Get comparisons, analyses and forecasts for stocks, ETFs & funds
ACES vs PBW
ACES is a mutual fund, whereas PBW is an ETF. ACES has a lower expense ratio than PBW (0.65% vs 0.7%). Below is the comparison between ACES and PBW.
| ACES | PBW | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | N/A | Equity: Global Renewable Energy |
| Family | ALPS | Invesco PowerShares |
| Net Assets | $1.05B | $2.52B |
| Expense Ratio | 0.65% | 0.70% |
| Management Style | passive | passive (index-based) |
| Dividend Yield | 0.45% | 0.49% |
| Minimum Investment | N/A | N/A |
| YTD Return | -5.17% | -8.69% |
| 1-Year Return | -19.61% | 224.31% |
| 3-Year Return | N/A | 58.10% |
| 5-Year Return | N/A | 38.68% |
| 10-Year Return | N/A | 8.36% |
ACES description
The Fund seeks investment results that correspond to the performance of the CIBC Atlas Clean Energy Index. The Index utilizes a rules-based methodology which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology.
ACES performance & returns
| YTD Return | -5.17% |
| 1-Month Return | -0.46% |
| 3-Month Return | -19.61% |
| 1-Year Return | -19.61% |
| 3-Year Return | N/A |
| 5-Year Return | N/A |
| 10-Year Return | N/A |
ACES expense ratio is 0.65%.
ACES holdings
Top 10 Holdings (53.87% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Sunrun Inc | RUN | 7.07% |
| Enphase Energy Inc | ENPH | 6.48% |
| Plug Power Inc | PLUG | 5.43% |
| First Solar Inc | FSLR | 5.38% |
| Brookfield Renewable Partners LP | BEP.UN | 5.36% |
| Northland Power Inc | NPI.TO | 5.21% |
| Universal Display Corp | OLED | 5.13% |
| NextEra Energy Partners LP | NEP | 4.88% |
| Cree Inc | CREE | 4.66% |
| Tesla Inc | TSLA | 4.27% |
Other relevant ACES comparisons
You may also want to check out the following ACES comparisons that investors often look for on Finny
Or use Finny Compare Wizard to create a comparison you’d like to see.
PBW description
The Fund 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 common stocks of companies that comprise the Underlying Index. These companies are engaged in the business of the advancement of cleaner energy and conservation.
PBW performance & returns
| YTD Return | -8.69% |
| 1-Month Return | -5.48% |
| 3-Month Return | -22.75% |
| 1-Year Return | 224.31% |
| 3-Year Return | 58.10% |
| 5-Year Return | 38.68% |
| 10-Year Return | 8.36% |
PBW expense ratio is 0.7%.
PBW holdings
Top 10 Holdings (29.73% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| NIO Inc ADR | NIO | 3.63% |
| JinkoSolar Holding Co Ltd ADR | JKS | 3.47% |
| SunPower Corp | SPWR | 3.08% |
| Livent Corp | LTHM | 2.96% |
| Daqo New Energy Corp ADR | DQ | 2.94% |
| Lithium Americas Corp | LAC.TO | 2.84% |
| First Solar Inc | FSLR | 2.77% |
| Enphase Energy Inc | ENPH | 2.76% |
| Sociedad Quimica Y Minera De Chile SA ADR | SQM | 2.66% |
| SolarEdge Technologies Inc | SEDG | 2.62% |
Other relevant PBW comparisons
You may also want to check out the following PBW comparisons that investors often look for on Finny
- PBW vs QCLN
- PBW vs PBD
- PBW vs ACES
- PBW vs ARKK
- PBW vs CNRG
- PBW vs TAN
- PBW vs ICLN
- PBW vs FAN
- PBW vs KWT
- PBW vs GEX
- PBW vs YLCO
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
