PBW vs IBHI
Comparison between INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF) and ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF).
PBW vs IBHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBW
$485M
IBHI
$484M
Expense Ratio
PBW
0.64%
Winner
IBHI
0.35%
Max Drawdown
PBW
90.65%
Winner
IBHI
16.35%
Sharpe Ratio
Winner
PBW
0.97
IBHI
0.50
5Y Beta
PBW
1.63
Winner
IBHI
0.23
P/E Ratio
PBW
-21.56
IBHI
N/A
Forward P/E
PBW
14.51
IBHI
N/A
5Y Dividends CAGR
PBW
-6.98%
IBHI
N/A
5Y EPS CAGR
PBW
15.31%
IBHI
N/A
Debt to Equity
PBW
140.15%
IBHI
N/A
P/S Ratio
PBW
0.50
IBHI
N/A
P/B Ratio
PBW
2.20
IBHI
N/A
PBW vs IBHI - Holdings Comparison
PBW and IBHI have 1 common holdings. Overlap is -0.09%
PBW's top 25 holdings weight is 39.96%. IBHI's top 25 holdings weight is 21.73%.
| Rank | PBW | IBHI |
|---|---|---|
| #1 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.91% | ECHOSTAR CORP. 10.75% (n/a) - 2.13% |
| #2 | OPAL FUELS INC ORDINARY SHARES CLASS A (OPAL) - 1.89% | TIBCO SOFTWARE INC 6.5% (n/a) - 1.45% |
| #3 | FUELCELL ENERGY INC (FCEL) - 1.83% | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.43% |
| #4 | n/a (BETA) - 1.83% | CENTENE CORP. 4.625% (n/a) - 1.26% |
| #5 | IONEER LTD ADR (IONR) - 1.81% | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.25% |
| #6 | DARLING INGREDIENTS INC (DAR) - 1.69% | n/a (n/a) - 1.11% |
| #7 | AXIA ENERGIA ADR (AXIA) - 1.68% | n/a (n/a) - 1.10% |
| #8 | REX AMERICAN RESOURCES CORP (REX) - 1.63% | TRANSDIGM, INC. 6.375% (n/a) - 1.03% |
| #9 | CADELER AS ADR (CDLR) - 1.62% | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.00% |
| #10 | ITRON INC (ITRI) - 1.62% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.00% |
| #11 | GEVO INC (GEVO) - 1.58% | MEDLINE BORROWER LP 5.25% (n/a) - 0.92% |
| #12 | TESLA INC (TSLA) - 1.54% | STAPLES, INC. 10.75% (n/a) - 0.86% |
| #13 | GENTHERM INC CLASS A (THRM) - 1.53% | RAKUTEN GROUP INC. 9.75% (n/a) - 0.80% |
| #14 | XPENG INC ADR (XPEV) - 1.52% | n/a (n/a) - 0.79% |
| #15 | PLUG POWER INC (PLUG) - 1.51% | INGRAM MICRO INC. 4.75% (n/a) - 0.72% |
| #16 | CANADIAN SOLAR INC (CSIQ) - 1.51% | n/a (n/a) - 0.67% |
| #17 | EVGO INC CLASS A (EVGO) - 1.50% | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.59% |
| #18 | ESCO TECHNOLOGIES INC (ESE) - 1.50% | n/a (n/a) - 0.54% |
| #19 | n/a (SQM) - 1.47% | NCR ATLEOS CORP. 9.5% (n/a) - 0.53% |
| #20 | n/a (QS) - 1.47% | n/a (n/a) - 0.52% |
| #21 | NIO INC ADR (NIO) - 1.47% | ALTICE FINANCING S.A. 5.75% (n/a) - 0.51% |
| #22 | JINKOSOLAR HOLDING CO LTD DR (JKS) - 1.47% | n/a (n/a) - 0.47% |
| #23 | ARCHER AVIATION INC CLASS A (ACHR) - 1.46% | WYNN MACAU LTD. 5.125% (n/a) - 0.35% |
| #24 | SIGMA LITHIUM CORP (SGML) - 1.46% | MUVICO LLC 9% (n/a) - 0.35% |
| #25 | NEXTPOWER INC CLASS A (NXT) - 1.46% | U S ACUTE CARE SOLUTIONS LLC 9.75% (n/a) - 0.35% |
| Total Holdings | 74 | 334 |
PBW vs IBHI - Historical Returns
Returns include dividend reinvestment.
