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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 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)

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 tightly hitched to the U.S. green infrastructure boom, with a heavy tilt toward industrial names powering the transition. Bloom Energy and GE Vernova are doing much of the heavy lifting, with rising momentum as investors warm to cleaner power technologies. EnerSys and Clean Harbors add steady strength, helping smooth out bumps in the portfolio. On the flip side, Green Plains and FuelCell Energy remain more mixed, occasionally dragging on returns as their financial challenges resurface. Overall, this is a U.S.-centric, industrial-heavy bet on the green build-out.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bloom Energy5.73%$338.00K$82.10B1668.63%
62
Neutral
Green Plains4.05%$238.81K$1.26B388.38%
56
Neutral
Fuelcell Energy3.60%$212.60K$689.77M246.28%
45
Neutral
GE Vernova Inc.3.48%$205.12K$288.59B167.75%
69
Neutral
EnerSys2.95%$174.22K$7.78B132.80%
79
Outperform
Plug Power2.94%$173.73K$4.36B294.21%
51
Neutral
Nextpower Inc2.82%$166.51K$17.36B184.19%
78
Outperform
AZZ2.76%$163.00K$4.22B57.68%
79
Outperform
Clean Harbors2.74%$161.43K$16.55B39.34%
78
Outperform
Carrier Global2.69%$158.60K$54.73B-5.47%
66
Neutral

UPGR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
24.68
Positive
100DMA
25.27
Positive
200DMA
24.02
Positive
Market Momentum
MACD
0.50
Negative
RSI
61.62
Neutral
STOCH
90.32
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 25.27, equal to the 50-day MA of 24.68, and equal to the 200-day MA of 24.02, indicating a bullish trend. The MACD of 0.50 indicates Negative momentum. The RSI at 61.62 is Neutral, neither overbought nor oversold. The STOCH value of 90.32 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
$6.56M0.35%
66
Neutral
$97.62M0.50%
71
Outperform
$93.82M0.85%
65
Neutral
$93.09M1.06%
72
Outperform
$47.37M0.35%
68
Neutral
$37.33M0.65%
76
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
26.19
10.59
67.88%
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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
XPND
First Trust Expanded Technology 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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