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FEMG vs UPGR

Comparison between FIDELITY ENHANCED MID CAP GROWTH ETF (FEMG, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).

FEMG vs UPGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FEMG
$6.60M
UPGR
$6.50M
Expense Ratio
Winner
FEMG
0.23%
UPGR
0.35%
Max Drawdown
Winner
FEMG
4.66%
UPGR
47.42%
Sharpe Ratio
Winner
FEMG
1.46
UPGR
1.33
5Y Beta
Winner
FEMG
1.05
UPGR
1.24
P/E Ratio
FEMG
37.19
Winner
UPGR
-11.49
Forward P/E
FEMG
22.72
Winner
UPGR
20.99
PEG Ratio
FEMG
0.18
Winner
UPGR
-0.03
5Y EPS CAGR
Winner
FEMG
20.30%
UPGR
6.29%
Debt to Equity
FEMG
112.49%
Winner
UPGR
25.65%
P/S Ratio
FEMG
2.57
Winner
UPGR
2.34
P/B Ratio
FEMG
9.58
Winner
UPGR
2.44

FEMG vs UPGR - Holdings Comparison

FEMG and UPGR have 3 common holdings. Overlap is 0.87%

FEMG's top 25 holdings weight is 50.11%. UPGR's top 25 holdings weight is 68.74%.

RankFEMGUPGR
#1
VERTIV HOLDINGS CO CLASS A (VRT) - 4.50%
FUELCELL ENERGY INC (FCEL) - 6.81%
#2
HOWMET AEROSPACE INC (HWM) - 3.95%
PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 4.27%
#3
QUANTA SERVICES INC (PWR) - 3.29%
FLUENCE ENERGY INC CLASS A (FLNC) - 3.73%
#4
MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.09%
BLOOM ENERGY CORP CLASS A (BE) - 3.42%
#5
CLOUDFLARE INC (NET) - 2.75%
SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 3.24%
#6
COMFORT SYSTEMS USA INC (FIX) - 2.63%
ENERGY VAULT HOLDINGS INC (NRGV) - 3.22%
#7
TARGA RESOURCES CORP (TRGP) - 2.43%
EOS ENERGY ENTERPRISES INC ORDINARY SHARES CLASS A (EOSE) - 2.87%
#8
VISTRA CORP (VST) - 2.32%
FIRST SOLAR INC (FSLR) - 2.85%
#9
HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.28%
QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.70%
#10
ROCKET LAB CORP (RKLB) - 2.23%
PLUG POWER INC (PLUG) - 2.70%
#11
FASTENAL CO (FAST) - 1.86%
NEXTPOWER INC CLASS A (NXT) - 2.43%
#12
ROYAL CARIBBEAN GROUP (RCL) - 1.73%
ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 2.32%
#13
DATADOG INC CLASS A (DDOG) - 1.69%
ORMAT TECHNOLOGIES INC (ORA) - 2.30%
#14
ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.69%
MODINE MANUFACTURING CO (MOD) - 2.30%
#15
AMERIPRISE FINANCIAL INC (AMP) - 1.48%
WORTHINGTON STEEL INC (WS) - 2.30%
#16
NATERA INC (NTRA) - 1.35%
ENERSYS (ENS) - 2.27%
#17
EXPEDIA GROUP INC (EXPE) - 1.33%
XPLR INFRASTRUCTURE LP (XIFR) - 2.26%
#18
ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.33%
SOLID POWER INC (SLDP) - 2.22%
#19
TAPESTRY INC (TPR) - 1.33%
TESLA INC (TSLA) - 2.22%
#20
CENCORA INC (COR) - 1.20%
RELIANCE INC (RS) - 2.20%
#21
MSCI INC (MSCI) - 1.19%
RYERSON HOLDING CORP (RYZ) - 2.11%
#22
ASTERA LABS INC (ALAB) - 1.19%
SUNRUN INC (RUN) - 2.07%
#23
LATTICE SEMICONDUCTOR CORP (LSCC) - 1.17%
RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.05%
#24
CARVANA CO CLASS A (CVNA) - 1.09%
CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.96%
#25
CORPAY INC (CPAY) - 1.01%
GREEN PLAINS INC (GPRE) - 1.92%
Total Holdings13846

FEMG vs UPGR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FEMG
+2.51%
UPGR
-1.55%
3M
FEMG
N/A
UPGR
+11.38%
6M
FEMG
N/A
UPGR
+7.62%
1Y
FEMG
N/A
UPGR
+50.54%
Max(CAGR)
Winner
FEMG
+30.43%
UPGR
+2.79%

FEMG vs UPGR - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearFEMGUPGR
2026+3.18%+7.27%
2025N/A+31.56%
2024N/A-13.67%
2023N/A-15.28%

FEMG vs UPGR Drawdown Comparison

The maximum drawdown for FEMG was -4.66%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.

The current FEMG drawdown is -2.19%. The current UPGR drawdown is -11.46%.

RankFEMGUPGR
#1-4.66%
Jun 1, 2026 - Jun 10, 2026
-46.61%
Jul 18, 2023 - Oct 6, 2025
#2-3.29%
May 6, 2026 - May 26, 2026
-16.55%
Oct 15, 2025 - May 8, 2026
#3-0.21%
May 26, 2026 - May 28, 2026
-14.12%
Jun 2, 2026 - Jun 10, 2026
#4N/A-8.11%
May 14, 2026 - May 26, 2026
#5N/A-5.13%
Oct 6, 2025 - Oct 13, 2025
#6N/A-2.16%
May 11, 2026 - May 13, 2026
#7N/A-2.05%
Jul 13, 2023 - Jul 17, 2023
#8N/A-1.25%
May 28, 2026 - Jun 2, 2026

Correlation

Correlation between FEMG and UPGR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

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