AQWA vs WTIU
Comparison between GLOBAL X CLEAN WATER ETF (AQWA, ETF) and Bank of Montreal (WTIU, ETF).
5-Year PerformanceWTIU has outperformed AQWA, delivering a return of +101.9% compared to +4.8%
AQWA vs WTIU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AQWA
$24M
WTIU
$24M
Expense Ratio
AQWA
0.50%
WTIU
N/A
Max Drawdown
Winner
AQWA
30.30%
WTIU
99.57%
Sharpe Ratio
AQWA
-0.14
Winner
WTIU
1.08
5Y Beta
Winner
AQWA
0.59
WTIU
1.61
P/E Ratio
AQWA
24.23
Winner
WTIU
19.45
Forward P/E
AQWA
19.24
Winner
WTIU
10.47
PEG Ratio
Winner
AQWA
0.80
WTIU
0.99
5Y EPS CAGR
AQWA
13.66%
Winner
WTIU
16.40%
Debt to Equity
AQWA
55.97%
Winner
WTIU
17.36%
P/S Ratio
AQWA
2.52
Winner
WTIU
1.49
P/B Ratio
AQWA
3.08
Winner
WTIU
2.08
AQWA vs WTIU - Holdings Comparison
AQWA and WTIU have 0 common holdings. Overlap is 0.00%
AQWA's top 25 holdings weight is 92.68%. WTIU's top 25 holdings weight is 100.01%.
| Rank | AQWA | WTIU |
|---|---|---|
| #1 | AMERICAN WATER WORKS CO INC (AWK) - 8.25% | CHEVRON CORP (CVX) - 15.66% |
| #2 | FERGUSON ENTERPRISES INC (FERG) - 7.75% | EXXON MOBIL CORP (XOM) - 15.09% |
| #3 | XYLEM INC (XYL) - 7.67% | CONOCOPHILLIPS (COP) - 12.74% |
| #4 | PENTAIR PLC (PNR) - 6.26% | OCCIDENTAL PETROLEUM CORP (OXY) - 8.88% |
| #5 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 6.20% | EOG RESOURCES INC (EOG) - 7.64% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 4.70% | PHILLIPS 66 (PSX) - 6.24% |
| #7 | ESSENTIAL UTILITIES INC (WTRG) - 4.63% | VALERO ENERGY CORP (VLO) - 6.19% |
| #8 | SEVERN TRENT PLC (n/a) - 4.46% | EQT CORP (EQT) - 6.03% |
| #9 | CORE & MAIN INC CLASS A (CNM) - 4.31% | MARATHON PETROLEUM CORP (MPC) - 6.03% |
| #10 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 4.23% | DIAMONDBACK ENERGY INC (FANG) - 5.66% |
| #11 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.94% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 5.13% |
| #12 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 3.64% | DEVON ENERGY CORP (DVN) - 4.72% |
| #13 | A.O. SMITH CORP (AOS) - 3.51% | N/A |
| #14 | KURITA WATER INDUSTRIES LTD (n/a) - 3.17% | N/A |
| #15 | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.33% | N/A |
| #16 | FRANKLIN ELECTRIC CO INC (FELE) - 2.30% | N/A |
| #17 | BADGER METER INC (BMI) - 2.23% | N/A |
| #18 | BEIJING CAPITAL ECO-ENVIRONMENT PROTECTION GROUP CO LTD CLASS A (n/a) - 2.11% | N/A |
| #19 | COWAY (n/a) - 1.96% | N/A |
| #20 | AMERICAN STATES WATER CO (AWR) - 1.79% | N/A |
| #21 | GUANGDONG INVESTMENT LTD (n/a) - 1.76% | N/A |
| #22 | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.62% | N/A |
