PBW vs VFQY
Comparison between INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF) and VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES (VFQY, ETF).
5-Year PerformanceVFQY has outperformed PBW, delivering a return of +8.2% compared to -11.9%
PBW vs VFQY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBW
$447M
Winner
VFQY
$448M
Expense Ratio
PBW
0.64%
Winner
VFQY
0.13%
Max Drawdown
PBW
90.65%
Winner
VFQY
37.66%
Sharpe Ratio
Winner
PBW
2.06
VFQY
1.03
5Y Beta
PBW
1.59
Winner
VFQY
0.93
P/E Ratio
Winner
PBW
-29.30
VFQY
22.99
Forward P/E
PBW
18.58
Winner
VFQY
16.68
5Y Dividends CAGR
PBW
-14.55%
Winner
VFQY
12.38%
5Y EPS CAGR
PBW
17.62%
Winner
VFQY
19.96%
Debt to Equity
PBW
105.61%
Winner
VFQY
61.29%
P/S Ratio
Winner
PBW
0.81
VFQY
1.83
P/B Ratio
Winner
PBW
3.07
VFQY
3.91
PBW vs VFQY - Holdings Comparison
PBW and VFQY have 3 common holdings. Overlap is 0.10%
PBW's top 25 holdings weight is 49.73%. VFQY's top 25 holdings weight is 33.54%.
| Rank | PBW | VFQY |
|---|---|---|
| #1 | FUELCELL ENERGY INC (FCEL) - 3.86% | FORTINET INC (FTNT) - 1.77% |
| #2 | n/a (HYLN) - 3.69% | KLA CORP (KLAC) - 1.73% |
| #3 | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 3.67% | LAM RESEARCH CORP (LRCX) - 1.71% |
| #4 | BALLARD POWER SYSTEMS INC (BLDP) - 2.46% | ADOBE INC (ADBE) - 1.68% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 2.22% | APPLE INC (AAPL) - 1.65% |
| #6 | IONQ INC CLASS A (IONQ) - 1.98% | COSTCO WHOLESALE CORP (COST) - 1.64% |
| #7 | ASPEN AEROGELS INC (ASPN) - 1.94% | AUTODESK INC (ADSK) - 1.61% |
| #8 | n/a (SHLS) - 1.84% | PEPSICO INC (PEP) - 1.55% |
| #9 | MYR GROUP INC (MYRG) - 1.79% | QUALCOMM INC (QCOM) - 1.55% |
| #10 | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 1.78% | NETFLIX INC (NFLX) - 1.38% |
| #11 | D-WAVE QUANTUM INC (QBTS) - 1.76% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.37% |
| #12 | PLUG POWER INC (PLUG) - 1.72% | CINTAS CORP (CTAS) - 1.36% |
| #13 | ENPHASE ENERGY INC (ENPH) - 1.70% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.35% |
| #14 | n/a (EOSE) - 1.68% | VISA INC CLASS A (V) - 1.28% |
| #15 | POWELL INDUSTRIES INC (POWL) - 1.67% | ELI LILLY AND CO (LLY) - 1.23% |
| #16 | USA RARE EARTH INC (USAR) - 1.65% | WALMART INC (WMT) - 1.18% |
| #17 | LIFEZONE METALS LTD (LZM) - 1.65% | GILEAD SCIENCES INC (GILD) - 1.17% |
| #18 | LITHIUM ARGENTINA AG (n/a) - 1.64% | TJX COMPANIES INC (TJX) - 1.13% |
| #19 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.64% | BANK OF NEW YORK MELLON CORP (BNY) - 1.09% |
| #20 | T1 ENERGY INC (TE) - 1.62% | PAYPAL HOLDINGS INC (PYPL) - 1.07% |
| #21 | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.57% | AMERICAN EXPRESS CO (AXP) - 1.06% |
| #22 | SIGMA LITHIUM CORP (n/a) - 1.57% | INTUIT INC (INTU) - 1.06% |
| #23 | ENERGY VAULT HOLDINGS INC (NRGV) - 1.57% | PROCTER & GAMBLE CO (PG) - 0.98% |
