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PBW - ETF AI Analysis
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Invesco WilderHill Clean Energy ETF (PBW)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its clean energy holdings.
Top Holdings Showing Solid Gains
Many of the largest positions, such as Bloom Energy and other key names, have delivered strong year-to-date performance, helping drive the fund’s returns.
Diversified Clean Energy Exposure
The fund spreads its investments across several sectors like industrials, technology, materials, and consumer-related areas, reducing reliance on any single clean energy segment.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost alternatives.
Heavy 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. clean energy market.
Sector Concentration Risk
A large portion of the portfolio is concentrated in industrials and technology, which can make the fund more sensitive to downturns in those specific areas.
PBW vs. SPDR S&P 500 ETF (SPY)
AUM503.46M
RegionGlobal
Expense Ratio0.64%
Beta1.47
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield0.75%
Asset ClassEquity
Index TrackedThe WilderHill Clean Energy Index (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,156,167
30 Day Avg. Volume966,913
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
41.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering63
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, focusing on companies involved in renewable energy like solar, wind, and energy storage. It mainly holds U.S. stocks across industrial and technology businesses that support cleaner power. Well-known names in the fund include Bloom Energy and Darling Ingredients. Someone might invest in PBW to seek long-term growth from the global shift toward greener energy and to align their portfolio with environmental goals. A key risk is that clean energy stocks can be very volatile and may go up and down 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 riding a wave of strength from industrial and tech-focused clean energy names, with Powell Industries and Bloom Energy helping to power recent gains as demand for grid upgrades and alternative power solutions stays hot. Advanced Energy and Enphase are also pulling their weight, though both show some mixed signals as valuations look a bit stretched and momentum cools at times. Darling Ingredients and Cadeler add a more cyclical, project-driven flavor that can make returns choppier. Overall, this is a globally focused, renewables-heavy bet, not a broad-market comfort blanket.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amprius Technologies Inc | 3.20% | $16.29M | $2.46B | 779.90% | 51 Neutral | |
| Bloom Energy | 2.74% | $13.94M | $43.35B | 531.43% | 62 Neutral | |
| Darling Ingredients | 2.69% | $13.70M | $8.69B | 85.70% | 69 Neutral | |
| Powell Industries | 2.45% | $12.47M | $6.10B | 189.98% | 76 Outperform | |
| Advanced Energy | 2.26% | $11.50M | $11.40B | 184.41% | 67 Neutral | |
| Cadeler A/S Sponsored ADR | 2.20% | $11.22M | $2.18B | 28.89% | 73 Outperform | |
| Nextpower Inc | 2.14% | $10.90M | $17.76B | 170.01% | 78 Outperform | |
| Esco Technologies | 2.14% | $10.88M | $6.83B | 63.93% | 70 Neutral | |
| Quanta Services | 2.12% | $10.79M | $83.64B | 114.34% | 78 Outperform | |
| Navitas Semiconductor | 2.06% | $10.47M | $2.33B | 304.00% | 48 Neutral |
PBW Technical Analysis
Neutral
―
Price Trends
33.69
Negative
32.60
Negative
28.45
Positive
Market Momentum
-0.43
Positive
45.80
Neutral
71.20
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBW, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 32.86, equal to the 50-day MA of 33.69, and equal to the 200-day MA of 28.45, indicating a neutral trend. The MACD of -0.43 indicates Positive momentum. The RSI at 45.80 is Neutral, neither overbought nor oversold. The STOCH value of 71.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PBW.
PBW Peer Comparison
Comparison Results
Performance Comparison
PBW
Invesco WilderHill Clean Energy ETF
32.63
15.30
88.29%
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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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