ERTH vs IDRV

Comparison between INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF) and ISHARES SELF-DRIVING EV AND TECH ETF (IDRV, ETF).

5-Year PerformanceIDRV has outperformed ERTH, delivering a return of -3.9% compared to -6.0%

ERTH vs IDRV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERTH(ETF)	IDRV(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.66%	0.48%
Max Drawdown	64.45%	56.35%
Sharpe Ratio	0.24	0.31
5Y Beta	0.88	1.14
P/E Ratio	173.59	N/A
5Y Dividends CAGR	-35.70%	13.66%
Debt to Equity	21.68%	N/A
P/S Ratio	2.62	N/A
P/B Ratio	2.80	N/A

Net Assets

ERTH

$137M

Winner

IDRV

$137M

Expense Ratio

ERTH

0.66%

Winner

IDRV

0.48%

Max Drawdown

ERTH

64.45%

Winner

IDRV

56.35%

Sharpe Ratio

ERTH

0.24

Winner

IDRV

0.31

5Y Beta

Winner

ERTH

0.88

IDRV

1.14

P/E Ratio

ERTH

173.59

IDRV

N/A

5Y Dividends CAGR

ERTH

-35.70%

Winner

IDRV

13.66%

Debt to Equity

ERTH

21.68%

IDRV

N/A

P/S Ratio

ERTH

2.62

IDRV

N/A

P/B Ratio

ERTH

2.80

IDRV

N/A

ERTH vs IDRV - Holdings Comparison

ERTH and IDRV have 5 common holdings. Overlap is 7.09%

ERTH's top 25 holdings weight is 58.23%. IDRV's top 25 holdings weight is 81.55%.

Rank	ERTH	IDRV
#1	TESLA INC (TSLA) - 5.00%	TESLA INC (TSLA) - 4.59%
#2	DIGITAL REALTY TRUST INC (DLR) - 4.77%	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 4.49%
#3	NVIDIA CORP (NVDA) - 4.53%	BYD CO LTD CLASS H (n/a) - 4.14%
#4	BYD CO LTD CLASS H (n/a) - 4.32%	n/a (n/a) - 4.08%
#5	VESTAS WIND SYSTEMS AS (n/a) - 4.01%	NIO INC CLASS A (n/a) - 3.98%
#6	FIRST SOLAR INC (FSLR) - 3.34%	VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 3.80%
#7	WEYERHAEUSER CO (WY) - 2.50%	ALBEMARLE CORP (ALB) - 3.70%
#8	NEXTPOWER INC CLASS A (NXT) - 2.38%	ABB LTD (n/a) - 3.69%
#9	n/a (n/a) - 2.19%	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 3.66%
#10	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.18%	LG ENERGY SOLUTION LTD (n/a) - 3.60%
#11	n/a (n/a) - 2.18%	PLS GROUP LTD (n/a) - 3.59%
#12	KINGSPAN GROUP PLC (n/a) - 2.02%	XPENG INC CLASS A (n/a) - 3.58%
#13	SCENTRE GROUP (n/a) - 2.02%	SAMSUNG SDI CO LTD (n/a) - 3.52%
#14	n/a (n/a) - 1.84%	LG CHEM LTD (n/a) - 3.42%
#15	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 1.79%	CONTINENTAL AG (n/a) - 3.29%
#16	CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 1.64%	AUTOLIV INC (ALV) - 3.25%
#17	ADVANCED DRAINAGE SYSTEMS INC (WMS) - 1.55%	RENAULT SA (n/a) - 3.04%
#18	LG ENERGY SOLUTION LTD (n/a) - 1.55%	AURORA INNOVATION INC CLASS A (AUR) - 2.98%
#19	KLEPIERRE (n/a) - 1.31%	HYUNDAI MOBIS CO LTD (n/a) - 2.67%
#20	DARLING INGREDIENTS INC (DAR) - 1.31%	n/a (n/a) - 2.66%
#21	APPLIED DIGITAL CORP (APLD) - 1.24%	LEAR CORP (LEA) - 2.39%
#22	NIO INC CLASS A (n/a) - 1.23%	GS YUASA CORP (n/a) - 1.98%
#23	XPENG INC CLASS A (n/a) - 1.20%	GENTEX CORP (GNTX) - 1.86%
#24	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 1.07%	n/a (QS) - 1.80%
#25	NEXTDC LTD (n/a) - 1.06%	n/a (n/a) - 1.79%
Total Holdings	192	78

ERTH vs IDRV - Historical Returns

Returns include dividend reinvestment.

