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UPGR vs ERET

Xtrackers US Green Infrastructure Select Equity ETF vs Ishares Environmentally Aware Real Estate ETF

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

ERET

Ishares Environmentally Aware Real Estate ETF

iShares

Annual cost

0.30%

Fund size

$14M

Side-by-side comparison

UPGRERET
Annual cost (TER)0.35%0.30%
Fund size (AUM)$6M$14M
Since20232022
Dividend yield0.30%3.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+16.1%
CAGR 3YN/A+10.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.48
Volatility 1Y30.14%11.94%
Max drawdown-46.60%-20.29%

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

Similar to UPGR and ERET