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UPGR vs USCA

Xtrackers US Green Infrastructure Select Equity ETF vs Xtrackers MSCI USA Climate Action Equity ETF

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

USCA

Xtrackers MSCI USA Climate Action Equity ETF

Xtrackers

Annual cost

0.07%

Fund size

$3.1B

Key differences

  • USCA costs 0.28% less per year.
  • USCA is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

UPGRUSCA
Annual cost (TER)0.35%0.07%
Fund size (AUM)$6M$3.1B
Since20232023
Dividend yield0.30%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+22.8%
CAGR 3YN/A+21.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y30.14%12.18%
Max drawdown-46.60%-19.14%

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

Similar to UPGR and USCA