UPGR - ETF AI Analysis
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Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its strategy.
Green Infrastructure Focus
The fund targets U.S. companies tied to green infrastructure, giving investors focused exposure to a growing theme in clean energy and related industries.
Broad Sector Mix Within Industrials Focus
While Industrials make up over half the fund, it also holds meaningful positions in Technology, Consumer Cyclical, Materials, and Utilities, adding some diversification across different parts of the economy.
Negative Factors
Small Asset Base
The ETF manages a relatively low amount of assets, which can sometimes mean lower trading volume and wider bid‑ask spreads for investors.
High U.S. Concentration
With almost all holdings in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. economy and policy environment.
Exposure to Volatile Individual Stocks
Some top holdings, such as Rivian Automotive, have shown weak performance, highlighting the risk that individual stock swings can affect overall returns.
UPGR vs. SPDR S&P 500 ETF (SPY)
AUM5.49M
RegionNorth America
Expense Ratio0.35%
Beta1.16
IssuerXtrackers
Inception DateJul 12, 2023
Dividend Yield0.38%
Asset ClassEquity
Index TrackedSolactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume145
30 Day Avg. Volume862
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
30.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
UPGR Summary
UPGR is the Xtrackers US Green Infrastructure Select Equity ETF, which follows the Solactive United States Green Infrastructure ESG Screened Index. It invests in U.S. companies involved in cleaner infrastructure, renewable energy, and related technologies, with a big focus on industrial and utility firms. Well-known names in the fund include Parker Hannifin and Rivian Automotive. Someone might invest in UPGR to seek long-term growth while supporting the shift to a greener economy and gaining diversification across many green-focused companies. A key risk is that it is concentrated in the green infrastructure theme, so its price can swing more than the overall market.
How much will it cost me?The Xtrackers US Green Infrastructure Select Equity ETF (UPGR) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to focus on a specific niche—green infrastructure. The higher cost reflects the specialized strategy and research involved in selecting environmentally focused companies.
What would affect this ETF?The Xtrackers US Green Infrastructure Select Equity ETF (UPGR) could benefit from increased government support for renewable energy and green infrastructure projects, as well as growing consumer demand for sustainable solutions. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies in its top holdings, and potential regulatory hurdles affecting green energy initiatives. Its focus on U.S.-based companies in sectors like Industrials and Technology makes it sensitive to domestic economic conditions and policy changes.
UPGR Top 10 Holdings
UPGR is tightly wired to the U.S. green infrastructure story, with industrial and clean-tech names setting the tone. Bloom Energy and GE Vernova have been rising, acting like twin engines for the fund as investors reward their growth and momentum. NEXTracker and Carrier Global are more mixed, recently losing a bit of steam and softening overall returns. Green Plains and Gevo add speculative punch but remain choppy, while steady operators like Waste Management help anchor volatility. Overall, it’s a U.S.-centric, industrial-heavy bet on the green transition.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Green Plains | 3.64% | $201.28K | $1.06B | 305.96% | 56 Neutral | |
| Bloom Energy | 3.53% | $195.21K | $46.77B | 886.98% | 62 Neutral | |
| GE Vernova Inc. | 3.43% | $189.34K | $267.19B | 207.51% | 69 Neutral | |
| Nextpower Inc | 3.04% | $167.99K | $17.52B | 173.88% | 78 Outperform | |
| AZZ | 2.87% | $158.32K | $4.10B | 69.17% | 79 Outperform | |
| EnerSys | 2.85% | $157.58K | $7.04B | 135.32% | 79 Outperform | |
| Clean Harbors | 2.85% | $157.16K | $15.99B | 49.98% | 78 Outperform | |
| Carrier Global | 2.76% | $152.46K | $52.92B | 6.16% | 66 Neutral | |
| Plug Power | 2.75% | $152.09K | $3.82B | 161.32% | 51 Neutral | |
| IDEX | 2.55% | $140.96K | $14.92B | 20.76% | 75 Outperform |
UPGR Technical Analysis
Positive
―
Price Trends
24.96
Negative
25.03
Negative
23.54
Positive
Market Momentum
-0.13
Negative
56.05
Neutral
100.15
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UPGR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.80, equal to the 50-day MA of 24.96, and equal to the 200-day MA of 23.54, indicating a neutral trend. The MACD of -0.13 indicates Negative momentum. The RSI at 56.05 is Neutral, neither overbought nor oversold. The STOCH value of 100.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for UPGR.
UPGR Peer Comparison
Comparison Results
Performance Comparison
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
24.71
10.30
71.48%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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