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UPGR vs USCL

Xtrackers US Green Infrastructure Select Equity ETF vs Ishares Climate Conscious & Transition MSCI USA ETF

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

USCL

Ishares Climate Conscious & Transition MSCI USA ETF

iShares

Annual cost

0.08%

Fund size

$2.5B

Key differences

  • USCL costs 0.27% less per year.
  • USCL is significantly larger than UPGR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

UPGRUSCL
Annual cost (TER)0.35%0.08%
Fund size (AUM)$6M$2.5B
Since20232023
Dividend yield0.30%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+22.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y30.14%12.21%
Max drawdown-46.60%-18.99%

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

Similar to UPGR and USCL