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CGW vs TYG

Comparison between INVESCO S&P GLOBAL WATER INDEX ETF (CGW, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

5-Year PerformanceTYG has outperformed CGW, delivering a return of +22.4% compared to +5.7%

CGW vs TYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CGW
$1B
TYG
$1B
Expense Ratio
CGW
0.58%
TYG
N/A
Max Drawdown
Winner
CGW
61.08%
TYG
97.33%
Sharpe Ratio
CGW
0.64
Winner
TYG
1.32
5Y Beta
Winner
CGW
0.53
TYG
0.64
P/E Ratio
CGW
25.05
TYG
N/A
Forward P/E
CGW
21.00
TYG
N/A
PEG Ratio
CGW
1.29
TYG
N/A
5Y Dividends CAGR
CGW
11.92%
Winner
TYG
42.65%
5Y EPS CAGR
CGW
16.16%
TYG
N/A
Debt to Equity
CGW
42.22%
TYG
N/A
P/S Ratio
CGW
3.15
TYG
N/A
P/B Ratio
CGW
3.46
TYG
N/A

CGW vs TYG - Historical Returns

Returns include dividend reinvestment.

1M
CGW
-2.85%
Winner
TYG
-1.24%
3M
CGW
-4.05%
Winner
TYG
+3.85%
6M
CGW
+1.75%
Winner
TYG
+15.18%
1Y
CGW
+11.19%
Winner
TYG
+30.36%
5Y(CAGR)
CGW
+5.66%
Winner
TYG
+22.40%
10Y(CAGR)
Winner
CGW
+10.21%
TYG
+0.14%
Max(CAGR)
Winner
CGW
+7.30%
TYG
+4.44%

CGW vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearCGWTYG
2026+1.26%+16.42%
2025+18.94%+8.38%
2024+5.72%+58.74%
2023+15.01%+1.65%
2022-21.44%+19.50%
2021+32.39%+45.17%
2020+15.09%-70.89%
2019+34.65%-1.81%
2018-10.29%-26.72%
2017+26.50%+0.67%
2016+7.75%+19.78%
2015-1.33%-30.70%
2014+4.94%-2.18%
2013+23.91%+26.84%
2012+18.86%-0.99%
2011-8.41%+8.51%
2010+13.20%+29.88%
2009+27.61%+94.53%
2008-39.60%-45.23%
2007+4.78%+2.46%
2006N/A+34.43%
2005N/A+5.74%
2004N/A+13.96%

CGW vs TYG Drawdown Comparison

The maximum drawdown for CGW was -57.31%, occurring on Mar 9, 2009. Recovery took 1301 trading sessions.

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current CGW drawdown is -6.46%. The current TYG drawdown is -32.61%.

RankCGWTYG
#1-57.31%
Oct 31, 2007 - Jan 2, 2013
-95.33%
Jun 26, 2014 - Mar 18, 2020
#2-35.72%
Feb 19, 2020 - Oct 12, 2020
-75.57%
Jul 12, 2007 - Aug 5, 2010
#3-32.74%
Dec 31, 2021 - May 15, 2024
-21.58%
Mar 21, 2011 - Dec 1, 2011
#4-16.41%
Jan 26, 2018 - Mar 18, 2019
-17.61%
Jul 29, 2005 - Aug 25, 2006
#5-15.54%
May 14, 2015 - Jun 1, 2016
-16.59%
Dec 2, 2013 - May 16, 2014
#6-14.18%
Sep 30, 2024 - May 15, 2025
-15.42%
Mar 1, 2004 - Sep 15, 2004
#7-13.69%
Jun 20, 2014 - May 14, 2015
-15.05%
Mar 27, 2013 - Nov 21, 2013
#8-13.63%
Jul 13, 2007 - Oct 12, 2007
-11.59%
Apr 25, 2012 - Oct 26, 2012
#9-10.33%
Feb 26, 2026 - Mar 20, 2026
-11.57%
Jan 5, 2012 - Apr 24, 2012
#10-10.27%
May 21, 2013 - Sep 11, 2013
-9.90%
Nov 5, 2012 - Jan 17, 2013
#11-8.54%
Sep 22, 2016 - Mar 17, 2017
-8.53%
Feb 16, 2005 - Jun 15, 2005
#12-8.31%
May 21, 2024 - Aug 23, 2024
-7.79%
Dec 1, 2006 - Feb 12, 2007
#13-7.96%
Sep 2, 2021 - Nov 12, 2021
-7.33%
Sep 24, 2004 - Nov 11, 2004
#14-7.48%
Jun 23, 2016 - Aug 11, 2016
-6.84%
Aug 6, 2010 - Sep 13, 2010
#15-6.81%
Oct 24, 2025 - Jan 15, 2026
-5.81%
Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between CGW and TYG is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31
-101

Dividend Comparison (2004 - 2026)

CGW vs TYG dividend yield comparison.

YearCGWTYG
20260.00%4.10%
20251.58%11.25%
20242.27%7.96%
20231.55%9.87%
20221.45%8.94%
20211.59%5.27%
20201.41%10.85%
20191.48%14.61%
20182.14%13.17%
20171.71%9.01%
20161.65%8.54%
20151.67%13.95%
20141.77%5.44%
20131.52%4.79%
20122.03%5.92%
20112.19%5.50%
20102.01%5.65%
20091.09%6.96%
20088.77%13.16%
20070.42%7.26%
20060.00%6.64%
20050.00%6.62%
20040.00%3.53%

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