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 exchange-traded funds - UPGR is a Energy Equities fund tracking the Solactive United States Green Infrastructure ESG Screened Index - Benchmark TR Gross, while PBOG is a Oil & Gas fund tracking the BITA Global Oil & Gas Select Index. Both are passively managed. At a correlation of -0.03, 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 22.11% return, which is significantly lower than PBOG's 32.22% return.
UPGR
- 1D
- -2.52%
- 1M
- 12.74%
- YTD
- 22.11%
- 6M
- 20.09%
- 1Y
- 71.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PBOG
- 1D
- 1.23%
- 1M
- -2.32%
- YTD
- 32.22%
- 6M
- 29.70%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UPGR vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 22.11% | 1.27% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 32.22% | 1.62% |
Correlation
The correlation between UPGR and PBOG is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 26, 2025 | -0.03 |
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Return for Risk
UPGR vs. PBOG — Risk / Return Rank
UPGR
PBOG
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.
| UPGR | PBOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.37 | — | — |
Sortino ratioReturn per unit of downside risk | 3.04 | — | — |
Omega ratioGain probability vs. loss probability | 1.36 | — | — |
Calmar ratioReturn relative to maximum drawdown | 4.34 | — | — |
Martin ratioReturn relative to average drawdown | 10.65 | — | — |
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 | PBOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 3.31 | -3.10 |
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 -11.45%. 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% | -11.45% | -35.15% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | — | — |
Current DrawdownCurrent decline from peak | -2.52% | -6.81% | +4.29% |
Average DrawdownAverage peak-to-trough decline | -20.53% | -3.10% | -17.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.73% | — | — |
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 | 10.90% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 20.37% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.33% | 23.67% | +6.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.51% | 23.67% | +6.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.51% | 23.67% | +6.84% |
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 0.27%, more than PBOG's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 0.13% | 0.17% | 0.00% | 0.00% |
UPGR Xtrackers US Green Infrastructure Select Equity ETF | 0.27% | 0.39% | 1.16% | 0.32% |
Frequently Asked Questions
UPGR and PBOG have a correlation of -0.03, 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 0.27%, compared with 0.13% for PBOG.
UPGR is categorized as Energy Equities, while PBOG is Oil & Gas. 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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