Invesco Global Water ETF

Shareclass
Invesco Global Water ETF (PIO)
Type
Exchange-traded fund
Manager
Sustainability mandate
Gender equality score
Gender equality score

53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
68.4
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 277 out of 873 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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. Severn Trent PLC
    2.61% of assets
    $7.12M invested
  • 2. Xylem Inc
    3.72% of assets
    $10.15M invested
  • 3. Halma PLC
    2.21% of assets
    $6.03M invested
  • 4. Spirax Group PLC
    2.66% of assets
    $7.25M invested
  • 5. Ecolab Inc
    7.96% of assets
    $21.71M invested
  • 6. Arcadis NV
    1.5% of assets
    $4.1M invested
  • 7. American Water Works Co Inc
    3.02% of assets
    $8.22M invested
  • 8. United Utilities Group PLC Class A
    3.01% of assets
    $8.21M invested
  • 9. Waters Corp
    3.79% of assets
    $10.34M invested
  • 10. Veolia Environnement SA
    4.55% of assets
    $12.4M invested
Bottom scoring holdings
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
    1.95% of assets
    $5.32M invested
  • 2. Core & Main Inc Class A
    3.02% of assets
    $8.23M invested
  • 3. Nomura Micro Science Co Ltd
    1.82% of assets
    $4.96M invested
  • 4. A.O. Smith Corp
    1.73% of assets
    $4.72M invested
  • 5. Miura Co Ltd
    1.12% of assets
    $3.06M invested
  • 6. Geberit AG
    3.81% of assets
    $10.4M invested
  • 7. TOTO Ltd
    2.36% of assets
    $6.43M invested
  • 8. Belimo Holding AG
    1.13% of assets
    $3.09M invested
  • 9. Ebara Corp
    4.45% of assets
    $12.13M invested
  • 10. Kurita Water Industries Ltd
    1.42% of assets
    $3.86M invested
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Financial performance
Performance data provided byMorningstarFind 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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
2.19% 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
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PIO
Invesco Global Water ETF
Family
Invesco
Category
Natural Resources
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
2.19% 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
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PIO
Invesco Global Water ETF
Family
Invesco
Category
Natural Resources
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
2.19% 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
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PIO - Invesco Global Water ETF
14%
1.66%
8.14%
7.23%
53  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
55  / 100 points
Fund compared to benchmark
 
-11.92%
-6.09%
-3.27%
-2.19%
2  / 100 points lower
Find more financial data on PIO at Morningstar.com
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