UPGR vs. IYE
Compare and contrast key facts about Xtrackers US Green Infrastructure Select Equity ETF (UPGR) and iShares U.S. Energy ETF (IYE).
UPGR and IYE 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. IYE is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Oil & Gas Index. It was launched on Jun 12, 2000. Both UPGR and IYE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UPGR vs. IYE - Performance Comparison
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UPGR vs. IYE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UPGR Xtrackers US Green Infrastructure Select Equity ETF | -1.84% | 35.25% | -14.72% | -15.29% |
IYE iShares U.S. Energy ETF | 32.07% | 7.33% | 6.06% | 1.21% |
Returns By Period
In the year-to-date period, UPGR achieves a -1.84% return, which is significantly lower than IYE's 32.07% return.
UPGR
- 1D
- 0.49%
- 1M
- -5.50%
- YTD
- -1.84%
- 6M
- -2.02%
- 1Y
- 54.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYE
- 1D
- -3.57%
- 1M
- 4.12%
- YTD
- 32.07%
- 6M
- 32.94%
- 1Y
- 29.50%
- 3Y*
- 15.68%
- 5Y*
- 22.04%
- 10Y*
- 9.94%
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UPGR vs. IYE - Expense Ratio Comparison
UPGR has a 0.35% expense ratio, which is lower than IYE's 0.42% expense ratio.
Return for Risk
UPGR vs. IYE — Risk / Return Rank
UPGR
IYE
UPGR vs. IYE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers US Green Infrastructure Select Equity ETF (UPGR) and iShares U.S. Energy ETF (IYE). 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.
| UPGR | IYE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 1.19 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.35 | 1.58 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.44 | 1.61 | +1.83 |
Martin ratioReturn relative to average drawdown | 8.66 | 4.46 | +4.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UPGR | IYE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 1.19 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.86 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.26 | -0.31 |
Correlation
The correlation between UPGR and IYE is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
UPGR vs. IYE - Dividend Comparison
UPGR's dividend yield for the trailing twelve months is around 0.34%, less than IYE's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 0.34% | 0.39% | 1.16% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYE iShares U.S. Energy ETF | 2.13% | 2.85% | 2.75% | 2.99% | 3.37% | 2.98% | 4.75% | 6.60% | 3.16% | 2.66% | 2.11% | 3.39% |
Drawdowns
UPGR vs. IYE - Drawdown Comparison
The maximum UPGR drawdown since its inception was -46.60%, smaller than the maximum IYE drawdown of -73.74%. Use the drawdown chart below to compare losses from any high point for UPGR and IYE.
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Drawdown Indicators
| UPGR | IYE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.60% | -73.74% | +27.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | -18.74% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -68.59% | — |
Current DrawdownCurrent decline from peak | -12.90% | -5.65% | -7.25% |
Average DrawdownAverage peak-to-trough decline | -21.52% | -19.44% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.57% | 6.76% | -0.19% |
Volatility
UPGR vs. IYE - Volatility Comparison
Xtrackers US Green Infrastructure Select Equity ETF (UPGR) has a higher volatility of 8.69% compared to iShares U.S. Energy ETF (IYE) at 6.28%. This indicates that UPGR's price experiences larger fluctuations and is considered to be riskier than IYE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPGR | IYE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.69% | 6.28% | +2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 23.85% | 14.10% | +9.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.40% | 24.90% | +7.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.47% | 25.83% | +4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.47% | 29.45% | +1.02% |