PBW - ETF AI Analysis
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Invesco WilderHill Clean Energy ETF (PBW)
PBW, the Invesco WilderHill Clean Energy ETF, has a mid-range overall rating that reflects a mix of strong clean-energy leaders and more speculative names. Solid contributors like Rex American, Gentherm, Itron, and Preformed Line Products support the fund with healthier financials, positive momentum, and strategic growth initiatives, while weaker holdings such as OPAL Fuels and Archer Aviation, which face significant financial and valuation challenges, weigh on the score. The main risk factor is the fund’s focus on the clean energy sector, where several companies are still in early or financially pressured stages, making the ETF more volatile and sensitive to industry and regulatory shifts.
PBW vs. SPDR S&P 500 ETF (SPY)
- AUM
- 302.70M
- Region
- Global
- Expense Ratio
- 0.63%
- Beta
- 1.50
- Issuer
- Invesco
- Inception Date
- Mar 03, 2005
- Dividend Yield
- 2.66%
- Asset Class
- Equity
- Index Tracked
- The WilderHill Clean Energy Index (AMEX)
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 transition, with a heavy tilt toward innovative, often volatile names. Preformed Line Products has been a quiet workhorse, rising steadily and helping to anchor returns, while Darling Ingredients and Cadeler add support with generally positive, if sometimes choppy, momentum. On the flip side, Rivian and Archer Aviation have been dragging the fund, as their high‑growth stories clash with weak recent performance. The portfolio is thematically concentrated in renewables and electrification, mostly in U.S. and global clean‑tech players, making PBW a focused bet on the future of green energy.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NXT | Nextpower Inc | 2.03% | $5.90M | $12.14B | -8.61% | 78Outperform |
 ORA | Ormat Techno | 1.92% | $5.59M | $5.49B | -19.13% | 71Outperform |
 ARRY | Array Technologies | 1.81% | $5.27M | $528.25M | -60.87% | 61Neutral |
 FSLR | First Solar | 1.80% | $5.23M | $18.55B | -27.40% | 75Outperform |
 CDLR | Cadeler A/S Sponsored ADR | 1.78% | $5.18M | $2.14B | 12.82% | 73Outperform |
 DAR | Darling Ingredients | 1.76% | $5.13M | $9.68B | 93.63% | 69Neutral |
 CSIQ | Canadian Solar | 1.74% | $5.07M | $666.07M | -37.28% | 57Neutral |
 PWR | Quanta Services | 1.69% | $4.91M | $95.00B | 44.42% | 78Outperform |
 ESE | Esco Technologies | 1.68% | $4.90M | $7.72B | 15.78% | 70Neutral |
 OLED | Universal Display | 1.68% | $4.88M | $3.58B | -48.09% | 66Neutral |
PBW Technical Analysis
Price Trends
Market Momentum
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 25.17 is below the 20-day moving average (MA) of 28.74, below the 50-day MA of 30.80, and below the 200-day MA of 34.13, indicating a bearish trend. The MACD of -1.32 indicates Positive momentum. The RSI at 24.31 is Positive, neither overbought nor oversold. The STOCH value of 10.68 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PBW | $25.17 | $32.00(27.14% Upside) | $302.70M | 0.63% | 55Neutral |
 BLOK | $54.63 | $90.90(66.38% Upside) | $976.86M | 0.70% | 58Neutral |
 IVES | $38.11 | $51.12(34.12% Upside) | $932.51M | 0.75% | 70Outperform |
 GII | $72.55 | $82.59(13.84% Upside) | $924.37M | 0.40% | 63Neutral |
 TAN | $41.85 | $59.37(41.86% Upside) | $893.89M | 0.70% | 57Neutral |
 ROBT | $56.24 | $73.03(29.86% Upside) | $757.55M | 0.65% | 62Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PBW | Invesco WilderHill Clean Energy ETF | 25.17 | -8.21 | -24.61% | |
| BLOK | Amplify Transformational Data Sharing Etf | 54.63 | -16.32 | -23.00% | |
| IVES | Dan IVES Wedbush AI Revolution ETF | 38.11 | 4.71 | 14.09% | |
| GII | SPDR S&P Global Infrastructure ETF | 72.55 | 3.82 | 5.56% | |
| TAN | Invesco Solar ETF | 41.85 | -5.39 | -11.41% | |
| ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 56.24 | 0.96 | 1.73% |
This 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.