VCLN vs UPGR
Comparison between VIRTUS DUFF & PHELPS CLEAN ENERGY ETF (VCLN, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).
VCLN vs UPGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VCLN
$6.30M
Winner
UPGR
$6.40M
Expense Ratio
VCLN
0.59%
Winner
UPGR
0.35%
Max Drawdown
Winner
VCLN
47.18%
UPGR
47.42%
Sharpe Ratio
Winner
VCLN
1.09
UPGR
0.64
5Y Beta
Winner
VCLN
0.80
UPGR
1.26
P/E Ratio
VCLN
N/A
UPGR
-11.68
Forward P/E
VCLN
N/A
UPGR
19.90
PEG Ratio
VCLN
N/A
UPGR
-0.02
5Y EPS CAGR
VCLN
N/A
UPGR
4.11%
Debt to Equity
VCLN
N/A
UPGR
24.48%
P/S Ratio
VCLN
N/A
UPGR
2.42
P/B Ratio
VCLN
N/A
UPGR
2.67
VCLN vs UPGR - Holdings Comparison
VCLN and UPGR have 7 common holdings. Overlap is 12.16%
VCLN's top 25 holdings weight is 82.06%. UPGR's top 25 holdings weight is 66.46%.
| Rank | VCLN | UPGR |
|---|---|---|
| #1 | FIRST SOLAR INC (FSLR) - 7.99% | FUELCELL ENERGY INC (FCEL) - 10.59% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 7.45% | BLOOM ENERGY CORP CLASS A (BE) - 3.64% |
| #3 | NEXTPOWER INC CLASS A (NXT) - 6.77% | PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 2.86% |
| #4 | CHINA YANGTZE POWER CO LTD CLASS A (n/a) - 6.18% | FLUENCE ENERGY INC CLASS A (FLNC) - 2.82% |
| #5 | ENPHASE ENERGY INC (ENPH) - 4.75% | ENERGY VAULT HOLDINGS INC (NRGV) - 2.75% |
| #6 | IBERDROLA SA (n/a) - 3.97% | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.73% |
| #7 | CLEARWAY ENERGY INC CLASS C (CWEN) - 3.72% | ENERSYS (ENS) - 2.38% |
| #8 | VESTAS WIND SYSTEMS AS (n/a) - 3.37% | QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.35% |
| #9 | EDP-ENERGIAS DE PORTUGAL SA (n/a) - 3.03% | TESLA INC (TSLA) - 2.35% |
| #10 | PRYSMIAN SPA (n/a) - 3.01% | FIRST SOLAR INC (FSLR) - 2.30% |
| #11 | INFINEON TECHNOLOGIES AG (n/a) - 2.74% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.30% |
| #12 | CERES POWER HOLDINGS PLC (n/a) - 2.72% | LENNOX INTERNATIONAL INC (LII) - 2.26% |
| #13 | SOLAREDGE TECHNOLOGIES INC (SEDG) - 2.48% | RELIANCE INC (RS) - 2.24% |
| #14 | PLUG POWER INC (PLUG) - 2.47% | XPLR INFRASTRUCTURE LP (XIFR) - 2.23% |
| #15 | MAIRE SPA ORDINARY SHARES (n/a) - 2.46% | AZZ INC (AZZ) - 2.20% |
| #16 | FORTUM OYJ (n/a) - 2.28% | IDEX CORP (IEX) - 2.19% |
| #17 | ORSTED AS (n/a) - 2.19% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.19% |
| #18 | SPIE SA (n/a) - 2.16% | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.15% |
| #19 | BALFOUR BEATTY PLC (n/a) - 2.02% | MODINE MANUFACTURING CO (MOD) - 2.13% |
| #20 | AXIA ENERGIA (n/a) - 1.93% | NEXTPOWER INC CLASS A (NXT) - 2.02% |
| #21 | ABB LTD (n/a) - 1.91% | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 1.98% |
| #22 | ORMAT TECHNOLOGIES INC (ORA) - 1.81% | ECOLAB INC (ECL) - 1.97% |
| #23 | CONSTELLATION ENERGY CORP (CEG) - 1.77% | RYERSON HOLDING CORP (RYZ) - 1.95% |
| #24 | NEXTERA ENERGY INC (NEE) - 1.45% | GREEN PLAINS INC (GPRE) - 1.95% |
| #25 | ENERGISA SA UNITS CONS OF 1 SH ' 4 PFD SHS (n/a) - 1.43% | SUNRUN INC (RUN) - 1.93% |
| Total Holdings | 46 | 46 |
VCLN vs UPGR - Historical Returns
Returns include dividend reinvestment.
