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