PBW - ETF AI Analysis
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Invesco WilderHill Clean Energy ETF (PBW)
Rating:54Neutral
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has delivered strong gains so far this year, showing positive momentum in its clean energy focus.
Many Top Holdings Are Performing Well
Several of the largest positions, including companies in semiconductors and clean energy technology, have shown strong year-to-date performance, helping support the fund’s returns.
Broad Sector Diversification Within Clean Energy
Holdings spread across industrials, technology, materials, consumer sectors, and utilities help reduce the impact if one clean energy industry segment struggles.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Very Heavy U.S. Concentration
With the vast majority of assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market and policy environment.
Exposure to Volatile and Underperforming Names
While many holdings are doing well, at least one top position is showing weak performance and several are in early-stage or niche clean energy areas that can be more volatile.
PBW vs. SPDR S&P 500 ETF (SPY)
AUM425.04M
RegionGlobal
Expense Ratio0.64%
Beta1.52
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield1.41%
Asset ClassEquity
Index TrackedThe WilderHill Clean Energy Index (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume802,515
30 Day Avg. Volume871,966
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
54.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering73
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PBW Summary
The Invesco WilderHill Clean Energy ETF (PBW) tracks the WilderHill Clean Energy Index, focusing on companies involved in renewable energy like solar, wind, and energy storage. It mainly holds U.S. stocks across industrial, technology, and materials sectors, including names such as Bloom Energy and Monolithic Power. Someone might invest in PBW to tap into the long-term growth potential of clean energy and to align their portfolio with the global shift toward greener power. 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 leaning hard into the clean energy story, with a heavy tilt toward industrial and tech names tied to fuel cells, grid gear, and next-gen power systems, mostly in North America but with some global flavor. Hyliion and Bloom Energy have been doing much of the heavy lifting lately, rising on optimism around their technology and growth plans. MYR Group and Powell Industries are steady workhorses, benefiting from grid and infrastructure demand. On the flip side, FuelCell Energy, Navitas Semiconductor, and Ballard Power are losing steam, dragging on returns as investors question their path to consistent profits.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| OPAL Fuels | 2.46% | $10.24M | $436.89M | 0.00% | 51 Neutral | |
| Darling Ingredients | 2.01% | $8.38M | $9.72B | 76.01% | 69 Neutral | |
| BETA Technologies, Inc. Class A | 1.96% | $8.18M | $4.07B | ― | ― | |
| Gevo | 1.96% | $8.17M | $387.02M | 4.49% | 55 Neutral | |
| Rivian Automotive | 1.93% | $8.05M | $24.74B | 32.48% | 61 Neutral | |
| Cadeler A/S Sponsored ADR | 1.89% | $7.86M | $2.29B | 11.96% | 73 Outperform | |
| Gentherm | 1.84% | $7.68M | $1.14B | 20.24% | 74 Outperform | |
| Rex American | 1.84% | $7.65M | $1.52B | 77.36% | 78 Outperform | |
| XPeng, Inc. ADR | 1.80% | $7.48M | $13.79B | -22.94% | 50 Neutral | |
| Itron | 1.79% | $7.47M | $3.81B | -36.95% | 70 Outperform |
PBW Technical Analysis
Negative
―
Price Trends
39.61
Negative
36.56
Negative
34.45
Negative
Market Momentum
-1.63
Positive
34.80
Neutral
16.12
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 36.75, equal to the 50-day MA of 39.61, and equal to the 200-day MA of 34.45, indicating a bearish trend. The MACD of -1.63 indicates Positive momentum. The RSI at 34.80 is Neutral, neither overbought nor oversold. The STOCH value of 16.12 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
33.39
9.73
41.12%
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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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