PBW vs. ISCB ETF Comparison
Comparison of PowerShares WilderHill Clean Energy Portfolio (PBW) to iShares Morningstar Small-Cap ETF (ISCB)
PBW
PowerShares WilderHill Clean Energy Portfolio
PBW Description
The PowerShares WilderHill Clean Energy Portfolio (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$19.24
Average Daily Volume
289,484
55
ISCB
iShares Morningstar Small-Cap ETF
ISCB Description
ISCB holds small-cap stocks that fall into Morningstar's classifications as both growth and value. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. The index provider uses a proprietary methodology that classifies stocks as either growth or value companies based on earnings, cash flow and other valuations metrics. Stocks that fall under both categories are tagged as blend and are thereby included in the index. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Core Index, under the ticker JKJ.Grade (RS Rating)
Last Trade
$57.90
Average Daily Volume
5,264
10
Performance
Period | PBW | ISCB |
---|---|---|
30 Days | -0.88% | 2.12% |
60 Days | -11.25% | 2.28% |
90 Days | -5.87% | 8.89% |
12 Months | -41.64% | 21.40% |
0 Overlapping Holdings
Symbol | Grade | Weight in PBW | Weight in ISCB | Overlap |
---|
PBW Overweight 55 Positions Relative to ISCB
Symbol | Grade | Weight | |
---|---|---|---|
NOVA | C | 3.67% | |
RUN | C | 2.93% | |
RIVN | F | 2.25% | |
TSLA | C | 2.14% | |
NIO | D | 2.07% | |
QS | F | 2.0% | |
RNW | C | 1.96% | |
XPEV | D | 1.95% | |
ESE | B | 1.86% | |
FLNC | C | 1.83% | |
JOBY | F | 1.82% | |
WBX | F | 1.78% | |
ITRI | C | 1.76% | |
AMRC | C | 1.73% | |
ACHR | F | 1.72% | |
SHLS | D | 1.71% | |
BELFB | C | 1.71% | |
PWR | B | 1.7% | |
OLED | C | 1.7% | |
MP | D | 1.64% | |
SLI | F | 1.63% | |
DAR | F | 1.61% | |
ALB | F | 1.6% | |
SQM | F | 1.6% | |
ENPH | C | 1.59% | |
REX | D | 1.57% | |
ORA | C | 1.56% | |
PLPC | F | 1.55% | |
AMSC | D | 1.54% | |
SES | F | 1.53% | |
CHPT | F | 1.53% | |
SLDP | F | 1.47% | |
THRM | D | 1.47% | |
AEIS | D | 1.44% | |
FSLR | C | 1.36% | |
JKS | D | 1.32% | |
ENVX | F | 1.32% | |
LNZA | F | 1.3% | |
CSIQ | D | 1.29% | |
PLUG | F | 1.24% | |
BE | F | 1.2% | |
MYRG | F | 1.18% | |
AMPS | F | 1.17% | |
TPIC | D | 1.16% | |
BLNK | F | 1.16% | |
FREY | F | 1.08% | |
SEDG | F | 0.86% | |
SOL | C | 0.83% | |
ARRY | F | 0.81% | |
WOLF | F | 0.59% | |
NRGV | F | 0.46% | |
AMPX | F | 0.38% | |
PLL | F | 0.38% | |
STEM | F | 0.2% | |
MAXN | F | 0.05% |
PBW: Top Represented Industries & Keywords
ISCB: Top Represented Industries & Keywords