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UPGR - ETF AI Analysis

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UPGR

Xtrackers US Green Infrastructure Select Equity ETF (UPGR)

Rating:66Neutral
Price Target:
UPGR, the Xtrackers US Green Infrastructure Select Equity ETF, earns a solid rating driven largely by strong holdings like AZZ, EnerSys, NEXTracker, Clean Harbors, and IDEX, which benefit from robust financial performance, positive earnings calls, and generally supportive technical trends. These strengths are partly offset by weaker names such as Plug Power and Green Plains, where ongoing financial challenges and weak momentum weigh on the fund, and investors should also be aware of risks tied to tariff exposure and potential overvaluation in some holdings.
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)

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 Plains3.64%$201.28K$1.06B305.96%
56
Neutral
Bloom Energy3.53%$195.21K$46.77B886.98%
62
Neutral
GE Vernova Inc.3.43%$189.34K$267.19B207.51%
69
Neutral
Nextpower Inc3.04%$167.99K$17.52B173.88%
78
Outperform
AZZ2.87%$158.32K$4.10B69.17%
79
Outperform
EnerSys2.85%$157.58K$7.04B135.32%
79
Outperform
Clean Harbors2.85%$157.16K$15.99B49.98%
78
Outperform
Carrier Global2.76%$152.46K$52.92B6.16%
66
Neutral
Plug Power2.75%$152.09K$3.82B161.32%
51
Neutral
IDEX2.55%$140.96K$14.92B20.76%
75
Outperform

UPGR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
24.96
Negative
100DMA
25.03
Negative
200DMA
23.54
Positive
Market Momentum
MACD
-0.13
Negative
RSI
56.05
Neutral
STOCH
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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$5.49M0.35%
66
Neutral
$98.30M0.45%
68
Neutral
$94.09M0.50%
71
Outperform
$85.58M0.85%
65
Neutral
$63.10M1.06%
72
Outperform
$43.03M0.35%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
24.71
10.30
71.48%
ROKT
SPDR S&P Kensho Final Frontiers ETF
MILN
Global X Millennial Consumer ETF
CEPI
REX Crypto Equity Premium Income ETF
GPTY
YieldMax AI & Tech Portfolio Option Income ETF
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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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