Invesco WilderHill Clean Energy ETF (PBW)

Key Metrics

TER 0.64% per year

Distribution policy Distributing

Fund size USD 450 M

Inception date March 3, 2005

Holdings 71

Fund currency USD

Fund domicile US

Provider Invesco

For full official fund details, factsheets, and holdings, visit invesco.com (opens in new tab).

Historical Return

Last updated: Aug 17, 2026

1 Year +38.6% +1.4% Div

3 Years (avg.) -0.3% +1.4% Div

5 Years (avg.) -14.4% +1.4% Div

Risk & Analysis Metrics

Last updated: Aug 17, 2026

Volatility

41.40% 1 Year

40.27% 3 Years

42.78% 5 Years

38.92% 10 Years

Max Drawdown

-36.45% 1 Year

-63.75% 3 Years

-85.96% 5 Years

-90.13% 10 Years

Sharpe Ratio

0.82 1 Year

0.09 3 Years

-0.24 5 Years

0.24 10 Years

Return Triangle (Heatmap)

Last updated: Aug 17, 2026

	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025
2011	-52.2%	-39.0%	-17.6%	-18.0%	-16.5%	-17.2%	-11.1%	-11.9%	-6.0%	5.5%	1.5%	-4.0%	-5.3%	-7.4%	-4.6%
2012		-22.1%	8.2%	-1.9%	-4.0%	-7.7%	-1.4%	-3.8%	2.3%	15.2%	9.4%	2.3%	0.2%	-2.6%	0.3%
2013			50.4%	10.1%	3.0%	-3.6%	3.3%	-0.4%	6.4%	20.9%	13.6%	5.2%	2.5%	-0.8%	2.2%
2014				-19.4%	-14.8%	-16.9%	-5.9%	-8.3%	0.4%	17.2%	9.7%	1.1%	-1.3%	-4.5%	-1.0%
2015					-9.9%	-15.6%	-0.9%	-5.3%	5.0%	24.8%	14.6%	4.0%	0.9%	-2.8%	0.9%
2016						-21.0%	3.9%	-3.7%	9.0%	33.2%	19.3%	6.1%	2.4%	-2.0%	2.0%
2017							36.7%	6.4%	21.4%	51.8%	29.6%	11.5%	6.2%	0.7%	4.9%
2018								-17.2%	14.4%	57.2%	27.9%	7.0%	1.8%	-3.6%	1.5%
2019									58.0%	116.5%	47.8%	14.1%	6.1%	-1.2%	4.5%
2020										196.7%	42.9%	2.4%	-3.9%	-10.0%	-2.4%
2021											-31.2%	-39.9%	-34.0%	-33.2%	-21.9%
2022												-47.5%	-35.4%	-33.9%	-19.4%
2023													-20.5%	-25.8%	-7.0%
2024														-30.8%	0.6%
2025															46.2%

Distributions

*by ETF Portfolio Weight Last updated: Aug 17, 2026

Profit Margin Distribution

< 0%

52%

1y 3y N/A N/A

0 - 5%

13%

1y 3y N/A N/A

5 - 10%

10%

1y 3y N/A N/A

10 - 15%

1y 3y N/A N/A

15 - 20%

1y 3y N/A N/A

20 - 30%

1y 3y N/A N/A

30 - 40%

1y 3y N/A N/A

> 40%

1y 3y N/A N/A

P/E Ratio Distribution

< 0

57%

1y 3y N/A N/A

0 - 10

1y 3y N/A N/A

10 - 15

1y 3y N/A N/A

15 - 20

1y 3y N/A N/A

20 - 25

1y 3y N/A N/A

25 - 35

1y 3y N/A N/A

35 - 50

1y 3y N/A N/A

> 50

19%

1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation

N/A

Undervalued

> 60%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

15 - 30%

1y 3y N/A N/A

Fair (±15%)

