ERTH vs DIVN

Comparison between INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF) and HORIZON DIVIDEND INCOME ETF (DIVN, ETF).

ERTH vs DIVN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERTH(ETF)	DIVN(ETF)
Net Assets	$147M	$147M
Expense Ratio	0.66%	0.70%
Max Drawdown	64.45%	5.55%
Sharpe Ratio	0.78	1.56
5Y Beta	0.87	0.42
P/E Ratio	N/A	18.09
Forward P/E	N/A	15.08
PEG Ratio	N/A	0.57
5Y Dividends CAGR	23.87%	N/A
5Y EPS CAGR	N/A	13.59%
Debt to Equity	N/A	-68.13%
P/S Ratio	N/A	2.52
P/B Ratio	N/A	4.12

Net Assets

Winner

ERTH

$147M

DIVN

$147M

Expense Ratio

Winner

ERTH

0.66%

DIVN

0.70%

Max Drawdown

ERTH

64.45%

Winner

DIVN

5.55%

Sharpe Ratio

ERTH

0.78

Winner

DIVN

1.56

5Y Beta

ERTH

0.87

Winner

DIVN

0.42

P/E Ratio

ERTH

N/A

DIVN

18.09

Forward P/E

ERTH

N/A

DIVN

15.08

PEG Ratio

ERTH

N/A

DIVN

0.57

5Y Dividends CAGR

ERTH

23.87%

DIVN

N/A

5Y EPS CAGR

ERTH

N/A

DIVN

13.59%

Debt to Equity

ERTH

N/A

DIVN

-68.13%

P/S Ratio

ERTH

N/A

DIVN

2.52

P/B Ratio

ERTH

N/A

DIVN

4.12

ERTH vs DIVN - Holdings Comparison

ERTH and DIVN have 1 common holdings. Overlap is -0.05%

ERTH's top 25 holdings weight is 61.82%. DIVN's top 25 holdings weight is 60.40%.

Rank	ERTH	DIVN
#1	NVIDIA CORP (NVDA) - 5.65%	MERCK & CO INC (MRK) - 3.93%
#2	DIGITAL REALTY TRUST INC (DLR) - 5.24%	ABBVIE INC (ABBV) - 3.83%
#3	TESLA INC (TSLA) - 5.13%	PROCTER & GAMBLE CO (PG) - 3.74%
#4	BYD CO LTD CLASS H (n/a) - 4.62%	PHILIP MORRIS INTERNATIONAL INC (PM) - 3.72%
#5	VESTAS WIND SYSTEMS AS (n/a) - 4.41%	JOHNSON & JOHNSON (JNJ) - 3.20%
#6	FIRST SOLAR INC (FSLR) - 4.06%	ACCENTURE PLC CLASS A (ACN) - 3.09%
#7	NEXTPOWER INC CLASS A (NXT) - 2.88%	T-MOBILE US INC (TMUS) - 3.02%
#8	n/a (n/a) - 2.30%	QUALCOMM INC (QCOM) - 2.99%
#9	n/a (n/a) - 2.16%	CHEVRON CORP (CVX) - 2.90%
#10	SCENTRE GROUP (n/a) - 2.05%	MCDONALD'S CORP (MCD) - 2.89%
#11	n/a (n/a) - 2.05%	PROGRESSIVE CORP (PGR) - 2.44%
#12	KINGSPAN GROUP PLC (n/a) - 2.02%	BRISTOL-MYERS SQUIBB CO (BMY) - 2.28%
#13	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 2.01%	ALTRIA GROUP INC (MO) - 2.19%
#14	LG ENERGY SOLUTION LTD (n/a) - 1.83%	COMCAST CORP CLASS A (CMCSA) - 2.11%
#15	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.69%	GILEAD SCIENCES INC (GILD) - 2.01%
#16	CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 1.61%	ABBOTT LABORATORIES (ABT) - 1.97%
#17	XPENG INC CLASS A (n/a) - 1.51%	BLACKSTONE INC (BX) - 1.75%
#18	ADVANCED DRAINAGE SYSTEMS INC (WMS) - 1.51%	VERIZON COMMUNICATIONS INC (VZ) - 1.72%
#19	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 1.46%	AMGEN INC (AMGN) - 1.72%
#20	NIO INC CLASS A (n/a) - 1.46%	PEPSICO INC (PEP) - 1.57%
#21	DARLING INGREDIENTS INC (DAR) - 1.39%	TEXAS INSTRUMENTS INC (TXN) - 1.56%
#22	ENPHASE ENERGY INC (ENPH) - 1.29%	AT&T INC (T) - 1.50%
#23	KLEPIERRE (n/a) - 1.27%	APPLIED MATERIALS INC (AMAT) - 1.46%
#24	ORMAT TECHNOLOGIES INC (ORA) - 1.19%	EOG RESOURCES INC (EOG) - 1.43%
#25	ALSTOM SA (n/a) - 1.03%	AUTOMATIC DATA PROCESSING INC (ADP) - 1.38%
Total Holdings	180	130

ERTH vs DIVN - Historical Returns

Returns include dividend reinvestment.

