UPGR vs. VCLN ETF Comparison
Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to Virtus Duff & Phelps Clean Energy ETF (VCLN)
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
UPGR Description
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. It is non-diversified.
Grade (RS Rating)
Last Trade
$18.91
Average Daily Volume
180
10
VCLN
Virtus Duff & Phelps Clean Energy ETF
VCLN Description
The investment seeks capital appreciation. Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. The sub-adviser defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy; (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. It is non-diversified.Grade (RS Rating)
Last Trade
$18.53
Average Daily Volume
2,087
25
Performance
| Period | UPGR | VCLN |
|---|---|---|
| 30 Days | -3.87% | 3.73% |
| 60 Days | -3.95% | 6.87% |
| 90 Days | -3.07% | 8.84% |
| 12 Months | -11.75% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UPGR | Weight in VCLN | Overlap | |
|---|---|---|---|---|---|
| XYL | A | 2.7% | 2.6% | 2.6% |
UPGR Underweight 24 Positions Relative to VCLN
| Symbol | Grade | Weight | |
|---|---|---|---|
| FSLR | B | -9.25% | |
| ENPH | F | -6.82% | |
| ED | A | -3.41% | |
| NEE | B | -3.17% | |
| AES | B | -2.66% | |
| ENLC | B | -2.6% | |
| FLNC | C | -2.54% | |
| RUN | D | -2.42% | |
| GEV | C | -2.4% | |
| TEL | C | -2.37% | |
| GTLS | B | -2.3% | |
| ABBV | D | -2.21% | |
| SEDG | F | -2.0% | |
| SO | A | -1.94% | |
| CWEN | B | -1.91% | |
| MP | D | -1.83% | |
| CEG | A | -1.81% | |
| ETR | A | -1.73% | |
| AY | B | -1.37% | |
| HUBB | D | -1.22% | |
| NVT | A | -0.97% | |
| ARRY | F | -0.95% | |
| SHLS | F | -0.76% | |
| PLUG | F | -0.69% |
UPGR: Top Represented Industries & Keywords
VCLN: Top Represented Industries & Keywords
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