SOLR vs. PBW ETF Comparison

Comparison of SmartETFs Sustainable Energy II ETF (SOLR) to PowerShares WilderHill Clean Energy Portfolio (PBW)
SOLR

SmartETFs Sustainable Energy II ETF

SOLR Description

SmartETFs Sustainable Energy II ETF is an exchange traded fund launched and managed by Guinness Atkinson Asset Management, Inc. The fund is co-managed by Penserra Capital Management, LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy and sustainable energy companies sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that directly promote environmental responsibility. The fund employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. SmartETFs Sustainable Energy II ETF was formed on November 11, 2020 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.64

Average Daily Volume

243

Number of Holdings *

19

* may have additional holdings in another (foreign) market
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

$20.33

Average Daily Volume

305,693

Number of Holdings *

54

* may have additional holdings in another (foreign) market
Performance
Period SOLR PBW
30 Days -4.69% 3.36%
60 Days -1.62% 5.45%
90 Days 3.00% 4.80%
12 Months 15.71% -20.47%
9 Overlapping Holdings
Symbol Grade Weight in SOLR Weight in PBW Overlap
AMRC C 1.8% 1.27% 1.27%
CSIQ D 1.65% 1.36% 1.36%
ENPH F 1.31% 1.0% 1.0%
FSLR C 2.94% 1.27% 1.27%
ITRI A 3.49% 1.38% 1.38%
ORA B 3.69% 1.61% 1.61%
SEDG F 0.19% 1.07% 0.19%
THRM D 1.82% 1.19% 1.19%
TPIC F 0.17% 1.2% 0.17%
SOLR Overweight 10 Positions Relative to PBW
Symbol Grade Weight
HUBB B 4.73%
NEE D 4.62%
ETN B 4.49%
TT C 4.38%
OC B 3.73%
ON D 3.39%
NXPI C 3.21%
IBP F 3.0%
APTV F 2.96%
ST F 2.9%
SOLR Underweight 45 Positions Relative to PBW
Symbol Grade Weight
WOLF D -2.69%
SLI A -2.42%
EOSE B -1.97%
ENVX D -1.94%
MP B -1.9%
LNZA C -1.82%
JKS A -1.7%
QS F -1.68%
JOBY D -1.67%
MYRG B -1.66%
ALB C -1.66%
TSLA A -1.65%
SQM D -1.65%
XPEV B -1.64%
PLUG C -1.56%
PWR B -1.55%
PLPC A -1.51%
AMPS C -1.51%
ARRY D -1.5%
AEIS A -1.5%
AMSC A -1.49%
MPWR F -1.47%
CTVA A -1.47%
ESE A -1.47%
FLNC B -1.45%
ACHR C -1.44%
DAR B -1.42%
NIO D -1.42%
BELFB C -1.4%
CHPT F -1.38%
OLED F -1.38%
REX F -1.35%
RIVN F -1.34%
RNW F -1.27%
SLDP F -1.27%
SHLS F -1.21%
BE D -1.2%
WBX F -1.08%
RUN C -1.03%
PLL B -0.77%
AMPX D -0.75%
NOVA F -0.65%
BLNK C -0.57%
SOL B -0.5%
FREY F -0.46%
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