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PBW - ETF AI Analysis

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PBW

Invesco WilderHill Clean Energy ETF (PBW)

Rating:54Neutral
Price Target:
PBW’s rating suggests it is a solid but not top-tier clean energy ETF, reflecting a mix of strong and challenged holdings. High-quality names like Powell Industries and MYR Group, which show strong financial performance and healthy growth outlooks, help support the fund’s overall quality, while weaker holdings such as Lifezone Metals and Fuelcell Energy, both facing significant financial and profitability issues, weigh on the rating. The main risk factor is the fund’s focus on clean energy companies, some of which have ongoing losses and high valuations, making the ETF sensitive to sector-specific volatility and financial setbacks.
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)

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 top-heavy mix of lithium, fuel cells, and power electronics that makes it both exciting and bumpy. Sigma Lithium and Lithium Argentina are helping the fund lately as sentiment around battery materials improves, while Monolithic Power and Navitas Semiconductor add a steadier tech backbone to the portfolio. On the flip side, Lifezone Metals, FuelCell Energy, and ioneer are still lagging, acting like sandbags on performance. The fund is globally diversified but thematically concentrated, living and dying by the fortunes of next‑gen energy plays.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Fuelcell Energy2.94%$15.14M$905.39M299.30%
45
Neutral
Navitas Semiconductor2.42%$12.47M$4.50B799.53%
48
Neutral
Sigma Lithium2.33%$12.00M$2.34B172.85%
57
Neutral
Bloom Energy2.24%$11.54M$79.84B1364.98%
62
Neutral
Lithium Argentina2.10%$10.83MC$2.56B443.81%
Lifezone Metals2.05%$10.55M$530.43M61.20%
38
Underperform
American Superconductor1.98%$10.21M$2.60B131.17%
63
Neutral
Powell Industries1.92%$9.86M$11.22B374.22%
76
Outperform
MYR Group1.91%$9.86M$7.09B177.10%
76
Outperform
IonQ1.89%$9.73M$20.85B68.18%
51
Neutral

PBW Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
34.61
Positive
100DMA
34.10
Positive
200DMA
31.45
Positive
Market Momentum
MACD
1.98
Negative
RSI
72.28
Negative
STOCH
82.80
Negative
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 38.29, equal to the 50-day MA of 34.61, and equal to the 200-day MA of 31.45, indicating a bullish trend. The MACD of 1.98 indicates Negative momentum. The RSI at 72.28 is Negative, neither overbought nor oversold. The STOCH value of 82.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PBW.

PBW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$536.77M0.64%
54
Neutral
$975.77M0.40%
62
Neutral
$824.98M0.75%
56
Neutral
$819.17M0.47%
58
Neutral
$792.46M0.75%
59
Neutral
$713.17M0.49%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PBW
Invesco WilderHill Clean Energy ETF
42.02
23.78
130.37%
GII
SPDR S&P Global Infrastructure ETF
MGNR
American Beacon GLG Natural Resources ETF
IHAK
iShares Cybersecurity & Tech ETF
UFO
Procure Space ETF
TRFK
Pacer Data and Digital Revolution ETF
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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