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Upturn AI SWOT - About
Invesco MSCI Sustainable Future ETF (ERTH)
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Upturn Advisory Summary
08/14/2025: ERTH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 33.89 - 45.22 | Updated Date 06/29/2025 |
52 Weeks Range 33.89 - 45.22 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco MSCI Sustainable Future ETF
ETF Overview
Overview
The Invesco MSCI Sustainable Future ETF (ERTH) seeks to track the investment results of the MSCI Global Sustainable Future Index. It invests in companies that derive significant revenue from environmentally beneficial products and services.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a diverse range of ETF products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing its ETFs and achieving their investment objectives.
Investment Objective
Goal
To track the investment results of the MSCI Global Sustainable Future Index, which focuses on companies contributing to a more sustainable future.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MSCI Global Sustainable Future Index.
Composition The ETF primarily holds stocks of companies in developed and emerging markets that derive a significant portion of their revenue from sustainable products and services.
Market Position
Market Share: Unavailable.
Total Net Assets (AUM): 212446541.23
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
Competitive Landscape
The sustainable ETF market is highly competitive, with many ETFs vying for investor capital. ERTH competes with other sustainable energy ETFs based on its index tracking, expense ratio, and holdings. A key advantage for ERTH is its focus on a broader range of sustainable solutions, while some competitors are narrowly focused on renewable energy.
Financial Performance
Historical Performance: Historical performance data is readily available on financial websites.
Benchmark Comparison: The ETF's performance should be compared against the MSCI Global Sustainable Future Index to evaluate tracking effectiveness.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, as suggested by its average trading volume.
Bid-Ask Spread
The bid-ask spread is typically low, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions, government regulations, and technological advancements in the clean energy and sustainable sectors significantly impact ERTH.
Growth Trajectory
ERTH's growth is dependent on the increasing adoption of sustainable practices and technologies globally, as well as investor demand for ESG-focused investments. Changes in strategy and holdings may occur based on index rebalancing.
Moat and Competitive Advantages
Competitive Edge
ERTH's competitive advantage lies in its focus on companies across various sectors that contribute to sustainability. This broader approach differentiates it from ETFs narrowly focused on renewable energy. Invesco's established reputation and resources provide further advantages. The ETF's relatively low expense ratio also makes it an attractive option for cost-conscious investors. Furthermore, its established track record provides investors with confidence in its ability to track its target index.
Risk Analysis
Volatility
ERTH's volatility is influenced by the volatility of the underlying stocks in the sustainable sector, which can be affected by factors like regulatory changes and technological disruptions.
Market Risk
The ETF is subject to market risk associated with equity investments and sector-specific risks related to the sustainable sector.
Investor Profile
Ideal Investor Profile
The ideal investor is interested in ESG investments, specifically in companies contributing to a sustainable future, and seeks long-term growth potential.
Market Risk
ERTH is suitable for long-term investors seeking exposure to the sustainable sector and willing to accept moderate risk.
Summary
The Invesco MSCI Sustainable Future ETF (ERTH) offers exposure to companies contributing to a sustainable future. It tracks the MSCI Global Sustainable Future Index with a focus on diversified sustainable solutions. This ETF is suitable for long-term investors seeking ESG exposure and is managed by Invesco. While its expense ratio is reasonable, investors should carefully consider its risk profile and benchmark its performance against its target index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco MSCI Sustainable Future ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.