PBW vs HAPI
Comparison between INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF) and HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF).
PBW vs HAPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBW
$485M
HAPI
$484M
Expense Ratio
PBW
0.64%
Winner
HAPI
0.35%
Max Drawdown
PBW
90.65%
Winner
HAPI
19.46%
Sharpe Ratio
PBW
0.97
Winner
HAPI
1.05
5Y Beta
PBW
1.63
Winner
HAPI
0.94
P/E Ratio
Winner
PBW
-21.56
HAPI
27.46
Forward P/E
Winner
PBW
14.51
HAPI
21.95
PEG Ratio
PBW
N/A
HAPI
0.54
5Y Dividends CAGR
PBW
-6.98%
HAPI
N/A
5Y EPS CAGR
PBW
15.31%
Winner
HAPI
23.88%
Debt to Equity
PBW
140.15%
Winner
HAPI
51.99%
P/S Ratio
Winner
PBW
0.50
HAPI
4.45
P/B Ratio
Winner
PBW
2.20
HAPI
5.91
PBW vs HAPI - Holdings Comparison
PBW and HAPI have 2 common holdings. Overlap is 0.32%
PBW's top 25 holdings weight is 39.96%. HAPI's top 25 holdings weight is 63.29%.
| Rank | PBW | HAPI |
|---|---|---|
| #1 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.91% | AMAZON.COM INC (AMZN) - 5.59% |
| #2 | OPAL FUELS INC ORDINARY SHARES CLASS A (OPAL) - 1.89% | ALPHABET INC CLASS A (GOOGL) - 5.43% |
| #3 | FUELCELL ENERGY INC (FCEL) - 1.83% | APPLE INC (AAPL) - 5.29% |
| #4 | n/a (BETA) - 1.83% | NVIDIA CORP (NVDA) - 4.97% |
| #5 | IONEER LTD ADR (IONR) - 1.81% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #6 | DARLING INGREDIENTS INC (DAR) - 1.69% | MICROSOFT CORP (MSFT) - 4.40% |
| #7 | AXIA ENERGIA ADR (AXIA) - 1.68% | CISCO SYSTEMS INC (CSCO) - 3.33% |
| #8 | REX AMERICAN RESOURCES CORP (REX) - 1.63% | JPMORGAN CHASE & CO (JPM) - 3.10% |
| #9 | CADELER AS ADR (CDLR) - 1.62% | ELI LILLY AND CO (LLY) - 2.53% |
| #10 | ITRON INC (ITRI) - 1.62% | KLA CORP (KLAC) - 2.42% |
| #11 | GEVO INC (GEVO) - 1.58% | NETFLIX INC (NFLX) - 2.36% |
| #12 | TESLA INC (TSLA) - 1.54% | LAM RESEARCH CORP (LRCX) - 1.71% |
| #13 | GENTHERM INC CLASS A (THRM) - 1.53% | CHEVRON CORP (CVX) - 1.69% |
| #14 | XPENG INC ADR (XPEV) - 1.52% | MARVELL TECHNOLOGY INC (MRVL) - 1.66% |
| #15 | PLUG POWER INC (PLUG) - 1.51% | COSTCO WHOLESALE CORP (COST) - 1.51% |
| #16 | CANADIAN SOLAR INC (CSIQ) - 1.51% | MASTERCARD INC CLASS A (MA) - 1.46% |
| #17 | EVGO INC CLASS A (EVGO) - 1.50% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #18 | ESCO TECHNOLOGIES INC (ESE) - 1.50% | PROCTER & GAMBLE CO (PG) - 1.40% |
| #19 | n/a (SQM) - 1.47% | CATERPILLAR INC (CAT) - 1.38% |
| #20 | n/a (QS) - 1.47% | GE AEROSPACE (GE) - 1.35% |
| #21 | NIO INC ADR (NIO) - 1.47% | BANK OF AMERICA CORP (BAC) - 1.27% |
| #22 | JINKOSOLAR HOLDING CO LTD DR (JKS) - 1.47% | ARISTA NETWORKS INC (ANET) - 1.22% |
| #23 | ARCHER AVIATION INC CLASS A (ACHR) - 1.46% | SALESFORCE INC (CRM) - 1.19% |
| #24 | SIGMA LITHIUM CORP (SGML) - 1.46% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% |
| #25 | NEXTPOWER INC CLASS A (NXT) - 1.46% | ABBVIE INC (ABBV) - 1.07% |
| Total Holdings | 74 | 157 |
PBW vs HAPI - Historical Returns
Returns include dividend reinvestment.
