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FMTMvsUPGDETF Comparison
MarketDesk Focused U.S. Momentum ETF (FMTM) belongs to the US Multi-Factor segment. Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is part of the US Large Cap segment. FMTM's top 3 sector exposures are Industrials, Materials and Information Technology. In contrast, UPGD's top sector exposures are Industrials, Consumer Staples and Information Technology. FMTM is more expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.4% for UPGD. FMTM is up 10.04% year-to-date (YTD) with +$28M in YTD flows. UPGD performs worse with 2.63% YTD performance, and -$5M in YTD flows. Run a side-by-side ETF comparison of FMTM 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.
FMTM vs UPGD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FMTM UPGD | -2.31%-4.00% | +8.96%+1.91% | +10.04%+2.63% | n/a+9.38% | n/a+44.54% | n/a+38.14% |
| Flows | FMTM UPGD | +$10M-$2M | +$30M-$32M | +$28M-$5M | --$12M | --$51M | --$63M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FMTM UPGD | +25.34%+12.69% | n/a+16.74% | n/a+15.65% | n/a+18.76% |
| Max drawdown | FMTM UPGD | -9.41%-4.54% | n/a-11.84% | n/a-16.72% | n/a-24.26% |
| Max drawdown duration | FMTM UPGD | 8d9d | n/a60d | n/a263d | n/a839d |
FMTM | UPGD | |
Last sale 3/11/2026 at 1:30 PM | $35.43 | $75.29 |
| Previous close 03/10/2026 | $35.33 | $75.91 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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FMTM | UPGD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
FMTM | UPGD | |
|---|---|---|
| Last price | $35.43 | $75.29 |
| 1D performance | +0.28% | -0.82% |
| AuM | $77.05 M | $104.28 M |
| E/R | 0.45% | 0.4% |
FMTM | UPGD | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Alpha Architect | Invesco |
| Benchmark | - | Bloomberg ANR Improvers Index |
| N° of holdings | 29 | 50 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 20, 2025 | May 19, 2006 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the FMTM and UPGD ETFs performed in 2026?
As of March 10, 2026, FMTM is up 10.04% year-to-date (YTD), while UPGD has returned 2.63%. That puts FMTM better performer ahead so far this year.
Which ETF is attracting more investor money: FMTM or UPGD?
Year-to-date, the FMTM ETF saw +$28M in flows, compared to -$5M for UPGD.
Which ETF is bigger: FMTM or UPGD?
As of March 10, 2026, FMTM holds $77.05 M in assets under management (AUM), while UPGD manages $104.28 M.
What sectors do the FMTM and UPGD ETFs invest in?
FMTM leans toward sectors like Industrials, Materials and Information Technology. Meanwhile, UPGD focuses on Industrials, Consumer Staples and Information Technology.
What are the top holdings of the FMTM ETF and UPGD ETF?
FMTM top holdings include ROYAL GOLD, MICRON TECHNOLOGY and US19247G1076. UPGD holds in its top three: DOLLAR GENERAL, OLD DOMINION and ESTEE LAUDER.
Which ETF is more diversified: FMTM or UPGD?
FMTM holds 30 securities with 50.06% of its assets in the top 15. UPGD has 50 securities and a top 15 weight of 33.73%.
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