BEEZ vs UPGR
Comparison between HONEYTREE U.S. EQUITY ETF (BEEZ, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).
BEEZ vs UPGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BEEZ
$5.90M
UPGR
$5.90M
Expense Ratio
BEEZ
0.64%
Winner
UPGR
0.35%
Max Drawdown
Winner
BEEZ
19.11%
UPGR
47.42%
Sharpe Ratio
BEEZ
-0.10
Winner
UPGR
1.57
5Y Beta
Winner
BEEZ
0.79
UPGR
1.24
P/E Ratio
BEEZ
26.45
Winner
UPGR
-15.41
Forward P/E
Winner
BEEZ
22.25
UPGR
22.45
PEG Ratio
BEEZ
0.95
Winner
UPGR
-0.03
5Y EPS CAGR
Winner
BEEZ
21.06%
UPGR
6.40%
Debt to Equity
BEEZ
69.24%
Winner
UPGR
25.15%
P/S Ratio
BEEZ
3.90
Winner
UPGR
2.65
P/B Ratio
BEEZ
6.77
Winner
UPGR
2.83
BEEZ vs UPGR - Holdings Comparison
BEEZ and UPGR have 1 common holdings. Overlap is 0.00%
BEEZ's top 25 holdings weight is 99.39%. UPGR's top 25 holdings weight is 67.26%.
| Rank | BEEZ | UPGR |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 4.90% | FUELCELL ENERGY INC (FCEL) - 7.05% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 4.69% | PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 4.26% |
| #3 | CBOE GLOBAL MARKETS INC (CBOE) - 4.51% | BLOOM ENERGY CORP CLASS A (BE) - 3.57% |
| #4 | LINDE PLC (LIN) - 4.49% | ENERGY VAULT HOLDINGS INC (NRGV) - 3.01% |
| #5 | COSTCO WHOLESALE CORP (COST) - 4.34% | FLUENCE ENERGY INC CLASS A (FLNC) - 2.98% |
| #6 | BADGER METER INC (BMI) - 4.18% | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.94% |
| #7 | INTUIT INC (INTU) - 4.12% | EOS ENERGY ENTERPRISES INC ORDINARY SHARES CLASS A (EOSE) - 2.78% |
| #8 | FASTENAL CO (FAST) - 4.08% | QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.67% |
| #9 | LAM RESEARCH CORP (LRCX) - 4.05% | PLUG POWER INC (PLUG) - 2.65% |
| #10 | SERVICENOW INC (NOW) - 4.00% | FIRST SOLAR INC (FSLR) - 2.59% |
| #11 | CUMMINS INC (CMI) - 3.92% | ENERSYS (ENS) - 2.43% |
| #12 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 3.89% | TESLA INC (TSLA) - 2.38% |
| #13 | MASTERCARD INC CLASS A (MA) - 3.86% | MODINE MANUFACTURING CO (MOD) - 2.32% |
| #14 | FEDERAL SIGNAL CORP (FSS) - 3.85% | ORMAT TECHNOLOGIES INC (ORA) - 2.31% |
| #15 | VISA INC CLASS A (V) - 3.84% | WORTHINGTON STEEL INC (WS) - 2.27% |
| #16 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 3.81% | RELIANCE INC (RS) - 2.21% |
| #17 | ZOETIS INC CLASS A (ZTS) - 3.81% | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 2.21% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.74% | XPLR INFRASTRUCTURE LP (XIFR) - 2.19% |
| #19 | APTARGROUP INC (ATR) - 3.72% | NEXTPOWER INC CLASS A (NXT) - 2.19% |
| #20 | AGILENT TECHNOLOGIES INC (A) - 3.69% | RYERSON HOLDING CORP (RYZ) - 2.13% |
| #21 | PENTAIR PLC (PNR) - 3.65% | SUNRUN INC (RUN) - 2.08% |
| #22 | ILLINOIS TOOL WORKS INC (ITW) - 3.64% | SOLID POWER INC (SLDP) - 2.07% |
| #23 | SHERWIN-WILLIAMS CO (SHW) - 3.60% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.00% |
| #24 | CINTAS CORP (CTAS) - 3.58% | IDEX CORP (IEX) - 2.00% |
| #25 | ACCENTURE PLC CLASS A (ACN) - 3.43% | GREEN PLAINS INC (GPRE) - 1.97% |
| Total Holdings | 28 | 46 |
BEEZ vs UPGR - Historical Returns
Returns include dividend reinvestment.
1M
BEEZ
-1.11%
Winner
UPGR
+3.19%
3M
BEEZ
-3.03%
Winner
UPGR
+12.23%
6M
BEEZ
-0.12%
Winner
UPGR
+10.06%
1Y
BEEZ
+1.66%
Winner
UPGR
+63.06%
Max(CAGR)
Winner
BEEZ
+11.87%
UPGR
+3.88%
BEEZ vs UPGR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BEEZ | UPGR |
|---|---|---|
| 2026 | -0.24% | +10.53% |
| 2025 | +6.38% | +31.56% |
| 2024 | +11.46% | -13.67% |
| 2023 | +14.28% | -15.28% |
BEEZ vs UPGR Drawdown Comparison
The maximum drawdown for BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.
The current BEEZ drawdown is -4.34%. The current UPGR drawdown is -8.76%.
| Rank | BEEZ | UPGR |
|---|---|---|
| #1 | -18.61% Dec 4, 2024 - Aug 13, 2025 | -46.61% Jul 18, 2023 - Oct 6, 2025 |
| #2 | -8.41% Feb 27, 2026 - Mar 27, 2026 | -16.55% Oct 15, 2025 - May 8, 2026 |
| #3 | -8.22% Mar 7, 2024 - Jul 16, 2024 | -8.76% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -6.10% Jul 16, 2024 - Aug 30, 2024 | -8.11% May 14, 2026 - May 26, 2026 |
| #5 | -5.88% Aug 22, 2025 - Jan 6, 2026 | -5.13% Oct 6, 2025 - Oct 13, 2025 |
| #6 | -4.15% Oct 14, 2024 - Nov 8, 2024 | -2.16% May 11, 2026 - May 13, 2026 |
| #7 | -3.44% Jan 22, 2026 - Feb 27, 2026 | -2.05% Jul 13, 2023 - Jul 17, 2023 |
| #8 | -3.38% Dec 28, 2023 - Jan 19, 2024 | -1.25% May 28, 2026 - Jun 2, 2026 |
| #9 | -2.60% Nov 8, 2024 - Nov 25, 2024 | N/A |
| #10 | -2.55% Aug 30, 2024 - Sep 11, 2024 | N/A |
| #11 | -2.31% Feb 12, 2024 - Feb 22, 2024 | N/A |
| #12 | -1.89% Jan 9, 2026 - Jan 22, 2026 | N/A |
| #13 | -1.43% Jan 22, 2024 - Jan 29, 2024 | N/A |
| #14 | -1.16% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -1.09% Jan 30, 2024 - Feb 2, 2024 | N/A |
Correlation
Correlation between BEEZ and UPGR is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.54
-101
Dividend Comparison (2023 - 2025)
BEEZ vs UPGR dividend yield comparison.
| Year | BEEZ | UPGR |
|---|---|---|
| 2025 | 0.56% | 0.39% |
| 2024 | 0.61% | 1.16% |
| 2023 | 0.19% | 0.32% |
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