DYLG vs UPGR
Comparison between GLOBAL X DOW 30 COVERED CALL & GROWTH ETF (DYLG, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).
DYLG vs UPGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DYLG
$5.90M
UPGR
$5.90M
Expense Ratio
DYLG
0.35%
UPGR
0.35%
Max Drawdown
Winner
DYLG
23.53%
UPGR
47.42%
Sharpe Ratio
DYLG
1.41
Winner
UPGR
1.57
5Y Beta
Winner
DYLG
0.69
UPGR
1.24
P/E Ratio
DYLG
24.04
Winner
UPGR
-15.41
Forward P/E
Winner
DYLG
20.81
UPGR
22.45
PEG Ratio
DYLG
0.75
Winner
UPGR
-0.03
5Y EPS CAGR
Winner
DYLG
13.39%
UPGR
6.40%
Debt to Equity
Winner
DYLG
-42.97%
UPGR
25.15%
P/S Ratio
DYLG
3.19
Winner
UPGR
2.65
P/B Ratio
DYLG
5.69
Winner
UPGR
2.83
DYLG vs UPGR - Holdings Comparison
DYLG and UPGR have 1 common holdings. Overlap is -1.03%
DYLG's top 25 holdings weight is 96.18%. UPGR's top 25 holdings weight is 67.26%.
| Rank | DYLG | UPGR |
|---|---|---|
| #1 | THE GOLDMAN SACHS GROUP INC (GS) - 12.26% | FUELCELL ENERGY INC (FCEL) - 7.05% |
| #2 | CATERPILLAR INC (CAT) - 11.20% | PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 4.26% |
| #3 | MICROSOFT CORP (MSFT) - 5.13% | BLOOM ENERGY CORP CLASS A (BE) - 3.57% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 4.65% | ENERGY VAULT HOLDINGS INC (NRGV) - 3.01% |
| #5 | AMGEN INC (AMGN) - 4.14% | FLUENCE ENERGY INC CLASS A (FLNC) - 2.98% |
| #6 | VISA INC CLASS A (V) - 4.02% | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.94% |
| #7 | SHERWIN-WILLIAMS CO (SHW) - 3.84% | EOS ENERGY ENTERPRISES INC ORDINARY SHARES CLASS A (EOSE) - 2.78% |
| #8 | AMERICAN EXPRESS CO (AXP) - 3.83% | QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.67% |
| #9 | THE HOME DEPOT INC (HD) - 3.83% | PLUG POWER INC (PLUG) - 2.65% |
| #10 | APPLE INC (AAPL) - 3.80% | FIRST SOLAR INC (FSLR) - 2.59% |
| #11 | JPMORGAN CHASE & CO (JPM) - 3.78% | ENERSYS (ENS) - 2.43% |
| #12 | THE TRAVELERS COMPANIES INC (TRV) - 3.76% | TESLA INC (TSLA) - 2.38% |
| #13 | MCDONALD'S CORP (MCD) - 3.44% | MODINE MANUFACTURING CO (MOD) - 2.32% |
| #14 | AMAZON.COM INC (AMZN) - 3.27% | ORMAT TECHNOLOGIES INC (ORA) - 2.31% |
| #15 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.09% | WORTHINGTON STEEL INC (WS) - 2.27% |
| #16 | HONEYWELL INTERNATIONAL INC (HON) - 2.86% | RELIANCE INC (RS) - 2.21% |
| #17 | JOHNSON & JOHNSON (JNJ) - 2.84% | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 2.21% |
| #18 | BOEING CO (BA) - 2.70% | XPLR INFRASTRUCTURE LP (XIFR) - 2.19% |
| #19 | NVIDIA CORP (NVDA) - 2.65% | NEXTPOWER INC CLASS A (NXT) - 2.19% |
| #20 | CHEVRON CORP (CVX) - 2.28% | RYERSON HOLDING CORP (RYZ) - 2.13% |
| #21 | SALESFORCE INC (CRM) - 2.21% | SUNRUN INC (RUN) - 2.08% |
| #22 | 3M CO (MMM) - 1.90% | SOLID POWER INC (SLDP) - 2.07% |
| #23 | PROCTER & GAMBLE CO (PG) - 1.76% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.00% |
| #24 | MERCK & CO INC (MRK) - 1.48% | IDEX CORP (IEX) - 2.00% |
| #25 | WALMART INC (WMT) - 1.46% | GREEN PLAINS INC (GPRE) - 1.97% |
| Total Holdings | 32 | 46 |
DYLG vs UPGR - Historical Returns
Returns include dividend reinvestment.
1M
DYLG
+3.11%
Winner
UPGR
+3.19%
3M
DYLG
+4.40%
Winner
UPGR
+12.23%
6M
DYLG
+5.53%
Winner
UPGR
+10.06%
1Y
DYLG
+18.37%
Winner
UPGR
+63.06%
Max(CAGR)
Winner
DYLG
+12.60%
UPGR
+3.88%
DYLG vs UPGR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DYLG | UPGR |
|---|---|---|
| 2026 | +4.48% | +10.53% |
| 2025 | +12.78% | +31.56% |
| 2024 | +14.48% | -13.67% |
| 2023 | +4.05% | -15.28% |
DYLG vs UPGR Drawdown Comparison
The maximum drawdown for DYLG was -13.99%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.
The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.
The current DYLG drawdown is -1.03%. The current UPGR drawdown is -8.76%.
| Rank | DYLG | UPGR |
|---|---|---|
| #1 | -13.99% Feb 13, 2025 - Aug 22, 2025 | -46.61% Jul 18, 2023 - Oct 6, 2025 |
| #2 | -8.31% Feb 11, 2026 - May 21, 2026 | -16.55% Oct 15, 2025 - May 8, 2026 |
| #3 | -7.19% Aug 1, 2023 - Nov 30, 2023 | -8.76% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -5.03% Jul 17, 2024 - Aug 19, 2024 | -8.11% May 14, 2026 - May 26, 2026 |
| #5 | -4.15% Dec 4, 2024 - Jan 22, 2025 | -5.13% Oct 6, 2025 - Oct 13, 2025 |
| #6 | -4.04% May 16, 2024 - Jul 10, 2024 | -2.16% May 11, 2026 - May 13, 2026 |
| #7 | -3.95% Mar 28, 2024 - May 16, 2024 | -2.05% Jul 13, 2023 - Jul 17, 2023 |
| #8 | -2.88% Nov 12, 2025 - Nov 26, 2025 | -1.25% May 28, 2026 - Jun 2, 2026 |
| #9 | -2.85% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #10 | -2.17% Aug 30, 2024 - Sep 13, 2024 | N/A |
| #11 | -2.05% Oct 3, 2025 - Oct 20, 2025 | N/A |
| #12 | -1.61% Jan 12, 2026 - Feb 2, 2026 | N/A |
| #13 | -1.26% Nov 11, 2024 - Nov 22, 2024 | N/A |
| #14 | -1.03% Mar 1, 2024 - Mar 12, 2024 | N/A |
| #15 | -1.03% Jun 4, 2026 - Jun 5, 2026 | N/A |
Correlation
Correlation between DYLG and UPGR is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2023 - 2026)
DYLG vs UPGR dividend yield comparison.
| Year | DYLG | UPGR |
|---|---|---|
| 2026 | 1.72% | 0.00% |
| 2025 | 9.63% | 0.39% |
| 2024 | 16.55% | 1.16% |
| 2023 | 1.38% | 0.32% |
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