Period	ERTH	DIVN
1 month	-1.96%	+1.99%
3 months	+4.24%	+1.69%
6 months	+3.94%	+11.69%
1 year	+16.95%	+20.17%
5 years(CAGR)	-4.61%	N/A
10 years(CAGR)	+6.89%	N/A
Max(CAGR)	+5.00%	+21.54%

ERTH

-1.96%

Winner

DIVN

+1.99%

Winner

ERTH

+4.24%

DIVN

+1.69%

ERTH

+3.94%

Winner

DIVN

+11.69%

ERTH

+16.95%

Winner

DIVN

+20.17%

5Y(CAGR)

ERTH

-4.61%

DIVN

N/A

10Y(CAGR)

ERTH

+6.89%

DIVN

N/A

Max(CAGR)

ERTH

+5.00%

Winner

DIVN

+21.54%

ERTH vs DIVN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	ERTH	DIVN
2026	+1.89%	+10.79%
2025	+17.91%	+7.94%
2024	-11.64%	N/A
2023	+0.74%	N/A
2022	-28.33%	N/A
2021	+2.37%	N/A
2020	+50.30%	N/A
2019	+36.44%	N/A
2018	-13.57%	N/A
2017	+29.61%	N/A
2016	+14.40%	N/A
2015	+2.69%	N/A
2014	-7.08%	N/A
2013	+35.26%	N/A
2012	+6.01%	N/A
2011	-18.81%	N/A
2010	+5.64%	N/A
2009	+30.84%	N/A
2008	-48.52%	N/A
2007	+43.32%	N/A
2006	+1.70%	N/A

ERTH vs DIVN Drawdown Comparison

The maximum drawdown for ERTH was -64.45%, occurring on Nov 20, 2008. Recovery took 2306 trading sessions.

The maximum drawdown for DIVN was -5.55%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.

The current ERTH drawdown is -30.31%. The current DIVN drawdown is -1.11%.

Rank	ERTH	DIVN
#1	-64.45% Dec 26, 2007 - Feb 23, 2017	-5.55% Feb 27, 2026 - May 22, 2026
#2	-51.73% Nov 1, 2021 - Apr 8, 2025	-3.40% Oct 1, 2025 - Nov 25, 2025
#3	-36.65% Feb 20, 2020 - Jul 17, 2020	-2.72% Jul 25, 2025 - Aug 13, 2025
#4	-21.96% Jan 26, 2018 - Apr 18, 2019	-2.39% Jul 10, 2025 - Jul 23, 2025
#5	-16.53% Jan 7, 2021 - Oct 28, 2021	-1.70% Aug 22, 2025 - Oct 1, 2025
#6	-12.19% Jul 13, 2007 - Oct 1, 2007	-1.68% May 22, 2026 - Jun 1, 2026
#7	-10.41% Feb 26, 2007 - Apr 24, 2007	-1.46% Dec 3, 2025 - Dec 11, 2025
#8	-10.08% Jul 1, 2019 - Oct 28, 2019	-1.41% Jan 14, 2026 - Jan 22, 2026
#9	-8.40% Nov 8, 2007 - Dec 6, 2007	-1.18% Dec 15, 2025 - Dec 24, 2025
#10	-8.19% Sep 2, 2020 - Oct 5, 2020	-1.09% Feb 11, 2026 - Feb 23, 2026
#11	-8.11% Oct 16, 2020 - Nov 6, 2020	-1.04% Dec 24, 2025 - Jan 6, 2026
#12	-7.37% May 3, 2019 - Jun 27, 2019	-0.83% Jan 6, 2026 - Jan 8, 2026
#13	-6.38% Dec 6, 2006 - Feb 6, 2007	-0.71% Jul 2, 2025 - Jul 8, 2025
#14	-6.19% Dec 10, 2007 - Dec 24, 2007	-0.50% Aug 13, 2025 - Aug 19, 2025
#15	-4.92% Oct 31, 2017 - Jan 3, 2018	-0.38% Feb 6, 2026 - Feb 10, 2026

Correlation

Correlation between ERTH and DIVN is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2009 - 2026)

ERTH vs DIVN dividend yield comparison.

Year	ERTH	DIVN
2026	0.13%	1.79%
2025	1.46%	1.47%
2024	1.00%	0.00%
2023	1.28%	0.00%
2022	1.22%	0.00%
2021	15.33%	0.00%
2020	0.21%	0.00%
2019	0.71%	0.00%
2018	0.61%	0.00%
2017	0.87%	0.00%
2016	1.06%	0.00%
2015	0.79%	0.00%
2014	0.83%	0.00%
2013	0.85%	0.00%
2012	1.07%	0.00%
2011	0.86%	0.00%
2010	0.02%	0.00%
2009	0.21%	0.00%