UPGR vs. PBOG
UPGR (Xtrackers US Green Infrastructure Select Equity ETF) and PBOG (Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF) are both Energy Equities funds - UPGR tracks the Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross while PBOG tracks the BITA Global Oil & Gas Select Index. Both are passively managed. At a correlation of -0.10, they often move in opposite directions. UPGR charges 0.35%/yr vs 0.13%/yr for PBOG.
Performance
UPGR vs. PBOG - Performance Comparison
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Returns By Period
In the year-to-date period, UPGR achieves a 6.19% return, which is significantly lower than PBOG's 25.11% return.
UPGR
- 1D
- 2.02%
- 1M
- -4.25%
- 6M
- -2.10%
- YTD
- 6.19%
- 1Y
- 31.11%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
PBOG
- 1D
- 0.21%
- 1M
- -2.13%
- 6M
- 21.62%
- YTD
- 25.11%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UPGR vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 6.19% | 3.35% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 25.11% | 1.39% |
Correlation
The correlation between UPGR and PBOG is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | -0.10 |
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Return for Risk
UPGR vs. PBOG — Risk / Return Rank
UPGR
PBOG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UPGR vs. PBOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers US Green Infrastructure Select Equity ETF (UPGR) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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 | PBOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.17 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | — | — |
| Martin ratioReturn relative to average drawdown | 4.08 | — | — |
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Drawdowns
UPGR vs. PBOG - Drawdown Comparison
The maximum UPGR drawdown since its inception was -46.60%, which is greater than PBOG's maximum drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for UPGR and PBOG.
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Drawdown Indicators
| UPGR | PBOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.60% | -19.24% | -27.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.90% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -46.60% | — | — |
Current DrawdownCurrent decline from peak | -15.23% | -11.82% | -3.41% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -4.96% | -15.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | — | — |
Volatility
UPGR vs. PBOG - Volatility Comparison
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Volatility by Period
| UPGR | PBOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.82% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 23.24% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 32.43% | 24.14% | +8.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.99% | 24.14% | +6.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 24.14% | +6.85% |
UPGR vs. PBOG - Expense Ratio Comparison
UPGR has a 0.35% expense ratio, which is higher than PBOG's 0.13% expense ratio.
Dividends
UPGR vs. PBOG - Dividend Comparison
UPGR's dividend yield for the trailing twelve months is around 0.30%, more than PBOG's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 0.14% | 0.17% | 0.00% | 0.00% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 0.30% | 0.39% | 1.16% | 0.32% |
Frequently Asked Questions
UPGR and PBOG have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBOG is cheaper with a 0.13% expense ratio, compared with 0.35% for UPGR.
UPGR has the higher dividend yield at 0.30%, compared with 0.14% for PBOG.
UPGR tracks Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross, while PBOG tracks BITA Global Oil & Gas Select Index. They also come from different issuers: Xtrackers and Portfolio Building Blocks. Their fees differ too: 0.35% for UPGR and 0.13% for PBOG.
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