PBW ETF Analysis: WilderHill Clean Energy | NYSE

Unclassified | NYSE, USA | Market Cap: 287m USD | 12M Return: -21.3% | US46137V1347 | Charts, Fundamentals & Technical Analysis

Solar Power, Wind Energy, Fuel Cells, Conservation
Total Rating 22
Safety 65
Buy Signal -0.32
Unclassified
Category Rotation: -10.4
TER: 0.68%
AUM: 287M
Avg Turnover: 9.39M
Risk 3d forecast
Volatility40.8%
VaR 5th Pctl7.34%
VaR vs Median-0.03%
Reward TTM
Sharpe Ratio-0.49
Rel. Str. IBD8.1
Rel. Str. Peer Group3.8 pctl
Character TTM
Beta2.224
Beta Downside2.157
Hurst Exponent0.417
Choppyness33.5%
Drawdowns 3y
Max DD55.02%
CAGR/Max DD0.01
CAGR/Mean DD0.03

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan -0.2% 10
Feb +1.1% 5
Mar -1.4% 20
Apr +0.6% 5
May +4.0% 25
Jun +2.5% 15
Jul +3.2% 31
Aug -2.2% 6
Sep -1.2% 18
Oct -1.0% 24
Nov +4.3% 31
Dec -3.4% 18

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 fund that allocates at least 90% of its total assets to the securities of its underlying index. The index consists of U.S.-listed publicly traded companies involved in advancing cleaner energy and conservation, or those considered important to the clean energy sector. Stock selection is based on the index providers assessment that these companies will meaningfully benefit from the broader shift toward cleaner energy, zero-CO2 renewables, and conservation efforts.

As a small-cap focused ETF in the clean energy space, PBW provides exposure to smaller, growth-oriented companies operating in renewable energy sub-sectors such as solar, wind, hydrogen, and energy efficiency technologies, which tend to be more volatile than large-cap alternatives but may offer higher growth potential tied to the energy transition.

Headlines to Watch Out For
  • Federal clean energy tax credits expand under Inflation Reduction Act
  • Interest rate hikes pressure small cap clean energy valuations
  • Falling solar and storage costs boost competitive positioning
What is the price of PBW shares?

As of November 03, 2026, the stock is trading at USD 25.37 with a total of 780,893 shares traded. Over the past week, the price has changed by +3.68%, over one month by -14.06%, over three months by -22.38% and over the past year by -21.28%.

Current recommended Stop Loss: 24.20 (which is 4.6% or 1.3 ATR below the current price).

Is PBW a buy, sell or hold?

WilderHill Clean Energy has no consensus analysts rating.