UPGR vs VOO
Xtrackers US Green Infrastructure Select Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. UPGR delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | UPGR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $6M | $979.0B | |
| Dividend Yield | 0.28% | 1.09% | |
| Holdings | 47 | 509 | |
| YTD Return | -0.32% | +13.79% | |
| 1Y Return | +28.78% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 27.2% | 14.1% | |
| Max Drawdown | -35.5% | -34.3% | |
| Fund Family | Xtrackers ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 13, 2023 | Sep 7, 2010 |
UPGR vs VOO Performance
Xtrackers US Green Infrastructure Select Equity ETF (UPGR) is a ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year UPGR returned +28.78% while VOO returned +23.01%. Year to date, UPGR is down 0.32% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
UPGR has been the more volatile fund, with annualized monthly volatility of 27.2% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -35.5% for UPGR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UPGR charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, UPGR currently yields 0.28% against 1.09% for VOO.
Holdings Overlap
UPGR and VOO share 12 holdings out of 538 unique holdings combined, representing a 2.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, UPGR or VOO?
UPGR has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, UPGR or VOO?
Over the past year UPGR returned +28.78% vs +23.01% for VOO, so UPGR leads on 1-year performance. Over the longest common window we track (3 years), UPGR annualized +10.90% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, UPGR or VOO?
UPGR has been the more volatile fund at 27.2% annualized versus 14.1% for VOO. Worst drawdown: UPGR -35.5% vs VOO -34.3%.
Should I hold both UPGR and VOO?
UPGR and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UPGR and VOO?
UPGR and VOO share 12 common holdings with a 2.6% weight overlap. Combined, they hold 538 unique securities.
Which pays a higher dividend, UPGR or VOO?
UPGR yields 0.28% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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