LTAX vs UPGR

Comparison between Nomura TaxFree USA ETF (LTAX, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).

LTAX vs UPGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LTAX(ETF)	UPGR(ETF)
Net Assets	$6.30M	$6.40M
Expense Ratio	0.39%	0.35%
Max Drawdown	3.49%	47.42%
Sharpe Ratio	-0.57	0.64
5Y Beta	0.16	1.26
P/E Ratio	N/A	-11.68
Forward P/E	N/A	19.90
PEG Ratio	N/A	-0.02
5Y EPS CAGR	N/A	4.11%
Debt to Equity	N/A	24.48%
P/S Ratio	N/A	2.42
P/B Ratio	N/A	2.67

Net Assets

LTAX

$6.30M

Winner

UPGR

$6.40M

Expense Ratio

LTAX

0.39%

Winner

UPGR

0.35%

Max Drawdown

Winner

LTAX

3.49%

UPGR

47.42%

Sharpe Ratio

LTAX

-0.57

Winner

UPGR

0.64

5Y Beta

Winner

LTAX

0.16

UPGR

1.26

P/E Ratio

LTAX

N/A

UPGR

-11.68

Forward P/E

LTAX

N/A

UPGR

19.90

PEG Ratio

LTAX

N/A

UPGR

-0.02

5Y EPS CAGR

LTAX

N/A

UPGR

4.11%

Debt to Equity

LTAX

N/A

UPGR

24.48%

P/S Ratio

LTAX

N/A

UPGR

2.42

P/B Ratio

LTAX

N/A

UPGR

2.67

LTAX vs UPGR - Historical Returns

Returns include dividend reinvestment.

Period	LTAX	UPGR
1 month	-1.85%	-6.81%
3 months	-0.93%	-3.52%
6 months	+0.51%	-6.23%
1 year	N/A	+20.96%
Max(CAGR)	+0.44%	+0.61%

Winner

LTAX

-1.85%

UPGR

-6.81%

Winner

LTAX

-0.93%

UPGR

-3.52%

Winner

LTAX

+0.51%

UPGR

-6.23%

LTAX

N/A

UPGR

+20.96%

Max(CAGR)

LTAX

+0.44%

Winner

UPGR

+0.61%

LTAX vs UPGR - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	LTAX	UPGR
2026	+0.23%	+0.81%
2025	N/A	+31.56%
2024	N/A	-13.67%
2023	N/A	-15.28%

LTAX vs UPGR Drawdown Comparison

The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.

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

The current LTAX drawdown is -2.85%. The current UPGR drawdown is -16.79%.

Rank	LTAX	UPGR
#1	-3.18% Feb 26, 2026 - May 29, 2026	-46.61% Jul 18, 2023 - Oct 6, 2025
#2	-2.85% Jul 6, 2026 - Jul 23, 2026	-17.68% Jun 2, 2026 - Jul 20, 2026
#3	-0.78% Jan 14, 2026 - Feb 5, 2026	-16.55% Oct 15, 2025 - May 8, 2026
#4	-0.51% Jun 4, 2026 - Jun 15, 2026	-8.11% May 14, 2026 - May 26, 2026
#5	-0.31% Jun 16, 2026 - Jun 18, 2026	-5.13% Oct 6, 2025 - Oct 13, 2025
#6	-0.27% Feb 10, 2026 - Feb 12, 2026	-2.16% May 11, 2026 - May 13, 2026
#7	-0.27% Feb 5, 2026 - Feb 9, 2026	-2.05% Jul 13, 2023 - Jul 17, 2023
#8	-0.21% Jun 2, 2026 - Jun 4, 2026	-1.25% May 28, 2026 - Jun 2, 2026
#9	-0.19% Feb 24, 2026 - Feb 26, 2026	N/A
#10	-0.16% Jun 29, 2026 - Jul 2, 2026	N/A
#11	-0.08% Jun 18, 2026 - Jun 24, 2026	N/A
#12	-0.01% Feb 13, 2026 - Feb 18, 2026	N/A
#13	-0.00% Feb 19, 2026 - Feb 24, 2026	N/A