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Upturn AI SWOT - About
Invesco WilderHill Clean Energy ETF (PBW)
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Upturn Advisory Summary
09/12/2025: PBW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -28.48% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.64 | 52 Weeks Range 13.16 - 23.63 | Updated Date 06/29/2025 |
52 Weeks Range 13.16 - 23.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco WilderHill Clean Energy ETF
ETF Overview
Overview
The Invesco WilderHill Clean Energy ETF (PBW) seeks to track the investment results of the WilderHill Clean Energy Index, which is composed of companies that are primarily focused on cleaner energy and conservation.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in providing diverse investment solutions.
Management Expertise
Invesco has a team of experienced investment professionals dedicated to managing and researching various sectors, including clean energy.
Investment Objective
Goal
To track the investment results of the WilderHill Clean Energy Index, providing exposure to companies focused on cleaner energy and conservation.
Investment Approach and Strategy
Strategy: The ETF employs a full replication strategy by investing in all or substantially all of the securities in the WilderHill Clean Energy Index.
Composition The ETF primarily holds stocks of companies involved in clean energy technologies, renewable energy, and energy conservation.
Market Position
Market Share: PBW's market share within the clean energy ETF sector varies and depends on the period measured.
Total Net Assets (AUM): 221.12
Competitors
Key Competitors
- First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
- iShares Global Clean Energy ETF (ICLN)
- ALPS Clean Energy ETF (ACES)
Competitive Landscape
The clean energy ETF market is competitive, with multiple funds offering exposure to the sector. PBW is differentiated by the WilderHill Clean Energy Index, which aims for a diversified exposure. Competitors offer different index methodologies. PBW's equal weighting may cause higher volatility. Its market share fluctuates due to investor preferences for different indexing methodologies and expense ratios.
Financial Performance
Historical Performance: Historical performance can be found on invesco.com/etfs and fluctuates with the clean energy market.
Benchmark Comparison: Performance can be compared at invesco.com/etfs against the WilderHill Clean Energy Index.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
PBW has a moderate average daily trading volume of approximately 101,407 shares.
Bid-Ask Spread
The bid-ask spread for PBW is typically around 0.16%, indicating relatively liquid trading conditions.
Market Dynamics
Market Environment Factors
Government policies, technological advancements, and increasing environmental awareness significantly influence the market environment for clean energy ETFs.
Growth Trajectory
The ETF's growth trajectory is tied to the adoption of clean energy solutions, which are expected to rise over time because of policies and growing demand for environment friendly products.
Moat and Competitive Advantages
Competitive Edge
PBW's competitive edge lies in its tracking of the WilderHill Clean Energy Index, known for its emphasis on smaller, innovative clean energy companies. The equal weighting scheme differentiates PBW from its competitors and provides diversification benefits within the sub-sector, potentially capturing smaller, less-followed but potentially high-growth companies. However, this equal weighting can also contribute to greater volatility. PBW offers access to specialized segment of the clean energy market.
Risk Analysis
Volatility
PBW exhibits higher volatility compared to broader market ETFs due to its focus on a specific sector and smaller companies.
Market Risk
The ETF is subject to market risk, particularly related to the performance of clean energy companies, changes in government regulations, and technological disruptions.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking growth and diversified exposure to the clean energy sector, with an understanding of the risks and volatility associated with the sector. They have a higher risk tolerance and a long-term investment horizon.
Market Risk
PBW is suitable for long-term investors seeking growth in the clean energy sector and willing to accept higher volatility.
Summary
The Invesco WilderHill Clean Energy ETF provides exposure to the clean energy sector by tracking the WilderHill Clean Energy Index. The fund focuses on smaller, innovative companies with an equal weighting scheme. It suits long-term investors with a higher risk tolerance and it's subject to sector-specific risks and higher volatility. Government policies, environment awareness and technological disruption greatly influence it's performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- etf.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco WilderHill Clean Energy ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.S. that are engaged in the business of the advancement of cleaner energy and conservation or are important to the development of clean energy. Stocks are included in the index based on the index provider's evaluation that such companies will substantially benefit from a societal transition toward the use of cleaner energy, zero-CO2 renewables and conservation.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.