PBW
+5.78 · +20.86%
$33.47 · NYSE ARCA

Invesco WilderHill Clean Energy ETF (PBW) ETF Analysis | Small Growth

Invesco · United States
AUM:$588.6M
#– of – in Small Growth 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 91.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.66% — moderate cost. Consider how fees compound over long holding periods.

What is PBW?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The index is composed of stocks of publicly traded companies listed on a major exchange in the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PBW delivered 91.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.66%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 22.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$588.6M
Expense Ratio0.66%
Dividend Yield0.71%
Holdings48
Inception DateMar 2005
DomicileUnited States
DistributionNA
Index
ProviderInvesco
Beta2.00
CategorySmall Growth
CurrencyUSD
Portfolio Impact

How would PBW affect your portfolio?

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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
-1.8%
1Y
+24.9%
3Y
-9.7%
5Y
-56.1%
OpenBook InsightIf you had invested £10,000 in PBW 5 years ago, it would have fallen to £4,394 — a loss of £5,606.

Annual Returns

Calendar year performance

PBW delivered positive returns in 1 of the last 5 calendar years.
YearPBW
2026 YTD-1.6%
2025+47.5%
2024-28.8%
2023-18.0%
2022-45.7%
CAGR 4yr-17.3%
1/5 positive yearsAvg return: -9.3%Worst year: -45.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
44.6%
Very High
Momentum
-4.2%
30-day change
Support Level
31.81
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.