Invesco WilderHill Clean Energy ETF (PBW)

Key Metrics

TER 0.64% per year

Distribution policy Distributing

Fund size USD 706 M

Inception date March 3, 2005

Holdings 65

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: Jul 01, 2026

1 Year +94.2% +1.3% Div

3 Years (avg.) -1.4% +1.3% Div

5 Years (avg.) -15.8% +1.3% Div

Risk & Analysis Metrics

Last updated: Jul 01, 2026

Volatility

39.59% 1 Year

39.77% 3 Years

42.56% 5 Years

38.60% 10 Years

Max Drawdown

-21.58% 1 Year

-69.29% 3 Years

-85.96% 5 Years

-90.13% 10 Years

Sharpe Ratio

1.59 1 Year

0.06 3 Years

-0.28 5 Years

0.27 10 Years

Return Triangle (Heatmap)

Last updated: Jul 01, 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: Jul 01, 2026

Profit Margin Distribution

< 0%

50%

1y 3y N/A N/A

0 - 5%

18%

1y 3y N/A N/A

5 - 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

56%

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

17%

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

5.6%

1y 3y N/A N/A

Small Cap

40.7%

1y 3y N/A N/A

Mid Cap

33.0%

1y 3y N/A N/A

Large Cap

19.3%

1y 3y N/A N/A

Mega Cap

1.4%

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: Jul 12, 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.	$29.6B	-
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price.	0.19%	2.01%
Beta Indicates the relationship between the price performance of a share and the market.	1.71	-
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.	42.06	29.97
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	-18.56	-
Profitable Companies	43%	-
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.	19.12	16.04
Price to Sales Ratio Market cap divided by the revenue in the most recent year.	6.52	8.54
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company	7.58	10.59

Market
Average

Enterprise Value to EBIT Enterprise Value divided by EBIT	6.61	20.58
Enterprise Value to Revenue Enterprise value divided by revenue	8.95	8.35
Total Debt to Enterprise Value Total debt divided by enterprise value	0.26	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.	1.82	0.26
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability.	-5.79%	21.03%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago.	+6.7%	-118.0%
Return on Equity Equity divided by market cap.	-6.38%	2.68%
Return on Assets Indicates a company's profitability in relation to its total assets.	-5.90%	4.06%
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.	-5.83%	3.64%

Sectors

Manufacturing	56.3%
Construction	7.2%
Utilities	6.5%
Mining, Quarrying, and Oil and Gas Extraction	6.3%
Wholesale Trade	1.8%
Retail Trade	1.5%
Other	20.4%

Countries

United States	79.8%
Canada	5.5%
China	3.6%
Brazil	1.8%
Australia	1.7%
Switzerland	1.6%
United Kingdom	1.5%
Israel	1.4%
Chile	1.2%
Denmark	1.2%
Other	0.8%
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

Bloom Energy Corp - Ordinary Shares - Class A

BE - Manufacturing

Market Cap $69.58B

P/E Ratio -10107.9

Dividends 0.0%

Total Investment $18.01M

Weight 2.55%

Loading details…

Fluence Energy Inc - Ordinary Shares - Class A

FLNC

Market Cap $2.98B

P/E Ratio -51.8

Dividends 0.0%

Total Investment $16.62M

Weight 2.35%

Loading details…

Cadeler AS - ADR

CDLR - Construction

Market Cap $2.16B

P/E Ratio 6.4

Dividends 0.0%

Total Investment $15M

Weight 2.12%

Loading details…

Darling Ingredients Inc

DAR - Manufacturing

Market Cap $9.67B

P/E Ratio 43.1

Dividends 0.0%

Total Investment $14.89M

Weight 2.11%

Loading details…

Amprius Technologies Inc

AMPX

Market Cap $1.63B

P/E Ratio -38.1

Dividends 0.0%

Total Investment $14.85M

Weight 2.10%

Loading details…

Lifezone Metals Ltd

LZM

Market Cap $316.46M

P/E Ratio -22.6

Dividends 0.0%

Total Investment $14.55M

Weight 2.06%

Loading details…

Powell Industries, Inc.

POWL - Manufacturing

Market Cap $8.46B

P/E Ratio 45.1

Dividends 0.2%

Total Investment $14.54M

Weight 2.06%

Loading details…

Monolithic Power System Inc

MPWR - Manufacturing

Market Cap $66.46B

P/E Ratio 96.9

Dividends 0.5%

Total Investment $13.19M

Weight 1.87%

Loading details…

Array Technologies Inc

ARRY - Manufacturing

Market Cap $979.87M

P/E Ratio -7.6

Dividends 0.0%

Total Investment $13.11M

Weight 1.86%

Loading details…

Ormat Technologies Inc

ORA - Utilities

Market Cap $6.75B

P/E Ratio 52.3

Dividends 0.4%

Total Investment $12.98M

Weight 1.84%

Loading details…

Aspen Aerogels Inc.

ASPN - Wholesale Trade

Market Cap $427.65M

P/E Ratio -3.8

Dividends 0.0%

Total Investment $12.88M

Weight 1.82%

Loading details…

Advanced Energy Industries Inc.

AEIS - Manufacturing

Market Cap $11.72B

P/E Ratio 60.9

Dividends 0.1%

Total Investment $12.87M

Weight 1.82%

Loading details…

Preformed Line Products Co.

PLPC - Manufacturing

Market Cap $1.69B

P/E Ratio 49.6

Dividends 0.2%

Total Investment $12.74M

Weight 1.80%

Loading details…

Albemarle Corp.

ALB - Manufacturing

Market Cap $14.87B

P/E Ratio -37.1

Dividends 1.3%

Total Investment $12.72M

Weight 1.80%

Loading details…

Bel Fuse Inc. - Ordinary Shares - Class A

BELFA - Manufacturing

Market Cap $3.3B

P/E Ratio 65.2

Dividends 0.1%

Total Investment $12.69M

Weight 1.80%

Loading details…

Eos Energy Enterprises Inc - Ordinary Shares - Class A

EOSE - Manufacturing

Market Cap $1.27B

P/E Ratio -1.0

Dividends 0.0%

Total Investment $12.54M

Weight 1.78%

Loading details…

Esco Technologies, Inc.

ESE - Manufacturing

Market Cap $8.53B

P/E Ratio 27.7

Dividends 0.1%

Total Investment $12.5M

Weight 1.77%

Loading details…

FREYR Battery Inc.

FREY

Market Cap $241.82M

P/E Ratio -3.1

Dividends 0.0%

Total Investment $12.36M

Weight 1.75%

Loading details…

MYR Group Inc

MYRG - Construction

Market Cap $6.53B

P/E Ratio 45.9

Dividends 0.0%

Total Investment $12.22M

Weight 1.73%

Loading details…

Enphase Energy Inc

ENPH - Manufacturing

Market Cap $5.91B

P/E Ratio 43.5

Dividends 0.0%

Total Investment $12.12M

Weight 1.72%

Loading details…

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

Which Is the Better Long-Term Buy: iShares' Small-Cap IWM or Invesco's Tech-Heavy QQQ?

The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

The Stock Market Will Make History on July 7. Here's What Investors Need to Know Now.

Average metrics of all companies in portfolio

Sectors

Countries