UPGR vs. PBD ETF Comparison

Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to PowerShares Global Clean Energy Portfolio (PBD)
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
PBD

PowerShares Global Clean Energy Portfolio

PBD Description The PowerShares Global Clean Energy Portfolio (Fund) is based on the WilderHill New Energy Global Innovation Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index and American Depository Receipts (ADRs) based on the securities in the Index. The Index seeks to deliver capital appreciation and is composed of companies that focus on greener and generally renewable sources of energy and technologies facilitating cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$11.87

Average Daily Volume

38,339

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period UPGR PBD
30 Days 3.55% -7.70%
60 Days -0.53% -11.88%
90 Days -0.52% -13.06%
12 Months 2.28% -15.59%
14 Overlapping Holdings
Symbol Grade Weight in UPGR Weight in PBD Overlap
ARRY C 2.1% 1.19% 1.19%
BE B 5.32% 1.13% 1.13%
CHPT F 1.8% 0.64% 0.64%
EOSE D 1.74% 1.21% 1.21%
FSLR F 1.86% 0.86% 0.86%
ITRI B 2.36% 1.24% 1.24%
LCID F 1.35% 0.66% 0.66%
NOVA F 1.38% 0.49% 0.49%
ORA B 2.35% 1.1% 1.1%
PLUG F 2.12% 0.95% 0.95%
QS F 2.1% 0.84% 0.84%
RIVN F 2.19% 0.77% 0.77%
RUN F 1.38% 0.57% 0.57%
SHLS F 1.9% 1.0% 1.0%
UPGR Overweight 29 Positions Relative to PBD
Symbol Grade Weight
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%
WM A 2.34%
RSG A 2.34%
IR B 2.33%
GGG B 2.32%
LII A 2.3%
FLNC C 2.3%
CLH B 2.19%
ECL D 2.14%
VLTO D 2.11%
ENS D 2.08%
CARR D 2.05%
XYL D 2.02%
MEG F 1.99%
GPRE F 1.89%
AOS F 1.83%
BLNK F 1.79%
NVRI F 1.58%
NEP F 1.45%
RNEW B 0.27%
PAVE A 0.1%
UPGR Underweight 19 Positions Relative to PBD
Symbol Grade Weight
XPEV C -1.88%
NIO F -1.18%
ACHR B -1.18%
HUBB B -1.17%
JKS F -1.13%
SQM F -1.04%
DAR C -1.03%
ATKR C -0.99%
AMRC F -0.97%
HASI D -0.9%
OLED D -0.9%
RENB F -0.83%
CNM D -0.83%
CSIQ F -0.82%
BLBD D -0.8%
TPIC F -0.63%
WOLF F -0.59%
ENPH F -0.56%
SEDG F -0.53%
Compare ETFs