BDIV vs UPGR
Comparison between AAM BRENTVIEW DIVIDEND GROWTH ETF (BDIV, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).
BDIV vs UPGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDIV
$6.50M
UPGR
$6.50M
Expense Ratio
BDIV
0.49%
Winner
UPGR
0.35%
Max Drawdown
Winner
BDIV
15.15%
UPGR
47.42%
Sharpe Ratio
Winner
BDIV
1.66
UPGR
1.33
5Y Beta
Winner
BDIV
0.71
UPGR
1.24
P/E Ratio
BDIV
26.09
Winner
UPGR
-11.49
Forward P/E
BDIV
22.43
Winner
UPGR
20.99
PEG Ratio
BDIV
0.73
Winner
UPGR
-0.03
5Y EPS CAGR
Winner
BDIV
19.56%
UPGR
6.29%
Debt to Equity
BDIV
54.62%
Winner
UPGR
25.65%
P/S Ratio
BDIV
3.18
Winner
UPGR
2.34
P/B Ratio
BDIV
5.77
Winner
UPGR
2.44
BDIV vs UPGR - Holdings Comparison
BDIV and UPGR have 3 common holdings. Overlap is 3.20%
BDIV's top 25 holdings weight is 80.81%. UPGR's top 25 holdings weight is 68.74%.
| Rank | BDIV | UPGR |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 6.29% | FUELCELL ENERGY INC (FCEL) - 6.81% |
| #2 | APPLE INC (AAPL) - 5.78% | PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 4.27% |
| #3 | LAM RESEARCH CORP (LRCX) - 5.01% | FLUENCE ENERGY INC CLASS A (FLNC) - 3.73% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.82% | BLOOM ENERGY CORP CLASS A (BE) - 3.42% |
| #5 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.66% | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 3.24% |
| #6 | CHEVRON CORP (CVX) - 3.56% | ENERGY VAULT HOLDINGS INC (NRGV) - 3.22% |
| #7 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.56% | EOS ENERGY ENTERPRISES INC ORDINARY SHARES CLASS A (EOSE) - 2.87% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.47% | FIRST SOLAR INC (FSLR) - 2.85% |
| #9 | BROADCOM INC (AVGO) - 3.47% | QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.70% |
| #10 | MORGAN STANLEY (MS) - 3.42% | PLUG POWER INC (PLUG) - 2.70% |
| #11 | COSTCO WHOLESALE CORP (COST) - 3.11% | NEXTPOWER INC CLASS A (NXT) - 2.43% |
| #12 | JOHNSON & JOHNSON (JNJ) - 2.95% | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 2.32% |
| #13 | LINDE PLC (LIN) - 2.74% | ORMAT TECHNOLOGIES INC (ORA) - 2.30% |
| #14 | MUELLER INDUSTRIES INC (MLI) - 2.71% | MODINE MANUFACTURING CO (MOD) - 2.30% |
| #15 | TARGA RESOURCES CORP (TRGP) - 2.67% | WORTHINGTON STEEL INC (WS) - 2.30% |
| #16 | NEXTERA ENERGY INC (NEE) - 2.64% | ENERSYS (ENS) - 2.27% |
| #17 | ELI LILLY AND CO (LLY) - 2.57% | XPLR INFRASTRUCTURE LP (XIFR) - 2.26% |
| #18 | UNION PACIFIC CORP (UNP) - 2.51% | SOLID POWER INC (SLDP) - 2.22% |
| #19 | TJX COMPANIES INC (TJX) - 2.42% | TESLA INC (TSLA) - 2.22% |
| #20 | VISA INC CLASS A (V) - 2.33% | RELIANCE INC (RS) - 2.20% |
| #21 | CME GROUP INC CLASS A (CME) - 2.27% | RYERSON HOLDING CORP (RYZ) - 2.11% |
| #22 | MCKESSON CORP (MCK) - 2.24% | SUNRUN INC (RUN) - 2.07% |
| #23 | WASTE MANAGEMENT INC (WM) - 2.21% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.05% |
| #24 | WEC ENERGY GROUP INC (WEC) - 2.20% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.96% |
| #25 | PARKER HANNIFIN CORP (PH) - 2.20% | GREEN PLAINS INC (GPRE) - 1.92% |
| Total Holdings | 37 | 46 |
BDIV vs UPGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDIV
+1.73%
UPGR
-1.55%
3M
BDIV
+7.27%
Winner
UPGR
+11.38%
6M
Winner
BDIV
+8.48%
UPGR
+7.62%
1Y
BDIV
+20.38%
Winner
UPGR
+50.54%
Max(CAGR)
Winner
BDIV
+16.30%
UPGR
+2.79%
BDIV vs UPGR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDIV | UPGR |
|---|---|---|
| 2026 | +7.80% | +7.27% |
| 2025 | +18.73% | +31.56% |
| 2024 | +3.15% | -13.67% |
| 2023 | N/A | -15.28% |
BDIV vs UPGR Drawdown Comparison
The maximum drawdown for BDIV was -14.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.
The current UPGR drawdown is -11.46%.
| Rank | BDIV | UPGR |
|---|---|---|
| #1 | -14.98% Feb 19, 2025 - Jun 26, 2025 | -46.61% Jul 18, 2023 - Oct 6, 2025 |
| #2 | -7.01% Feb 25, 2026 - Apr 23, 2026 | -16.55% Oct 15, 2025 - May 8, 2026 |
| #3 | -6.38% Nov 29, 2024 - Feb 11, 2025 | -14.12% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -4.58% Jul 31, 2024 - Aug 15, 2024 | -8.11% May 14, 2026 - May 26, 2026 |
| #5 | -3.64% Oct 27, 2025 - Nov 26, 2025 | -5.13% Oct 6, 2025 - Oct 13, 2025 |
| #6 | -3.54% Oct 18, 2024 - Nov 8, 2024 | -2.16% May 11, 2026 - May 13, 2026 |
| #7 | -3.08% Aug 30, 2024 - Sep 13, 2024 | -2.05% Jul 13, 2023 - Jul 17, 2023 |
| #8 | -2.50% Nov 28, 2025 - Jan 6, 2026 | -1.25% May 28, 2026 - Jun 2, 2026 |
| #9 | -2.30% Jul 25, 2025 - Aug 12, 2025 | N/A |
| #10 | -1.74% Oct 6, 2025 - Oct 15, 2025 | N/A |
| #11 | -1.68% Jan 12, 2026 - Feb 2, 2026 | N/A |
| #12 | -1.49% Nov 8, 2024 - Nov 22, 2024 | N/A |
| #13 | -1.45% Sep 30, 2024 - Oct 9, 2024 | N/A |
| #14 | -1.36% May 26, 2026 - Jun 12, 2026 | N/A |
| #15 | -1.13% Jul 3, 2025 - Jul 23, 2025 | N/A |
Correlation
Correlation between BDIV and UPGR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
BDIV vs UPGR dividend yield comparison.
| Year | BDIV | UPGR |
|---|---|---|
| 2026 | 0.92% | 0.00% |
| 2025 | 1.14% | 0.39% |
| 2024 | 0.62% | 1.16% |
| 2023 | 0.00% | 0.32% |
Select Stocks to Compare
Popular: BDIV vs SPYUPGR vs SPY
More Comparisons
Compare with similar stocks