BELT vs. UPGR ETF Comparison
Comparison of BlackRock Long-Term U.S. Equity ETF (BELT) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
BELT
BlackRock Long-Term U.S. Equity ETF
BELT Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.49
Average Daily Volume
992
Number of Holdings
*
20
* may have additional holdings in another (foreign) market
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
$18.99
Average Daily Volume
196
Number of Holdings
*
43
* may have additional holdings in another (foreign) market
Performance
Period | BELT | UPGR |
---|---|---|
30 Days | 2.62% | 3.55% |
60 Days | 1.68% | -0.53% |
90 Days | 3.14% | -0.52% |
12 Months | 2.28% |
1 Overlapping Holdings
Symbol | Grade | Weight in BELT | Weight in UPGR | Overlap | |
---|---|---|---|---|---|
IR | B | 4.4% | 2.33% | 2.33% |
BELT Underweight 42 Positions Relative to UPGR
Symbol | Grade | Weight | |
---|---|---|---|
BE | B | -5.32% | |
TSLA | B | -3.23% | |
PCT | C | -2.97% | |
AMPS | C | -2.96% | |
RYI | C | -2.63% | |
CWST | A | -2.49% | |
RS | B | -2.47% | |
PH | A | -2.47% | |
AZZ | B | -2.44% | |
IEX | B | -2.43% | |
ITRI | B | -2.36% | |
ORA | B | -2.35% | |
WM | A | -2.34% | |
RSG | A | -2.34% | |
GGG | B | -2.32% | |
LII | A | -2.3% | |
FLNC | C | -2.3% | |
CLH | B | -2.19% | |
RIVN | F | -2.19% | |
ECL | D | -2.14% | |
PLUG | F | -2.12% | |
VLTO | D | -2.11% | |
ARRY | C | -2.1% | |
QS | F | -2.1% | |
ENS | D | -2.08% | |
CARR | D | -2.05% | |
XYL | D | -2.02% | |
MEG | F | -1.99% | |
SHLS | F | -1.9% | |
GPRE | F | -1.89% | |
FSLR | F | -1.86% | |
AOS | F | -1.83% | |
CHPT | F | -1.8% | |
BLNK | F | -1.79% | |
EOSE | D | -1.74% | |
NVRI | F | -1.58% | |
NEP | F | -1.45% | |
RUN | F | -1.38% | |
NOVA | F | -1.38% | |
LCID | F | -1.35% | |
RNEW | B | -0.27% | |
PAVE | A | -0.1% |
BELT: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Medical Instruments & Supplies
Semiconductor Equipment & Materials
Semiconductors
Software - Application
Specialty Industrial Machinery
Biotechnology
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Home Improvement Stores
Restaurants
Software - Infrastructure
UPGR: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Waste Management
Solar
Auto Manufacturers
Electronic Components
Utilities - Independent Power Producers
Pollution & Treatment Controls
Specialty Chemicals
Utilities - Renewable
Auto Parts
Building Products & Equipment
Business Services
Conglomerates
Industrial Metals & Minerals
Metal Fabrication
Scientific & Technical Instruments
Steel