UPGR vs VOO
Xtrackers US Green Infrastructure Select Equity ETF vs Vanguard S&P 500 ETF
Which is better, UPGR or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y and the full window. UPGR is less concentrated, with 25.1% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | UPGR | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $598,148.67 | $997.4B |
| Dividend Yield | 0.32% | 1.04% |
| Holdings | 49 | 509 |
| YTD Return | -10.61% | +12.37%Best |
| 1Y Return | -1.19% | +16.61%Best |
| 3Y Return (annualized) | - | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 27.1% | 12.0%Best |
| Max Drawdown | -35.5% | -18.7%Best |
| $10,000 over 2.6 years | $11,613 | $15,784Best |
| Top 10 Weight | 25.1%Best | 37.6% |
| Fund Family | Xtrackers ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 13, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 7, 2024 to Sep 18, 2026 (2.6 years).
UPGR vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.6 years both funds cover.
UPGR vs VOO Performance
Xtrackers US Green Infrastructure Select Equity ETF (UPGR) is an ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year UPGR returned -1.19% while VOO returned +16.61%. Year to date, UPGR is down 10.61% versus a gain of 12.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UPGR has been the more volatile fund, with annualized monthly volatility of 27.1% compared with 12.0% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. 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 0.32% against 1.04% for VOO.
Holdings Overlap
22.0% of UPGR's money is in holdings VOO also owns. 2.0% of VOO's money is in holdings UPGR also owns.
UPGR and VOO share little of their money.
10 positions in common, counted across the 48 positions we hold weights for in UPGR and 494 in VOO, against full books of 49 and 509.
What only one of them owns
Our book lists 477 positions for VOO that do not appear in our book for UPGR (97.1% of the fund), and 37 for UPGR that do not appear in VOO (75.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in UPGR | Weight in VOO | Difference |
|---|---|---|---|
| TSLATesla Inc | 2.15% | 1.36% | 0.79% |
| VLTOVeralto Corp | 2.47% | 0.04% | 2.43% |
| ECLEcolab, Inc. | 2.36% | 0.11% | 2.25% |
| PHParker-Hannifin Corp. | 2.28% | 0.19% | 2.09% |
| IEXI D E X Corporation | 2.39% | 0.03% | 2.36% |
| IRIngersoll Rand Inc | 2.29% | 0.05% | 2.24% |
| WMWaste Mgmt | 2.18% | 0.13% | 2.05% |
| FSLRFirst Solar, Inc | 2.12% | 0.04% | 2.08% |
| XYLXylem,Inc. | 2.11% | 0.04% | 2.07% |
| LIILennox International Inc | 1.61% | 0.02% | 1.59% |
22.0% of UPGR is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $32 a year on a $10,000 investment.
Which performed better, UPGR or VOO?
Over the past year UPGR returned -1.19% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UPGR or VOO?
UPGR has been the more volatile fund at 27.1% annualized versus 12.0% for VOO. Worst drawdown: UPGR -35.5% vs VOO -18.7%.
Should I hold both UPGR and VOO?
UPGR and VOO have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between UPGR and VOO?
22.0% of UPGR's money is in holdings VOO also owns. 2.0% of VOO's is in holdings UPGR also owns. They hold 10 positions in common, counted across the 48 positions we hold weights for in UPGR and 494 in VOO.
Which pays a higher dividend, UPGR or VOO?
UPGR yields 0.32% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than UPGR?
VOO has a lower expense ratio. VOO led over 1Y and the full window. UPGR is less concentrated, with 25.1% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.