UPGR - ETF AI Analysis
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Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, helped by several well-performing holdings.
Leading Green Infrastructure Holdings
Top positions like Fuelcell Energy and Bloom Energy have shown strong year-to-date performance, supporting the fund’s overall results.
Focused Sector Mix in Industrials and Related Areas
The fund is mainly invested in industrials and related sectors that are closely tied to green infrastructure, giving targeted exposure to this theme.
Negative Factors
Recent Short-Term Weakness
The ETF has shown weak performance over the last month and has been slightly negative over the last three months, indicating recent volatility.
Underperforming Top Holdings
Some key holdings such as PureCycle Technologies, Rivian Automotive, and Fluence Energy have been lagging this year, which can drag on overall returns.
High Concentration in U.S. Market
Almost all of the ETF’s assets are in U.S. companies, which limits global diversification and ties performance closely to the U.S. economy.
UPGR vs. SPDR S&P 500 ETF (SPY)
AUM621.82K
RegionNorth America
Expense Ratio0.35%
Beta1.14
IssuerXtrackers
Inception DateJul 12, 2023
Dividend Yield0.31%
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. Volume166
30 Day Avg. Volume853
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
35.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering48
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 energy, sustainable construction, and modern infrastructure. The fund holds names like Rivian Automotive and Bloom Energy, along with other firms focused on renewable power and green materials. Someone might invest in UPGR to tap into potential long-term growth from the shift toward a greener economy while diversifying across several sectors. A key risk is that these environmentally focused stocks can be volatile and may go up or down 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 leans heavily into U.S. industrial and clean‑energy names, and that’s where the story starts. FuelCell Energy has been a big swing factor, surging over the past few months but recently losing steam, adding volatility to returns. Bloom Energy is also mixed, with strong growth but a choppy share price that can tug the fund in both directions. On the steadier side, Reliance Steel and IDEX have been quietly rising, helping to anchor performance. Overall, this is a U.S.-centric green infrastructure play, driven by industrial and renewable energy themes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Itron | 2.67% | $16.63K | $4.54B | -17.22% | 70 Outperform | |
| Worthington Steel, Inc. | 2.60% | $16.16K | $1.95B | 27.79% | 77 Outperform | |
| Graco | 2.49% | $15.51K | $13.53B | 0.26% | 78 Outperform | |
| Lucid Group | 2.49% | $15.50K | $2.77B | -69.82% | 41 Neutral | |
| Reliance Steel | 2.48% | $15.43K | $21.64B | 51.34% | 74 Outperform | |
| Ingersoll Rand | 2.48% | $15.42K | $33.74B | 13.32% | 69 Neutral | |
| Parker Hannifin | 2.39% | $14.85K | $135.40B | 45.14% | 79 Outperform | |
| Ryerson Holdings | 2.35% | $14.62K | $1.46B | 32.39% | 49 Neutral | |
| First Solar | 2.35% | $14.60K | $26.87B | 31.41% | 75 Outperform | |
| AZZ | 2.33% | $14.46K | $4.54B | 36.47% | 79 Outperform |
UPGR Technical Analysis
Neutral
―
Price Trends
26.31
Negative
26.02
Negative
25.63
Negative
Market Momentum
-0.34
Negative
48.97
Neutral
73.19
Neutral
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 24.90, equal to the 50-day MA of 26.31, and equal to the 200-day MA of 25.63, indicating a neutral trend. The MACD of -0.34 indicates Negative momentum. The RSI at 48.97 is Neutral, neither overbought nor oversold. The STOCH value of 73.19 is Neutral, 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
25.18
5.48
27.82%
RBLD
First Trust Alerian US NextGen Infrastructure ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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XPND
First Trust Expanded Technology ETF
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HOMZ
Hoya Capital Housing 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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