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FXRvsUPGDETF Comparison
First Trust Industrials/Producer Durables AlphaDEX Fund ETF
First Trust Industrials/Producer Durables AlphaDEX Fund ETF (FXR) belongs to the US Industrials segment. Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is part of the US Large Cap segment. FXR'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. FXR is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.4% for UPGD. FXR is up 5.43% year-to-date (YTD) with -$146M in YTD flows. UPGD performs worse with 1.84% YTD performance, and -$5M in YTD flows. Run a side-by-side ETF comparison of FXR 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.
FXR vs UPGD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FXR UPGD | -7.51%-4.91% | +3.22%+0.31% | +5.43%+1.84% | +21.83%+10.47% | +61.26%+45.89% | +56.29%+35.10% |
| Flows | FXR UPGD | -$27M-$2M | -$1.02B-$5M | -$146M-$5M | -$1.36B-$12M | -$1.63B-$51M | -$1.35B-$69M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FXR UPGD | +18.77%+12.69% | +23.20%+16.66% | +19.35%+15.62% | +20.59%+18.75% |
| Max drawdown | FXR UPGD | -7.97%-5.27% | -15.36%-11.71% | -26.68%-16.72% | -27.03%-24.26% |
| Max drawdown duration | FXR UPGD | 17d10d | 46d37d | 403d263d | 751d839d |
FXR | UPGD | |
Last sale 3/12/2026 at 1:30 PM | $81.93 | $74.00 |
| Previous close 03/11/2026 | $84.21 | $75.29 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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FXR | UPGD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
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| Average | ||
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FXR | UPGD | |
|---|---|---|
| Last price | $81.93 | $74.00 |
| 1D performance | -2.71% | -1.71% |
| AuM | $711.80 M | $103.48 M |
| E/R | 0.6% | 0.4% |
FXR | UPGD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | Invesco |
| Benchmark | StrataQuant Industrials Index | Bloomberg ANR Improvers Index |
| N° of holdings | 132 | 50 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 8, 2007 | 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 FXR and UPGD ETFs performed in 2026?
As of March 11, 2026, FXR is up 5.43% year-to-date (YTD), while UPGD has returned 1.84%. That puts FXR better performer ahead so far this year.
Which ETF is attracting more investor money: FXR or UPGD?
Year-to-date, the FXR ETF saw -$146M in flows, compared to -$5M for UPGD.
Which ETF is more volatile: FXR or UPGD?
Over the past year, FXR had a volatility of 23.2%, while UPGD experienced 16.66%.
Which ETF is bigger: FXR or UPGD?
As of March 11, 2026, FXR holds $711.80 M in assets under management (AUM), while UPGD manages $103.48 M.
What sectors do the FXR and UPGD ETFs invest in?
FXR 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 FXR ETF and UPGD ETF?
FXR top holdings include KYG3730V1059, COMFORT SYSTEMS USA and EMCOR GROUP. UPGD holds in its top three: DOLLAR GENERAL, OLD DOMINION and ESTEE LAUDER.
Which ETF is more diversified: FXR or UPGD?
FXR holds 144 securities with 18.4% of its assets in the top 15. UPGD has 50 securities and a top 15 weight of 33.73%.
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