UPGRXtrackers US Green Infrastructure Select Equity ETF
Seeks investment results that correspond generally to the performance of the Solactive United States Green Infrastructure ESG Screened Index.
By Xtrackers · Launched 2023
Annual Cost
0.35%
#1,699 of 6,040 · low cost
Fund Size
$0.6M
#5,878 of 6,040 · small
Return (1Y)
+6.1%
Track Record
3 years
#3,014 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,482+4.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Sector
IndustrialsFocus
ESG, Real Assets, Infrastructure
Index tracked
Solactive United States Green Infrastructure ESG Screened Index
Holdings
By weightConcentration
Top 10 holdings = 33.4% of funddiversified
DWS GOVERNMENT AND AGENCY SECURITIES PORTFOLIO DWS GOVERNMENT CASH INSTITUTIONAL SHARES
7.8%
Bloom Energy Corporation
3.2%
Green Plains Inc.
3.2%
GE Vernova Inc.
3.0%
AZZ Inc
2.8%
Carrier Global Corporation
2.8%
Clean Harbors, Inc.
2.7%
Worthington Steel Inc.
2.7%
Nextpower Inc.
2.7%
Idex Corporation
2.6%
Asset allocation
Stocks
100.0%
By sector
Industrials
47.6%
Utilities
14.3%
Basic Materials
14.0%
Consumer Cyclical
12.5%
Technology
11.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
33.2%High
Year-on-year price swings
Max drawdown
-46.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.09Below average
Sortino (3Y)
0.14Moderate downside risk
Listing
- Exchange
- NASDAQ Global Market, NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond generally to the performance of the Solactive United States Green Infrastructure ESG Screened Index.
- Strategy
- Uses a passive indexing approach to track the Solactive United States Green Infrastructure ESG Screened Index, investing in companies engaged in green energy and sustainable infrastructure. The fund employs a full replication strategy, holding component securities in the same weightings as the index, and focuses on U.S. companies with a free-float market capitalization of at least $100 million.
- Inception date
- July 12, 2023
- Fund family
- Xtrackers
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Data updated on 2026-09-18