Compare · 2 funds side by side · dividends reinvested

UPGR and IGF

UPGRXtrackers×IGFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,886IGF · best of the two

02 / 04

UPGR and IGF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.94%+8.5%+10.9%+20.5%+9.7%−10.4%11.2%$10.9B1.3

Xtrackers US Green Infrastructure Select Equity ETFThematic · Infrastructure0.35%2.96%−9.5%−16.0%+8.6%[…]−31.1%30.7%$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 3, 2026 · returns include dividends · since: UPGR 2023 · IGF 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

UPGR

IGF

iShares Global Infrastructure ETF · $10.9B$15,886

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UPGRMeasureIGF

−9.5%Year to dateJan 1 → Nov 3+8.5%

−16.0%1 yearTotal return+10.9%

+8.6%3 years · per year$10,000 became $12,797 · $17,513+20.5%

[…]5 years · per year$10,000 became […] · $15,886+9.7%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

2.96%Trailing 12-mo yield$296 · $294 a year on $10k2.94%

−31.1%Worst dropSmaller is better−10.4%

30.7%VolatilityLower is calmer11.2%

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

2–5IGF 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 IGF: Top 5 Holdings

Today

UPGR

15.4%in top 5

IGF

in top 522.7%

UPGRStockIGF

not top 5TCL.AX4.9%

not top 5AENA.MC4.9%

not top 5NEE4.8%

not top 5IBE.MC4.1%

not top 5PAC4.0%

3.3%WSnot top 5

3.1%VLTOnot top 5

3.1%RYZnot top 5

3.0%RSnot top 5

2.9%ITRInot top 5

Held in common0.0%

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

UPGR vs IGF Returns, Every Period

XtrackersUPGR

−16.0%

past year

IGFiShares

+10.9%

past year

UPGRIGFFaded: behind in that period

0–3IGF wins

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

UPGR vs IGF

YTD

XtrackersUPGR

−9.5%

IGFiShares

+8.5%

−9.5%Year to date+8.5%

−31.1%Worst drop · 1Y−10.4%

30.7%Volatility · 1Y11.2%

3.0%Yield2.9%

$525KAssets$10.9B

3–1IGF wins

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

Cost, Income and Risk

Fees: UPGR, IGF

Today

0.35%lowest, UPGR

FundExpense ratioFee$10k

UPGR0.35%$35

IGF0.37%$37

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

Yields: UPGR, IGF

2.96%highest, UPGR

FundTrailing yieldYield$10k

UPGR2.96%$296

IGF2.94%$294

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

Income After Fees on $10,000

$261most kept, UPGR

UPGR$296 − $35 = $261

IGF$294 − $37 = $257

KeptFee

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

Overlap: UPGR, IGF

Today

0.0%most shared, UPGR and IGF

UPGRIGF

UPGR—0.0%

IGF0.0%—

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

Return vs Bumpiness: 2 ETFs

+10.9%IGF, at 11.2% volatility

IGFWorst drop−10.4%11.2% 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

UPGRIGF

−9.5%Year to date+8.5%

3.0%Yield2.9%

−16.0%Past year+10.9%

0.35%Fee0.37%

2–2level

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