Invesco MSCI Sustainable Future ETF

Shareclass
Invesco MSCI Sustainable Future ETF (ERTH)
Type
Exchange-traded fund
Manager
Sustainability mandate
Gender equality score
Gender equality score

44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
10.4
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 1,040 out of 1,160 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
20/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
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. CapitaLand Integrated Commercial Trust
    2.03% of assets
    $4.03M invested
  • 2. Covivio SA
    0.62% of assets
    $1.23M invested
  • 3. Scatec ASA Ordinary Shares
    0.24% of assets
    $471,438 invested
  • 4. Signify NV
    0.97% of assets
    $1.92M invested
  • 5. Swire Properties Ltd
    0.54% of assets
    $1.07M invested
  • 6. Alstom SA
    0.9% of assets
    $1.79M invested
  • 7. Sunrun Inc
    0.79% of assets
    $1.57M invested
  • 8. First Capital REIT
    0.35% of assets
    $702,229 invested
  • 9. Inmobiliaria Colonial SOCIMI SA Shs from reverse split
    0.41% of assets
    $810,389 invested
  • 10. Nippon Prologis REIT Inc
    1.04% of assets
    $2.06M 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. China Conch Venture Holdings Ltd
    0.28% of assets
    $549,419 invested
  • 2. Lucid Group Inc Shs
    0.77% of assets
    $1.54M invested
  • 3. West Holdings Corp
    0.14% of assets
    $278,373 invested
  • 4. ChargePoint Holdings Inc Ordinary Shares - Class A
    0.15% of assets
    $292,490 invested
  • 5. Xinyi Solar Holdings Ltd
    0.56% of assets
    $1.11M invested
  • 6. Advanced Drainage Systems Inc
    2.3% of assets
    $4.57M invested
  • 7. Beijing Enterprises Water Group Ltd
    0.26% of assets
    $519,896 invested
  • 8. NIO Inc ADR
    1.95% of assets
    $3.86M invested
  • 9. Stadler Rail AG Registered Shares
    0.42% of assets
    $835,306 invested
  • 10. Kingspan Group PLC
    3.15% of assets
    $6.25M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on ERTH at Morningstar.com
Gender Equality and Returns
Returns chart for Invesco MSCI Sustainable Future 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
ERTH
Invesco MSCI Sustainable Future ETF
Family
Invesco
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
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 
3.3% less  in annualized returns
Lower overall gender equality score 
10 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ERTH
Invesco MSCI Sustainable Future ETF
Family
Invesco
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
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 
3.3% less  in annualized returns
Lower overall gender equality score 
10 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ERTH
Invesco MSCI Sustainable Future ETF
Family
Invesco
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
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 
3.3% less  in annualized returns
Lower overall gender equality score 
10 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
ERTH - Invesco MSCI Sustainable Future ETF
-20.98%
-13.72%
3.9%
5.28%
44  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
14%
6.03%
10%
8.58%
54  / 100 points
Fund compared to benchmark
 
-35.18%
-19.74%
-6.24%
-3.3%
10  / 100 points lower
Find more financial data on ERTH at Morningstar.com
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