UPGR vs RNTY
Comparison between XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF) and YIELDMAX(R) TARGET 12(TM) REAL ESTATE OPTION INCOME ETF (RNTY, ETF).
UPGR vs RNTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPGR
$6.40M
RNTY
$6.30M
Expense Ratio
Winner
UPGR
0.35%
RNTY
0.99%
Max Drawdown
UPGR
47.42%
Winner
RNTY
9.63%
Sharpe Ratio
Winner
UPGR
0.64
RNTY
0.41
5Y Beta
UPGR
1.26
Winner
RNTY
0.26
P/E Ratio
Winner
UPGR
-11.68
RNTY
36.18
Forward P/E
Winner
UPGR
19.90
RNTY
41.44
PEG Ratio
Winner
UPGR
-0.02
RNTY
0.24
5Y EPS CAGR
UPGR
4.11%
Winner
RNTY
12.71%
Debt to Equity
UPGR
24.48%
Winner
RNTY
11.81%
P/S Ratio
Winner
UPGR
2.42
RNTY
6.81
P/B Ratio
Winner
UPGR
2.67
RNTY
3.37
UPGR vs RNTY - Holdings Comparison
UPGR and RNTY have 1 common holdings. Overlap is -0.41%
UPGR's top 25 holdings weight is 66.46%. RNTY's top 25 holdings weight is 98.69%.
| Rank | UPGR | RNTY |
|---|---|---|
| #1 | FUELCELL ENERGY INC (FCEL) - 10.59% | WELLTOWER INC (WELL) - 7.37% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 3.64% | PROLOGIS INC (PLD) - 6.68% |
| #3 | PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 2.86% | SIMON PROPERTY GROUP INC (SPG) - 5.40% |
| #4 | FLUENCE ENERGY INC CLASS A (FLNC) - 2.82% | DIGITAL REALTY TRUST INC (DLR) - 5.38% |
| #5 | ENERGY VAULT HOLDINGS INC (NRGV) - 2.75% | TEXAS PACIFIC LAND CORP (TPL) - 4.67% |
| #6 | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.73% | EQUINIX INC (EQIX) - 4.65% |
| #7 | ENERSYS (ENS) - 2.38% | IRON MOUNTAIN INC (IRM) - 4.12% |
| #8 | QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.35% | REALTY INCOME CORP (O) - 4.10% |
| #9 | TESLA INC (TSLA) - 2.35% | PUBLIC STORAGE (PSA) - 3.96% |
| #10 | FIRST SOLAR INC (FSLR) - 2.30% | THE ST. JOE CO (JOE) - 3.95% |
| #11 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.30% | ESSEX PROPERTY TRUST INC (ESS) - 3.88% |
| #12 | LENNOX INTERNATIONAL INC (LII) - 2.26% | EXTRA SPACE STORAGE INC (EXR) - 3.87% |
| #13 | RELIANCE INC (RS) - 2.24% | CAMDEN PROPERTY TRUST (CPT) - 3.78% |
| #14 | XPLR INFRASTRUCTURE LP (XIFR) - 2.23% | EQUITY RESIDENTIAL (EQR) - 3.75% |
| #15 | AZZ INC (AZZ) - 2.20% | AVALONBAY COMMUNITIES INC (AVB) - 3.55% |
| #16 | IDEX CORP (IEX) - 2.19% | AMERICAN TOWER CORP (AMT) - 3.47% |
| #17 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.19% | INVITATION HOMES INC (INVH) - 3.38% |
| #18 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.15% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.17% |
| #19 | MODINE MANUFACTURING CO (MOD) - 2.13% | CBRE GROUP INC CLASS A (CBRE) - 3.14% |
| #20 | NEXTPOWER INC CLASS A (NXT) - 2.02% | HOWARD HUGHES HOLDINGS INC (HHH) - 3.04% |
| #21 | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 1.98% | CROWN CASTLE INC (CCI) - 2.82% |
| #22 | ECOLAB INC (ECL) - 1.97% | SUN COMMUNITIES INC (SUI) - 2.72% |
| #23 | RYERSON HOLDING CORP (RYZ) - 1.95% | UDR INC (UDR) - 2.71% |
| #24 | GREEN PLAINS INC (GPRE) - 1.95% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.71% |
| #25 | SUNRUN INC (RUN) - 1.93% | INDEPENDENCE REALTY TRUST INC (IRT) - 2.42% |
| Total Holdings | 46 | 75 |
UPGR vs RNTY - Historical Returns
Returns include dividend reinvestment.
1M
UPGR
-6.81%
Winner
RNTY
+0.37%
3M
UPGR
-3.52%
Winner
RNTY
+1.91%
6M
UPGR
-6.23%
Winner
RNTY
+6.83%
1Y
Winner
UPGR
+20.96%
RNTY
+7.94%
Max(CAGR)
UPGR
+0.61%
Winner
RNTY
+10.26%
UPGR vs RNTY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UPGR | RNTY |
|---|---|---|
| 2026 | +0.81% | +8.94% |
| 2025 | +31.56% | +4.11% |
| 2024 | -13.67% | N/A |
| 2023 | -15.28% | N/A |
UPGR vs RNTY Drawdown Comparison
The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.
The maximum drawdown for RNTY was -7.90%, occurring on Mar 30, 2026. Recovery took 72 trading sessions.
The current UPGR drawdown is -16.79%. The current RNTY drawdown is -0.96%.
| Rank | UPGR | RNTY |
|---|---|---|
| #1 | -46.61% Jul 18, 2023 - Oct 6, 2025 | -7.90% Mar 2, 2026 - Jun 12, 2026 |
| #2 | -17.68% Jun 2, 2026 - Jul 20, 2026 | -4.10% Jul 29, 2025 - Oct 24, 2025 |
| #3 | -16.55% Oct 15, 2025 - May 8, 2026 | -3.91% Oct 24, 2025 - Jan 14, 2026 |
| #4 | -8.11% May 14, 2026 - May 26, 2026 | -3.29% May 19, 2025 - Jun 24, 2025 |
| #5 | -5.13% Oct 6, 2025 - Oct 13, 2025 | -2.36% Jun 12, 2026 - Jun 25, 2026 |
| #6 | -2.16% May 11, 2026 - May 13, 2026 | -2.24% Jan 16, 2026 - Feb 6, 2026 |
| #7 | -2.05% Jul 13, 2023 - Jul 17, 2023 | -1.76% Jun 26, 2026 - Jul 8, 2026 |
| #8 | -1.25% May 28, 2026 - Jun 2, 2026 | -1.64% Jun 24, 2025 - Jul 22, 2025 |
| #9 | N/A | -1.60% Apr 17, 2025 - Apr 23, 2025 |
| #10 | N/A | -1.51% May 2, 2025 - May 16, 2025 |
| #11 | N/A | -1.17% Jul 22, 2025 - Jul 29, 2025 |
| #12 | N/A | -0.58% Feb 10, 2026 - Feb 13, 2026 |
| #13 | N/A | -0.47% Feb 17, 2026 - Feb 24, 2026 |
| #14 | N/A | -0.43% Feb 24, 2026 - Feb 27, 2026 |
Correlation
Correlation between UPGR and RNTY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2023 - 2026)
UPGR vs RNTY dividend yield comparison.
| Year | UPGR | RNTY |
|---|---|---|
| 2026 | 0.21% | 6.04% |
| 2025 | 0.39% | 8.28% |
| 2024 | 1.16% | 0.00% |
| 2023 | 0.32% | 0.00% |
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