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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 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% |
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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 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% |
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