UPGR vs. PBW ETF Comparison
Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to PowerShares WilderHill Clean Energy Portfolio (PBW)
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
$18.37
Average Daily Volume
228
42
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
$20.29
Average Daily Volume
333,320
54
Performance
Period | UPGR | PBW |
---|---|---|
30 Days | -2.86% | -2.68% |
60 Days | -3.84% | 2.89% |
90 Days | 0.06% | 3.54% |
12 Months | -1.09% | -23.37% |
17 Overlapping Holdings
Symbol | Grade | Weight in UPGR | Weight in PBW | Overlap | |
---|---|---|---|---|---|
AMPS | C | 2.4% | 1.79% | 1.79% | |
ARRY | F | 2.23% | 1.63% | 1.63% | |
BE | A | 2.99% | 3.13% | 2.99% | |
BLNK | F | 2.13% | 0.44% | 0.44% | |
CHPT | F | 1.92% | 1.25% | 1.25% | |
EOSE | D | 1.86% | 1.42% | 1.42% | |
FLNC | C | 2.21% | 1.44% | 1.44% | |
FSLR | F | 1.88% | 1.34% | 1.34% | |
ITRI | B | 2.58% | 1.65% | 1.65% | |
NOVA | F | 1.14% | 0.48% | 0.48% | |
ORA | B | 2.42% | 1.73% | 1.73% | |
PLUG | F | 2.17% | 1.54% | 1.54% | |
QS | D | 2.06% | 1.28% | 1.28% | |
RIVN | F | 2.37% | 1.36% | 1.36% | |
RUN | F | 1.36% | 0.77% | 0.77% | |
SHLS | F | 2.15% | 1.06% | 1.06% | |
TSLA | B | 3.19% | 2.25% | 2.25% |
UPGR Overweight 25 Positions Relative to PBW
Symbol | Grade | Weight | |
---|---|---|---|
PCT | B | 3.22% | |
RYI | C | 2.77% | |
RS | B | 2.59% | |
PH | B | 2.58% | |
IEX | B | 2.55% | |
CWST | A | 2.53% | |
MEG | F | 2.5% | |
WM | B | 2.47% | |
IR | B | 2.43% | |
AZZ | A | 2.42% | |
RSG | A | 2.4% | |
GGG | B | 2.38% | |
CLH | C | 2.37% | |
LII | A | 2.33% | |
ECL | D | 2.26% | |
ENS | D | 2.25% | |
VLTO | C | 2.14% | |
CARR | D | 2.13% | |
XYL | D | 2.11% | |
GPRE | F | 1.99% | |
AOS | F | 1.92% | |
NVRI | D | 1.6% | |
NEP | F | 1.48% | |
LCID | F | 1.47% | |
RNEW | B | 0.28% |
UPGR Underweight 37 Positions Relative to PBW
Symbol | Grade | Weight | |
---|---|---|---|
ACHR | B | -2.16% | |
XPEV | C | -2.14% | |
MYRG | C | -2.12% | |
AMSC | C | -2.12% | |
MP | C | -1.98% | |
ALB | B | -1.91% | |
SLI | C | -1.87% | |
JKS | D | -1.76% | |
ESE | B | -1.74% | |
PWR | A | -1.73% | |
DAR | C | -1.69% | |
PLPC | B | -1.67% | |
SQM | D | -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 | F | -1.3% | |
RNW | D | -1.21% | |
OLED | F | -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 | D | -0.8% | |
TPIC | F | -0.77% | |
SOL | F | -0.43% |
UPGR: Top Represented Industries & Keywords
PBW: Top Represented Industries & Keywords