ERTH
+2.18 · +4.76%
$48.04 · NYSE ARCA

Invesco MSCI Sustainable Future ETF (ERTH) ETF Analysis | Global Large-Stock Blend

Invesco · USA
AUM:$149.1M
#– of – in Global Large-Stock Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.2% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.62% — moderate cost. Consider how fees compound over long holding periods.

What is ERTH?

The fund generally invests at least 90% of its total assets in securities that comprise the underlying index. The underlying index is a custom index comprised of companies that the index provider has determined focus on offering products or services that contribute to a more environmentally sustainable economy by making a more efficient use of limited global natural resources.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ERTH delivered 21.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.62%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 37.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$149.1M
Expense Ratio0.62%
Dividend Yield1.43%
Holdings49
Inception DateOct 2006
Domicile–
Distribution–
Index–
ProviderInvesco
Beta1.41
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

How would ERTH affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-4.4%
1Y
+2.1%
3Y
-2.3%
5Y
-27.5%
OpenBook InsightIf you had invested £10,000 in ERTH 5 years ago, it would have fallen to £7,246 — a loss of £2,754.

Annual Returns

Calendar year performance

ERTH delivered positive returns in 2 of the last 5 calendar years.
YearERTH
2026 YTD-3.6%
2025+17.9%
2024-11.6%
2023+0.8%
2022-28.3%
CAGR 4yr-6.9%
2/5 positive yearsAvg return: -5.0%Worst year: -28.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
15.3%
Low
Momentum
0.0%
30-day change
Support Level
46.12
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.