.03%
10Y(CAGR)
AQWA
N/A
PEZ
+9.35%
Max(CAGR)
AQWA
+5.58%
Winner
PEZ
+7.80%
AQWA vs PEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AQWA | PEZ |
|---|---|---|
| 2026 | +0.21% | -3.05% |
| 2025 | +14.31% | +6.13% |
| 2024 | +5.80% | +21.74% |
| 2023 | +20.13% | +30.17% |
| 2022 | -18.89% | -28.99% |
| 2021 | +15.85% | +23.62% |
| 2020 | N/A | +37.99% |
| 2019 | N/A | +17.65% |
| 2018 | N/A | -7.24% |
| 2017 | N/A | +20.16% |
| 2016 | N/A | -0.51% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | +9.23% |
| 2013 | N/A | +36.96% |
| 2012 | N/A | +18.76% |
| 2011 | N/A | +0.03% |
| 2010 | N/A | +27.53% |
| 2009 | N/A | +22.45% |
| 2008 | N/A | -31.14% |
| 2007 | N/A | -11.83% |
| 2006 | N/A | +5.87% |
AQWA vs PEZ Drawdown Comparison
The maximum drawdown for AQWA was -29.44%, occurring on Oct 14, 2022. Recovery took 544 trading sessions.
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The current AQWA drawdown is -9.14%. The current PEZ drawdown is -9.58%.
| Rank | AQWA | PEZ |
|---|---|---|
| #1 | -29.44% Dec 31, 2021 - Mar 4, 2024 | -58.39% Jun 4, 2007 - Mar 1, 2012 |
| #2 | -14.42% Oct 16, 2024 - May 16, 2025 | -52.05% Sep 27, 2018 - Aug 5, 2020 |
| #3 | -12.34% Feb 26, 2026 - May 19, 2026 | -41.72% Nov 18, 2021 - Aug 23, 2024 |
| #4 | -8.54% May 15, 2024 - Sep 19, 2024 | -31.48% Nov 25, 2024 - Apr 8, 2025 |
| #5 | -8.04% Sep 2, 2021 - Nov 19, 2021 | -25.01% Aug 5, 2015 - Oct 6, 2017 |
| #6 | -7.69% Aug 27, 2025 - Jan 22, 2026 | -16.59% Feb 9, 2021 - Nov 2, 2021 |
| #7 | -5.47% Mar 21, 2024 - May 6, 2024 | -14.38% Oct 15, 2020 - Nov 19, 2020 |
| #8 | -4.98% Nov 22, 2021 - Dec 27, 2021 | -14.05% Sep 2, 2014 - Nov 28, 2014 |
| #9 | -3.66% May 10, 2021 - May 26, 2021 | -12.36% Jan 23, 2018 - Jun 4, 2018 |
| #10 | -3.41% Jun 15, 2021 - Jul 7, 2021 | -12.12% Aug 21, 2020 - Oct 9, 2020 |
| #11 | -2.59% Jul 1, 2025 - Aug 7, 2025 | -10.88% May 2, 2012 - Sep 13, 2012 |
| #12 | -2.31% Aug 13, 2021 - Sep 1, 2021 | -9.64% Mar 5, 2014 - Jul 1, 2014 |
| #13 | -2.16% Sep 30, 2024 - Oct 16, 2024 | -9.00% Jan 10, 2014 - Feb 24, 2014 |
| #14 | -1.78% May 19, 2025 - May 27, 2025 | -8.48% Aug 23, 2024 - Sep 19, 2024 |
| #15 | -1.77% Apr 22, 2021 - May 7, 2021 | -8.00% Sep 14, 2012 - Jan 4, 2013 |
Correlation
Correlation between AQWA and PEZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2006 - 2026)
AQWA vs PEZ dividend yield comparison.
| Year | AQWA | PEZ |
|---|---|---|
| 2026 | 0.67% | 0.25% |
| 2025 | 1.47% | 0.11% |
| 2024 | 1.40% | 0.12% |
| 2023 | 1.53% | 0.60% |
| 2022 | 1.56% | 0.43% |
| 2021 | 1.19% | 0.23% |
| 2020 | 0.00% | 0.39% |
| 2019 | 0.00% | 0.01% |
| 2018 | 0.00% | 0.40% |
| 2017 | 0.00% | 0.42% |
| 2016 | 0.00% | 0.83% |
| 2015 | 0.00% | 0.64% |
| 2014 | 0.00% | 0.15% |
| 2013 | 0.00% | 0.46% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.75% |
| 2010 | 0.00% | 0.67% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.03% |
| 2007 | 0.00% | 0.55% |
| 2006 | 0.00% | 0.61% |
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