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RBLDvsUPGDETF Comparison

ETF 1

RBLD

First Trust Alerian US NextGen Infrastructure ETF

This fund is part of

Infrastructure

+0.11%

Full RBLD fund page

VS

ETF 2

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

This fund is part of

US Large Cap

+0%

Full UPGD fund page

First Trust Alerian US NextGen Infrastructure ETF (RBLD) belongs to the Infrastructure segment. Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is part of the US Large Cap segment. RBLD's top 3 sector exposures are Industrials, Utilities and Energy. In contrast, UPGD's top sector exposures are Industrials, Information Technology and Consumer Discretionary. RBLD is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.4% for UPGD. RBLD is up 16.51% year-to-date (YTD) with - in YTD flows. UPGD performs worse with 3.32% YTD performance, and +$543K in YTD flows. Run a side-by-side ETF comparison of RBLD 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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RBLD 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.	RBLD UPGD	+9.21%+6.91%	+9.45%-0.16%	+16.51%+3.32%	+34.51%+14.95%	+80.89%+44.95%	+64.32%+31.78%
Flows	RBLD UPGD	-+$6M	-+$4M	-+$543K	+$4M-$6M	+$7M-$45M	+$8M-$63M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	RBLD UPGD	+15.91%+15.48%	+13.40%+13.72%	+15.33%+15.47%	+16.96%+18.73%
Max drawdown	RBLD UPGD	-7.15%-10.10%	-7.15%-10.10%	-18.87%-16.72%	-24.63%-24.26%
Max drawdown duration	RBLD UPGD	39d59d	39d59d	218d263d	946d839d

Trading data

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	RBLD	UPGD
Last sale 4/30/2026 at 1:30 PM	$88.57	$77.38
Previous close 04/29/2026	$86.72	$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 April 28, 2026

1-year trailing difference

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	RBLD	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

	RBLD	UPGD
Last price	$88.57	$77.38
1D performance	+2.14%	+1.19%
AuM	$21.71 M	$111.10 M
E/R	0.65%	0.4%

Characteristics

	RBLD	UPGD
Management strategy	Passive	Passive
Provider	First Trust	Invesco
Benchmark	Alerian U.S. NextGen Infrastructure Index	Bloomberg ANR Improvers Index
N° of holdings	98	50
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	October 13, 2008	May 19, 2006
ESG	No	No

More RBLD data on Trackinsight

More UPGD data on Trackinsight

Exposure

Countries

RBLD

USA

92.77%

Other

7.23%

UPGD

USA

96.1%

Other

3.9%

Sectors

RBLD

Industrials

41.8%

Utilities

29.61%

Energy

9.14%

Other

19.45%

UPGD

Industrials

31.77%

Information Techn.

19.07%

Consumer Discreti.

17.8%

Consumer Staples

15.22%

Other

16.14%

Diversification

RBLD

Total weight of top 15 holdings out of 15

18.46%

UPGD

Total weight of top 15 holdings out of 15

32.77%

Top 15 holdings

Data as of March 31, 2026

RBLD

VERTIV HOLDINGS

1.49%

MICHAEL STORES

1.41%

COMFORT SYSTEMS USA

1.36%

US36828A1016

1.32%

CHENIERE ENERGY

1.30%

TARGA RESOURCS

1.28%

QUANTA SERVICES

1.25%

EQUINIX INC COMMON STOCK REIT

1.18%

ENTERGY

1.15%

EDISON INTERNATIONAL

1.14%

ONEOK

1.12%

JOHNSON CONTROLS INTERNATIONAL

1.12%

EMCOR GROUP

1.12%

KINDER MORGAN

1.11%

CATERPILLAR

1.11%

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 RBLD and UPGD

How have the RBLD and UPGD ETFs performed in 2026?

As of April 28, 2026, RBLD is up 16.51% year-to-date (YTD), while UPGD has returned 3.32%. That puts RBLD better performer ahead so far this year.

Which ETF is attracting more investor money: RBLD or UPGD?

Year-to-date, the RBLD ETF saw - in flows, compared to +$543K for UPGD.

Which ETF is more volatile: RBLD or UPGD?

Over the past year, RBLD had a volatility of 13.4%, while UPGD experienced 13.72%.

Which ETF is bigger: RBLD or UPGD?

As of April 28, 2026, RBLD holds $21.71 M in assets under management (AUM), while UPGD manages $111.10 M.

What sectors do the RBLD and UPGD ETFs invest in?

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

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

RBLD top holdings include VERTIV HOLDINGS, MICHAEL STORES and COMFORT SYSTEMS USA. UPGD holds in its top three: CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER.

Which ETF is more diversified: RBLD or UPGD?

RBLD holds 100 securities with 18.46% of its assets in the top 15. UPGD has 50 securities and a top 15 weight of 32.77%.

How US Infrastructure Can Benefit Your Portfolio

April 3, 2023

RBLD

RBLDvsUPGDETF Comparison

First Trust Alerian US NextGen Infrastructure ETF

Invesco Bloomberg Analyst Rating Improvers ETF

RBLD 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

How have the RBLD and UPGD ETFs performed in 2026?

As of April 28, 2026, RBLD is up 16.51% year-to-date (YTD), while UPGD has returned 3.32%. That puts RBLD better performer ahead so far this year.

Which ETF is attracting more investor money: RBLD or UPGD?

Year-to-date, the RBLD ETF saw - in flows, compared to +$543K for UPGD.

Which ETF is more volatile: RBLD or UPGD?

Over the past year, RBLD had a volatility of 13.4%, while UPGD experienced 13.72%.

Which ETF is bigger: RBLD or UPGD?

As of April 28, 2026, RBLD holds $21.71 M in assets under management (AUM), while UPGD manages $111.10 M.

What sectors do the RBLD and UPGD ETFs invest in?

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

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

RBLD top holdings include VERTIV HOLDINGS, MICHAEL STORES and COMFORT SYSTEMS USA. UPGD holds in its top three: CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER.

Which ETF is more diversified: RBLD or UPGD?

RBLD holds 100 securities with 18.46% of its assets in the top 15. UPGD has 50 securities and a top 15 weight of 32.77%.

How US Infrastructure Can Benefit Your Portfolio

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