| #24 | ENOVIX CORP (ENVX) - 1.53% | ACCENTURE PLC CLASS A (ACN) - 0.97% |
| #25 | CANADIAN SOLAR INC (CSIQ) - 1.53% | NIKE INC CLASS B (NKE) - 0.97% |
| Total Holdings | 71 | 409 |
PBW vs VFQY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBW
+2.95%
VFQY
+1.79%
3M
Winner
PBW
+29.18%
VFQY
+4.86%
6M
Winner
PBW
+27.61%
VFQY
+6.59%
1Y
Winner
PBW
+126.08%
VFQY
+18.37%
5Y(CAGR)
PBW
-11.91%
Winner
VFQY
+8.18%
10Y(CAGR)
PBW
+9.68%
Winner
VFQY
+11.01%
Max(CAGR)
PBW
-1.52%
Winner
VFQY
+11.01%
PBW vs VFQY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBW | VFQY |
|---|---|---|
| 2026 | +26.14% | +6.33% |
| 2025 | +47.45% | +10.45% |
| 2024 | -28.81% | +13.50% |
| 2023 | -17.97% | +23.09% |
| 2022 | -45.69% | -15.77% |
| 2021 | -30.10% | +29.41% |
| 2020 | +199.41% | +16.57% |
| 2019 | +60.55% | +24.76% |
| 2018 | -15.63% | -7.84% |
| 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 VFQY 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 VFQY was -37.41%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.
The current PBW drawdown is -66.27%. The current VFQY drawdown is -1.64%.
| Rank | PBW | VFQY |
|---|---|---|
| #1 | -89.01% Feb 9, 2021 - Apr 8, 2025 | -37.41% Jan 16, 2020 - Sep 2, 2020 |
| #2 | -87.01% Dec 26, 2007 - Jan 7, 2021 | -25.93% Nov 16, 2021 - Dec 14, 2023 |
| #3 | -31.07% May 8, 2006 - Oct 5, 2007 | -23.84% Aug 29, 2018 - Dec 12, 2019 |
| #4 | -18.89% Mar 7, 2005 - Jul 26, 2005 | -20.67% Dec 4, 2024 - Aug 13, 2025 |
| #5 | -17.63% Sep 12, 2005 - Jan 19, 2006 | -9.35% Sep 2, 2020 - Oct 9, 2020 |
| #6 | -14.44% Nov 8, 2007 - Dec 10, 2007 | -9.12% Feb 6, 2026 - May 5, 2026 |
| #7 | -8.99% Jan 22, 2021 - Feb 8, 2021 | -7.85% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -8.26% Feb 27, 2006 - Mar 29, 2006 | -6.96% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -6.79% Jan 12, 2021 - Jan 21, 2021 | -6.84% Mar 12, 2018 - May 16, 2018 |
| #10 | -5.03% Aug 3, 2005 - Aug 29, 2005 | -6.49% Mar 28, 2024 - Jul 11, 2024 |
| #11 | -4.98% Apr 24, 2006 - May 5, 2006 | -5.80% Oct 27, 2025 - Dec 3, 2025 |
| #12 | -4.64% Dec 14, 2007 - Dec 19, 2007 | -5.13% Sep 2, 2021 - Oct 21, 2021 |
| #13 | -4.20% Jan 31, 2006 - Feb 24, 2006 | -4.79% Mar 15, 2021 - Apr 5, 2021 |
| #14 | -4.02% Oct 31, 2007 - Nov 6, 2007 | -4.79% May 7, 2021 - Jun 7, 2021 |
| #15 | -3.92% Oct 18, 2007 - Oct 26, 2007 | -4.77% Aug 23, 2024 - Sep 19, 2024 |
Correlation
Correlation between PBW and VFQY is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.02
-101
Dividend Comparison (2006 - 2026)
PBW vs VFQY dividend yield comparison.
| Year | PBW | VFQY |
|---|---|---|
| 2026 | 0.08% | 0.27% |
| 2025 | 0.79% | 1.17% |
| 2024 | 2.84% | 1.34% |
| 2023 | 3.68% | 1.38% |
| 2022 | 4.21% | 1.43% |
| 2021 | 1.71% | 0.98% |
| 2020 | 0.44% | 1.22% |
| 2019 | 1.45% | 1.34% |
| 2018 | 2.04% | 1.31% |
| 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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