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UPGR vs PBD
Xtrackers US Green Infrastructure Select Equity ETF vs Invesco Global Clean Energy ETF
Key differences
- UPGR costs 0.40% less per year.
- PBD is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.
- UPGR covers north america markets; PBD covers global.
- PBD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UPGR | PBD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.75% |
| Fund size (AUM) | $6M | $208M |
| Since | 2023 | 2007 |
| Dividend yield | 0.30% | 1.74% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +70.0% | +95.4% |
| CAGR 3Y | N/A | +9.1% |
| CAGR 5Y | N/A | -2.4% |
| Sharpe 3Y | N/A | 0.33 |
| Volatility 1Y | 30.14% | 23.36% |
| Max drawdown | -46.60% | -75.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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