Screener
UPGR vs EVUS
Xtrackers US Green Infrastructure Select Equity ETF vs Ishares ESG Aware MSCI USA Value ETF
Key differences
- EVUS costs 0.17% less per year.
- EVUS is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| UPGR | EVUS | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.18% |
| Fund size (AUM) | $6M | $309M |
| Since | 2023 | 2023 |
| Dividend yield | 0.30% | 1.59% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +70.0% | +25.3% |
| CAGR 3Y | N/A | +16.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.98 |
| Volatility 1Y | 30.14% | 10.61% |
| Max drawdown | -46.60% | -15.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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