PBW WilderHill Clean Energy Portfolio

  • ETF
  • PBW
  • Category
  • Alternative Energy Equities
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PBW - Profile

Vitals

Investment Themes

Alternative ETFs in the Alternative Energy Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy.

Realtime Rating

PBW - Realtime Rating

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Realtime Rating Summary

PBW is a passive ETF that seeks to replicate WilderHill Clean Energy Index. The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy.

The adjacent table gives investors an individual Realtime Rating for PBW on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Alternative Energy Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

PBW Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A+ PBW
Expenses B+ ICLN
Performance
Volatility
Dividend
Concentration

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Sector ETFs

Alternative ETFs

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Emerging Market ETFs

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PBW In-Depth Analysis

The following tables and charts contain in-depth metrics for PBW and compare it to similar peer ETFs within its ETFdb Category.

Holdings

PBW - Holdings

Filings Data as of: Apr 05, 2015
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Concentration Analysis

This section compares how balanced and deep PBW is relative to the peer group ETFdb Category.

Number of Holdings
PBW Rank:
PBW 50
Category Low
Category High
% Assets in Top 10
PBW Rank:
PBW 25.33%
Category Low
Category High

PBW Asset Allocation

Asset Percentage
U.S. Stocks 75.28%
International Stocks 24.67%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.05%
Other 0.0%

PBW Sector Breakdown

Sector Percentage
Technology 50.62%
Industrials 15.21%
Utilities 14.73%
Basic Materials 10.02%
Consumer Cyclical 6.9%
Energy 2.47%
Consumer Defensive 0.0%
Communication Services 0.0%
Real Estate 0.0%
Health Care 0.0%
Financial Services 0.0%

PBW Market Cap Breakdown

Market Cap Percentage
Giant 0.0%
Large 4.44%
Medium 29.0%
Small 28.29%
Micro 38.22%

PBW Region Breakdown

Region Percentage
U.S. 75.28%
Asia (Emerging) 14.77%
Canada 5.13%
Europe 4.76%
Africa 0.0%
Asia (Developed) 0.0%
Japan 0.0%
Latin America 0.0%
Australia 0.0%
Middle East 0.0%

PBW Market Tier Breakdown

Region Percentage
Developed 85.18%
Emerging 14.77%

PBW Country Breakdown

Country Percentage
United States 75.28%
China 14.77%
Canada 5.13%
Greece 2.48%
Germany 2.29%
Other 0.05%
Expense

PBW - Expenses & Fees

This section compares the cost efficiency of PBW to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
PBW Rank:
PBW 0.70%
Category Low
Category High

Commission Free Trading in PBW

PBW is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 0 other ETFs in the Alternative Energy Equities ETFdb Category that are also eligible for commission free trading:

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Performance

PBW - Performance

This section shows how PBW has performed relative to its peer group ETFdb Category.

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1 Week Return
PBW Rank:
PBW 1.04%
Category Low
Category High
4 Week Return
PBW Rank:
PBW 3.54%
Category Low
Category High
13 Week Return
PBW Rank:
PBW 20.30%
Category Low
Category High
26 Week Return
PBW Rank:
PBW 5.03%
Category Low
Category High
Year to Date Return
PBW Rank:
PBW 11.17%
Category Low
Category High
1 Year Return
PBW Rank:
PBW -10.20%
Category Low
Category High
3 Year Return
PBW Rank:
PBW 24.24%
Category Low
Category High
5 Year Return
PBW Rank:
PBW -36.30%
Category Low
Category High
Charts

PBW - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of PBW relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

PBW - Valuation

This section shows how the P/E multiple of PBW compares to the peer group ETFdb Category.

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P/E Ratio
PBW Rank:
PBW 25.43
Category Low
Category High

As of Apr 17, 2015

Dividend

PBW - Dividend

This section shows how the dividend yield of PBW compares to the peer group ETFdb Category.

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Annual Dividend Yield
PBW Rank:
PBW 2.56%
Category Low
Category High

As of Apr 17, 2015

Technicals

PBW - Technicals

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PBW Volatility Analysis

This section shows how the volatility of PBW compares to the peer group ETFdb Category.

5 Day Volatility
PBW Rank:
PBW 230.25%
Category Low
Category High
20 Day Volatility
PBW Rank:
PBW 18.32%
Category Low
Category High
50 Day Volatility
PBW Rank:
PBW 19.03%
Category Low
Category High
200 Day Volatility
PBW Rank:
PBW 24.95%
Category Low
Category High
Beta
PBW Rank:
PBW -1.73
Category Low
Category High
Standard Deviation
PBW Rank:
PBW 0.57%
Category Low
Category High

PBW Technicals

  • 20 Day MA: $5.72
  • 60 Day MA: $5.46
  • MACD 15 Period: 0.11
  • MACD 100 Period: 0.50
  • Williams % Range 10 Day: 42.86
  • Williams % Range 20 Day: 31.91
  • RSI 10 Day: 60
  • RSI 20 Day: 60
  • RSI 30 Day: 59
  • Ultimate Oscillator: 59

PBW Bollinger Bands

  • Lower Bollinger (10 Day): $5.64
  • Upper Bollinger (10 Day): $5.97
  • Lower Bollinger (20 Day): $5.49
  • Upper Bollinger (20 Day): $5.94
  • Lower Bollinger (30 Day): $5.37
  • Upper Bollinger (30 Day): $5.92

PBW Support & Resistance

  • Support Level 1: $5.80
  • Support Level 2: $5.76
  • Resistance Level 1: $5.91
  • Resistance Level 2: $5.98

PBW Stochastic

  • Stochastic Oscillator %D (1 Day): 57.94
  • Stochastic Oscillator %D (5 Day): 70.41
  • Stochastic Oscillator %K (1 Day): 61.56
  • Stochastic Oscillator %K (5 Day): 77.95
Fact Sheet

PBW - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.