1y 3y N/A N/A

Overvalued

15 - 30%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

> 60%

1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap

7.5%

1y 3y N/A N/A

Small Cap

40.1%

1y 3y N/A N/A

Mid Cap

29.8%

1y 3y N/A N/A

Large Cap

21.2%

1y 3y N/A N/A

Mega Cap

1.3%

1y 3y N/A N/A

Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Average metrics of all companies in portfolio

Last updated: Aug 23, 2026

Market
Average

Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares.	$27.7B	-
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price.	0.16%	2.00%
Beta Indicates the relationship between the price performance of a share and the market.	1.78	-
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth.	71.17	24.24
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything	-18.53	-
Profitable Companies	41%	-
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued.	22.48	20.38
Price to Sales Ratio Market cap divided by the revenue in the most recent year.	4.63	9.51
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company	5.11	11.98

Market
Average

Enterprise Value to EBIT Enterprise Value divided by EBIT	7.8	13.08
Enterprise Value to Revenue Enterprise value divided by revenue	14.08	11.78
Total Debt to Enterprise Value Total debt divided by enterprise value	0.22	0.04
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary.	1.4	0.27
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability.	-9.07%	21.76%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago.	+6.1%	+53.7%
Return on Equity Equity divided by market cap.	-11.34%	2.03%
Return on Assets Indicates a company's profitability in relation to its total assets.	-7.33%	4.12%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits.	-6.69%	3.98%

Sectors

Manufacturing	50.8%
Mining, Quarrying, and Oil and Gas Extraction	7.8%
Construction	6.2%
Utilities	6.0%
Basic Materials	1.8%
Professional, Scientific, and Technical Services	1.6%
Wholesale Trade	1.4%
Retail Trade	1.3%
Industrials	1.2%
Other	21.8%

Countries

United States	78.0%
Canada	5.3%
China	5.2%
Brazil	2.0%
Denmark	1.8%
Chile	1.6%
United Kingdom	1.5%
Australia	1.4%
Switzerland	1.3%
Israel	1.0%
Japan	0.9%
Other	0.1%
Other	0.0%

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%

Market Cap

P/E Ratio

Total Investment

Weight

Sigma Lithium Corporation

SGML - Mining, Quarrying, and Oil and Gas Extraction

Market Cap $1.33B

P/E Ratio -47.9

Dividends 0.0%

Total Investment $11.84M

Weight 2.63%

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Bloom Energy Corp - Ordinary Shares - Class A

BE - Manufacturing

Market Cap $59.33B

P/E Ratio 241.0

Dividends 0.0%

Total Investment $10.87M

Weight 2.41%

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Fuelcell Energy Inc

FCEL - Utilities

Market Cap $1.56B

P/E Ratio -3.0

Dividends 0.0%

Total Investment $10.76M

Weight 2.39%

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Navitas Semiconductor Corp

NVTS - Manufacturing

Market Cap $3.39B

P/E Ratio -9.7

Dividends 0.0%

Total Investment $9.98M

Weight 2.22%

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American Superconductor Corp.

AMSC - Manufacturing

Market Cap $1.45B

P/E Ratio 9.7

Dividends 0.0%

Total Investment $9.36M

Weight 2.08%

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Lifezone Metals Ltd

LZM

Market Cap $392.03M

P/E Ratio -16.2

Dividends 0.0%

Total Investment $9.15M

Weight 2.03%

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Monolithic Power System Inc

MPWR - Manufacturing

Market Cap $64.67B

P/E Ratio 80.3

Dividends 0.5%

Total Investment $8.34M

Weight 1.85%

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Powell Industries, Inc.

