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PBWInvesco WilderHill Clean Energy ETF

Grow my money21y track recordRanked #638 of 2,992 in this goal

Tracks the investment results of the WilderHill Clean Energy Index.

By Invesco · Launched 2005

Annual Cost

0.64%

#3,346 of 5,854 · average

Fund Size

$485M

#1,612 of 5,854 · large

Return (1Y)Goal

+42.2%

Track Record

21 years

#214 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,042+40.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Sector

Energy

Focus

Clean Energy

Index tracked

WilderHill Clean Energy Index

What it actually holds

By weight

Concentration

Top 10 holdings = 43.4% of fundmoderately concentrated

Invesco Private Prime Fund
18.6%
Invesco Private Government Fund
7.2%
Sigma Lithium Corp.
2.6%
Bloom Energy Corp.
2.4%
FuelCell Energy, Inc.
2.4%
Navitas Semiconductor Corp.
2.2%
American Superconductor Corp.
2.1%
Lifezone Metals Ltd.
2.0%
Lithium Argentina AG
2.0%
Monolithic Power Systems, Inc.
1.9%

Asset allocation

Stocks
99.5%
Cash
0.5%

By sector

Industrials
28.5%
Technology
26.3%
Basic Materials
17.5%
Consumer Cyclical
14.8%
Utilities
11.3%
Consumer Defensive
1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
44.1%High

Year-on-year price swings

Max drawdown
-89.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.05Below average
Sortino (3Y)
-0.07Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the WilderHill Clean Energy Index.
Strategy
Invests at least 90% of total assets in securities that comprise the WilderHill Clean Energy Index, employing full replication methodology. Focuses on publicly traded companies in the clean energy industry, with market capitalizations from $67.4 million to $1.0 trillion.
Inception date
March 3, 2005
Fund family
Invesco

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Data updated on 2026-08-03