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Upturn AI SWOT - About
Invesco Water Resources ETF (PHO)
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Upturn Advisory Summary
10/24/2025: PHO (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 20.57% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 57.02 - 72.27 | Updated Date 06/29/2025 |
52 Weeks Range 57.02 - 72.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Water Resources ETF
ETF Overview
Overview
The Invesco Water Resources ETF (PHO) seeks to track the performance of the Nasdaq OMX US Water Index, which is composed of companies that create products designed to conserve and purify water for homes, businesses, and industries.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in sector-specific ETFs and thematic investing.
Investment Objective
Goal
To track the investment results (before fees and expenses) of the Nasdaq OMX US Water Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'full replication' strategy, meaning it invests in all the component securities of the underlying index in approximately the same proportions as the index.
Composition The ETF primarily holds stocks of US-based companies involved in water purification, conservation, and distribution.
Market Position
Market Share: PHO holds a significant portion of the water ETF market, reflecting its first-mover advantage and brand recognition.
Total Net Assets (AUM): 1380000000
Competitors
Key Competitors
- Guggenheim S&P Global Water Index ETF (CGW)
- First Trust Water ETF (FIW)
- Ecofin Global Water ESG Fund (EBLU)
Competitive Landscape
The water ETF market is moderately competitive, with PHO holding a dominant position. PHO benefits from its higher liquidity and longer track record, but CGW provides broader global exposure and EBLU focuses on ESG integration. FIW tracks a more concentrated domestic water index, potentially leading to different performance outcomes.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Detailed historical data can be found on financial websites.
Benchmark Comparison: The ETF's performance aims to closely track the Nasdaq OMX US Water Index.
Expense Ratio: 0.46
Liquidity
Average Trading Volume
PHO exhibits strong liquidity, facilitating efficient trading for investors.
Bid-Ask Spread
The bid-ask spread for PHO is generally tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
Growing global demand for clean water, aging water infrastructure, and increasing environmental regulations drive the market environment for water resources ETFs.
Growth Trajectory
The ETF's growth is tied to the long-term trends in water scarcity and the increasing need for water infrastructure and purification technologies.
Moat and Competitive Advantages
Competitive Edge
PHO's competitive advantage lies in its first-mover status, significant AUM, and high trading volume, contributing to its liquidity. The ETF benefits from Invesco's established brand and distribution network. The strong brand recognition enhances investor confidence. Additionally, its focused exposure to US water companies makes it more attractive for investors who want direct exposure to the domestic water market.
Risk Analysis
Volatility
PHO's volatility is generally comparable to other sector-specific ETFs. Investors should review the ETF's volatility data.
Market Risk
Market risk is present due to fluctuations in the stock market and the specific risks associated with the water industry, such as regulatory changes, environmental concerns, and technological advancements.
Investor Profile
Ideal Investor Profile
The ideal investor is someone interested in thematic investing related to water resources, is comfortable with sector-specific ETFs, and understands the long-term growth potential of the water industry.
Market Risk
PHO is suitable for long-term investors seeking exposure to the water resources sector and who understand the associated risks.
Summary
The Invesco Water Resources ETF (PHO) offers investors targeted exposure to US-based companies involved in the water industry. With its large AUM and high liquidity, PHO is a popular choice for investors interested in this sector. Investors should consider their risk tolerance and investment horizon when evaluating PHO. PHO's value lies in its focus on US water companies, its expense ratio, and robust liquidity. The ETF's performance will be tied to trends in the water sector and overall market performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Nasdaq
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making 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 Water Resources ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index seeks to track the performance of companies that create products designed to conserve and purify water for homes, businesses and industries. The underlying index may include common stocks, ordinary shares, American depositary receipts (ADRs), shares of beneficial interest and tracking stocks. The fund is non-diversified.
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.