UPGR vs IBGL
Comparison between XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF) and ISHARES IBONDS DEC 2055 TERM TREASURY ETF (IBGL, ETF).
UPGR vs IBGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPGR
$5.90M
Winner
IBGL
$6M
Expense Ratio
UPGR
0.35%
Winner
IBGL
0.07%
Max Drawdown
UPGR
47.42%
Winner
IBGL
11.12%
Sharpe Ratio
Winner
UPGR
1.57
IBGL
-0.06
5Y Beta
UPGR
1.24
Winner
IBGL
0.08
P/E Ratio
UPGR
-15.41
IBGL
N/A
Forward P/E
UPGR
22.45
IBGL
N/A
PEG Ratio
UPGR
-0.03
IBGL
N/A
5Y EPS CAGR
UPGR
6.40%
IBGL
N/A
Debt to Equity
UPGR
25.15%
IBGL
N/A
P/S Ratio
UPGR
2.65
IBGL
N/A
P/B Ratio
UPGR
2.83
IBGL
N/A
UPGR vs IBGL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPGR
+3.19%
IBGL
-0.01%
3M
Winner
UPGR
+12.23%
IBGL
-2.98%
6M
Winner
UPGR
+10.06%
IBGL
-1.15%
1Y
Winner
UPGR
+63.06%
IBGL
+2.59%
Max(CAGR)
Winner
UPGR
+3.88%
IBGL
+0.44%
UPGR vs IBGL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UPGR | IBGL |
|---|---|---|
| 2026 | +10.53% | -0.36% |
| 2025 | +31.56% | +1.00% |
| 2024 | -13.67% | N/A |
| 2023 | -15.28% | N/A |
UPGR vs IBGL Drawdown Comparison
The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.
The maximum drawdown for IBGL was -9.37%, occurring on May 21, 2025. Recovery took 137 trading sessions.
The current UPGR drawdown is -8.76%. The current IBGL drawdown is -4.61%.
| Rank | UPGR | IBGL |
|---|---|---|
| #1 | -46.61% Jul 18, 2023 - Oct 6, 2025 | -9.37% Apr 4, 2025 - Oct 21, 2025 |
| #2 | -16.55% Oct 15, 2025 - May 8, 2026 | -7.23% Feb 27, 2026 - May 19, 2026 |
| #3 | -8.76% Jun 2, 2026 - Jun 5, 2026 | -4.63% Oct 22, 2025 - Feb 27, 2026 |
| #4 | -8.11% May 14, 2026 - May 26, 2026 | -0.32% Mar 26, 2025 - Mar 28, 2025 |
| #5 | -5.13% Oct 6, 2025 - Oct 13, 2025 | -0.08% Apr 1, 2025 - Apr 3, 2025 |
| #6 | -2.16% May 11, 2026 - May 13, 2026 | N/A |
| #7 | -2.05% Jul 13, 2023 - Jul 17, 2023 | N/A |
| #8 | -1.25% May 28, 2026 - Jun 2, 2026 | N/A |
Correlation
Correlation between UPGR and IBGL is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2023 - 2026)
UPGR vs IBGL dividend yield comparison.
| Year | UPGR | IBGL |
|---|---|---|
| 2026 | 0.00% | 1.93% |
| 2025 | 0.39% | 3.52% |
| 2024 | 1.16% | 0.00% |
| 2023 | 0.32% | 0.00% |
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