CGW vs BSCX
Comparison between INVESCO S&P GLOBAL WATER INDEX ETF (CGW, ETF) and Invesco BulletShares 2033 Corporate Bond ETF (BSCX, ETF).
CGW vs BSCX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGW
$1B
BSCX
$1B
Expense Ratio
CGW
0.58%
Winner
BSCX
0.10%
Max Drawdown
CGW
61.08%
Winner
BSCX
6.71%
Sharpe Ratio
Winner
CGW
0.13
BSCX
-0.21
5Y Beta
CGW
0.52
Winner
BSCX
0.08
P/E Ratio
CGW
24.03
BSCX
N/A
Forward P/E
CGW
20.26
BSCX
N/A
PEG Ratio
CGW
1.05
BSCX
N/A
5Y Dividends CAGR
CGW
11.92%
BSCX
N/A
5Y EPS CAGR
CGW
14.85%
BSCX
N/A
Debt to Equity
CGW
48.12%
BSCX
N/A
P/S Ratio
CGW
3.21
BSCX
N/A
P/B Ratio
CGW
3.01
BSCX
N/A
CGW vs BSCX - Holdings Comparison
CGW and BSCX have 1 common holdings. Overlap is -0.03%
CGW's top 25 holdings weight is 82.22%. BSCX's top 25 holdings weight is 21.76%.
| Rank | CGW | BSCX |
|---|---|---|
| #1 | XYLEM INC (XYL) - 7.68% | AMGEN INC. 5.25% (n/a) - 1.52% |
| #2 | AMERICAN WATER WORKS CO INC (AWK) - 7.67% | AMAZON.COM, INC. 4.55% (n/a) - 1.38% |
| #3 | n/a (n/a) - 7.57% | AT&T INC 2.55% (n/a) - 1.10% |
| #4 | ESSENTIAL UTILITIES INC (WTRG) - 5.71% | ALPHABET INC. 4.4% (n/a) - 1.03% |
| #5 | VERALTO CORP (VLTO) - 5.43% | ORACLE CORP. 5.35% (n/a) - 1.02% |
| #6 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 4.41% | SALESFORCE INC. 5.2% (n/a) - 0.97% |
| #7 | SEVERN TRENT PLC (n/a) - 4.07% | ABBOTT LABORATORIES 4.3% (n/a) - 0.94% |
| #8 | ECOLAB INC (ECL) - 4.00% | ROYAL BANK OF CANADA 5% (n/a) - 0.93% |
| #9 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.47% | T-MOBILE USA, INC. 5.05% (n/a) - 0.91% |
| #10 | GEBERIT AG (n/a) - 3.26% | n/a (n/a) - 0.89% |
| #11 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 3.07% | ENBRIDGE INC. 5.7% (n/a) - 0.84% |
| #12 | AMERICAN STATES WATER CO (AWR) - 2.70% | PHILIP MORRIS INTERNATIONAL INC. 5.375% (n/a) - 0.81% |
| #13 | CALIFORNIA WATER SERVICE GROUP (CWT) - 2.45% | INTEL CORPORATION 5.2% (n/a) - 0.80% |
| #14 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 2.27% | BP CAPITAL MARKETS AMERICA, INC. 4.812% (n/a) - 0.79% |
| #15 | CORE & MAIN INC CLASS A (CNM) - 2.03% | NVIDIA CORP. 4.75% (n/a) - 0.78% |
| #16 | n/a (n/a) - 2.02% | n/a (n/a) - 0.76% |
| #17 | H2O AMERICA (HTO) - 1.93% | BANCO SANTANDER SA 6.921% (n/a) - 0.76% |
| #18 | KURITA WATER INDUSTRIES LTD (n/a) - 1.93% | BROADCOM INC 3.419% (n/a) - 0.72% |
| #19 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.86% | VERIZON COMMUNICATIONS INC. 4.5% (n/a) - 0.72% |
| #20 | PENTAIR PLC (PNR) - 1.69% | UNITEDHEALTH GROUP INC. 5.35% (n/a) - 0.72% |
| #21 | BELIMO HOLDING AG (n/a) - 1.63% | NOVARTIS CAPITAL CORPORATION 4.6% (n/a) - 0.69% |
| #22 | n/a (n/a) - 1.46% | VERIZON COMMUNICATIONS INC. 4.75% (n/a) - 0.69% |
| #23 | BADGER METER INC (BMI) - 1.36% | META PLATFORMS INC 4.875% (n/a) - 0.69% |
| #24 | FRANKLIN ELECTRIC CO INC (FELE) - 1.28% | AT&T INC 4.75% (n/a) - 0.65% |
| #25 | PENNON GROUP PLC (n/a) - 1.27% | MPLX LP 5% (n/a) - 0.65% |
| Total Holdings | 84 | 289 |
CGW vs BSCX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGW
+2.60%
BSCX
-0.99%
3M
CGW
-1.96%
Winner
BSCX
-1.23%
