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PBW - ETF AI Analysis
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Invesco WilderHill Clean Energy ETF (PBW)
Rating:56Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Navitas Semiconductor and Solid Power, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF spreads its investments across multiple sectors like Industrials, Technology, and Materials, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown positive year-to-date returns, indicating solid performance in the clean energy space.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with over 90% exposure, limiting diversification across global markets.
Moderate Expense Ratio
The expense ratio of 0.64% is higher than some low-cost ETFs, which could slightly reduce net returns for investors.
Mixed Performance Among Holdings
Some holdings, such as Fluence Energy and Ormat Technologies, have shown weaker year-to-date performance, potentially dragging on overall returns.
PBW vs. SPDR S&P 500 ETF (SPY)
AUM577.93M
RegionGlobal
Expense Ratio0.64%
Beta1.44
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield1.09%
Asset ClassEquity
Index TrackedThe WilderHill Clean Energy Index (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,156,157
30 Day Avg. Volume1,184,826
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
36.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering64
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PBW Summary
The Invesco WilderHill Clean Energy ETF (PBW) is an investment fund that focuses on companies in the renewable energy sector, such as solar, wind, and energy storage. It follows the WilderHill Clean Energy Index and includes innovative firms like Navitas Semiconductor and Lithium Americas Corp. This ETF is a great choice for investors who want to support clean energy and potentially benefit from the growth of this expanding market. However, it’s important to know that the ETF’s performance can be affected by changes in the renewable energy industry and broader market trends.
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
The Invesco WilderHill Clean Energy ETF (PBW) is riding the wave of global renewable energy growth, but its performance is a mixed bag. Canadian Solar and NEXTracker are steady contributors, buoyed by strong market positioning and international expansion. Meanwhile, Sigma Lithium and Fluence Energy are struggling to gain traction, with financial challenges and valuation concerns holding them back. The fund leans heavily into the clean energy theme, with a notable focus on lithium and solar-related companies. Its global exposure adds diversity, but the concentration in niche sectors makes it sensitive to industry-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Canadian Solar | 3.50% | $21.69M | $1.68B | 100.56% | 54 Neutral | |
| T1 Energy | 2.54% | $15.73M | $698.68M | 40.81% | 40 Underperform | |
| Fluence Energy | 2.46% | $15.28M | $3.06B | -11.74% | 46 Neutral | |
| Sigma Lithium | 2.46% | $15.23M | C$1.56B | -29.89% | 56 Neutral | |
| Albemarle | 2.44% | $15.15M | $14.74B | 8.51% | 60 Neutral | |
| Lithium Argentina | 2.39% | $14.81M | C$1.19B | 60.18% | ― | |
| Lithium Americas Corp. | 2.39% | $14.79M | C$2.16B | 24.87% | 49 Neutral | |
| Sociedad Quimica Y Minera SA | 2.23% | $13.86M | $16.81B | 53.85% | 69 Neutral | |
| NEXTracker, Inc. Class A | 2.19% | $13.58M | $13.36B | 131.70% | 78 Outperform | |
| Ormat Techno | 2.18% | $13.49M | $6.88B | 39.57% | 71 Outperform |
PBW Technical Analysis
Positive
―
Price Trends
31.32
Negative
27.72
Positive
22.56
Positive
Market Momentum
-0.65
Positive
46.37
Neutral
39.91
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.20, equal to the 50-day MA of 31.32, and equal to the 200-day MA of 22.56, indicating a neutral trend. The MACD of -0.65 indicates Positive momentum. The RSI at 46.37 is Neutral, neither overbought nor oversold. The STOCH value of 39.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PBW.
PBW Peer Comparison
Comparison Results
Performance Comparison
PBW
Invesco WilderHill Clean Energy ETF
30.08
9.23
44.27%
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CRBN
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CHAT
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TAN
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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.
Disclaimer
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.Date of analysis: ―
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