Compare · 2 funds side by side · dividends reinvested

UPGR and ACES

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$3,626ACES · best of the two

02 / 04

UPGR and ACES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers US Green Infrastructure Select Equity ETFThematic · Infrastructure0.35%3.05%−12.2%−13.7%+6.7%[…]−31.1%30.7%$525K1.0

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.69%−16.5%−19.6%−2.1%−18.4%−40.5%33.6%$94M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: UPGR 2023 · ACES 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

UPGR

ACES

ALPS Clean Energy ETF · $94M$3,626

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

UPGRMeasureACES

−12.2%Year to dateJan 1 → Nov 5−16.5%

−13.7%1 yearTotal return−19.6%

+6.7%3 years · per year$10,000 became $12,158 · $9,388−2.1%

[…]5 years · per year$10,000 became […] · $3,626−18.4%

0.35%Expense ratio$35 · $55 a year on $10k · lower is better0.55%

3.05%Trailing 12-mo yield$305 · $69 a year on $10k0.69%

−31.1%Worst dropSmaller is better−40.5%

30.7%VolatilityLower is calmer33.6%

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

7–0UPGR wins

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

More Ways to See the Pairs

UPGR vs ACES: Top 5 Holdings

Today

UPGR

14.7%in top 5

ACES

in top 530.0%

UPGRStockACES

2.8%NXT6.9%

not top 5CWEN6.1%

not top 5NPI.TO5.8%

not top 5ITRI5.7%

not top 5TSLA5.5%

3.2%ARRYnot top 5

3.1%CHPTnot top 5

2.8%VLTOnot top 5

2.7%RYZnot top 5

Held in common28.2%

End-of-day Nov 5, 2026 · share of each fund

UPGR vs ACES Returns, Every Period

XtrackersUPGR

−13.7%

past year

ACESALPS

−19.6%

past year

UPGRACESFaded: behind in that period

3–0UPGR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

UPGR vs ACES

YTD

XtrackersUPGR

−12.2%

ACESALPS

−16.5%

−12.2%Year to date−16.5%

−31.1%Worst drop · 1Y−40.5%

30.7%Volatility · 1Y33.6%

3.0%Yield0.7%

$525KAssets$93.7M

4–0UPGR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UPGR, ACES

Today

0.35%lowest, UPGR

FundExpense ratioFee$10k

UPGR0.35%$35

ACES0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UPGR, ACES

3.05%highest, UPGR

FundTrailing yieldYield$10k

UPGR3.05%$305

ACES0.69%$69

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$270most kept, UPGR

UPGR$305 − $35 = $270

ACES$69 − $55 = $14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UPGR, ACES

Today

28.2%most shared, UPGR and ACES

UPGRACES

UPGR—28.2%

ACES28.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−13.7%UPGR, at 30.7% volatility

UPGRWorst drop−31.1%30.7% vol

ACESWorst drop−40.5%33.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

UPGRACES

−12.2%Year to date−16.5%

3.0%Yield0.7%

−13.7%Past year−19.6%

0.35%Fee0.55%

4–0UPGR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026