6M
CGW
-1.72%
Winner
BSCX
-1.01%
1Y
Winner
CGW
+4.67%
BSCX
+3.06%
5Y(CAGR)
CGW
+4.73%
BSCX
N/A
10Y(CAGR)
CGW
+9.80%
BSCX
N/A
Max(CAGR)
Winner
CGW
+7.24%
BSCX
+6.32%
CGW vs BSCX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CGW | BSCX |
|---|---|---|
| 2026 | +1.57% | -0.77% |
| 2025 | +18.94% | +9.26% |
| 2024 | +5.72% | +2.48% |
| 2023 | +15.01% | +7.87% |
| 2022 | -21.44% | N/A |
| 2021 | +32.39% | N/A |
| 2020 | +15.09% | N/A |
| 2019 | +34.65% | N/A |
| 2018 | -10.29% | N/A |
| 2017 | +26.50% | N/A |
| 2016 | +7.75% | N/A |
| 2015 | -1.33% | N/A |
| 2014 | +4.94% | N/A |
| 2013 | +23.91% | N/A |
| 2012 | +18.86% | N/A |
| 2011 | -8.41% | N/A |
| 2010 | +13.20% | N/A |
| 2009 | +27.61% | N/A |
| 2008 | -39.60% | N/A |
| 2007 | +4.78% | N/A |
CGW vs BSCX Drawdown Comparison
The maximum drawdown for CGW was -57.31%, occurring on Mar 9, 2009. Recovery took 1301 trading sessions.
The maximum drawdown for BSCX was -5.13%, occurring on Jan 13, 2025. Recovery took 184 trading sessions.
The current CGW drawdown is -6.17%. The current BSCX drawdown is -2.36%.
| Rank | CGW | BSCX |
|---|---|---|
| #1 | -57.31% Oct 31, 2007 - Jan 2, 2013 | -5.13% Sep 17, 2024 - Jun 12, 2025 |
| #2 | -35.72% Feb 19, 2020 - Oct 12, 2020 | -4.63% Sep 20, 2023 - Nov 14, 2023 |
| #3 | -32.74% Dec 31, 2021 - May 15, 2024 | -4.47% Dec 27, 2023 - Jul 11, 2024 |
| #4 | -16.41% Jan 26, 2018 - Mar 18, 2019 | -2.90% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -15.54% May 14, 2015 - Jun 1, 2016 | -1.29% Oct 28, 2025 - Nov 26, 2025 |
| #6 | -14.18% Sep 30, 2024 - May 15, 2025 | -1.17% Aug 2, 2024 - Aug 13, 2024 |
| #7 | -13.69% Jun 20, 2014 - May 14, 2015 | -1.13% Jul 1, 2025 - Jul 29, 2025 |
| #8 | -13.63% Jul 13, 2007 - Oct 12, 2007 | -0.97% Jul 17, 2024 - Jul 30, 2024 |
| #9 | -10.86% Feb 26, 2026 - May 19, 2026 | -0.90% Sep 15, 2025 - Oct 14, 2025 |
| #10 | -10.27% May 21, 2013 - Sep 11, 2013 | -0.79% Nov 26, 2025 - Dec 29, 2025 |
| #11 | -8.54% Sep 22, 2016 - Mar 17, 2017 | -0.72% Jan 14, 2026 - Feb 5, 2026 |
| #12 | -8.31% May 21, 2024 - Aug 23, 2024 | -0.70% Dec 6, 2023 - Dec 13, 2023 |
| #13 | -7.96% Sep 2, 2021 - Nov 12, 2021 | -0.70% Nov 14, 2023 - Nov 16, 2023 |
| #14 | -7.48% Jun 23, 2016 - Aug 11, 2016 | -0.65% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -6.81% Oct 24, 2025 - Jan 15, 2026 | -0.56% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between CGW and BSCX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
CGW vs BSCX dividend yield comparison.
| Year | CGW | BSCX |
|---|---|---|
| 2026 | 0.00% | 2.87% |
| 2025 | 1.58% | 4.82% |
| 2024 | 2.27% | 5.00% |
| 2023 | 1.55% | 1.08% |
| 2022 | 1.45% | 0.00% |
| 2021 | 1.59% | 0.00% |
| 2020 | 1.41% | 0.00% |
| 2019 | 1.48% | 0.00% |
| 2018 | 2.14% | 0.00% |
| 2017 | 1.71% | 0.00% |
| 2016 | 1.65% | 0.00% |
| 2015 | 1.67% | 0.00% |
| 2014 | 1.77% | 0.00% |
| 2013 | 1.52% | 0.00% |
| 2012 | 2.03% | 0.00% |
| 2011 | 2.19% | 0.00% |
| 2010 | 2.01% | 0.00% |
| 2009 | 1.09% | 0.00% |
| 2008 | 8.77% | 0.00% |
| 2007 | 0.42% | 0.00% |
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