Compare · 2 funds side by side · dividends reinvested

UPGR and IFRA

UPGRXtrackers×IFRAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,734IFRA · best of the two

02 / 04

UPGR and IFRA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.73%+12.8%+13.4%+21.5%+12.1%−13.7%15.1%$4.1B1.1

Xtrackers US Green Infrastructure Select Equity ETFThematic · Infrastructure0.35%2.96%−9.5%−16.0%+8.6%[…]−31.1%30.7%$525K1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: UPGR 2023 · IFRA 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

UPGR

IFRA

iShares U.S. Infrastructure ETF · $4.1B$17,734

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

UPGRMeasureIFRA

−9.5%Year to dateJan 1 → Nov 3+12.8%

−16.0%1 yearTotal return+13.4%

+8.6%3 years · per year$10,000 became $12,797 · $17,919+21.5%

[…]5 years · per year$10,000 became […] · $17,734+12.1%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

2.96%Trailing 12-mo yield$296 · $173 a year on $10k1.73%

−31.1%Worst dropSmaller is better−13.7%

30.7%VolatilityLower is calmer15.1%

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

1–6IFRA wins

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

More Ways to See the Pairs

UPGR vs IFRA: Top 5 Holdings

Today

UPGR

15.4%in top 5

IFRA

in top 518.7%

UPGRStockIFRA

not top 5UNP4.2%

not top 5NEE4.1%

not top 5CSX3.7%

not top 5PWR3.6%

3.3%WSnot top 5

3.1%VLTOnot top 5

not top 5CAT3.1%

3.1%RYZnot top 5

3.0%RSnot top 5

2.9%ITRInot top 5

Held in common1.0%

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

UPGR vs IFRA Returns, Every Period

XtrackersUPGR

−16.0%

past year

IFRAiShares

+13.4%

past year

UPGRIFRAFaded: behind in that period

0–3IFRA wins

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

UPGR vs IFRA

YTD

XtrackersUPGR

−9.5%

IFRAiShares

+12.8%

−9.5%Year to date+12.8%

−31.1%Worst drop · 1Y−13.7%

30.7%Volatility · 1Y15.1%

3.0%Yield1.7%

$525KAssets$4.1B

3–1IFRA wins

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

Cost, Income and Risk

Fees: UPGR, IFRA

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

UPGR0.35%$35

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

Yields: UPGR, IFRA

2.96%highest, UPGR

FundTrailing yieldYield$10k

UPGR2.96%$296

IFRA1.73%$173

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

Income After Fees on $10,000

$261most kept, UPGR

UPGR$296 − $35 = $261

IFRA$173 − $30 = $143

KeptFee

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

Overlap: UPGR, IFRA

Today

1.0%most shared, UPGR and IFRA

UPGRIFRA

UPGR—1.0%

IFRA1.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%IFRA, at 15.1% volatility

IFRAWorst drop−13.7%15.1% 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

UPGRIFRA

−9.5%Year to date+12.8%

3.0%Yield1.7%

−16.0%Past year+13.4%

0.35%Fee0.30%

3–1IFRA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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