UPGR vs. LOPP ETF Comparison

Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to Gabelli Love Our Planet & People ETF (LOPP)
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

$18.79

Average Daily Volume

180

Number of Holdings *

10

* may have additional holdings in another (foreign) market
LOPP

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or ā€œEā€ in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$26.60

Average Daily Volume

537

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period UPGR LOPP
30 Days -3.49% 0.40%
60 Days -4.55% 4.01%
90 Days -3.68% 7.91%
12 Months 9.75%
3 Overlapping Holdings
Symbol Grade Weight in UPGR Weight in LOPP Overlap
AZZ C 2.93% 1.92% 1.92%
RSG B 2.71% 3.47% 2.71%
XYL A 2.7% 4.13% 2.7%
UPGR Overweight 7 Positions Relative to LOPP
Symbol Grade Weight
MEG A 3.46%
ITRI A 3.02%
IR D 2.84%
PH B 2.75%
WM A 2.69%
ECL A 2.66%
CLH A 2.62%
UPGR Underweight 40 Positions Relative to LOPP
Symbol Grade Weight
HUBB D -5.29%
WY F -4.19%
WCN D -4.11%
SPGI C -4.03%
NEP C -3.86%
AWK B -3.35%
VMI B -3.22%
ROCK D -3.19%
MIR D -3.13%
FLEX C -2.96%
CMI B -2.75%
DAR D -2.66%
JCI B -2.51%
APD C -2.5%
DE B -2.49%
CCK C -2.44%
REZI D -1.91%
TKR B -1.88%
ROG C -1.8%
MATW D -1.77%
BLBD C -1.77%
LFUS B -1.39%
FCX B -1.37%
BEN F -1.25%
BBVA B -1.25%
ACA A -1.19%
BMY F -1.12%
GOOG A -1.07%
XEL C -1.01%
AGR B -0.96%
UL A -0.78%
ING A -0.74%
CARR A -0.65%
NEE B -0.63%
DAN C -0.59%
VRTX C -0.52%
RPRX D -0.5%
BMRN F -0.47%
PLPC D -0.46%
CHPT D -0.4%
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