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UPGR vs SPY

Comparison between XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

UPGR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UPGR
$6.40M
Winner
SPY
$781B
Expense Ratio
UPGR
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
UPGR
47.42%
SPY
56.47%
Sharpe Ratio
UPGR
0.64
Winner
SPY
1.12
5Y Beta
UPGR
1.26
Winner
SPY
1.00
P/E Ratio
Winner
UPGR
-11.68
SPY
28.53
Forward P/E
Winner
UPGR
19.90
SPY
21.47
PEG Ratio
UPGR
-0.02
SPY
N/A
5Y Dividends CAGR
UPGR
N/A
SPY
6.00%
5Y EPS CAGR
UPGR
4.11%
Winner
SPY
25.58%
Debt to Equity
Winner
UPGR
24.48%
SPY
32.09%
P/S Ratio
Winner
UPGR
2.42
SPY
3.75
P/B Ratio
Winner
UPGR
2.67
SPY
5.64

UPGR vs SPY - Holdings Comparison

UPGR and SPY have 13 common holdings. Overlap is 2.47%

UPGR's top 25 holdings weight is 66.46%. SPY's top 25 holdings weight is 51.74%.

RankUPGRSPY
#1
FUELCELL ENERGY INC (FCEL) - 10.59%
NVIDIA CORP (NVDA) - 7.89%
#2
BLOOM ENERGY CORP CLASS A (BE) - 3.64%
APPLE INC (AAPL) - 7.37%
#3
PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 2.86%
MICROSOFT CORP (MSFT) - 4.50%
#4
FLUENCE ENERGY INC CLASS A (FLNC) - 2.82%
AMAZON.COM INC (AMZN) - 3.82%
#5
ENERGY VAULT HOLDINGS INC (NRGV) - 2.75%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.73%
BROADCOM INC (AVGO) - 2.86%
#7
ENERSYS (ENS) - 2.38%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.35%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TESLA INC (TSLA) - 2.35%
TESLA INC (TSLA) - 1.70%
#10
FIRST SOLAR INC (FSLR) - 2.30%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.30%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
LENNOX INTERNATIONAL INC (LII) - 2.26%
ELI LILLY AND CO (LLY) - 1.40%
#13
RELIANCE INC (RS) - 2.24%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
XPLR INFRASTRUCTURE LP (XIFR) - 2.23%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
AZZ INC (AZZ) - 2.20%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
IDEX CORP (IEX) - 2.19%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.19%
VISA INC CLASS A (V) - 0.90%
#18
CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.15%
WALMART INC (WMT) - 0.76%
#19
MODINE MANUFACTURING CO (MOD) - 2.13%
INTEL CORP (INTC) - 0.75%
#20
NEXTPOWER INC CLASS A (NXT) - 2.02%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 1.98%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ECOLAB INC (ECL) - 1.97%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
RYERSON HOLDING CORP (RYZ) - 1.95%
ABBVIE INC (ABBV) - 0.66%
#24
GREEN PLAINS INC (GPRE) - 1.95%
CATERPILLAR INC (CAT) - 0.65%
#25
SUNRUN INC (RUN) - 1.93%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings46505

UPGR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UPGR
-6.81%
Winner
SPY
+0.63%
3M
UPGR
-3.52%
Winner
SPY
+4.46%
6M
UPGR
-6.23%
Winner
SPY
+7.67%
1Y
Winner
UPGR
+20.96%
SPY
+17.68%
5Y(CAGR)
UPGR
N/A
SPY
+12.42%
10Y(CAGR)
UPGR
N/A
SPY
+14.84%
Max(CAGR)
UPGR
+0.61%
Winner
SPY
+8.44%

UPGR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUPGRSPY
2026+0.81%+8.63%
2025+31.56%+18.00%
2024-13.67%+25.59%
2023-15.28%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UPGR vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UPGR drawdown is -16.79%. The current SPY drawdown is -2.57%.

RankUPGRSPY
#1-46.61%
Jul 18, 2023 - Oct 6, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-17.68%
Jun 2, 2026 - Jul 20, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.55%
Oct 15, 2025 - May 8, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.11%
May 14, 2026 - May 26, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.13%
Oct 6, 2025 - Oct 13, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.16%
May 11, 2026 - May 13, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.05%
Jul 13, 2023 - Jul 17, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.25%
May 28, 2026 - Jun 2, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UPGR and SPY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (1999 - 2026)

UPGR vs SPY dividend yield comparison.

YearUPGRSPY
20260.21%0.50%
20250.39%1.07%
20241.16%1.21%
20230.32%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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