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AQWA - ETF AI Analysis
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Global X Clean Water ETF (AQWA)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Ferguson PLC and Xylem, have shown strong year-to-date performance, supporting the ETF’s overall returns.
Focused Sector Exposure
The ETF’s emphasis on Industrials and Utilities aligns with the clean water theme, benefiting from steady demand in these sectors.
Healthy Year-to-Date Performance
The fund has delivered positive year-to-date returns, indicating solid performance in its niche market.
Negative Factors
High Geographic Concentration
With over 65% of assets in U.S.-based companies, the ETF is heavily reliant on the U.S. market, limiting global diversification.
Moderate Expense Ratio
The ETF’s expense ratio of 0.5% is higher than some passive funds, which could slightly reduce net returns for investors.
Underperforming Holdings
Some holdings, such as Core & Main and Severn Trent, have lagged in year-to-date performance, potentially dragging on overall returns.
AQWA vs. SPDR S&P 500 ETF (SPY)
AUM17.45M
RegionGlobal
Expense Ratio0.50%
Beta0.62
IssuerGlobal X
Inception DateApr 08, 2021
Dividend Yield1.42%
Asset ClassEquity
Index TrackedSolactive Global Clean Water Industry Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,399
30 Day Avg. Volume47,715
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
21.32Price 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) is an investment fund focused on companies that are innovating in water purification, supply, and conservation. It tracks the Solactive Global Clean Water Industry Index and includes well-known companies like Xylem and Pentair. This ETF is ideal for investors interested in supporting environmental sustainability while potentially benefiting from the growth of the clean water sector. However, new investors should note that its performance can be influenced by market fluctuations and the niche focus on water-related industries.
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
The Global X Clean Water ETF is heavily anchored in industrials and utilities, reflecting its focus on water sustainability. Pentair and Xylem, both leaders in water management, have seen mixed performance recently, with valuation concerns and tariff uncertainties holding them back. Ferguson PLC adds resilience with steady growth, though challenges in the residential market weigh on its momentum. On the brighter side, Core & Main and Advanced Drainage Systems are rising stars, benefiting from strategic initiatives and robust revenue growth. With a global reach, this fund is a compelling play on the critical theme of clean water innovation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ferguson PLC | 8.28% | $1.44M | £34.67B | 25.21% | 65 Neutral | |
| Xylem | 7.96% | $1.38M | $34.01B | 20.50% | 79 Outperform | |
| Pentair | 7.87% | $1.37M | $16.86B | 2.79% | 75 Outperform | |
| American Water | 7.13% | $1.24M | $24.98B | 6.35% | 73 Outperform | |
| Core & Main | 5.32% | $925.67K | $11.07B | 9.18% | 71 Outperform | |
| ― | 5.28% | $917.70K | ― | ― | ― | |
| Advanced Drainage Systems | 5.13% | $891.29K | $12.35B | 31.90% | 74 Outperform | |
| Severn Trent | 4.95% | $860.51K | £8.75B | 17.54% | 71 Outperform | |
| United Utilities | 4.84% | $842.17K | £8.47B | 27.13% | 72 Outperform | |
| Essential Utilities | 4.38% | $761.42K | $10.85B | 14.78% | 66 Neutral |
AQWA Technical Analysis
Positive
―
Price Trends
19.03
Positive
19.22
Positive
18.70
Positive
Market Momentum
0.07
Negative
56.76
Neutral
86.58
Negative
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 19.03, equal to the 50-day MA of 19.03, and equal to the 200-day MA of 18.70, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 56.76 is Neutral, neither overbought nor oversold. The STOCH value of 86.58 is Negative, 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
19.28
2.64
15.87%
FFND
Future Fund Active ETF
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VanEck Environmental Services ETF
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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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