1M
VCLN
-11.13%
Winner
UPGR
-6.81%
3M
VCLN
-6.47%
Winner
UPGR
-3.52%
6M
Winner
VCLN
+2.16%
UPGR
-6.23%
1Y
Winner
VCLN
+39.00%
UPGR
+20.96%
5Y(CAGR)
VCLN
+3.17%
UPGR
N/A
Max(CAGR)
Winner
VCLN
+3.17%
UPGR
+0.61%
VCLN vs UPGR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | VCLN | UPGR |
|---|---|---|
| 2026 | +8.74% | +0.81% |
| 2025 | +53.26% | +31.56% |
| 2024 | -5.70% | -13.67% |
| 2023 | -16.86% | -15.28% |
| 2022 | -8.59% | N/A |
| 2021 | -5.00% | N/A |
VCLN vs UPGR Drawdown Comparison
The maximum drawdown for VCLN was -45.66%, occurring on Apr 8, 2025. Recovery took 1056 trading sessions.
The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.
The current VCLN drawdown is -20.88%. The current UPGR drawdown is -16.79%.
| Rank | VCLN | UPGR |
|---|---|---|
| #1 | -45.66% Nov 1, 2021 - Jan 16, 2026 | -46.61% Jul 18, 2023 - Oct 6, 2025 |
| #2 | -22.26% Jun 2, 2026 - Jul 20, 2026 | -17.68% Jun 2, 2026 - Jul 20, 2026 |
| #3 | -10.18% Sep 2, 2021 - Oct 21, 2021 | -16.55% Oct 15, 2025 - May 8, 2026 |
| #4 | -9.61% Feb 25, 2026 - Apr 14, 2026 | -8.11% May 14, 2026 - May 26, 2026 |
| #5 | -4.69% May 13, 2026 - May 21, 2026 | -5.13% Oct 6, 2025 - Oct 13, 2025 |
| #6 | -3.91% Apr 14, 2026 - Apr 23, 2026 | -2.16% May 11, 2026 - May 13, 2026 |
| #7 | -3.82% Jan 28, 2026 - Feb 11, 2026 | -2.05% Jul 13, 2023 - Jul 17, 2023 |
| #8 | -3.51% Feb 11, 2026 - Feb 24, 2026 | -1.25% May 28, 2026 - Jun 2, 2026 |
| #9 | -3.25% Aug 9, 2021 - Aug 23, 2021 | N/A |
| #10 | -3.18% May 6, 2026 - May 13, 2026 | N/A |
| #11 | -1.99% May 29, 2026 - Jun 2, 2026 | N/A |
| #12 | -1.17% Apr 24, 2026 - Apr 29, 2026 | N/A |
| #13 | -1.00% Jan 16, 2026 - Jan 21, 2026 | N/A |
| #14 | -0.92% Aug 25, 2021 - Aug 30, 2021 | N/A |
| #15 | -0.91% Oct 21, 2021 - Oct 25, 2021 | N/A |
Correlation
Correlation between VCLN and UPGR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2022 - 2026)
VCLN vs UPGR dividend yield comparison.
| Year | VCLN | UPGR |
|---|---|---|
| 2026 | 0.73% | 0.21% |
| 2025 | 2.01% | 0.39% |
| 2024 | 1.16% | 1.16% |
| 2023 | 1.14% | 0.32% |
| 2022 | 0.65% | 0.00% |
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