POWL - Manufacturing

Market Cap $7.2B

P/E Ratio 37.7

Dividends 0.2%

Total Investment $8.28M

Weight 1.84%

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MYR Group Inc

MYRG - Construction

Market Cap $4.84B

P/E Ratio 29.2

Dividends 0.0%

Total Investment $8.19M

Weight 1.82%

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USA Rare Earth Inc

USARW - Basic Materials

Market Cap $107.18M

P/E Ratio -8.0

Dividends 0.0%

Total Investment $8.11M

Weight 1.80%

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Lithium Americas Corp (NewCo)

LAC - Mining, Quarrying, and Oil and Gas Extraction

Market Cap $701.09M

P/E Ratio -7.9

Dividends 0.0%

Total Investment $8.07M

Weight 1.79%

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Enovix Corporation - Units (1 Ord Share & 1/2 War)

RSVAU - Manufacturing

Market Cap $737.36M

P/E Ratio 0.0

Dividends

Total Investment $7.38M

Weight 1.64%

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Plug Power Inc

PLUG - Manufacturing

Market Cap $3.17B

P/E Ratio -1.7

Dividends 0.0%

Total Investment $7.36M

Weight 1.63%

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Ballard Power Systems Inc.

BLDP - Manufacturing

Market Cap $723.54M

P/E Ratio -9.4

Dividends 0.0%

Total Investment $7.35M

Weight 1.63%

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IonQ Inc

IONQ - Professional, Scientific, and Technical Services

Market Cap $16.74B

P/E Ratio -10.5

Dividends 0.0%

Total Investment $7.34M

Weight 1.63%

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Energy Vault Holdings Inc

NRGV

Market Cap $688.71M

P/E Ratio -5.9

Dividends 0.0%

Total Investment $7.24M

Weight 1.61%

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Shoals Technologies Group Inc - Ordinary Shares - Class A

SHLS - Manufacturing

Market Cap $1.19B

P/E Ratio 38.0

Dividends 0.0%

Total Investment $7.06M

Weight 1.57%

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Bel Fuse Inc. - Ordinary Shares - Class A

BELFA - Manufacturing

Market Cap $3.16B

P/E Ratio 63.9

Dividends 0.1%

Total Investment $6.94M

Weight 1.54%

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Quanta Services, Inc.

PWR - Construction

Market Cap $96.12B

P/E Ratio 72.3

Dividends 0.1%

Total Investment $6.93M

Weight 1.54%

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REX American Resources Corp

REX - Manufacturing

Market Cap $1.47B

P/E Ratio 15.9

Dividends 0.0%

Total Investment $6.84M

Weight 1.52%

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Key Metrics

Compare similar ETFs

Historical Return

Risk & Analysis Metrics

Volatility

Max Drawdown

Sharpe Ratio

Return Triangle (Heatmap)

Distributions

Profit Margin Distribution

P/E Ratio Distribution

Discounted Cash Flow

Market Cap Size Distribution

Portfolio Concentration

Latest News

Bloom Energy Corporation (BE) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits

Here's why the Bloom Energy stock is losing momentum despite its growth

Average metrics of all companies in portfolio

Sectors

Countries

Stock Screener

Sigma Lithium Corporation

Sigma Lithium Corporation

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp - Ordinary Shares - Class A

Fuelcell Energy Inc

Fuelcell Energy Inc

Navitas Semiconductor Corp

Navitas Semiconductor Corp

American Superconductor Corp.

American Superconductor Corp.

Lifezone Metals Ltd

Lifezone Metals Ltd

Monolithic Power System Inc

Monolithic Power System Inc

Powell Industries, Inc.

Powell Industries, Inc.

MYR Group Inc

MYR Group Inc

USA Rare Earth Inc

USA Rare Earth Inc

Lithium Americas Corp (NewCo)

Lithium Americas Corp (NewCo)

Enovix Corporation - Units (1 Ord Share & 1/2 War)

Enovix Corporation - Units (1 Ord Share & 1/2 War)

Plug Power Inc

Plug Power Inc

Ballard Power Systems Inc.

Ballard Power Systems Inc.

IonQ Inc

IonQ Inc

Energy Vault Holdings Inc

Energy Vault Holdings Inc

Shoals Technologies Group Inc - Ordinary Shares - Class A

Shoals Technologies Group Inc - Ordinary Shares - Class A

Bel Fuse Inc. - Ordinary Shares - Class A

Bel Fuse Inc. - Ordinary Shares - Class A

Quanta Services, Inc.

Quanta Services, Inc.

REX American Resources Corp

REX American Resources Corp

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