CLIA vs. UPGR ETF Comparison

Comparison of Return Stacked Bonds & Managed Futures ETF Veridien Climate Action ETF (CLIA) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
CLIA

Return Stacked Bonds & Managed Futures ETF Veridien Climate Action ETF

CLIA Description

The fund seeks to achieve its investment objective by investing in equity securities (or corresponding American Depositary Receipts ("ADRs")) of U.S. and foreign companies, whose activities, business models, or products make a substantial contribution to mitigating climate change. The fund invests in ADRs to gain exposure to foreign companies, which may include those based in both developed and emerging markets.

Grade (RS Rating)

Last Trade

$18.61

Average Daily Volume

25,531

Number of Holdings *

9

* may have additional holdings in another (foreign) market
UPGR

Xtrackers US Green Infrastructure Select Equity ETF

UPGR Description The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.

Grade (RS Rating)

Last Trade

$18.36

Average Daily Volume

331

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period CLIA UPGR
30 Days -7.83% -2.69%
60 Days -6.52% 4.14%
90 Days -7.18% 4.51%
12 Months -5.51% -0.16%
3 Overlapping Holdings
Symbol Grade Weight in CLIA Weight in UPGR Overlap
ARRY F 2.78% 1.6% 1.6%
NEP F 3.1% 1.64% 1.64%
TSLA A 5.38% 1.99% 1.99%
CLIA Overweight 6 Positions Relative to UPGR
Symbol Grade Weight
HASI C 5.75%
ENPH F 4.95%
FLR B 4.71%
AES F 4.35%
ON C 4.14%
STM F 3.36%
CLIA Underweight 41 Positions Relative to UPGR
Symbol Grade Weight
PCT C -5.06%
EOSE D -3.21%
FLNC D -2.7%
PH B -2.59%
RUN F -2.52%
ITRI A -2.45%
CARR D -2.42%
NOVA F -2.41%
LII A -2.38%
ORA A -2.37%
IEX B -2.35%
CLH B -2.25%
VLTO D -2.25%
GGG C -2.23%
AZZ C -2.15%
IR A -2.15%
WM B -2.13%
RS B -2.13%
RSG B -2.13%
ECL D -2.11%
CWST C -2.08%
TPIC F -2.06%
ENS F -2.05%
SHLS D -2.03%
QS F -2.0%
FSLR F -1.96%
PLUG F -1.95%
AOS F -1.9%
WOR D -1.88%
XYL F -1.86%
BE D -1.85%
AMPS D -1.81%
GPRE F -1.77%
NVRI F -1.67%
CHPT F -1.51%
MEG F -1.5%
LCID F -1.48%
BLNK D -1.46%
RIVN F -1.34%
FCEL F -1.27%
RNEW C -0.28%
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