Invesco WilderHill Clean Energy ETF (PBW)
21.34
-0.41
(-1.89%)
USD |
NYSEARCA |
Mar 18, 16:00
21.30
-0.04
(-0.19%)
Pre-Market: 08:02
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.66% | -0.05% | 334.09M | 246154.2 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
3.71% | 55.00% | -114.45M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the WilderHill Clean Energy Index. The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The index is composed of stocks of publicly traded companies listed on a major exchange in the U.S. that are engaged in the business of the advancement of cleaner energy and conservation or are important to the development of clean energy. Stocks are included in the index based on the index provider's evaluation that such companies will substantially benefit from a societal transition toward the use of cleaner energy, zero-CO2 renewables and conservation. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Growth |
Category Index | Russell 2000 Growth TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Specialty - Natural Resources |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
WilderHill Clean Energy TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Peter Hubbard | 16.76 yrs |
Michael Jeanette | 15.51 yrs |
Tony Seisser | 9.51 yrs |
Pratik Doshi | 3.51 yrs |
Performance Versus Category
As of March 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 18, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the WilderHill Clean Energy Index. The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The index is composed of stocks of publicly traded companies listed on a major exchange in the U.S. that are engaged in the business of the advancement of cleaner energy and conservation or are important to the development of clean energy. Stocks are included in the index based on the index provider's evaluation that such companies will substantially benefit from a societal transition toward the use of cleaner energy, zero-CO2 renewables and conservation. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Growth |
Category Index | Russell 2000 Growth TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Specialty - Natural Resources |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
WilderHill Clean Energy TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Peter Hubbard | 16.76 yrs |
Michael Jeanette | 15.51 yrs |
Tony Seisser | 9.51 yrs |
Pratik Doshi | 3.51 yrs |