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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 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%

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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 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

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