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

$19.49

Average Daily Volume

244,409

Number of Holdings *

55

* 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

$18.70

Average Daily Volume

598

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period PBW UPGR
30 Days 1.09% -2.09%
60 Days 0.47% 1.85%
90 Days -4.76% 1.27%
12 Months -33.73% -4.43%
3 Overlapping Holdings
Symbol Grade Weight in PBW Weight in UPGR Overlap
NOVA D 3.41% 3.71% 3.41%
RUN D 2.85% 3.05% 2.85%
TPIC C 1.35% 2.38% 1.35%
PBW Overweight 52 Positions Relative to UPGR
Symbol Grade Weight
XPEV C 2.34%
TSLA B 2.29%
NIO C 2.24%
SLI C 2.03%
RNW D 2.0%
BELFB B 1.94%
QS F 1.92%
AMRC B 1.9%
ESE B 1.9%
RIVN F 1.87%
MP C 1.84%
FLNC C 1.83%
ITRI C 1.82%
PWR B 1.82%
OLED C 1.73%
JOBY F 1.69%
ENPH D 1.69%
DAR F 1.67%
AMSC D 1.64%
REX D 1.63%
SHLS F 1.61%
PLPC D 1.6%
SQM D 1.59%
CHPT F 1.59%
ALB D 1.58%
WBX F 1.56%
SLDP F 1.54%
ORA B 1.54%
ACHR F 1.53%
THRM F 1.5%
AEIS D 1.47%
JKS C 1.38%
FSLR C 1.36%
CSIQ D 1.34%
LNZA D 1.33%
PLUG F 1.29%
ENVX F 1.22%
MYRG F 1.19%
BE F 1.18%
AMPS F 1.13%
BLNK F 1.09%
FREY F 1.03%
SEDG F 0.97%
SES F 0.94%
SOL C 0.82%
ARRY F 0.74%
WOLF F 0.58%
NRGV F 0.55%
PLL D 0.44%
AMPX F 0.4%
STEM F 0.15%
MAXN F 0.04%
PBW Underweight 7 Positions Relative to UPGR
Symbol Grade Weight
EVGO D -2.96%
NVRI D -2.85%
EOSE B -2.84%
LCID D -2.65%
VLTO C -2.46%
PCT C -2.43%
PH B -2.38%
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