PBW vs. UPGR ETF Comparison
Comparison of PowerShares WilderHill Clean Energy Portfolio (PBW) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
PBW
PowerShares WilderHill Clean Energy Portfolio
PBW Description
The PowerShares WilderHill Clean Energy Portfolio (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$20.63
Average Daily Volume
334,711
54
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
$18.99
Average Daily Volume
196
42
Performance
Period | PBW | UPGR |
---|---|---|
30 Days | 4.09% | 3.55% |
60 Days | 7.90% | -0.53% |
90 Days | 3.53% | -0.52% |
12 Months | -19.63% | 2.28% |
17 Overlapping Holdings
Symbol | Grade | Weight in PBW | Weight in UPGR | Overlap | |
---|---|---|---|---|---|
AMPS | C | 1.79% | 2.4% | 1.79% | |
ARRY | D | 1.63% | 2.23% | 1.63% | |
BE | B | 3.13% | 2.99% | 2.99% | |
BLNK | F | 0.44% | 2.13% | 0.44% | |
CHPT | F | 1.25% | 1.92% | 1.25% | |
EOSE | D | 1.42% | 1.86% | 1.42% | |
FLNC | C | 1.44% | 2.21% | 1.44% | |
FSLR | F | 1.34% | 1.88% | 1.34% | |
ITRI | B | 1.65% | 2.58% | 1.65% | |
NOVA | F | 0.48% | 1.14% | 0.48% | |
ORA | B | 1.73% | 2.42% | 1.73% | |
PLUG | F | 1.54% | 2.17% | 1.54% | |
QS | F | 1.28% | 2.06% | 1.28% | |
RIVN | F | 1.36% | 2.37% | 1.36% | |
RUN | F | 0.77% | 1.36% | 0.77% | |
SHLS | F | 1.06% | 2.15% | 1.06% | |
TSLA | B | 2.25% | 3.19% | 2.25% |
PBW Overweight 37 Positions Relative to UPGR
Symbol | Grade | Weight | |
---|---|---|---|
ACHR | B | 2.16% | |
XPEV | C | 2.14% | |
MYRG | B | 2.12% | |
AMSC | B | 2.12% | |
MP | B | 1.98% | |
ALB | C | 1.91% | |
SLI | D | 1.87% | |
JKS | F | 1.76% | |
ESE | B | 1.74% | |
PWR | A | 1.73% | |
DAR | C | 1.69% | |
PLPC | B | 1.67% | |
SQM | F | 1.66% | |
JOBY | B | 1.63% | |
AEIS | B | 1.62% | |
ENVX | F | 1.6% | |
REX | D | 1.45% | |
CTVA | C | 1.44% | |
NIO | F | 1.4% | |
BELFB | D | 1.37% | |
WOLF | F | 1.33% | |
CSIQ | F | 1.3% | |
THRM | D | 1.3% | |
RNW | D | 1.21% | |
OLED | D | 1.2% | |
AMRC | F | 1.13% | |
SLDP | F | 1.1% | |
AMPX | C | 1.06% | |
FREY | B | 1.04% | |
MPWR | F | 1.01% | |
LNZA | F | 1.0% | |
WBX | F | 0.85% | |
ENPH | F | 0.81% | |
SEDG | F | 0.8% | |
PLL | C | 0.8% | |
TPIC | F | 0.77% | |
SOL | F | 0.43% |
PBW Underweight 25 Positions Relative to UPGR
Symbol | Grade | Weight | |
---|---|---|---|
PCT | C | -3.22% | |
RYI | C | -2.77% | |
RS | B | -2.59% | |
PH | A | -2.58% | |
IEX | B | -2.55% | |
CWST | A | -2.53% | |
MEG | F | -2.5% | |
WM | A | -2.47% | |
IR | B | -2.43% | |
AZZ | B | -2.42% | |
RSG | A | -2.4% | |
GGG | B | -2.38% | |
CLH | B | -2.37% | |
LII | A | -2.33% | |
ECL | D | -2.26% | |
ENS | D | -2.25% | |
VLTO | D | -2.14% | |
CARR | D | -2.13% | |
XYL | D | -2.11% | |
GPRE | F | -1.99% | |
AOS | F | -1.92% | |
NVRI | F | -1.6% | |
NEP | F | -1.48% | |
LCID | F | -1.47% | |
RNEW | B | -0.28% |
PBW: Top Represented Industries & Keywords
UPGR: Top Represented Industries & Keywords