QCLN vs PBW

Both PBW and QCLN are ETFs. PBW has a lower 5-year return than QCLN (6.52% vs 16.72%). PBW has a higher expense ratio than QCLN (0.66% vs 0.58%). Below is the comparison between PBW and QCLN.

Together with FinMasters
Stock Wars
Pick any two stocks and find out how much money each would've made you had you purchased them at the same time.
PBW QCLN
Security Type ETF ETF
Finny Score 0 50
Category Miscellaneous Sector Miscellaneous Sector
Family Invesco PowerShares First Trust
Net Assets N/A N/A
Expense Ratio 0.66% 0.58%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.80% 0.74%
Underlying Index WilderHill Clean Energy Index NASDAQ Clean Edge Green Energy Index
YTD Return -14.75% -8.23%
1-Year Return -39.23% -31.81%
3-Year Return -15.30% 2.08%
5-Year Return 6.52% 16.72%
10-Year Return 2.64% 11.14%

PBW

PBW description

Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across energy, utilities, alternative energy resources, independent power and renewable electricity producers, renewable electricity sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that directly promote environmental responsibility. It seeks to track the performance of the WilderHill Clean Energy Index, by using full replication technique. Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF was formed on March 3, 2005 and is domiciled in the United States.

PBW performance & returns

YTD Return -14.75%
1-Month Return -9.74%
3-Month Return -16.31%
1-Year Return -39.23%
3-Year Return -15.30%
5-Year Return 6.52%
10-Year Return 2.64%
PBW expense ratio is 0.66%.

PBW holdings

Top 10 Holdings (20.24% of Total Assets)

Name Symbol % Assets
Archer Aviation Inc Class A ACHR 2.96%
XPeng Inc ADR XPEV 2.55%
Rivian Automotive Inc Class A RIVN 2.44%
Energy Vault Holdings Inc NRGV 1.95%
Altus Power Inc Ordinary Shares - Class A AMPS 1.80%
The Lion Electric Co LEV 1.75%
NIO Inc ADR NIO 1.75%
Array Technologies Inc Ordinary Shares ARRY 1.74%
Joby Aviation Inc JOBY 1.66%
Advanced Energy Industries Inc AEIS 1.65%

PBW pros

None that we could think of.

PBW cons

The following are PBW weaknesses from our perspective:

  • PBW net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • PBW 3-year return is -15.3%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 9.55%.
  • PBW 5-year return is 6.52%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 8.35%.
  • PBW 10-year return is 2.64%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.9%.
  • PBW 15-year return is -2.79%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 5.36%.
  • PBW expense ratio is 0.66%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant PBW comparisons

You may also want to check out the following PBW comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

QCLN

QCLN description

First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund is an exchange traded fund launched and managed by First Trust Advisors LP. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across energy sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that directly promote environmental responsibility. It seeks to track the performance of the NASDAQ Clean Edge Green Energy Index, by using full replication technique. First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund was formed on February 8, 2007 and is domiciled in the United States.

QCLN performance & returns

YTD Return -8.23%
1-Month Return -5.42%
3-Month Return -13.31%
1-Year Return -31.81%
3-Year Return 2.08%
5-Year Return 16.72%
10-Year Return 11.14%
QCLN expense ratio is 0.58%.

QCLN holdings

Top 10 Holdings (58.85% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 10.19%
ON Semiconductor Corp ON 9.48%
Albemarle Corp ALB 8.26%
First Solar Inc FSLR 7.16%
Rivian Automotive Inc Class A RIVN 6.21%
Enphase Energy Inc ENPH 5.86%
Lucid Group Inc Shs LCID 3.26%
Universal Display Corp OLED 2.94%
Allegro Microsystems Inc Ordinary Shares ALGM 2.80%
Brookfield Renewable Partners LP BEP.UN 2.67%

QCLN pros

The following are QCLN strengths from our perspective:

  • QCLN 5-year return is 16.72%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • QCLN 10-year return is 11.14%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • QCLN 15-year return is 6.11%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

QCLN cons

The following are QCLN weaknesses from our perspective:

  • QCLN net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • QCLN 3-year return is 2.08%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • QCLN expense ratio is 0.58%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant QCLN comparisons

You may also want to check out the following QCLN comparisons that investors often look for on Finny

Or use Finny's Comparison Tool 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.