Both PBW and QCLN are ETFs. PBW has a higher 5-year return than QCLN (35.54% vs 34.68%). PBW has a higher expense ratio than QCLN (0.7% vs 0.6%). Below is the comparison between PBW and QCLN.
| PBW | QCLN | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 33 | 67 |
| Category | Miscellaneous Sector | Miscellaneous Sector |
| Family | Invesco PowerShares | First Trust |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.70% | 0.60% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.49% | 0.24% |
| Underlying Index | WilderHill Clean Energy Index | NASDAQ Clean Edge Green Energy Index |
| YTD Return | -19.40% | -13.64% |
| 1-Year Return | 173.98% | 158.34% |
| 3-Year Return | 51.11% | 47.18% |
| 5-Year Return | 35.54% | 34.68% |
| 10-Year Return | 7.62% | 14.96% |
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 | -19.40% |
| 1-Month Return | -16.16% |
| 3-Month Return | -35.93% |
| 1-Year Return | 173.98% |
| 3-Year Return | 51.11% |
| 5-Year Return | 35.54% |
| 10-Year Return | 7.62% |
PBW holdings
Top 10 Holdings (18.60% of Total Assets)
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 10-year return is 7.62%, 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 0.7%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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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 L.P. 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 | -13.64% |
| 1-Month Return | -12.33% |
| 3-Month Return | -27.93% |
| 1-Year Return | 158.34% |
| 3-Year Return | 47.18% |
| 5-Year Return | 34.68% |
| 10-Year Return | 14.96% |
QCLN holdings
Top 10 Holdings (53.97% of Total Assets)
QCLN pros
The following are QCLN strengths from our perspective:
- QCLN 3-year return is 47.18%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- QCLN 5-year return is 34.68%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- QCLN 10-year return is 14.96%, 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%.
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