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ETFs

DBX ETF Trust Xtrackers US Green Infrastructure Select Equity ETF

UPGR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 13 2023
Expense Ratio
0.35%
Type
US Equities
Fund Owner
DWS
Volume (1m avg. daily)
$478
AUM
$4,627,619
Associated Index
Solactive United States Green Infrastructure ESG Screened Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

LII
Lennox International Inc
2.74%
ARRY
Array Technologies Inc
2.68%
AZZ
AZZ Inc
2.58%
CARR
Carrier Global Corp
2.52%
GTLS
Chart Industries Inc
2.51%
CLH
Clean Harbors, Inc.
2.38%
WOR
Worthington Industries, Inc.
2.38%
PH
Parker-Hannifin Corp.
2.38%
RIVN
Rivian Automotive Inc - Ordinary Shares - Class A
2.37%
IR
Ingersoll-Rand Inc
2.36%
Invest with UPGR

What is UPGR?

The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the Underlying Index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. Under normal circumstances, the Underlying Index is reconstituted quarterly. The fund changes its portfolio in accordance with the Underlying Index, and, therefore, any changes to the Underlying Index's reconstitution schedule will result in corresponding changes to the fund's schedule of portfolio changes.

ETFs related toUPGR

ETFs correlated to UPGR include PBW, ACES, CNRG

UPGR
DBX ETF Trust - Xtrackers US Green Infrastructure Select Equity ETF
PBW
Invesco Capital Management LLC - Invesco WilderHill Clean Energy ETF
ACES
ALPS Fund Services - ALPS Clean Energy ETF
CNRG
SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
QCLN
First Trust Exchange-Traded Fund III - First Trust Nasdaq Clean Edge Green Energy Index Fund
FYC
First Trust Exchange-Traded Fund III - First Trust Small Cap Growth AlphaDEX Fund
ICLN
BlackRock Institutional Trust Company N.A. - iShares Global Clean Energy ETF
IWM
BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF
KOMP
SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
TNA
Direxion Shares ETF Trust - Direxion Dialy Small Cap Bull 3X Shares
TAN
Invesco Capital Management LLC - Invesco Solar ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toUPGR

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with UPGR using Composer

FAQ

UPGR is a US Equities ETF. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the Underlying Index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. Under normal circumstances, the Underlying Index is reconstituted quarterly. The fund changes its portfolio in accordance with the Underlying Index, and, therefore, any changes to the Underlying Index's reconstitution schedule will result in corresponding changes to the fund's schedule of portfolio changes.

UPGR tracks the Solactive United States Green Infrastructure ESG Screened Index.

No, UPGR is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, UPGR is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on UPGR is -0.0563%. This is the percent change in the value of UPGR over the most recent 1-month period. The 3-month return on UPGR is %. This is the percent change in the value of UPGR over the most recent 3-month period.

ETFs similar to UPGR include SPHQ, DSI, and QUAL.

ETFs correlated to UPGR include PBW, ACES, and CNRG.

ETFs that are inversely correlated to UPGR include RWM, TZA, and SRTY.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.