Screener
PHO vs UPGR
Invesco Water Resources ETF vs Xtrackers US Green Infrastructure Select Equity ETF
Key differences
- UPGR costs 0.24% less per year.
- PHO is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.
- PHO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHO | UPGR | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.35% |
| Fund size (AUM) | $2.1B | $6M |
| Since | 2005 | 2023 |
| Dividend yield | 0.56% | 0.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -1.6% | +70.0% |
| CAGR 3Y | +7.9% | N/A |
| CAGR 5Y | +5.6% | N/A |
| Sharpe 3Y | 0.33 | N/A |
| Volatility 1Y | 15.23% | 30.14% |
| Max drawdown | -34.92% | -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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