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