PWRZ vs. UPGR
PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) and UPGR (Xtrackers US Green Infrastructure Select Equity ETF) are both Infrastructure Equities funds. PWRZ is actively managed, while UPGR is passively managed. Their 0.38 correlation means their historical movements had little consistent relationship. PWRZ charges 0.75%/yr vs 0.35%/yr for UPGR.
Performance
PWRZ vs. UPGR - Performance Comparison
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Returns By Period
PWRZ
- 1D
- -0.89%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
UPGR
- 1D
- -3.89%
- 1M
- -14.90%
- 6M
- -14.02%
- YTD
- -3.18%
- 1Y
- 17.49%
- 3Y*
- -1.41%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -1.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.57K | $7.64K | $7.64K | |
| $5.78K | $15.58K | $34.54K |
PWRZ vs. UPGR - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -2.28% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | -10.49% |
Correlation
The correlation between PWRZ and UPGR is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | 0.38 |
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Return for Risk
PWRZ vs. UPGR — Risk / Return Rank
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UPGR
PWRZ vs. UPGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) 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.
| PWRZ | UPGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.11 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.77 | — |
| Martin ratioReturn relative to average drawdown | — | 2.10 | — |
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Drawdowns
PWRZ vs. UPGR - Drawdown Comparison
The maximum PWRZ drawdown since its inception was -3.62%, smaller than the maximum UPGR drawdown of -46.60%. Use the drawdown chart below to compare losses from any high point for PWRZ and UPGR.
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Drawdown Indicators
| PWRZ | UPGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.62% | -46.60% | +42.98% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.71% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -46.03% | — |
Current DrawdownCurrent decline from peak | -3.62% | -22.71% | +19.09% |
Average DrawdownAverage peak-to-trough decline | -1.03% | -20.11% | +19.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 8.36% | — |
Volatility
PWRZ vs. UPGR - Volatility Comparison
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Volatility by Period
| PWRZ | UPGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 10.51% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 23.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 32.78% | -20.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.99% | 30.99% | -19.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.99% | 30.99% | -19.00% |
PWRZ vs. UPGR - Expense Ratio Comparison
PWRZ has a 0.75% expense ratio, which is higher than UPGR's 0.35% expense ratio.
Dividends
PWRZ vs. UPGR - Dividend Comparison
PWRZ has not paid dividends to shareholders, while UPGR's dividend yield for the trailing twelve months is around 0.33%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% | 0.00% | 0.00% | 0.00% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 0.33% | 0.39% | 1.16% | 0.32% |
Frequently Asked Questions
PWRZ and UPGR have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UPGR is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UPGR is cheaper with a 0.35% expense ratio, compared with 0.75% for PWRZ.
UPGR has the higher dividend yield at 0.33%, compared with 0.00% for PWRZ.
They also come from different issuers: TrueShares and Xtrackers. Their fees differ too: 0.75% for PWRZ and 0.35% for UPGR.
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