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UPGR vs ETEC

Xtrackers US Green Infrastructure Select Equity ETF vs iShares Breakthrough Environmental Solutions ETF

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

ETEC

iShares Breakthrough Environmental Solutions ETF

iShares

Annual cost

0.47%

Fund size

$5M

Key differences

  • UPGR costs 0.12% less per year.

Side-by-side comparison

UPGRETEC
Annual cost (TER)0.35%0.47%
Fund size (AUM)$6M$5M
Since20232023
Dividend yield0.30%0.28%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+62.0%
CAGR 3YN/A+10.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.37
Volatility 1Y30.14%21.39%
Max drawdown-46.60%-39.72%

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

Similar to UPGR and ETEC