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EFRA vs UPGR

iShares Environmental Infrastructure and Industrials ETF vs Xtrackers US Green Infrastructure Select Equity ETF

EFRA

iShares Environmental Infrastructure and Industrials ETF

iShares

Annual cost

0.47%

Fund size

$6M

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

Key differences

  • UPGR costs 0.12% less per year.
  • EFRA covers global markets; UPGR covers north america.

Side-by-side comparison

EFRAUPGR
Annual cost (TER)0.47%0.35%
Fund size (AUM)$6M$6M
Since20222023
Dividend yield1.56%0.30%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.4%+70.0%
CAGR 3Y+11.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.57N/A
Volatility 1Y14.03%30.14%
Max drawdown-16.25%-46.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EFRA and UPGR