1M
PBW
-16.93%
Winner
IBHI
+0.09%
3M
PBW
-4.79%
Winner
IBHI
+0.83%
6M
PBW
-1.84%
Winner
IBHI
+1.40%
1Y
Winner
PBW
+44.69%
IBHI
+5.45%
5Y(CAGR)
PBW
-14.79%
Winner
IBHI
+5.13%
10Y(CAGR)
PBW
+7.65%
IBHI
N/A
Max(CAGR)
PBW
-2.29%
Winner
IBHI
+5.13%
PBW vs IBHI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBW | IBHI |
|---|---|---|
| 2026 | +6.53% | +1.98% |
| 2025 | +47.45% | +7.65% |
| 2024 | -28.81% | +9.25% |
| 2023 | -17.97% | +13.57% |
| 2022 | -45.69% | -8.53% |
| 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 IBHI 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 IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.
The current PBW drawdown is -71.52%. The current IBHI drawdown is -0.17%.
| Rank | PBW | IBHI |
|---|---|---|
| #1 | -89.01% Feb 9, 2021 - Apr 8, 2025 | -13.65% Mar 29, 2022 - Dec 1, 2023 |
| #2 | -87.01% Dec 26, 2007 - Jan 7, 2021 | -5.73% Feb 28, 2025 - May 30, 2025 |
| #3 | -31.07% May 8, 2006 - Oct 5, 2007 | -2.52% Mar 27, 2024 - May 15, 2024 |
| #4 | -18.89% Mar 7, 2005 - Jul 26, 2005 | -2.13% Mar 10, 2022 - Mar 17, 2022 |
| #5 | -17.63% Sep 12, 2005 - Jan 19, 2006 | -2.11% Feb 2, 2026 - Apr 8, 2026 |
| #6 | -14.44% Nov 8, 2007 - Dec 10, 2007 | -1.92% Dec 9, 2024 - Jan 21, 2025 |
| #7 | -8.99% Jan 22, 2021 - Feb 8, 2021 | -1.72% Dec 27, 2023 - Jan 30, 2024 |
| #8 | -8.26% Feb 27, 2006 - Mar 29, 2006 | -1.38% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -6.79% Jan 12, 2021 - Jan 21, 2021 | -1.31% Sep 22, 2025 - Oct 24, 2025 |
| #10 | -5.03% Aug 3, 2005 - Aug 29, 2005 | -1.30% Jul 31, 2024 - Aug 14, 2024 |
| #11 | -4.98% Apr 24, 2006 - May 5, 2006 | -1.14% Sep 20, 2024 - Nov 7, 2024 |
| #12 | -4.64% Dec 14, 2007 - Dec 19, 2007 | -1.12% May 15, 2024 - Jun 5, 2024 |
| #13 | -4.20% Jan 31, 2006 - Feb 24, 2006 | -1.10% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -4.02% Oct 31, 2007 - Nov 6, 2007 | -1.04% Mar 18, 2022 - Mar 29, 2022 |
| #15 | -3.92% Oct 18, 2007 - Oct 26, 2007 | -0.88% Nov 11, 2024 - Nov 29, 2024 |
Correlation
Correlation between PBW and IBHI is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.44
-101
Dividend Comparison (2006 - 2026)
PBW vs IBHI dividend yield comparison.
| Year | PBW | IBHI |
|---|---|---|
| 2026 | 0.79% | 3.30% |
| 2025 | 0.79% | 6.79% |
| 2024 | 2.84% | 6.66% |
| 2023 | 3.68% | 6.48% |
| 2022 | 4.21% | 5.26% |
| 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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