PBW - ETF AI Analysis
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Invesco WilderHill Clean Energy ETF (PBW)
Rating:55Neutral
Price Target:―
Positive Factors
Broad Clean Energy Mix
The fund spreads its investments across several clean energy industries like technology, industrials, materials, and utilities, which helps reduce the impact if one area struggles.
Multiple Strong Contributors
Several top holdings, such as Darling Ingredients, Rex American, Cadeler, AXIA Energia, and OPAL Fuels, have shown strong or steady performance, supporting the ETF’s overall results.
Solid Year-to-Date Performance
Despite recent short-term weakness, the ETF’s overall performance so far this year has been positive, suggesting the strategy has benefited from longer-term clean energy trends.
Negative Factors
High U.S. Concentration
With almost all assets in U.S. companies, the fund offers limited geographic diversification and is heavily tied to the U.S. market and policy environment.
Recent Short-Term Weakness
The ETF has experienced weak performance over the past one and three months, which may signal near-term volatility or pressure in clean energy stocks.
Several Lagging Top Holdings
Some of the largest positions, including BETA Technologies, Canadian Solar, Gevo, and Rivian, have shown weak performance, which can drag on the fund’s returns if the trend continues.
PBW vs. SPDR S&P 500 ETF (SPY)
AUM386.20M
RegionGlobal
Expense Ratio0.64%
Beta1.50
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield1.52%
Asset ClassEquity
Index TrackedThe WilderHill Clean Energy Index (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume489,941
30 Day Avg. Volume745,704
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
51.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering71
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PBW Summary
The Invesco WilderHill Clean Energy ETF (PBW) follows the WilderHill Clean Energy Index and focuses on companies involved in renewable energy, such as solar, wind, and cleaner fuels. It holds a mix of U.S.-based clean energy firms, including names like Rivian Automotive and Canadian Solar, giving investors a way to back the shift toward greener power. Someone might invest in PBW for potential long-term growth in the clean energy theme and to align their portfolio with environmental goals. A key risk is that clean energy stocks can be very volatile and may rise or fall more than the overall market.
How much will it cost me?The Invesco WilderHill Clean Energy ETF (PBW) has an expense ratio of 0.64%, meaning you’ll pay $6.40 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a niche sector like renewable energy, which requires more specialized research and management.
What would affect this ETF?The Invesco WilderHill Clean Energy ETF (PBW) could benefit from increasing global demand for renewable energy, driven by environmental regulations and the shift toward sustainable energy solutions. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies in the clean energy sector, and potential geopolitical or regulatory changes that impact global supply chains for materials like lithium. Its focus on technology and industrial sectors, along with top holdings in energy storage and efficiency companies, positions it well for long-term growth but also exposes it to volatility in these industries.
PBW Top 10 Holdings
PBW is a pure play on the clean energy story, with a global mix of niche names rather than the usual Big Tech heavyweights. Darling Ingredients has been one of the fund’s bright spots, helping to power returns, while Itron and Cadeler add steady strength from the efficiency and wind infrastructure side. On the flip side, Gevo and Rivian have been lagging, as profitability worries and cash burn weigh on sentiment, and Archer Aviation isn’t helping much either. Overall, the ETF leans heavily into renewables and clean-tech industrials, making it a focused but volatile ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| BETA Technologies, Inc. Class A | 2.41% | $9.28M | $4.72B | ― | ― | |
| Darling Ingredients | 2.27% | $8.75M | $10.15B | 89.40% | 69 Neutral | |
| Gevo | 2.21% | $8.51M | $412.89M | -3.47% | 55 Neutral | |
| Itron | 2.19% | $8.42M | $4.27B | -20.67% | 70 Outperform | |
| OPAL Fuels | 2.17% | $8.37M | $360.00M | -12.34% | 51 Neutral | |
| Cadeler A/S Sponsored ADR | 2.17% | $8.35M | $2.45B | 19.68% | 73 Outperform | |
| Gentherm | 2.11% | $8.12M | $1.22B | 7.55% | 74 Outperform | |
| Archer Aviation | 1.99% | $7.66M | $4.43B | -35.75% | 49 Neutral | |
| Rivian Automotive | 1.95% | $7.51M | $23.27B | 18.42% | 61 Neutral | |
| Lifezone Metals | 1.92% | $7.39M | $390.23M | -3.12% | 38 Underperform |
PBW Technical Analysis
Negative
―
Price Trends
34.10
Negative
36.92
Negative
34.61
Negative
Market Momentum
-0.77
Positive
38.99
Neutral
15.12
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 33.34, equal to the 50-day MA of 34.10, and equal to the 200-day MA of 34.61, indicating a bearish trend. The MACD of -0.77 indicates Positive momentum. The RSI at 38.99 is Neutral, neither overbought nor oversold. The STOCH value of 15.12 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PBW.
PBW Peer Comparison
Comparison Results
Performance Comparison
PBW
Invesco WilderHill Clean Energy ETF
31.14
6.70
27.41%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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