PBD
+2.27 · +15.17%
$17.20 · NYSE ARCA

Invesco Global Clean Energy ETF (PBD) ETF Analysis | Global Small/Mid Stock

Invesco · United States
AUM:$193.8M
#– of – in Global Small/Mid Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 68.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is PBD?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index, as well as American depositary receipts (ADRs) and global depositary receipts (GDRs) that represent securities in the underlying index. The underlying index is comprised primarily of companies whose technologies focus on the generation and use of cleaner energy, conservation and efficiency, and the advancement of renewable energy in general, as determined by the index provider.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PBD delivered 68.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 14.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$193.8M
Expense Ratio0.75%
Dividend Yield2.46%
Holdings50
Inception DateJun 2007
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.74
CategoryGlobal Small/Mid Stock
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.1%
1Y
+26.6%
3Y
+8.7%
5Y
-31.8%
OpenBook InsightIf you had invested £10,000 in PBD 5 years ago, it would have fallen to £6,824 — a loss of £3,176.

Annual Returns

Calendar year performance

PBD delivered positive returns in 2 of the last 5 calendar years.
YearPBD
2026 YTD+8.1%
2025+41.1%
2024-24.8%
2023-10.0%
2022-31.2%
CAGR 4yr-10.0%
2/5 positive yearsAvg return: -3.4%Worst year: -31.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
25.0%
Moderate
Momentum
+0.2%
30-day change
Support Level
17.64
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.