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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
$5.90M
Winner
SPY
$735B
Expense Ratio
UPGR
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
UPGR
47.42%
SPY
56.47%
Sharpe Ratio
UPGR
1.57
Winner
SPY
1.62
5Y Beta
UPGR
1.24
Winner
SPY
1.00
P/E Ratio
Winner
UPGR
-15.41
SPY
28.99
Forward P/E
UPGR
22.45
Winner
SPY
22.37
PEG Ratio
UPGR
-0.03
SPY
N/A
5Y Dividends CAGR
UPGR
N/A
SPY
5.43%
5Y EPS CAGR
UPGR
6.40%
Winner
SPY
26.05%
Debt to Equity
Winner
UPGR
25.15%
SPY
32.40%
P/S Ratio
Winner
UPGR
2.65
SPY
3.74
P/B Ratio
Winner
UPGR
2.83
SPY
5.61

UPGR vs SPY - Holdings Comparison

UPGR and SPY have 13 common holdings. Overlap is 2.61%

UPGR's top 25 holdings weight is 67.26%. SPY's top 25 holdings weight is 52.37%.

RankUPGRSPY
#1
FUELCELL ENERGY INC (FCEL) - 7.05%
NVIDIA CORP (NVDA) - 8.10%
#2
PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 4.26%
APPLE INC (AAPL) - 7.02%
#3
BLOOM ENERGY CORP CLASS A (BE) - 3.57%
MICROSOFT CORP (MSFT) - 4.79%
#4
ENERGY VAULT HOLDINGS INC (NRGV) - 3.01%
AMAZON.COM INC (AMZN) - 4.02%
#5
FLUENCE ENERGY INC CLASS A (FLNC) - 2.98%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.94%
BROADCOM INC (AVGO) - 3.10%
#7
EOS ENERGY ENTERPRISES INC ORDINARY SHARES CLASS A (EOSE) - 2.78%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.67%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
PLUG POWER INC (PLUG) - 2.65%
TESLA INC (TSLA) - 1.89%
#10
FIRST SOLAR INC (FSLR) - 2.59%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ENERSYS (ENS) - 2.43%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
TESLA INC (TSLA) - 2.38%
ELI LILLY AND CO (LLY) - 1.31%
#13
MODINE MANUFACTURING CO (MOD) - 2.32%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ORMAT TECHNOLOGIES INC (ORA) - 2.31%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
WORTHINGTON STEEL INC (WS) - 2.27%
EXXON MOBIL CORP (XOM) - 0.97%
#16
RELIANCE INC (RS) - 2.21%
INTEL CORP (INTC) - 0.90%
#17
ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 2.21%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
XPLR INFRASTRUCTURE LP (XIFR) - 2.19%
VISA INC CLASS A (V) - 0.85%
#19
NEXTPOWER INC CLASS A (NXT) - 2.19%
WALMART INC (WMT) - 0.81%
#20
RYERSON HOLDING CORP (RYZ) - 2.13%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
SUNRUN INC (RUN) - 2.08%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SOLID POWER INC (SLDP) - 2.07%
CATERPILLAR INC (CAT) - 0.66%
#23
CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.00%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
IDEX CORP (IEX) - 2.00%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
GREEN PLAINS INC (GPRE) - 1.97%
ABBVIE INC (ABBV) - 0.58%
Total Holdings46505

UPGR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UPGR
+3.19%
SPY
+1.90%
3M
Winner
UPGR
+12.23%
SPY
+8.55%
6M
Winner
UPGR
+10.06%
SPY
+8.18%
1Y
Winner
UPGR
+63.06%
SPY
+25.79%
5Y(CAGR)
UPGR
N/A
SPY
+13.32%
10Y(CAGR)
UPGR
N/A
SPY
+15.19%
Max(CAGR)
UPGR
+3.88%
Winner
SPY
+8.47%

UPGR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUPGRSPY
2026+10.53%+8.26%
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 -8.76%. The current SPY drawdown is -2.90%.

RankUPGRSPY
#1-46.61%
Jul 18, 2023 - Oct 6, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.55%
Oct 15, 2025 - May 8, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.76%
Jun 2, 2026 - Jun 5, 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 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (1999 - 2026)

UPGR vs SPY dividend yield comparison.

YearUPGRSPY
20260.00%0.24%
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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