Period	ERTH	IDRV
1 month	-3.65%	-9.10%
3 months	-5.51%	-15.81%
6 months	-0.98%	-8.16%
1 year	+6.36%	+9.10%
5 years(CAGR)	-5.96%	-3.94%
10 years(CAGR)	+6.63%	N/A
Max(CAGR)	+4.76%	+6.59%

Winner

ERTH

-3.65%

IDRV

-9.10%

Winner

ERTH

-5.51%

IDRV

-15.81%

Winner

ERTH

-0.98%

IDRV

-8.16%

ERTH

+6.36%

Winner

IDRV

+9.10%

5Y(CAGR)

ERTH

-5.96%

Winner

IDRV

-3.94%

10Y(CAGR)

ERTH

+6.63%

IDRV

N/A

Max(CAGR)

ERTH

+4.76%

Winner

IDRV

+6.59%

ERTH vs IDRV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	ERTH	IDRV
2026	-2.13%	-5.47%
2025	+17.91%	+33.20%
2024	-11.64%	-13.72%
2023	+0.74%	+7.87%
2022	-28.33%	-37.73%
2021	+2.37%	+26.38%
2020	+50.30%	+56.86%
2019	+36.44%	+7.24%
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 IDRV Drawdown Comparison

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

The maximum drawdown for IDRV was -52.97%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current ERTH drawdown is -33.06%. The current IDRV drawdown is -29.28%.

Rank	ERTH	IDRV
#1	-64.45% Dec 26, 2007 - Feb 23, 2017	-52.97% Nov 22, 2021 - Apr 8, 2025
#2	-51.73% Nov 1, 2021 - Apr 8, 2025	-38.46% Feb 19, 2020 - Jul 6, 2020
#3	-36.65% Feb 20, 2020 - Jul 17, 2020	-15.58% Apr 23, 2019 - Oct 28, 2019
#4	-21.96% Jan 26, 2018 - Apr 18, 2019	-8.32% Feb 12, 2021 - Apr 5, 2021
#5	-16.53% Jan 7, 2021 - Oct 28, 2021	-8.14% Apr 16, 2021 - Jun 1, 2021
#6	-12.19% Jul 13, 2007 - Oct 1, 2007	-8.08% Sep 2, 2020 - Oct 8, 2020
#7	-10.41% Feb 26, 2007 - Apr 24, 2007	-6.52% Aug 5, 2021 - Oct 19, 2021
#8	-10.08% Jul 1, 2019 - Oct 28, 2019	-6.43% Oct 12, 2020 - Nov 5, 2020
#9	-8.40% Nov 8, 2007 - Dec 6, 2007	-6.23% Jan 21, 2021 - Feb 11, 2021
#10	-8.19% Sep 2, 2020 - Oct 5, 2020	-5.25% Jul 2, 2021 - Jul 29, 2021
#11	-8.11% Oct 16, 2020 - Nov 6, 2020	-5.21% Jan 22, 2020 - Feb 4, 2020
#12	-7.37% May 3, 2019 - Jun 27, 2019	-3.61% Nov 7, 2019 - Dec 12, 2019
#13	-6.38% Dec 6, 2006 - Feb 6, 2007	-3.30% Nov 8, 2021 - Nov 18, 2021
#14	-6.19% Dec 10, 2007 - Dec 24, 2007	-3.13% Jun 4, 2021 - Jun 28, 2021
#15	-4.92% Oct 31, 2017 - Jan 3, 2018	-2.92% Jul 22, 2020 - Aug 4, 2020

Correlation

Correlation between ERTH and IDRV is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2009 - 2026)

ERTH vs IDRV dividend yield comparison.

Year	ERTH	IDRV
2026	1.02%	0.84%
2025	1.46%	1.70%
2024	1.00%	2.68%
2023	1.28%	2.17%
2022	1.22%	2.29%
2021	15.33%	1.12%
2020	0.21%	0.69%
2019	0.71%	1.29%
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%