UPGDvsETF 2ETF Comparison
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Choose a second ETF to run a side-by-side ETF comparison with UPGD, 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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UPGD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPGD ETF 2 | +2.19%– | -0.53%– | +11.36%– | +13.15%– | +56.85%– | +39.44%– |
| Flows | UPGD ETF 2 | -$9M– | -$8M– | -$8M– | -$10M– | -$47M– | -$59M– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD ETF 2 | +11.96%– | +13.80%– | +15.11%– | +18.55%– |
| Max drawdown | UPGD ETF 2 | -5.66%– | -10.10%– | -16.72%– | -24.26%– |
| Max drawdown duration | UPGD ETF 2 | 64d– | 82d– | 263d– | 839d– |
Trading data
UPGD | ETF 2 | |
Last sale 10/19/2026 at 1:30 PM | $82.24 | – |
| Previous close 10/16/2026 | $82.35 | – |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Replication data will be available soon
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
UPGD | ETF 2 | |
|---|---|---|
| Last price | $82.24 | – |
| 1D performance | -0.13% | – |
| AuM | $109.86 M | – |
| E/R | 0.4% | – |
Characteristics
UPGD | ETF 2 | |
|---|---|---|
| Management strategy | Passive | – |
| Provider | Invesco | – |
| Benchmark | Bloomberg ANR Improvers Index | – |
| N° of holdings | 50 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2006 | – |
| ESG | No | – |
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Exposure
Countries
UPGD
USA
97.67%
Other
2.33%
ETF 2
Sectors
UPGD
Consumer Non-Cycl.
21.55%
Industrials
14.78%
Technology
14.17%
Consumer Cyclical.
11.58%
Consumer Services
8.99%
Non-Energy Materi.
8.38%
Other
20.54%
ETF 2
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Diversification
UPGD
Total weight of top 15 holdings out of 15
36.71%
ETF 2
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Top 15 holdings
Data as of August 31, 2026
UPGD
NetApp, Inc.
3.02%
Expedia Group, Inc.
2.76%
Airbnb, Inc.
2.56%
The Estée Lauder Companies, Inc.
2.56%
Williams-Sonoma, Inc.
2.49%
Incyte Corp.
2.48%
Mettler-Toledo International, Inc.
2.45%
International Paper Co.
2.43%
Cognizant Technology Solutions Corp.
2.34%
Allegion Plc
2.33%
Rivian Automotive, Inc.
2.30%
Expeditors International of Washington, Inc.
2.27%
Dollar General Corp.
2.27%
Cintas Corp.
2.24%
McCormick & Co., Inc.
2.20%
ETF 2
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