UPGR vs. SIMS ETF Comparison

Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to SPDR S&P Kensho Intelligent Structures ETF (SIMS)
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

$18.52

Average Daily Volume

198

Number of Holdings *

42

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

SPDR S&P Kensho Intelligent Structures ETF

SIMS Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$36.35

Average Daily Volume

1,205

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period UPGR SIMS
30 Days -1.13% 2.37%
60 Days -3.03% 6.60%
90 Days -2.99% 4.56%
12 Months -0.25% 15.64%
8 Overlapping Holdings
Symbol Grade Weight in UPGR Weight in SIMS Overlap
BE B 2.99% 2.29% 2.29%
BLNK F 2.13% 1.25% 1.25%
CARR C 2.13% 3.09% 2.13%
CHPT F 1.92% 1.64% 1.64%
ITRI C 2.58% 2.88% 2.58%
SHLS F 2.15% 1.96% 1.96%
VLTO C 2.14% 2.71% 2.14%
XYL D 2.11% 2.3% 2.11%
UPGR Overweight 34 Positions Relative to SIMS
Symbol Grade Weight
PCT C 3.22%
TSLA B 3.19%
RYI C 2.77%
RS B 2.59%
PH A 2.58%
IEX C 2.55%
CWST A 2.53%
MEG F 2.5%
WM B 2.47%
IR B 2.43%
AZZ A 2.42%
ORA B 2.42%
AMPS C 2.4%
RSG A 2.4%
GGG B 2.38%
CLH C 2.37%
RIVN F 2.37%
LII A 2.33%
ECL D 2.26%
ENS F 2.25%
ARRY F 2.23%
FLNC D 2.21%
PLUG F 2.17%
QS F 2.06%
GPRE F 1.99%
AOS F 1.92%
FSLR F 1.88%
EOSE D 1.86%
NVRI D 1.6%
NEP F 1.48%
LCID F 1.47%
RUN F 1.36%
NOVA F 1.14%
RNEW B 0.28%
UPGR Underweight 33 Positions Relative to SIMS
Symbol Grade Weight
MWA B -3.62%
PNR A -3.52%
GNRC C -3.47%
WTTR A -3.34%
REZI A -3.31%
JCI B -3.18%
BMI B -3.08%
ADTN A -2.66%
TTEK F -2.55%
ALRM C -2.51%
SLAB F -2.28%
ARLO C -2.23%
ROKU D -2.14%
PSN D -2.12%
AYI B -2.08%
ERII D -1.94%
GTLS A -1.88%
NRG B -1.85%
AME A -1.81%
HON C -1.8%
ROP B -1.64%
AY A -1.63%
NVEE F -1.57%
BIDU F -1.45%
ON D -1.43%
GNTX C -1.42%
CNM D -1.34%
BP D -1.33%
CWCO C -1.03%
MVIS F -0.99%
STM F -0.94%
STEM F -0.65%
REKR F -0.47%
Compare ETFs