EBLU vs. IWTR ETF Comparison

Comparison of Ecofin Global Water ESG Fund (EBLU) to iShares MSCI Water Management Multisector ETF (IWTR)
EBLU

Ecofin Global Water ESG Fund

EBLU Description

The Tortoise Global Water ESG Fund uses a passive management approach and seeks investment results that correspond generally to the price and distribution rate performance of the Tortoise Global Water ESG Net Total Return Index®, which is comprised of companies across the globe and throughout the water cycle that we believe are positioned to benefit from the pursuit of solving the water supply/demand imbalance.

Grade (RS Rating)

Last Trade

$50.17

Average Daily Volume

2,235

Number of Holdings *

22

* may have additional holdings in another (foreign) market
IWTR

iShares MSCI Water Management Multisector ETF

IWTR Description The iShares MSCI Water Management Multisector ETF seeks to track the investment results of an index composed of U.S. and non-U.S. companies that either 1) derive a proportion of their revenues from sustainable water products or services or 2) demonstrate relative efficiency in their water management.

Grade (RS Rating)

Last Trade

$31.39

Average Daily Volume

1,587

Number of Holdings *

14

* may have additional holdings in another (foreign) market
Performance
Period EBLU IWTR
30 Days 4.15% -2.48%
60 Days 3.94% -0.47%
90 Days 10.77% 0.57%
12 Months 31.90% 18.68%
8 Overlapping Holdings
Symbol Grade Weight in EBLU Weight in IWTR Overlap
BMI C 4.12% 3.14% 3.14%
CNM C 4.29% 3.37% 3.37%
ERII D 4.87% 0.68% 0.68%
FELE B 3.53% 2.23% 2.23%
MWA B 1.92% 1.53% 1.53%
WTS B 0.33% 2.82% 0.33%
XYL D 0.27% 5.43% 0.27%
ZWS B 0.17% 2.33% 0.17%
EBLU Overweight 14 Positions Relative to IWTR
Symbol Grade Weight
ANET C 5.99%
ECL D 3.94%
AOS F 3.49%
WMS F 3.42%
AWK C 3.37%
WTRG B 3.32%
FBIN F 3.11%
IEX B 2.92%
LNN B 2.13%
PNR B 1.51%
WTTR A 1.35%
MEG F 1.3%
TTEK F 0.37%
VLTO C 0.31%
EBLU Underweight 6 Positions Relative to IWTR
Symbol Grade Weight
HLT A -7.47%
MAR B -7.26%
TXN C -6.32%
INTC C -4.99%
IFF D -2.94%
ALTM C -0.59%
Compare ETFs