IBAT vs. PBD ETF Comparison

Comparison of iShares Energy Storage & Materials ETF (IBAT) to PowerShares Global Clean Energy Portfolio (PBD)
IBAT

iShares Energy Storage & Materials ETF

IBAT Description

The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$0.00

Average Daily Volume

352

Number of Holdings *

14

* may have additional holdings in another (foreign) market
PBD

PowerShares Global Clean Energy Portfolio

PBD Description The PowerShares Global Clean Energy Portfolio (Fund) is based on the WilderHill New Energy Global Innovation Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index and American Depository Receipts (ADRs) based on the securities in the Index. The Index seeks to deliver capital appreciation and is composed of companies that focus on greener and generally renewable sources of energy and technologies facilitating cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$11.85

Average Daily Volume

38,112

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period IBAT PBD
30 Days -2.72% -9.31%
60 Days -5.60% -12.07%
90 Days -3.88% -13.65%
12 Months -16.16%
6 Overlapping Holdings
Symbol Grade Weight in IBAT Weight in PBD Overlap
BE B 2.84% 1.13% 1.13%
CHPT F 0.29% 0.64% 0.29%
ENPH F 2.74% 0.56% 0.56%
PLUG F 0.98% 0.95% 0.95%
QS F 1.08% 0.84% 0.84%
SEDG F 0.4% 0.53% 0.4%
IBAT Overweight 8 Positions Relative to PBD
Symbol Grade Weight
APD A 7.15%
ETN A 3.68%
LIN C 2.99%
ENS F 2.55%
DOW F 1.21%
FLNC D 0.84%
FCEL B 0.07%
STEM F 0.04%
IBAT Underweight 27 Positions Relative to PBD
Symbol Grade Weight
XPEV C -1.88%
ITRI C -1.24%
EOSE D -1.21%
ARRY F -1.19%
NIO F -1.18%
ACHR B -1.18%
HUBB B -1.17%
JKS F -1.13%
ORA B -1.1%
SQM D -1.04%
DAR C -1.03%
SHLS F -1.0%
ATKR D -0.99%
AMRC F -0.97%
HASI D -0.9%
OLED F -0.9%
FSLR F -0.86%
RENB F -0.83%
CNM D -0.83%
CSIQ F -0.82%
BLBD D -0.8%
RIVN F -0.77%
LCID F -0.66%
TPIC F -0.63%
WOLF F -0.59%
RUN F -0.57%
NOVA F -0.49%
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