PBW ETF Analysis: WilderHill Clean Energy | NYSE

Small Growth | NYSE, USA | Market Cap: 416m USD | 12M Return: 34.5% | Charts, Fundamentals & Technical Analysis

Solar, Wind, Hydrogen, Biofuels
Total Rating 39
Safety 55
Buy Signal -0.35
Small Growth
Category Rotation: -13.3
TER: 0.66%
AUM: 416M
Avg Turnover: 25.9M
Risk 3d forecast
Volatility43.5%
VaR 5th Pctl7.73%
VaR vs Median-1.20%
Reward TTM
Sharpe Ratio0.76
Rel. Str. IBD27
Rel. Str. Peer Group7.1
Character TTM
Beta2.075
Beta Downside2.166
Hurst Exponent0.402
Drawdowns 3y
Max DD67.96%
CAGR/Max DD-0.12
CAGR/Mean DD-0.21

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.5% 0
Feb -1.1% 2
Mar -3.0% 30
Apr -1.2% 2
May +5.2% 34
Jun +3.3% 12
Jul +7.8% 38
Aug -3.1% 10
Sep -1.2% 19
Oct -0.2% 18
Nov +5.3% 38
Dec -5.5% 26

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PBW WilderHill Clean Energy

The Invesco WilderHill Clean Energy ETF (PBW) is a passively managed index-tracking fund that invests at least 90% of its total assets in the securities of its underlying index. The index consists of publicly traded U.S.-listed companies whose businesses focus on advancing cleaner energy and conservation or supporting the development of clean energy. Companies are selected based on the index providers assessment that they will substantially benefit from a societal shift toward cleaner energy, zero-CO2 renewables, and conservation efforts.

As a thematic equity ETF, PBW provides targeted exposure to the clean energy sector through a rules-based index methodology, rather than active stock selection. Launched in March 2005 and categorized as a small-cap growth fund, it offers investors a vehicle for accessing companies positioned within the renewable energy and conservation value chain. Thematic ETFs of this type typically hold concentrated positions in companies across segments such as solar, wind, energy efficiency, and grid-related technologies, though specific holdings vary by index construction.

Headlines to Watch Out For
  • Federal clean energy tax credits boost constituent revenues
  • Rising interest rates pressure small-cap renewable valuations
  • Grid-scale battery demand accelerates across holdings
What is the price of PBW shares?

As of July 28, 2026, the stock is trading at USD 32.24 with a total of 1,339,011 shares traded. Over the past week, the price has changed by -2.92%, over one month by -15.38%, over three months by -13.20% and over the past year by +34.48%.

Current recommended Stop Loss: 29.20 (which is 9.4% or 2.1 ATR below the current price).

Is PBW a buy, sell or hold?

WilderHill Clean Energy has no consensus analysts rating.