UPGR vs. TAN ETF Comparison

Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to Invesco Solar ETF (TAN)
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

$18.37

Average Daily Volume

228

Number of Holdings *

42

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

Invesco Solar ETF

TAN Description The investment seeks to track the investment results (before fees and expenses) of the MAC Global Solar Energy Index. The fund will generally invest at least 90% of its total assets in the securities (including American depositary receipts (?ADRs?)) that comprise the index. Strictly in accordance with its guidelines and mandated procedures, MAC Indexing LLC compiles, maintains, and calculates the index, which is designed to track the global solar energy equity sector. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$34.39

Average Daily Volume

1,193,386

Number of Holdings *

16

* may have additional holdings in another (foreign) market
Performance
Period UPGR TAN
30 Days -2.86% -6.10%
60 Days -3.84% -14.78%
90 Days 0.06% -13.55%
12 Months -1.09% -24.67%
6 Overlapping Holdings
Symbol Grade Weight in UPGR Weight in TAN Overlap
AMPS C 2.4% 1.16% 1.16%
ARRY F 2.23% 3.08% 2.23%
FSLR F 1.88% 9.67% 1.88%
NOVA F 1.14% 1.12% 1.12%
RUN F 1.36% 4.29% 1.36%
SHLS F 2.15% 2.2% 2.15%
UPGR Overweight 36 Positions Relative to TAN
Symbol Grade Weight
PCT B 3.22%
TSLA B 3.19%
BE A 2.99%
RYI C 2.77%
RS B 2.59%
PH B 2.58%
ITRI B 2.58%
IEX B 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%
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 D 2.25%
FLNC C 2.21%
PLUG F 2.17%
VLTO C 2.14%
BLNK F 2.13%
CARR D 2.13%
XYL D 2.11%
QS D 2.06%
GPRE F 1.99%
AOS F 1.92%
CHPT F 1.92%
EOSE D 1.86%
NVRI D 1.6%
NEP F 1.48%
LCID F 1.47%
RNEW B 0.28%
UPGR Underweight 10 Positions Relative to TAN
Symbol Grade Weight
ENPH F -6.55%
HASI F -3.37%
CWEN C -2.99%
DQ C -2.83%
JKS D -2.72%
AY A -2.33%
SEDG F -2.3%
CSIQ F -1.81%
RNW D -0.94%
RENB F -0.64%
Compare ETFs