1M
PBW
-16.93%
Winner
HAPI
+1.04%
3M
PBW
-4.79%
Winner
HAPI
+4.23%
6M
PBW
-1.84%
Winner
HAPI
+8.40%
1Y
Winner
PBW
+44.69%
HAPI
+16.69%
5Y(CAGR)
PBW
-14.79%
HAPI
N/A
10Y(CAGR)
PBW
+7.65%
HAPI
N/A
Max(CAGR)
PBW
-2.29%
Winner
HAPI
+23.65%
PBW vs HAPI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBW | HAPI |
|---|---|---|
| 2026 | +6.53% | +8.41% |
| 2025 | +47.45% | +16.30% |
| 2024 | -28.81% | +28.44% |
| 2023 | -17.97% | +30.57% |
| 2022 | -45.69% | +6.16% |
| 2021 | -30.10% | N/A |
| 2020 | +199.41% | N/A |
| 2019 | +60.55% | N/A |
| 2018 | -15.63% | N/A |
| 2017 | +38.77% | N/A |
| 2016 | -18.98% | N/A |
| 2015 | -8.61% | N/A |
| 2014 | -17.37% | N/A |
| 2013 | +54.06% | N/A |
| 2012 | -19.28% | N/A |
| 2011 | -51.25% | N/A |
| 2010 | -8.46% | N/A |
| 2009 | +21.29% | N/A |
| 2008 | -68.62% | N/A |
| 2007 | +60.80% | N/A |
| 2006 | +5.06% | N/A |
| 2005 | +3.72% | N/A |
PBW vs HAPI Drawdown Comparison
The maximum drawdown for PBW was -89.01%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for HAPI was -19.46%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current PBW drawdown is -71.52%. The current HAPI drawdown is -1.19%.
| Rank | PBW | HAPI |
|---|---|---|
| #1 | -89.01% Feb 9, 2021 - Apr 8, 2025 | -19.46% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -87.01% Dec 26, 2007 - Jan 7, 2021 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -31.07% May 8, 2006 - Oct 5, 2007 | -9.27% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -18.89% Mar 7, 2005 - Jul 26, 2005 | -8.12% Jan 12, 2026 - Apr 14, 2026 |
| #5 | -17.63% Sep 12, 2005 - Jan 19, 2006 | -7.30% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -14.44% Nov 8, 2007 - Dec 10, 2007 | -7.02% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -8.99% Jan 22, 2021 - Feb 8, 2021 | -5.77% Mar 28, 2024 - May 15, 2024 |
| #8 | -8.26% Feb 27, 2006 - Mar 29, 2006 | -5.06% Oct 27, 2025 - Dec 23, 2025 |
| #9 | -6.79% Jan 12, 2021 - Jan 21, 2021 | -4.39% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -5.03% Aug 3, 2005 - Aug 29, 2005 | -4.34% Dec 11, 2024 - Jan 23, 2025 |
| #11 | -4.98% Apr 24, 2006 - May 5, 2006 | -3.66% Jun 4, 2026 - Jun 10, 2026 |
| #12 | -4.64% Dec 14, 2007 - Dec 19, 2007 | -2.49% Oct 6, 2025 - Oct 20, 2025 |
| #13 | -4.20% Jan 31, 2006 - Feb 24, 2006 | -2.49% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -4.02% Oct 31, 2007 - Nov 6, 2007 | -2.46% May 1, 2023 - May 17, 2023 |
| #15 | -3.92% Oct 18, 2007 - Oct 26, 2007 | -2.43% Jun 15, 2023 - Jun 30, 2023 |
Correlation
Correlation between PBW and HAPI is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.20
-101
Dividend Comparison (2006 - 2026)
PBW vs HAPI dividend yield comparison.
| Year | PBW | HAPI |
|---|---|---|
| 2026 | 0.79% | 0.00% |
| 2025 | 0.79% | 0.87% |
| 2024 | 2.84% | 0.21% |
| 2023 | 3.68% | 1.21% |
| 2022 | 4.21% | 0.29% |
| 2021 | 1.71% | 0.00% |
| 2020 | 0.44% | 0.00% |
| 2019 | 1.45% | 0.00% |
| 2018 | 2.04% | 0.00% |
| 2017 | 1.28% | 0.00% |
| 2016 | 2.68% | 0.00% |
| 2015 | 1.53% | 0.00% |
| 2014 | 2.96% | 0.00% |
| 2013 | 2.18% | 0.00% |
| 2012 | 3.96% | 0.00% |
| 2011 | 2.33% | 0.00% |
| 2006 | 0.27% | 0.00% |
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