UPGR vs. BDVG ETF Comparison
Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to IMGP Berkshire Dividend Growth ETF (BDVG)
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
43
BDVG
IMGP Berkshire Dividend Growth ETF
BDVG Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.Grade (RS Rating)
Last Trade
$12.08
Average Daily Volume
5,726
36
Performance
| Period | UPGR | BDVG |
|---|---|---|
| 30 Days | 3.55% | 2.79% |
| 60 Days | -0.53% | 4.18% |
| 90 Days | -0.52% | 5.52% |
| 12 Months | 2.28% | 22.95% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UPGR | Weight in BDVG | Overlap | |
|---|---|---|---|---|---|
| WM | A | 2.34% | 3.06% | 2.34% |
UPGR Overweight 42 Positions Relative to BDVG
| 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% | |
| RSG | A | 2.34% | |
| IR | B | 2.33% | |
| 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% |
UPGR Underweight 35 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -4.27% | |
| AAPL | C | -4.24% | |
| ABBV | D | -4.2% | |
| MSFT | F | -4.17% | |
| CVX | A | -4.14% | |
| NUE | C | -3.87% | |
| LMT | D | -3.81% | |
| WMT | A | -3.57% | |
| QCOM | F | -3.38% | |
| NSC | B | -3.07% | |
| BAC | A | -3.06% | |
| PPL | B | -2.98% | |
| MCD | D | -2.82% | |
| LOW | D | -2.79% | |
| CSCO | B | -2.77% | |
| CB | C | -2.47% | |
| EMR | A | -2.44% | |
| MRK | F | -2.41% | |
| MDLZ | F | -2.4% | |
| PNC | B | -2.28% | |
| KMI | A | -2.06% | |
| HON | B | -1.99% | |
| PG | A | -1.96% | |
| JNJ | D | -1.95% | |
| ABT | B | -1.88% | |
| BMY | B | -1.88% | |
| PEP | F | -1.87% | |
| DE | A | -1.86% | |
| SCHW | B | -1.74% | |
| MTB | A | -1.71% | |
| EOG | A | -1.43% | |
| GIS | D | -1.39% | |
| WPC | D | -1.37% | |
| PFE | D | -1.06% | |
| HSY | F | -0.84% |
UPGR: Top Represented Industries & Keywords
BDVG: Top Represented Industries & Keywords
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