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Upturn AI SWOT - About
Invesco MSCI Sustainable Future ETF (ERTH)
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Upturn Advisory Summary
10/24/2025: 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 6.95% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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, providing exposure to companies demonstrating leadership in environmental, social, and governance (ESG) practices.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record in the ETF market.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in ESG investing and index tracking.
Investment Objective
Goal
To track the investment results of the MSCI Global Sustainable Future Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (MSCI Global Sustainable Future Index).
Composition Primarily composed of stocks of companies selected for their sustainability practices. Focus on developed market equities.
Market Position
Market Share: ERTH holds a moderate market share within the sustainable ETF category.
Total Net Assets (AUM): 368700000
Competitors
Key Competitors
- ICLN
- QCLN
- FAN
- TAN
Competitive Landscape
The sustainable ETF market is highly competitive, with many funds offering similar strategies. ERTH differentiates itself through its specific index and methodology, but faces stiff competition from larger, more established funds. The advantages of ERTH are that it offers diversified ESG exposure and well-known issuer. However, it has a higher expense ratio and may not perform as well as competitors in certain periods.
Financial Performance
Historical Performance: Historical performance data is not available without accessing real-time financial data. A 5-year annualized return can be calculated based on historical NAV.
Benchmark Comparison: ERTH's performance is typically compared to the MSCI Global Sustainable Future Index. Deviations can occur due to tracking error and fund expenses.
Expense Ratio: 0.0055
Liquidity
Average Trading Volume
ERTH exhibits moderate liquidity, typically trading a sufficient number of shares daily for most investors.
Bid-Ask Spread
The bid-ask spread for ERTH is usually competitive, reflecting its trading volume and market interest.
Market Dynamics
Market Environment Factors
Economic growth, government policies promoting sustainability, and investor interest in ESG factors influence ERTH's performance.
Growth Trajectory
ERTH's growth depends on the increasing adoption of sustainable practices by companies and growing investor demand for ESG investments. The ETF's holdings may change periodically to reflect changes in the MSCI Global Sustainable Future Index.
Moat and Competitive Advantages
Competitive Edge
ERTH's competitive edge stems from its focus on the MSCI Global Sustainable Future Index which selects companies demonstrating strong ESG practices. ERTH also benefits from Invesco's brand recognition and distribution network. ERTH offers diversification across sectors and geographies, targeting sustainable companies globally. It also is a well-known ETF and has a lower expense ratio than many ESG-focused competitors. However, its performance is closely tied to the specific companies included in its benchmark index.
Risk Analysis
Volatility
ERTH's volatility is generally comparable to the broader equity market, but it may be influenced by the specific sectors and companies it holds.
Market Risk
Market risk is the most significant risk for ERTH, as its performance is tied to the overall performance of the stock market and the specific sectors it invests in. Specific risks include regulatory changes impacting sustainable businesses and changes in investor sentiment towards ESG investing.
Investor Profile
Ideal Investor Profile
Ideal investors for ERTH are those interested in sustainable investing, seeking exposure to companies with strong ESG practices, and have a long-term investment horizon.
Market Risk
ERTH is suitable for long-term investors and passive index followers who prioritize ESG factors in their investment decisions.
Summary
The Invesco MSCI Sustainable Future ETF (ERTH) provides investors with exposure to companies demonstrating leadership in environmental, social, and governance (ESG) practices. The ETF is a good match for long-term investors who have strong convictions about sustainability and ESG, but its performance could be lower or higher than the average fund with similar investment strategies. The fund also faces stiff competition from larger, more established funds. ERTH's performance is linked to overall performance of its underlying assets and the specific sectors it invests in.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's Official Website
- MSCI Index Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. ETF performance can vary, and past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.
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