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PBW vs ACES

Invesco WilderHill Clean Energy ETF vs ALPS Clean Energy ETF

PBW

Invesco WilderHill Clean Energy ETF

Invesco

Annual cost

0.64%

Fund size

$447M

ACES

ALPS Clean Energy ETF

ALPS

Annual cost

0.55%

Fund size

$127M

Key differences

  • ACES costs 0.09% less per year.
  • PBW is significantly larger than ACES — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PBW has delivered higher annualized returns.
  • PBW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBWACES
Annual cost (TER)0.64%0.55%
Fund size (AUM)$447M$127M
Since20052018
Dividend yield0.71%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+150.5%+55.8%
CAGR 3Y+7.2%-2.1%
CAGR 5Y-8.6%-8.4%
Sharpe 3Y0.290.00
Volatility 1Y40.29%32.30%
Max drawdown-89.06%-79.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PBW and ACES