ERTHInvesco MSCI Sustainable Future ETF
ERTH Fund Description
ERTH tracks an index of global companies focusing on contributing to a more environmentally sustainable economy.
ERTH Factset Analytics Insight
ERTH holds a portfolio of companies worldwide that are involved in a more efficient use of limited natural resources — specifically, they derive 50% or more of their revenue cumulatively from the following six “Environmental Impact” themes: alternative energy, energy efficiency, green building, sustainable water, pollution prevention and control, as well as sustainable agriculture. Additionally, companies are screened using ESG controversies, ESG business involvement, and sustainable impact metrics. The fund is rebalanced quarterly. Prior to March 24, 2021, the fund traded under a different name (Invesco Cleantech ETF) and ticker (PZD). It also previously tracked the Cleantech Index, which uses a proprietary selection and tiered equal-weighting model.
ERTH MSCI ESG Analytics Insight
Invesco MSCI Sustainable Future ETF has an MSCI ESG Fund Rating of A based on a score of 6.61 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco MSCI Sustainable Future ETF ranks in the 64th percentile within its peer group and in the 60th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ERTH MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ERTH Portfolio Data
ERTH Index Data
ERTH Portfolio Management
ERTH Tax Exposures
ERTH Fund Structure
ERTH Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ERTH. ERTH is rated a 5 out of 5.
ERTH Sector/Industry Breakdown
ERTH Economic Development
ERTH Performance Statistics
ERTH MSCI ESG Ratings
ERTH Benchmark Comparison Summary
ERTH Benchmark Comparison Market Cap Size