Invesco Global Water ETF

Shareclass

Invesco Global Water ETF (PIO)

Type

Exchange-traded fund

Manager

Invesco

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

75.4

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 216 out of 873 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Halma PLC
3.44% of assets
$9.86M invested
2. Severn Trent PLC
3.42% of assets
$9.81M invested
3. Ecolab Inc
4.18% of assets
$11.98M invested
4. American Water Works Co Inc
2.93% of assets
$8.4M invested
5. Xylem Inc
3.75% of assets
$10.75M invested
6. Spirax-Sarco Engineering PLC
2.96% of assets
$8.47M invested
7. Arcadis NV
0.91% of assets
$2.59M invested
8. Waters Corp
3.46% of assets
$9.9M invested
9. Veolia Environnement SA
4.8% of assets
$13.76M invested
10. IDEX Corp
2.59% of assets
$7.43M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Advanced Drainage Systems Inc
1.82% of assets
$5.22M invested
2. China Lesso Group Holdings Ltd
0.47% of assets
$1.34M invested
3. A.O. Smith Corp
1.59% of assets
$4.57M invested
4. Roper Technologies Inc
3.61% of assets
$10.34M invested
5. Kurita Water Industries Ltd
3.21% of assets
$9.2M invested
6. Miura Co Ltd
0.67% of assets
$1.92M invested
7. Geberit AG
5.04% of assets
$14.46M invested
8. TOTO Ltd
2.15% of assets
$6.16M invested
9. Belimo Holding AG
0.69% of assets
$1.99M invested
10. Ebara Corp
3.13% of assets
$8.96M invested

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Financial performance

Performance data provided by

Find more financial data on PIO at Morningstar.com

Gender Equality and Returns

Returns chart for Invesco Global Water ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

PIO

Invesco Global Water ETF

Family

Invesco

Category

Natural Resources

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.59% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PIO

Invesco Global Water ETF

Family

Invesco

Category

Natural Resources

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.59% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PIO

Invesco Global Water ETF

Family

Invesco

Category

Natural Resources

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.59% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PIO - Invesco Global Water ETF

23%

7.01%

11%

7.23%

52 / 100 points

Benchmark

23%

6.96%

11%

8.82%

54 / 100 points

Fund compared to benchmark

-0.02%

0.05%

-0.02%

-1.59%

2 / 100 points lower

Find more financial data on PIO at Morningstar.com

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