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UPGR - ETF AI Analysis
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Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
Rating:63Neutral
Price Target:
$27.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains this year, indicating strong momentum in its holdings.
Focused Green Infrastructure Exposure
The fund targets sectors like Industrials and Technology, which are key drivers of green infrastructure growth.
Reasonable Expense Ratio
With a relatively low expense ratio, the ETF offers cost-effective access to its specialized investment theme.
Negative Factors
High Sector Concentration
Nearly half of the portfolio is concentrated in Industrials, increasing vulnerability to sector-specific risks.
Underperforming Holdings
Several top holdings, such as Fluence Energy and Plug Power, have shown weak year-to-date performance, which could drag on overall returns.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, offering little exposure to international markets.
UPGR vs. SPDR S&P 500 ETF (SPY)
AUM5.13M
RegionNorth America
Expense Ratio0.35%
Beta1.20
IssuerXtrackers
Inception DateJul 12, 2023
Dividend Yield0.9%
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. Volume3,355
30 Day Avg. Volume1,572
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
29.44Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
UPGR Summary
The Xtrackers US Green Infrastructure Select Equity ETF (ticker: UPGR) is an investment fund focused on U.S. companies leading the way in green infrastructure and sustainable development. It includes businesses involved in renewable energy, eco-friendly construction, and innovative technologies. Notable holdings include Bloom Energy and Sunrun, which are known for their contributions to clean energy solutions. This ETF may appeal to investors looking for growth opportunities while supporting environmentally conscious industries. However, it’s important to note that the fund’s performance can be heavily influenced by the green energy sector, which may experience volatility based on market trends and policy changes.
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
The Xtrackers US Green Infrastructure Select Equity ETF (UPGR) is heavily concentrated in industrials, which make up over half of the fund’s holdings, with a notable presence in green technology and renewable energy companies. EnerSys and NEXTracker are driving performance, thanks to their strong financial results and growth momentum, while Rivian Automotive is lagging due to ongoing profitability challenges. Meanwhile, Bloom Energy is a standout with robust gains, despite concerns over high leverage. The fund’s U.S.-focused portfolio reflects a clear commitment to sustainable infrastructure, but some holdings face valuation and operational hurdles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| EnerSys | 3.03% | $158.03K | $5.10B | 41.65% | 78 Outperform | |
| Rivian Automotive | 2.83% | $147.83K | $18.22B | 46.31% | 53 Neutral | |
| Parker Hannifin | 2.80% | $146.09K | $105.94B | 18.77% | 77 Outperform | |
| NEXTracker, Inc. Class A | 2.77% | $144.46K | $12.93B | 124.27% | 78 Outperform | |
| First Solar | 2.70% | $141.20K | $26.82B | 34.32% | 78 Outperform | |
| Casella Waste | 2.60% | $135.54K | $6.04B | -15.56% | 61 Neutral | |
| Fluence Energy | 2.58% | $134.78K | $2.81B | -26.77% | 62 Neutral | |
| Bloom Energy | 2.57% | $134.36K | $21.28B | 249.34% | 63 Neutral | |
| IDEX | 2.56% | $133.96K | $12.77B | -26.60% | 75 Outperform | |
| Chart Industries | 2.55% | $133.29K | $9.15B | 10.72% | 60 Neutral |
UPGR Technical Analysis
Neutral
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Price Trends
24.48
Negative
22.30
Positive
19.37
Positive
Market Momentum
-0.42
Positive
40.54
Neutral
11.32
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UPGR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 24.76, equal to the 50-day MA of 24.48, and equal to the 200-day MA of 19.37, indicating a neutral trend. The MACD of -0.42 indicates Positive momentum. The RSI at 40.54 is Neutral, neither overbought nor oversold. The STOCH value of 11.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for UPGR.
UPGR Peer Comparison
Comparison Results
Performance Comparison
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
23.20
3.73
19.16%
AIPO
Defiance AI & Power Infrastructure ETF
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TRFM
AAM Transformers ETF
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FITE
SPDR S&P Kensho Future Security ETF
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GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity 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.
Disclaimer
This 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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