UPGR vs. SOVF ETF Comparison
Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to Sovereign's Capital Flourish Fund (SOVF)
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
42
SOVF
Sovereign's Capital Flourish Fund
SOVF Description
The fund invests primarily in common stock of publicly traded U.S. companies that are selected by the fund's investment adviser. The Adviser employs an active management strategy in seeking to achieve the fund"s objective.Grade (RS Rating)
Last Trade
$32.86
Average Daily Volume
12,545
79
Performance
| Period | UPGR | SOVF |
|---|---|---|
| 30 Days | 3.55% | 8.63% |
| 60 Days | -0.53% | 7.86% |
| 90 Days | -0.52% | 7.17% |
| 12 Months | 2.28% | 27.00% |
UPGR Overweight 40 Positions Relative to SOVF
| Symbol | Grade | Weight | |
|---|---|---|---|
| PCT | C | 3.22% | |
| TSLA | B | 3.19% | |
| BE | B | 2.99% | |
| RYI | C | 2.77% | |
| RS | B | 2.59% | |
| PH | A | 2.58% | |
| ITRI | B | 2.58% | |
| CWST | A | 2.53% | |
| MEG | F | 2.5% | |
| WM | A | 2.47% | |
| IR | B | 2.43% | |
| ORA | B | 2.42% | |
| AMPS | C | 2.4% | |
| RSG | A | 2.4% | |
| GGG | B | 2.38% | |
| CLH | B | 2.37% | |
| RIVN | F | 2.37% | |
| LII | A | 2.33% | |
| ECL | D | 2.26% | |
| ENS | D | 2.25% | |
| ARRY | D | 2.23% | |
| FLNC | C | 2.21% | |
| PLUG | F | 2.17% | |
| SHLS | F | 2.15% | |
| VLTO | D | 2.14% | |
| BLNK | F | 2.13% | |
| CARR | D | 2.13% | |
| XYL | D | 2.11% | |
| QS | F | 2.06% | |
| GPRE | F | 1.99% | |
| AOS | F | 1.92% | |
| CHPT | F | 1.92% | |
| FSLR | F | 1.88% | |
| EOSE | D | 1.86% | |
| NVRI | F | 1.6% | |
| NEP | F | 1.48% | |
| LCID | F | 1.47% | |
| RUN | F | 1.36% | |
| NOVA | F | 1.14% | |
| RNEW | B | 0.28% |
UPGR Underweight 77 Positions Relative to SOVF
| Symbol | Grade | Weight | |
|---|---|---|---|
| LOPE | B | -2.75% | |
| NSP | D | -2.71% | |
| PRI | A | -2.53% | |
| COKE | C | -2.53% | |
| EEFT | B | -2.47% | |
| RPAY | D | -2.47% | |
| FOLD | F | -2.45% | |
| DAVA | C | -2.41% | |
| AFG | A | -2.27% | |
| DIOD | D | -2.25% | |
| LCII | C | -2.23% | |
| PGR | A | -2.01% | |
| ALKT | B | -2.01% | |
| MOH | F | -1.97% | |
| GSHD | A | -1.97% | |
| PAYC | B | -1.96% | |
| BIGC | C | -1.95% | |
| CBRE | B | -1.76% | |
| OPCH | D | -1.74% | |
| NHC | C | -1.72% | |
| PCTY | B | -1.71% | |
| QCOM | F | -1.52% | |
| RJF | A | -1.52% | |
| FI | A | -1.51% | |
| APG | B | -1.5% | |
| PX | A | -1.5% | |
| QRVO | F | -1.49% | |
| AJG | B | -1.49% | |
| TSN | B | -1.49% | |
| BDX | F | -1.48% | |
| KFY | B | -1.48% | |
| ARMK | B | -1.47% | |
| COLM | B | -1.46% | |
| MLR | B | -1.26% | |
| PPC | C | -1.25% | |
| HRB | D | -1.25% | |
| FANG | D | -1.22% | |
| SMCI | F | -1.22% | |
| VRRM | D | -1.21% | |
| DVN | F | -1.2% | |
| APA | D | -1.19% | |
| VST | B | -1.04% | |
| ADV | D | -1.03% | |
| ITT | A | -1.01% | |
| INTC | D | -1.01% | |
| LECO | B | -1.0% | |
| NEE | D | -1.0% | |
| GEF | A | -0.99% | |
| SITE | D | -0.98% | |
| ERIE | D | -0.76% | |
| CSCO | B | -0.75% | |
| SCHW | B | -0.75% | |
| UPS | C | -0.75% | |
| PLOW | D | -0.74% | |
| ANET | C | -0.74% | |
| KFRC | D | -0.74% | |
| TFIN | A | -0.74% | |
| HCSG | C | -0.62% | |
| NTAP | C | -0.51% | |
| RMD | C | -0.51% | |
| JJSF | B | -0.51% | |
| CPRT | A | -0.5% | |
| ADP | B | -0.5% | |
| FAST | B | -0.5% | |
| JBHT | C | -0.5% | |
| ORLY | B | -0.5% | |
| SPTN | D | -0.5% | |
| SBAC | D | -0.5% | |
| SPSC | C | -0.5% | |
| SAIC | F | -0.5% | |
| USFD | A | -0.5% | |
| CSWI | A | -0.5% | |
| WCN | A | -0.5% | |
| HUBS | A | -0.49% | |
| CPT | B | -0.49% | |
| WMT | A | -0.49% | |
| NEO | C | -0.48% |
UPGR: Top Represented Industries & Keywords
SOVF: Top Represented Industries & Keywords
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