SNPG vs. UPGR

Last updated Jun 24, 2026

SNPG (Xtrackers S&P 500 Growth ESG ETF) and UPGR (Xtrackers US Green Infrastructure Select Equity ETF) are both exchange-traded funds - SNPG is a Large Cap Growth Equities fund tracking the S&P 500 Growth ESG Index, while UPGR is a Energy Equities fund tracking the Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross. Both are passively managed. Over the past year, SNPG returned 28.74% vs 54.50% for UPGR. A 0.53 correlation means they provide meaningful diversification when combined. SNPG charges 0.15%/yr vs 0.35%/yr for UPGR.

Performance

SNPG vs. UPGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers S&P 500 Growth ESG ETF (SNPG) and Xtrackers US Green Infrastructure Select Equity ETF (UPGR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SNPG achieves a 10.54% return, which is significantly lower than UPGR's 11.86% return.

SNPG

• 1D: -3.01%
• 1M: 3.72%
• YTD: 10.54%
• 6M: 9.70%
• 1Y: 28.74%
• 3Y*: 24.34%
• 5Y*: —
• 10Y*: —

UPGR

• 1D: -3.65%
• 1M: -4.59%
• YTD: 11.86%
• 6M: 7.79%
• 1Y: 54.50%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SNPG vs. UPGR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SNPG Xtrackers S&P 500 Growth ESG ETF	10.54%	18.22%	33.99%	8.10%
UPGR Xtrackers US Green Infrastructure Select Equity ETF	11.86%	35.25%	-14.72%	-15.29%

Correlation

The correlation between SNPG and UPGR is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.57
Correlation (All Time) Calculated using the full available price history since Jul 13, 2023	0.53

The correlation between SNPG and UPGR has been stable across timeframes, ranging from 0.53 to 0.57 - a consistent structural relationship.

SNPG vs. UPGR - Sectors Allocation Comparison

Sectors	SNPG	UPGR
Technology	43.7%	3.9%
Healthcare	13.0%	-
Communication Services	12.5%	-
Financial Services	11.4%	0.1%
Industrials	10.2%	49.3%
Consumer Cyclical	5.5%	10.5%
Real Estate	1.2%	-
Consumer Defensive	1.0%	2.5%
Basic Materials	1.0%	10.7%
Utilities	0.5%	12.8%
Energy	0.0%	10.0%

Return for Risk

SNPG vs. UPGR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SNPG

SNPG Risk / Return Rank: 56
SNPG Sharpe Ratio Rank: 61
SNPG Sortino Ratio Rank: 60
SNPG Omega Ratio Rank: 59
SNPG Calmar Ratio Rank: 48
SNPG Martin Ratio Rank: 55

UPGR

UPGR Risk / Return Rank: 54
UPGR Sharpe Ratio Rank: 55
UPGR Sortino Ratio Rank: 50
UPGR Omega Ratio Rank: 47
UPGR Calmar Ratio Rank: 70
UPGR Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SNPG vs. UPGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Growth ESG ETF (SNPG) 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.

	SNPG	UPGR	Difference
Sharpe ratio: Return per unit of total volatility	1.86	1.73	+0.13
Sortino ratio: Return per unit of downside risk	2.61	2.31	+0.30
Omega ratio: Gain probability vs. loss probability	1.33	1.28	+0.06
Calmar ratio: Return relative to maximum drawdown	2.20	3.31	-1.11
Martin ratio: Return relative to average drawdown	9.04	7.71	+1.33

SNPG vs. UPGR - Sharpe Ratio Comparison

The current SNPG Sharpe Ratio is 1.86, which is comparable to the UPGR Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of SNPG and UPGR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SNPG vs. UPGR - Drawdown Comparison

The maximum SNPG drawdown since its inception was -21.69%, smaller than the maximum UPGR drawdown of -46.60%. Use the drawdown chart below to compare losses from any high point for SNPG and UPGR.

Drawdown Indicators

	SNPG	UPGR	Difference
Max Drawdown Largest peak-to-trough decline	-21.69%	-46.60%	+24.91%
Max Drawdown (1Y) Largest decline over 1 year	-13.12%	-16.55%	+3.43%
Max Drawdown (3Y) Largest decline over 3 years	-21.69%	—	—
Current Drawdown Current decline from peak	-3.01%	-10.70%	+7.69%
Average Drawdown Average peak-to-trough decline	-2.52%	-20.31%	+17.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.19%	7.09%	-3.90%

Volatility

SNPG vs. UPGR - Volatility Comparison

The current volatility for Xtrackers S&P 500 Growth ESG ETF (SNPG) is 7.75%, while Xtrackers US Green Infrastructure Select Equity ETF (UPGR) has a volatility of 12.24%. This indicates that SNPG experiences smaller price fluctuations and is considered to be less risky than UPGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SNPG	UPGR	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.75%	12.24%	-4.49%
Volatility (6M) Calculated over the trailing 6-month period	13.35%	22.16%	-8.81%
Volatility (1Y) Calculated over the trailing 1-year period	15.52%	31.65%	-16.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.26%	30.85%	-12.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.26%	30.85%	-12.59%

SNPG vs. UPGR - Expense Ratio Comparison

SNPG has a 0.15% expense ratio, which is lower than UPGR's 0.35% expense ratio.

Dividends

SNPG vs. UPGR - Dividend Comparison

SNPG's dividend yield for the trailing twelve months is around 0.47%, more than UPGR's 0.29% yield.

Position	TTM	2025	2024	2023	2022
SNPG Xtrackers S&P 500 Growth ESG ETF	0.47%	0.49%	0.57%	0.95%	0.20%
UPGR Xtrackers US Green Infrastructure Select Equity ETF	0.29%	0.39%	1.16%	0.32%	0.00%

Frequently Asked Questions

Can I hold both SNPG and UPGR in my portfolio?

SNPG and UPGR have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SNPG or UPGR?

UPGR has higher volatility (12.24%) compared to SNPG (7.75%). In terms of maximum drawdown, SNPG dropped -21.69% vs UPGR's -46.60%.

Which ETF is better, SNPG or UPGR?

On 1-year performance, UPGR leads with 54.50% vs 28.74% for SNPG. On fees, SNPG is cheaper at 0.15% per year. On volatility, SNPG has been the lower-risk option at 7.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SNPG or UPGR?

Over the 1-year period, UPGR has performed better with a 54.50% return vs 28.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SNPG or UPGR?

SNPG is cheaper with a 0.15% expense ratio, compared with 0.35% for UPGR.

Which ETF pays a higher dividend yield, SNPG or UPGR?

SNPG has the higher dividend yield at 0.47%, compared with 0.29% for UPGR.

What is the main difference between SNPG and UPGR?

SNPG is categorized as Large Cap Growth Equities, while UPGR is Energy Equities. SNPG tracks S&P 500 Growth ESG Index, while UPGR tracks Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross. Their fees differ too: 0.15% for SNPG and 0.35% for UPGR.

Which has better risk-adjusted returns?

SNPG currently has the higher Sharpe Ratio (1.86 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.