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AQWA - ETF AI Analysis
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Global X Clean Water ETF (AQWA)
Rating:64Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown positive returns so far this year and over the past month, indicating improving momentum in the clean water theme.
Strong Leading Holdings
Several of the largest positions, such as Ferguson and Core & Main, have delivered strong year-to-date gains that support the fund’s overall performance.
Global but U.S.-Focused Exposure
While most assets are in U.S. companies, meaningful exposure to the UK and other regions adds some international diversification to the portfolio.
Negative Factors
High Sector Concentration
More than half of the fund is in industrials and a large portion in utilities, so performance is heavily tied to just two sectors.
Moderate Expense Ratio
The fund’s fee is higher than many broad market ETFs, which can slightly reduce long-term returns for buy-and-hold investors.
Small Asset Base
With a relatively low level of assets under management, the ETF may be less liquid and more sensitive to large investor flows than bigger funds.
AQWA vs. SPDR S&P 500 ETF (SPY)
AUM40.72M
RegionGlobal
Expense Ratio0.50%
Beta0.60
IssuerGlobal X
Inception DateApr 08, 2021
Dividend Yield1.33%
Asset ClassEquity
Index TrackedSolactive Global Clean Water Industry Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume48,630
30 Day Avg. Volume33,370
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
22.15Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering33
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AQWA Summary
The Global X Clean Water ETF (AQWA) follows the Solactive Global Clean Water Industry Index and focuses on companies involved in water purification, supply, and infrastructure. It mainly holds industrial and utility businesses that help deliver and manage clean water around the world. Well-known holdings include American Water and Xylem. Someone might invest in this ETF to tap into the long-term growth of water demand while also spreading their money across many water-related companies instead of picking individual stocks. A key risk is that it is concentrated in one theme, so it can rise or fall sharply with the clean water sector.
How much will it cost me?The Global X Clean Water ETF (AQWA) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a niche theme, requiring more specialized research and management.
What would affect this ETF?The Global X Clean Water ETF (AQWA) could benefit from increasing global demand for clean water solutions driven by population growth, climate change, and government investments in water infrastructure. However, it may face challenges from rising interest rates, which could impact utilities and industrial companies, as well as potential regulatory hurdles or geopolitical risks affecting its global exposure. The ETF's focus on sectors like Industrials and Utilities, along with top holdings such as Xylem and Pentair, positions it to capitalize on water innovation but also makes it sensitive to broader economic conditions.
AQWA Top 10 Holdings
AQWA is riding a global wave of clean-water names, with industrial players like Ferguson quietly pulling their weight while Advanced Drainage Systems and Watts Water Technologies are doing much of the heavy lifting thanks to rising share prices. On the flip side, Pentair and Xylem have been lagging lately, acting as a bit of an anchor on returns, while American Water looks steadier but not especially exciting. The fund is clearly clustered in industrials and utilities, with a mix of U.S. and U.K. water specialists shaping its overall direction.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ferguson PLC | 8.48% | $3.50M | £37.73B | 35.58% | 65 Neutral | |
| Pentair | 7.34% | $3.03M | $16.84B | 8.08% | 75 Outperform | |
| American Water | 6.99% | $2.88M | $26.17B | -0.62% | 73 Outperform | |
| Xylem | 6.82% | $2.81M | $31.20B | -0.19% | 79 Outperform | |
| ― | 5.87% | $2.42M | ― | ― | ― | |
| Advanced Drainage Systems | 5.14% | $2.12M | $13.31B | 49.28% | 74 Outperform | |
| Severn Trent | 5.13% | $2.12M | £9.64B | 28.91% | 71 Outperform | |
| United Utilities | 5.02% | $2.07M | £9.32B | 41.31% | 72 Outperform | |
| Core & Main | 4.91% | $2.02M | $10.92B | 6.80% | 71 Outperform | |
| Watts Water Technologies | 4.44% | $1.83M | $11.02B | 54.77% | 77 Outperform |
AQWA Technical Analysis
Positive
―
Price Trends
19.70
Positive
19.46
Positive
19.16
Positive
Market Momentum
0.29
Positive
67.32
Neutral
60.84
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AQWA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 20.37, equal to the 50-day MA of 19.70, and equal to the 200-day MA of 19.16, indicating a bullish trend. The MACD of 0.29 indicates Positive momentum. The RSI at 67.32 is Neutral, neither overbought nor oversold. The STOCH value of 60.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AQWA.
AQWA Peer Comparison
Comparison Results
Performance Comparison
AQWA
Global X Clean Water ETF
20.80
3.95
23.44%
FDCF
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FFND
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AIFD
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HERO
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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