| #23 | ORGANO CORP (n/a) - 1.44% | N/A |
| #24 | KEPPEL INFRASTRUCTURE TRUST (n/a) - 1.21% | N/A |
| #25 | COMPANIA DE SANEAMENTO DE MINAS GERAIS COPASA MG (n/a) - 1.21% | N/A |
| Total Holdings | 43 | 12 |
AQWA vs WTIU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AQWA
-0.89%
WTIU
-4.24%
3M
Winner
AQWA
-1.39%
WTIU
-14.99%
6M
AQWA
-0.70%
Winner
WTIU
+57.81%
1Y
AQWA
+1.93%
Winner
WTIU
+63.78%
5Y(CAGR)
AQWA
+4.76%
Winner
WTIU
+101.93%
10Y(CAGR)
AQWA
N/A
WTIU
-4.69%
Max(CAGR)
Winner
AQWA
+5.54%
WTIU
-4.69%
AQWA vs WTIU - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | AQWA | WTIU |
|---|---|---|
| 2026 | -0.53% | +62.80% |
| 2025 | +14.31% | -19.59% |
| 2024 | +5.80% | -31.88% |
| 2023 | +20.13% | -28.42% |
| 2022 | -18.89% | N/A |
| 2021 | +15.85% | N/A |
| 2020 | N/A | -98.47% |
| 2019 | N/A | +53.08% |
| 2018 | N/A | -63.86% |
| 2017 | N/A | -8.08% |
AQWA vs WTIU Drawdown Comparison
The maximum drawdown for AQWA was -29.44%, occurring on Oct 14, 2022. Recovery took 544 trading sessions.
The maximum drawdown for WTIU was -99.57%, occurring on Apr 2, 2020. This drawdown has not yet recovered.
The current AQWA drawdown is -9.80%. The current WTIU drawdown is -65.32%.
| Rank | AQWA | WTIU |
|---|---|---|
| #1 | -29.44% Dec 31, 2021 - Mar 4, 2024 | -99.57% Oct 3, 2018 - Apr 2, 2020 |
| #2 | -14.42% Oct 16, 2024 - May 16, 2025 | -62.28% Jan 5, 2017 - Jan 8, 2018 |
| #3 | -12.34% Feb 26, 2026 - May 19, 2026 | -31.05% May 21, 2018 - Sep 28, 2018 |
| #4 | -8.54% May 15, 2024 - Sep 19, 2024 | -29.70% Jan 26, 2018 - Apr 11, 2018 |
| #5 | -8.04% Sep 2, 2021 - Nov 19, 2021 | -6.61% Apr 23, 2018 - May 4, 2018 |
| #6 | -7.69% Aug 27, 2025 - Jan 22, 2026 | -3.72% Jan 24, 2018 - Jan 26, 2018 |
| #7 | -5.47% Mar 21, 2024 - May 6, 2024 | -3.69% May 10, 2018 - May 16, 2018 |
| #8 | -4.98% Nov 22, 2021 - Dec 27, 2021 | -3.17% Jan 12, 2018 - Jan 23, 2018 |
| #9 | -3.66% May 10, 2021 - May 26, 2021 | -3.09% Apr 13, 2018 - Apr 18, 2018 |
| #10 | -3.41% Jun 15, 2021 - Jul 7, 2021 | -2.19% Apr 18, 2018 - Apr 23, 2018 |
| #11 | -2.59% Jul 1, 2025 - Aug 7, 2025 | -1.82% Oct 1, 2018 - Oct 3, 2018 |
| #12 | -2.31% Aug 13, 2021 - Sep 1, 2021 | -1.10% May 17, 2018 - May 21, 2018 |
| #13 | -2.16% Sep 30, 2024 - Oct 16, 2024 | -0.47% May 7, 2018 - May 9, 2018 |
| #14 | -1.78% May 19, 2025 - May 27, 2025 | N/A |
| #15 | -1.77% Apr 22, 2021 - May 7, 2021 | N/A |
Correlation
Correlation between AQWA and WTIU is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.43
-101
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