Screener
PBW vs UPGR
Invesco WilderHill Clean Energy ETF vs Xtrackers US Green Infrastructure Select Equity ETF
Key differences
- UPGR costs 0.29% less per year.
- PBW is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.
- PBW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PBW | UPGR | |
|---|---|---|
| Annual cost (TER) | 0.64% | 0.35% |
| Fund size (AUM) | $447M | $6M |
| Since | 2005 | 2023 |
| Dividend yield | 0.71% | 0.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +159.6% | +70.0% |
| CAGR 3Y | +9.9% | N/A |
| CAGR 5Y | -8.4% | N/A |
| Sharpe 3Y | 0.35 | N/A |
| Volatility 1Y | 40.43% | 30.14% |
| Max drawdown | -89.06% | -46.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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