UPGR - ETF AI Analysis
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Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, such as Bloom Energy and Green Plains, have shown strong gains this year, helping support the fund’s overall results.
Focused Green Infrastructure Theme
The ETF targets U.S. companies tied to green infrastructure, giving investors concentrated exposure to a growing, sustainability-focused area of the market.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for a specialized, thematic ETF, so fees are not excessively high relative to its niche focus.
Negative Factors
Heavy Sector Concentration
More than half of the portfolio is in industrials, which increases the risk if that single sector faces a downturn.
Very High U.S. Exposure
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Recent Short-Term Volatility
The ETF’s weak three-month performance despite a stronger one-month rebound suggests choppy, short-term returns that may be uncomfortable for cautious investors.
UPGR vs. SPDR S&P 500 ETF (SPY)
AUM6.65M
RegionNorth America
Expense Ratio0.35%
Beta1.15
IssuerXtrackers
Inception DateJul 12, 2023
Dividend Yield0.59%
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. Volume1,052
30 Day Avg. Volume1,115
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
33.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering45
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 focuses on U.S. companies involved in cleaner energy, sustainable construction, and eco-friendly infrastructure. The fund is heavy in industrial and technology names and holds companies like Carrier Global and Bloom Energy. Someone might invest in UPGR to seek long-term growth while supporting the shift to a greener economy and gaining diversification across several “green” industries. A key risk is that it is concentrated in one theme, so its price can rise or fall sharply with trends in green and clean-energy stocks.
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 heavily tilted toward U.S. industrial and clean‑tech names, so a lot of its fate rides on green infrastructure plays. Bloom Energy and Plug Power have been rising, helping power the fund’s recent momentum, while FuelCell Energy has been more of a roller coaster, adding volatility rather than steady lift. Fluence Energy and Shoals Technologies are also contributing, but with mixed signals as profits lag progress. With everything anchored in the U.S. and clustered around renewables and storage, this ETF lives and dies by the green transition story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Fuelcell Energy | 6.81% | $464.02K | $1.31B | 337.66% | 45 Neutral | |
| PureCycle Technologies | 4.27% | $290.72K | $2.32B | 30.27% | 38 Underperform | |
| Fluence Energy | 3.73% | $253.87K | $5.14B | 485.12% | 55 Neutral | |
| Bloom Energy | 3.42% | $233.19K | $86.14B | 1383.83% | 62 Neutral | |
| Shoals Technologies Group | 3.24% | $220.50K | $2.09B | 155.85% | 67 Neutral | |
| Energy Vault Holdings | 3.22% | $219.04K | $1.04B | 536.96% | 67 Neutral | |
| Eos Energy Enterprises | 2.87% | $195.29K | $3.20B | 144.04% | 56 Neutral | |
| First Solar | 2.85% | $194.38K | $33.42B | 95.15% | 75 Outperform | |
| Plug Power | 2.70% | $184.12K | $5.71B | 349.45% | 51 Neutral | |
| QuantumScape | 2.70% | $183.62K | $5.66B | 124.94% | 46 Neutral |
UPGR Technical Analysis
Positive
―
Price Trends
26.26
Positive
25.97
Positive
24.93
Positive
Market Momentum
0.98
Negative
64.06
Neutral
83.84
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 28.28, equal to the 50-day MA of 26.26, and equal to the 200-day MA of 24.93, indicating a bullish trend. The MACD of 0.98 indicates Negative momentum. The RSI at 64.06 is Neutral, neither overbought nor oversold. The STOCH value of 83.84 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
29.82
12.42
71.38%
MILN
Global X Millennial Consumer ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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XPND
First Trust Expanded Technology ETF
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―
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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RBLD
First Trust Alerian US NextGen Infrastructure ETF
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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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