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EXEQvsUPGDETF Comparison

ETF 1

EXEQ

Wedbush ReturnOnLeadership U.S. Large-Cap ETF

This fund is part of

US Large Cap

+0.06%

Full EXEQ fund page

VS

ETF 2

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

This fund is part of

US Large Cap

+0.06%

Full UPGD fund page

Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ) and Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belong to the same industry segment: US Large Cap. EXEQ's top 3 sector exposures are Information Technology, Industrials and Consumer Discretionary. In contrast, UPGD's top sector exposures are Industrials, Information Technology and Consumer Discretionary. EXEQ is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.4% for UPGD. Run a side-by-side ETF comparison of EXEQ and UPGD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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EXEQ vs UPGD performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EXEQ UPGD	+9.42%+6.91%	n/a-0.16%	n/a+3.32%	n/a+14.95%	n/a+44.95%	n/a+31.78%
Flows	EXEQ UPGD	-+$6M	-+$4M	-+$543K	--$6M	--$45M	--$63M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EXEQ UPGD	n/a+15.48%	n/a+13.72%	n/a+15.47%	n/a+18.73%
Max drawdown	EXEQ UPGD	n/a-10.10%	n/a-10.10%	n/a-16.72%	n/a-24.26%
Max drawdown duration	EXEQ UPGD	n/a59d	n/a59d	n/a263d	n/a839d

Trading data

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	EXEQ	UPGD
Last sale 4/30/2026 at 1:30 PM		$77.38
Previous close 04/29/2026		$76.47
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	EXEQ	UPGD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/30/2026 at 1:30 PM

Live

Closed

	EXEQ	UPGD
Last price	–	$77.38
1D performance	–	+1.19%
AuM	$1.01 M	$111.10 M
E/R	0.75%	0.4%

Characteristics

	EXEQ	UPGD
Management strategy	Passive	Passive
Provider	Wedbush Funds	Invesco
Benchmark	Solactive Indiggo Return on Leadership U.S. Large-Cap Index	Bloomberg ANR Improvers Index
N° of holdings	45	50
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	February 12, 2026	May 19, 2006
ESG	No	No

More EXEQ data on Trackinsight

More UPGD data on Trackinsight

Exposure

Countries

EXEQ

USA

88.05%

Other

11.95%

UPGD

USA

96.1%

Other

3.9%

Sectors

EXEQ

Information Techn.

28.25%

Industrials

14.9%

Consumer Discreti.

8.73%

Materials

7.64%

Energy

7.37%

Other

33.12%

UPGD

Industrials

31.77%

Information Techn.

19.07%

Consumer Discreti.

17.8%

Consumer Staples

15.22%

Other

16.14%

Diversification

EXEQ

Total weight of top 15 holdings out of 15

44.98%

UPGD

Total weight of top 15 holdings out of 15

32.77%

Top 15 holdings

Data as of March 31, 2026

EXEQ

GENERAL ELECTRIC

4.36%

MOTOROLA SOLUTIONS

4.30%

WESTERN DIGITAL

3.99%

COCA-COLA

3.20%

CHESAPEAKE ENERGY

3.05%

STEEL DYNAMICS

2.96%

VENTAS REIT

2.95%

NUCOR

2.71%

HOWMET AEROSPACE INC

2.67%

PULTEGROUP

2.55%

MERCADOLIBRE

2.55%

EQT

2.52%

ROYALTY PHARMA

2.46%

US36266G1076

2.40%

MASTERCARD

2.32%

UPGD

CLOUDFLARE INC

2.32%

PALANTIR TECHNOLOGIES

2.31%

AMERICAN ELECTRIC POWER

2.24%

F5 INC

2.22%

NETAPP

2.21%

WEC ENERGY GROUP INC

2.20%

TYSON FOODS

2.19%

GENERAL DYNAMICS

2.17%

AIRBNB

2.17%

BRISTOL-MYERS SQUIBB

2.15%

FASTENAL

2.14%

OLD DOMINION

2.13%

JACK HENRY AND ASSOCIATES

2.11%

HERSHEY FOODS

2.11%

PUBLIC SRVCE ENT

2.10%

Frequently asked questions about EXEQ and UPGD

Which ETF is bigger: EXEQ or UPGD?

As of April 28, 2026, EXEQ holds $1.01 M in assets under management (AUM), while UPGD manages $111.10 M.

What sectors do the EXEQ and UPGD ETFs invest in?

EXEQ leans toward sectors like Information Technology, Industrials and Consumer Discretionary. Meanwhile, UPGD focuses on Industrials, Information Technology and Consumer Discretionary.

What are the top holdings of the EXEQ ETF and UPGD ETF?

EXEQ top holdings include GENERAL ELECTRIC, MOTOROLA SOLUTIONS and WESTERN DIGITAL. UPGD holds in its top three: CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER.

Which ETF is more diversified: EXEQ or UPGD?

EXEQ holds 48 securities with 44.98% of its assets in the top 15. UPGD has 50 securities and a top 15 weight of 32.77%.

EXEQ ETF Turns Leadership Into an Investable Factor

March 18, 2026

EXEQ

EXEQvsUPGDETF Comparison

Wedbush ReturnOnLeadership U.S. Large-Cap ETF

Invesco Bloomberg Analyst Rating Improvers ETF

EXEQ vs UPGD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

Which ETF is bigger: EXEQ or UPGD?

As of April 28, 2026, EXEQ holds $1.01 M in assets under management (AUM), while UPGD manages $111.10 M.

What sectors do the EXEQ and UPGD ETFs invest in?

EXEQ leans toward sectors like Information Technology, Industrials and Consumer Discretionary. Meanwhile, UPGD focuses on Industrials, Information Technology and Consumer Discretionary.

What are the top holdings of the EXEQ ETF and UPGD ETF?

EXEQ top holdings include GENERAL ELECTRIC, MOTOROLA SOLUTIONS and WESTERN DIGITAL. UPGD holds in its top three: CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER.

Which ETF is more diversified: EXEQ or UPGD?

EXEQ holds 48 securities with 44.98% of its assets in the top 15. UPGD has 50 securities and a top 15 weight of 32.77%.

EXEQ ETF Turns Leadership Into an Investable Factor

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