Compare · 2 funds side by side · dividends reinvested

UPGR and CGW

UPGRXtrackers×CGWInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,938CGW · best of the two

02 / 04

UPGR and CGW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P Global Water Index ETFInternational · Global0.58%1.54%+2.8%+2.3%+14.3%+3.6%−10.9%14.4%$1.1B1.3

Xtrackers US Green Infrastructure Select Equity ETFThematic · Infrastructure0.35%2.96%−9.6%−15.5%+8.0%[…]−31.1%30.4%$525K1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: UPGR 2023 · CGW 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

UPGR

CGW

Invesco S&P Global Water Index ETF · $1.1B$11,938

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

UPGRMeasureCGW

−9.6%Year to dateJan 1 → Nov 6+2.8%

−15.5%1 yearTotal return+2.3%

+8.0%3 years · per year$10,000 became $12,607 · $14,934+14.3%

[…]5 years · per year$10,000 became […] · $11,938+3.6%

0.35%Expense ratio$35 · $58 a year on $10k · lower is better0.58%

2.96%Trailing 12-mo yield$296 · $154 a year on $10k1.54%

−31.1%Worst dropSmaller is better−10.9%

30.4%VolatilityLower is calmer14.4%

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

2–5CGW wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UPGR vs CGW: Top 5 Holdings

Today

UPGR

15.6%in top 5

CGW

in top 536.1%

UPGRStockCGW

not top 5AWK9.2%

not top 5XYL7.6%

2.9%VLTO6.9%

not top 5UU.L6.4%

not top 5WTRG5.9%

3.3%ARRYnot top 5

3.2%MEGnot top 5

3.2%CHPTnot top 5

3.1%RUNnot top 5

Held in common8.0%

End-of-day Nov 6, 2026 · share of each fund

UPGR vs CGW Returns, Every Period

XtrackersUPGR

−15.5%

past year

CGWInvesco

+2.3%

past year

UPGRCGWFaded: behind in that period

0–3CGW wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs International: UPGR vs CGW

YTD

XtrackersUPGR

−9.6%

CGWInvesco

+2.8%

−9.6%Year to date+2.8%

−31.1%Worst drop · 1Y−10.9%

30.4%Volatility · 1Y14.4%

3.0%Yield1.5%

$525KAssets$1.1B

3–1CGW wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UPGR, CGW

Today

0.35%lowest, UPGR

FundExpense ratioFee$10k

UPGR0.35%$35

CGW0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UPGR, CGW

2.96%highest, UPGR

FundTrailing yieldYield$10k

UPGR2.96%$296

CGW1.54%$154

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$261most kept, UPGR

UPGR$296 − $35 = $261

CGW$154 − $58 = $96

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UPGR, CGW

Today

8.0%most shared, UPGR and CGW

UPGRCGW

UPGR—8.0%

CGW8.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.3%CGW, at 14.4% volatility

CGWWorst drop−10.9%14.4% vol

UPGRWorst drop−31.1%30.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

UPGRCGW

−9.6%Year to date+2.8%

3.0%Yield1.5%

−15.5%Past year+2.3%

0.35%Fee0.58%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026