UPGR vs. CRTC

Last updated Jun 26, 2026

UPGR (Xtrackers US Green Infrastructure Select Equity ETF) and CRTC (Xtrackers US National Critical Technologies ETF) are both exchange-traded funds - UPGR is a Energy Equities fund tracking the Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross, while CRTC is a Technology Equities fund tracking the Solactive Whitney U.S. Critical Technologies Index. Both are passively managed. Over the past year, UPGR returned 50.72% vs 14.85% for CRTC. A 0.60 correlation means they provide meaningful diversification when combined. Both charge a 0.35% expense ratio.

Performance

UPGR vs. CRTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers US Green Infrastructure Select Equity ETF (UPGR) and Xtrackers US National Critical Technologies ETF (CRTC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UPGR achieves a 11.08% return, which is significantly higher than CRTC's 3.75% return.

UPGR

• 1D: -0.38%
• 1M: -7.23%
• YTD: 11.08%
• 6M: 6.61%
• 1Y: 50.72%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CRTC

• 1D: 0.54%
• 1M: -2.79%
• YTD: 3.75%
• 6M: 2.51%
• 1Y: 14.85%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

UPGR vs. CRTC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
UPGR Xtrackers US Green Infrastructure Select Equity ETF	11.08%	35.25%	-14.72%	13.26%
CRTC Xtrackers US National Critical Technologies ETF	3.75%	18.69%	18.05%	7.16%

Correlation

The correlation between UPGR and CRTC is 0.62, 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	0.62
Correlation (All Time) Calculated using the full available price history since Nov 16, 2023	0.60

The correlation between UPGR and CRTC has been stable across timeframes, ranging from 0.60 to 0.62 - a consistent structural relationship.

UPGR vs. CRTC - Sectors Allocation Comparison

Sectors	UPGR	CRTC
Industrials	49.3%	12.6%
Utilities	12.8%	5.3%
Basic Materials	10.7%	3.1%
Consumer Cyclical	10.5%	5.4%
Energy	10.0%	6.0%
Technology	3.9%	39.5%
Consumer Defensive	2.5%	0.0%
Financial Services	0.1%	0.2%
Communication Services	-	15.0%
Healthcare	-	12.7%
Real Estate	-	0.1%

Return for Risk

UPGR vs. CRTC — Risk / Return Rank

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

UPGR

UPGR Risk / Return Rank: 53
UPGR Sharpe Ratio Rank: 53
UPGR Sortino Ratio Rank: 50
UPGR Omega Ratio Rank: 46
UPGR Calmar Ratio Rank: 70
UPGR Martin Ratio Rank: 48

CRTC

CRTC Risk / Return Rank: 33
CRTC Sharpe Ratio Rank: 33
CRTC Sortino Ratio Rank: 30
CRTC Omega Ratio Rank: 30
CRTC Calmar Ratio Rank: 36
CRTC Martin Ratio Rank: 39

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.

UPGR vs. CRTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers US Green Infrastructure Select Equity ETF (UPGR) and Xtrackers US National Critical Technologies ETF (CRTC). 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.

	UPGR	CRTC	Difference
Sharpe ratio: Return per unit of total volatility	1.61	1.10	+0.51
Sortino ratio: Return per unit of downside risk	2.19	1.53	+0.67
Omega ratio: Gain probability vs. loss probability	1.26	1.20	+0.07
Calmar ratio: Return relative to maximum drawdown	3.08	1.65	+1.43
Martin ratio: Return relative to average drawdown	7.10	5.63	+1.48

UPGR vs. CRTC - Sharpe Ratio Comparison

The current UPGR Sharpe Ratio is 1.61, which is higher than the CRTC Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of UPGR and CRTC, 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

UPGR vs. CRTC - Drawdown Comparison

The maximum UPGR drawdown since its inception was -46.60%, which is greater than CRTC's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for UPGR and CRTC.

Drawdown Indicators

	UPGR	CRTC	Difference
Max Drawdown Largest peak-to-trough decline	-46.60%	-19.07%	-27.53%
Max Drawdown (1Y) Largest decline over 1 year	-16.55%	-9.05%	-7.50%
Current Drawdown Current decline from peak	-11.32%	-5.67%	-5.65%
Average Drawdown Average peak-to-trough decline	-20.28%	-2.18%	-18.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.16%	2.64%	+4.52%

Volatility

UPGR vs. CRTC - Volatility Comparison

Xtrackers US Green Infrastructure Select Equity ETF (UPGR) has a higher volatility of 11.92% compared to Xtrackers US National Critical Technologies ETF (CRTC) at 5.77%. This indicates that UPGR's price experiences larger fluctuations and is considered to be riskier than CRTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UPGR	CRTC	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.92%	5.77%	+6.15%
Volatility (6M) Calculated over the trailing 6-month period	22.08%	10.60%	+11.48%
Volatility (1Y) Calculated over the trailing 1-year period	31.62%	13.52%	+18.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.81%	15.87%	+14.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.81%	15.87%	+14.94%

UPGR vs. CRTC - Expense Ratio Comparison

Both UPGR and CRTC have an expense ratio of 0.35%.

Dividends

UPGR vs. CRTC - Dividend Comparison

UPGR's dividend yield for the trailing twelve months is around 0.29%, less than CRTC's 0.91% yield.

Position	TTM	2025	2024	2023
CRTC Xtrackers US National Critical Technologies ETF	0.91%	1.03%	1.13%	0.16%
UPGR Xtrackers US Green Infrastructure Select Equity ETF	0.29%	0.39%	1.16%	0.32%

Frequently Asked Questions

Can I hold both UPGR and CRTC in my portfolio?

UPGR and CRTC have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, UPGR or CRTC?

UPGR has higher volatility (11.92%) compared to CRTC (5.77%). In terms of maximum drawdown, UPGR dropped -46.60% vs CRTC's -19.07%.

Which ETF is better, UPGR or CRTC?

On 1-year performance, UPGR leads with 50.72% vs 14.85% for CRTC. Both ETFs have the same 0.35% expense ratio. On volatility, CRTC has been the lower-risk option at 5.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, UPGR or CRTC?

Over the 1-year period, UPGR has performed better with a 50.72% return vs 14.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, UPGR or CRTC?

UPGR and CRTC have the same expense ratio: 0.35% per year.

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

CRTC has the higher dividend yield at 0.91%, compared with 0.29% for UPGR.

What is the main difference between UPGR and CRTC?

UPGR is categorized as Energy Equities, while CRTC is Technology Equities. UPGR tracks Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross, while CRTC tracks Solactive Whitney U.S. Critical Technologies Index.

Which has better risk-adjusted returns?

UPGR currently has the higher Sharpe Ratio (1.61 vs 1.10), 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.