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UPGR vs EGUS

Xtrackers US Green Infrastructure Select Equity ETF vs Ishares ESG Aware MSCI USA Growth ETF

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

Key differences

  • EGUS costs 0.17% less per year.
  • EGUS is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

UPGREGUS
Annual cost (TER)0.35%0.18%
Fund size (AUM)$6M$26M
Since20232023
Dividend yield0.30%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+34.2%
CAGR 3YN/A+27.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.18
Volatility 1Y30.14%16.40%
Max drawdown-46.60%-24.87%

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

Similar to UPGR and EGUS