UPGR - ETF AI Analysis
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Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
UPGR, the Xtrackers US Green Infrastructure Select Equity ETF, has a solid overall rating driven mainly by strong, well-managed industrial and infrastructure names like Parker Hannifin, Clean Harbors, Graco, and Veralto, which show healthy financial performance and positive growth outlooks. These strengths are partly offset by weaker holdings such as Ryerson Holdings, which faces financial and valuation challenges, and by the fact that several key positions appear richly valued or overbought, creating a risk that the fund is exposed to expensive stocks in a relatively concentrated industrial and infrastructure niche.
UPGR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 517.10K
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 1.05
- Issuer
- Xtrackers
- Inception Date
- Jul 12, 2023
- Dividend Yield
- 2.96%
- Asset Class
- Equity
- Index Tracked
- Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross
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 greener infrastructure, such as waste management, water treatment, and materials for cleaner construction. Well-known holdings include Waste Management and Ecolab. Someone might invest in UPGR to tap into long-term growth from the shift toward sustainable infrastructure while spreading their money across many related companies. A key risk is that it is concentrated in one theme, so its value can rise or fall sharply with trends in green and industrial stocks.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That cost is a bit higher than the average broad-market index ETF because this fund is more specialized and theme-focused, targeting green infrastructure companies.
What would affect this ETF?
UPGR could benefit from increased government spending on U.S. green infrastructure, stricter environmental rules, and growing demand for cleaner technologies, which would support its industrial, materials, and utilities holdings like Worthington Steel, Ecolab, and Republic Services. On the downside, higher interest rates, slower economic growth, or rollbacks in climate and infrastructure policies could hurt construction and equipment demand, making this U.S.-focused, green-theme ETF more vulnerable to policy and economic swings than a broadly diversified fund.
UPGR Top 10 Holdings
UPGR is powered by a mix of industrial and materials names tied to the green build-out, with Worthington Steel, Reliance Steel, and Ryerson Holdings acting as the steel backbone. Worthington and Reliance have been rising steadily, helping drive returns, while Ryerson’s more mixed, challenged profile keeps a lid on some of that momentum. On the services side, Clean Harbors and Republic Services have been climbing, adding a steady tailwind. Tesla brings a splash of high-profile clean tech, but its choppy, lagging year-to-date performance makes it more of a wild card than a clear leader. The fund is firmly U.S.-focused and leans heavily into industrial green infrastructure rather than pure-play renewables.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ONT | Onterris | 3.55% | $18.90K | $770.48M | -13.05% | 69Neutral |
 ARRY | Array Technologies | 3.53% | $18.79K | $901.72M | -30.05% | 61Neutral |
 CHPT | ChargePoint Holdings | 3.25% | $17.29K | $311.20M | 18.27% | 48Neutral |
 RUN | Sunrun | 3.02% | $16.08K | $2.41B | -51.13% | 52Neutral |
 NXT | Nextpower Inc | 2.82% | $15.00K | $15.80B | -1.53% | 78Outperform |
 VLTO | Veralto Corporation | 2.82% | $14.99K | $28.47B | 18.85% | 76Outperform |
 SHLS | Shoals Technologies Group | 2.77% | $14.73K | $1.70B | 10.16% | 67Neutral |
 CWST | Casella Waste | 2.70% | $14.34K | $6.25B | 11.21% | 69Neutral |
 ITRI | Itron | 2.65% | $14.08K | $4.32B | -7.12% | 70Outperform |
 RSG | Republic Services | 2.60% | $13.82K | $75.20B | 20.87% | 72Outperform |
UPGR Technical Analysis
Price Trends
Market Momentum
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 21.28 is above the 20-day moving average (MA) of 20.83, below the 50-day MA of 21.68, and below the 200-day MA of 24.30, indicating a neutral trend. The MACD of -0.17 indicates Negative momentum. The RSI at 51.07 is Neutral, neither overbought nor oversold. The STOCH value of 47.67 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| UPGR | $21.28 | $22.00(3.37% Upside) | $517.10K | 0.35% | 65Neutral |
 MILN | $45.19 | $52.29(15.72% Upside) | $92.70M | 0.50% | 71Outperform |
 ACES | $27.48 | $38.16(38.85% Upside) | $90.32M | 0.55% | 63Neutral |
 UBIQ | $26.06 | $30.30(16.29% Upside) | $43.89M | 0.49% | 75Outperform |
 CCSO | $23.89 | $30.06(25.86% Upside) | $42.19M | 0.35% | 68Neutral |
 RBLD | $81.27 | $97.67(20.17% Upside) | $40.47M | 0.65% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| UPGR | Xtrackers US Green Infrastructure Select Equity ETF | 21.28 | -3.50 | -14.12% | |
| MILN | Global X Millennial Consumer ETF | 45.19 | -1.61 | -3.44% | |
| ACES | ALPS Clean Energy ETF | 27.48 | -7.66 | -21.79% | |
| UBIQ | AAM Ubiquitous ETF | 26.06 | 0.62 | 2.45% | |
| CCSO | Carbon Collective Climate Solutions U.S. Equity ETF | 23.89 | -1.34 | -5.32% | |
| RBLD | First Trust Alerian US NextGen Infrastructure ETF | 81.27 | 5.34 | 7.03% |
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.