Skip to content
Beacon
Screener

UPGR vs PIO

Xtrackers US Green Infrastructure Select Equity ETF vs Invesco Global Water ETF

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

PIO

Invesco Global Water ETF

Invesco

Annual cost

0.75%

Fund size

$281M

Key differences

  • UPGR costs 0.40% less per year.
  • PIO is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.
  • UPGR covers north america markets; PIO covers global.
  • PIO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UPGRPIO
Annual cost (TER)0.35%0.75%
Fund size (AUM)$6M$281M
Since20232007
Dividend yield0.30%0.97%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+4.3%
CAGR 3YN/A+8.8%
CAGR 5YN/A+3.8%
Sharpe 3YN/A0.39
Volatility 1Y30.14%14.70%
Max drawdown-46.60%-35.76%

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

Similar to UPGR and PIO