HYRM vs. UPGR
HYRM (Xtrackers Risk Managed USD High Yield Strategy ETF) and UPGR (Xtrackers US Green Infrastructure Select Equity ETF) are both exchange-traded funds - HYRM is a High Yield Bonds fund tracking the Adaptive Wealth Strategies Risk Managed High Yield Index - USD - US Dollar - Benchmark TR Net, while UPGR is a Infrastructure Equities fund tracking the Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross. Both are passively managed. Their 0.50 correlation means they have sometimes moved together and sometimes differently. HYRM charges 0.30%/yr vs 0.35%/yr for UPGR.
Performance
HYRM vs. UPGR - Performance Comparison
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Returns By Period
HYRM
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
UPGR
- 1D
- -0.96%
- 1M
- -9.75%
- 6M
- -8.21%
- YTD
- 0.49%
- 1Y
- 28.76%
- 3Y*
- -0.42%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.45K | $12.30K | $33.82K |
HYRM vs. UPGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HYRM Xtrackers Risk Managed USD High Yield Strategy ETF | 1.50% | 5.98% | 7.81% | 6.16% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 0.49% | 35.25% | -14.72% | -15.29% |
Correlation
The correlation between HYRM and UPGR is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2023 | 0.50 |
The correlation between HYRM and UPGR has been stable across timeframes, ranging from 0.45 to 0.50 - a consistent structural relationship.
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Return for Risk
HYRM vs. UPGR — Risk / Return Rank
HYRM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UPGR
HYRM vs. UPGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Risk Managed USD High Yield Strategy ETF (HYRM) and Xtrackers US Green Infrastructure Select Equity ETF (UPGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HYRM | UPGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.15 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.13 | — |
| Martin ratioReturn relative to average drawdown | — | 3.00 | — |
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Drawdowns
HYRM vs. UPGR - Drawdown Comparison
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Drawdown Indicators
| HYRM | UPGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -46.60% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.71% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -43.58% | — |
Current DrawdownCurrent decline from peak | — | -19.78% | — |
Average DrawdownAverage peak-to-trough decline | — | -20.11% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 8.51% | — |
Volatility
HYRM vs. UPGR - Volatility Comparison
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Volatility by Period
| HYRM | UPGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 10.88% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 24.18% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 32.98% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 31.08% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 31.08% | — |
HYRM vs. UPGR - Expense Ratio Comparison
HYRM has a 0.30% expense ratio, which is lower than UPGR's 0.35% expense ratio.
Dividends
HYRM vs. UPGR - Dividend Comparison
HYRM's dividend yield for the trailing twelve months is around 5.42%, more than UPGR's 0.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
HYRM Xtrackers Risk Managed USD High Yield Strategy ETF | 4.89% | 6.28% | 6.08% | 5.78% | 4.69% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 0.32% | 0.39% | 1.16% | 0.32% | 0.00% |
Frequently Asked Questions
HYRM and UPGR have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HYRM is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HYRM is cheaper with a 0.30% expense ratio, compared with 0.35% for UPGR.
HYRM has the higher dividend yield at 4.89%, compared with 0.32% for UPGR.
HYRM is categorized as High Yield Bonds, while UPGR is Infrastructure Equities. HYRM tracks Adaptive Wealth Strategies Risk Managed High Yield Index - USD - US Dollar - Benchmark TR Net, while UPGR tracks Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross. Their fees differ too: 0.30% for HYRM and 0.35% for UPGR.
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