Correlation
The correlation between UPGR and BKGI is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
UPGR vs. BKGI
Compare and contrast key facts about Xtrackers US Green Infrastructure Select Equity ETF (UPGR) and Bny Mellon Global Infrastructure Income ETF (BKGI).
UPGR and BKGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UPGR is a passively managed fund by Xtrackers that tracks the performance of the Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross. It was launched on Jul 12, 2023. BKGI is an actively managed fund by BNY Mellon. It was launched on Nov 2, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPGR or BKGI.
Performance
UPGR vs. BKGI - Performance Comparison
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Key characteristics
UPGR:
-0.47
BKGI:
1.99
UPGR:
-0.47
BKGI:
2.46
UPGR:
0.95
BKGI:
1.37
UPGR:
-0.30
BKGI:
2.89
UPGR:
-0.90
BKGI:
10.75
UPGR:
15.82%
BKGI:
2.79%
UPGR:
31.68%
BKGI:
15.51%
UPGR:
-46.77%
BKGI:
-14.79%
UPGR:
-32.92%
BKGI:
-0.47%
Returns By Period
In the year-to-date period, UPGR achieves a -5.31% return, which is significantly lower than BKGI's 25.72% return.
UPGR
-5.31%
9.47%
-12.93%
-14.56%
N/A
N/A
N/A
BKGI
25.72%
4.82%
19.45%
28.90%
N/A
N/A
N/A
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UPGR vs. BKGI - Expense Ratio Comparison
UPGR has a 0.35% expense ratio, which is lower than BKGI's 0.65% expense ratio.
Risk-Adjusted Performance
UPGR vs. BKGI — Risk-Adjusted Performance Rank
UPGR
BKGI
UPGR vs. BKGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers US Green Infrastructure Select Equity ETF (UPGR) and Bny Mellon Global Infrastructure Income ETF (BKGI). 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.
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Dividends
UPGR vs. BKGI - Dividend Comparison
UPGR's dividend yield for the trailing twelve months is around 1.08%, less than BKGI's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 1.08% | 1.16% | 0.32% | 0.00% |
BKGI Bny Mellon Global Infrastructure Income ETF | 3.00% | 4.54% | 4.55% | 0.53% |
Drawdowns
UPGR vs. BKGI - Drawdown Comparison
The maximum UPGR drawdown since its inception was -46.77%, which is greater than BKGI's maximum drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for UPGR and BKGI.
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Volatility
UPGR vs. BKGI - Volatility Comparison
Xtrackers US Green Infrastructure Select Equity ETF (UPGR) has a higher volatility of 9.07% compared to Bny Mellon Global Infrastructure Income ETF (BKGI) at 3.41%. This indicates that UPGR's price experiences larger fluctuations and is considered to be riskier than BKGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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