Compare · 3 funds side by side · dividends reinvested

EFRA, UPGR and CGW

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,020CGW · best of the three

02 / 04

EFRA, UPGR and CGW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Environmental Infrastructure and Industrials ETFThematic · Infrastructure0.47%4.08%+8.1%+9.8%+16.8%[…]−11.2%14.9%$6M1.4

Invesco S&P Global Water Index ETFInternational · Global0.58%1.54%+2.6%+3.1%+15.3%+3.7%−10.9%14.1%$1.1B1.9

Xtrackers US Green Infrastructure Select Equity ETFThematic · Infrastructure0.35%2.96%−9.5%−16.0%+8.6%[…]−31.1%30.7%$525K2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EFRA 2022 · UPGR 2023 · CGW 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Environmental Infrastructure and Industrials ETF · $6M[…]

EFRA

UPGR

Xtrackers US Green Infrastructure Select Equity ETF · $525K[…]

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

EFRAMeasureUPGR

+8.1%Year to dateJan 1 → Nov 3−9.5%

+9.8%1 yearTotal return−16.0%

+16.8%3 years · per year$10,000 became $15,918 · $12,797+8.6%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

4.08%Trailing 12-mo yield$408 · $296 a year on $10k2.96%

−11.2%Worst dropSmaller is better−31.1%

14.9%VolatilityLower is calmer30.7%

EFRAUPGR Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1EFRA wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EFRA vs UPGR: Top 5 Holdings

Today

EFRA

31.0%in top 5

UPGR

in top 515.4%

EFRAStockUPGR

7.0%VLTO3.1%

6.2%AWKnot top 5

6.0%VIE.PAnot top 5

5.9%SWnot top 5

5.9%WABnot top 5

not top 5WS3.3%

not top 5RYZ3.1%

not top 5RS3.0%

not top 5ITRI2.9%

Held in common7.7%

End-of-day Nov 3, 2026 · share of each fund

EFRA vs UPGR Returns, Every Period

iSharesEFRA

+9.8%

past year

UPGRXtrackers

−16.0%

past year

EFRAUPGRFaded: behind in that period

3–0EFRA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EFRA vs UPGR

YTD

iSharesEFRA

+8.1%

UPGRXtrackers

−9.5%

+8.1%Year to date−9.5%

−11.2%Worst drop · 1Y−31.1%

14.9%Volatility · 1Y30.7%

4.1%Yield3.0%

$5.7MAssets$525K

4–0EFRA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFRA, UPGR, CGW

Today

0.35%lowest, UPGR

FundExpense ratioFee$10k

UPGR0.35%$35

EFRA0.47%$47

CGW0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EFRA, UPGR, CGW

4.08%highest, EFRA

FundTrailing yieldYield$10k

EFRA4.08%$408

UPGR2.96%$296

CGW1.54%$154

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$361most kept, EFRA

EFRA$408 − $47 = $361

UPGR$296 − $35 = $261

CGW$154 − $58 = $96

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EFRA, UPGR, CGW

Today

54.0%most shared, EFRA and CGW

EFRAUPGRCGW

EFRA—7.7%54.0%

UPGR7.7%—8.1%

CGW54.0%8.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%EFRA, at 14.9% volatility

CGWWorst drop−10.9%14.1% vol

EFRAWorst drop−11.2%14.9% vol

UPGRWorst drop−31.1%30.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EFRACGW

+8.1%Year to date+2.6%

4.1%Yield1.5%

+9.8%Past year+3.1%

0.47%Fee0.58%

4–0EFRA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026