Screener
UPGR vs PHO
Xtrackers US Green Infrastructure Select Equity ETF vs Invesco Water Resources ETF
Key differences
- UPGR costs 0.24% less per year.
- PHO is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.
- PHO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UPGR | PHO | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.59% |
| Fund size (AUM) | $6M | $2.1B |
| Since | 2023 | 2005 |
| Dividend yield | 0.30% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +70.0% | -1.6% |
| CAGR 3Y | N/A | +7.9% |
| CAGR 5Y | N/A | +5.6% |
| Sharpe 3Y | N/A | 0.33 |
| Volatility 1Y | 30.14% | 15.23% |
| Max drawdown | -46.60% | -34.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to UPGR and PHO
Explore further