Skip to content
Beacon
Screener

PBW vs GRID

Invesco WilderHill Clean Energy ETF vs First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

PBW

Invesco WilderHill Clean Energy ETF

Invesco

Annual cost

0.64%

Fund size

$447M

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust

Annual cost

0.56%

Fund size

$10.0B

Key differences

  • GRID costs 0.08% less per year.
  • GRID is significantly larger than PBW — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, GRID has delivered higher annualized returns.

Side-by-side comparison

PBWGRID
Annual cost (TER)0.64%0.56%
Fund size (AUM)$447M$10.0B
Since20052009
Dividend yield0.71%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+159.6%+52.2%
CAGR 3Y+9.9%+26.8%
CAGR 5Y-8.4%+18.8%
Sharpe 3Y0.351.13
Volatility 1Y40.43%19.42%
Max drawdown-89.06%-40.56%

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

Similar to PBW and GRID