Compare UPGR and NBET

UPGR and NBET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Neuberger Berman Energy Transition & Infrastructure ETFThematic · Infrastructure2.10%2.39%+31.2%+35.5%+29.3%[…]−8.0%16.1%$56M1.3

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 · NBET 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

UPGR

NBET

Neuberger Berman Energy Transition & Infrastructure ETF · $56M[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

UPGRMeasureNBET

−9.5%Year to dateJan 1 → Nov 3+31.2%

−16.0%1 yearTotal return+35.5%

+8.6%3 years · per year$10,000 became $12,797 · $21,621+29.3%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $210 a year on $10k · lower is better2.10%

2.96%Trailing 12-mo yield$296 · $239 a year on $10k2.39%

−31.1%Worst dropSmaller is better−8.0%

30.7%VolatilityLower is calmer16.1%

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

2–5NBET 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 NBET: Top 5 Holdings

Today

UPGR

15.4%in top 5

NBET

in top 536.5%

UPGRStockNBET

not top 5TRGP9.3%

not top 5ET7.5%

not top 5EPD7.3%

not top 5LNG6.7%

not top 5DTM5.7%

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 common2.5%

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

UPGR vs NBET Returns, Every Period

1Y

XtrackersUPGR

−16.0%

past year

NBETNeuberger Berman

+35.5%

past year

UPGRNBETFaded: behind in that period

0–3NBET wins

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

UPGR vs NBET

YTD

XtrackersUPGR

−9.5%

NBETNeuberger Berman

+31.2%

−9.5%Year to date+31.2%

−31.1%Worst drop · 1Y−8.0%

30.7%Volatility · 1Y16.1%

3.0%Yield2.4%

$525KAssets$55.6M

3–1NBET wins

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

Cost, Income and Risk

Fees: UPGR, NBET

Today

0.35%lowest, UPGR

FundExpense ratioFee$10k

UPGR0.35%$35

NBET2.10%$210

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

Yields: UPGR, NBET

1Y

2.96%highest, UPGR

FundTrailing yieldYield$10k

UPGR2.96%$296

NBET2.39%$239

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

Income After Fees on $10,000

1Y

$261most kept, UPGR

UPGR$296 − $35 = $261

NBET$239 − $210 = $29

KeptFee

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

Overlap: UPGR, NBET

Today

2.5%most shared, UPGR and NBET

UPGRNBET

UPGR—2.5%

NBET2.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

+35.5%NBET, at 16.1% volatility

NBETWorst drop−8.0%16.1% 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

UPGRNBET

−9.5%Year to date+31.2%

3.0%Yield2.4%

−16.0%Past year+35.5%

0.35%Fee2.10%

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