evenfolio
InvescoSmall GrowthPBW · NYSE Arca

Invesco WilderHill Clean Energy ETF (PBW)

Price
$31.10
11 Sept 2026
Assets
$382.7M
Total net assets
Expense ratio
0.63%
Category 1.15%
Yield
1.49%
Trailing distributions
3Y CAGR
-2.1%-17.2%
Category 15.1%
5Y CAGR
-15.3%-18.8%
Category 3.5%
Loading NAV history…
Invesco WilderHill Clean Energy ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-10.2%-22.1%-2.8%+2.5%+24.6%-2.1%-15.3%+7.1%-2.7%
Small Growth average-5.9%-3.1%15.7%14.7%16.1%15.1%3.5%10.8%9.3%
Difference-4.4%-19.0%-18.5%-12.2%+8.5%-17.2%-18.8%-3.7%-12.0%

Holdings

The 10 largest positions make up 21.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
BETABETA Technologies Inc Ordinary Shares- Class A2.41%
DARDarling Ingredients Inc2.35%
GEVOGevo Inc2.21%
ITRIItron Inc2.19%
CDLRCadeler AS ADR2.17%
OPALOPAL Fuels Inc Ordinary Shares - Class A2.11%
THRMGentherm Inc Class A2.10%
LZMLifezone Metals Ltd2.06%
ACHRArcher Aviation Inc Class A2.01%
RIVNRivian Automotive Inc Class A1.96%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
P/B
2.0
P/S
1.1
P/CF
8.6

Sector allocation

Share of the equity the fund holds.

28.0%Industrials6 sectors
  1. Industrials28.0%
  2. Technology24.6%
  3. Materials22.3%
  4. Consumer discretionary15.6%
  5. Utilities7.2%
  6. Consumer staples2.4%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
Invesco
Category
Equity · Small Growth
Ticker
PBW
Exchange
NYSE Arca
Inception
3 Mar 2005 (21.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.63% (category 1.15%)
Holdings turnover
65% (category 91%)
Distribution yield
1.49%
Beta, 3 years
2.05
Total net assets
$382.7M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other small growth ETFs

Other ETFs in the Small Growth category.

Search

Search funds, pages and tools