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 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPGD ETF 2 | +3.13%– | +6.23%– | +11.31%– | +16.14%– | +44.57%– | +51.86%– |
| Flows | UPGD ETF 2 | -$820K– | +$113K– | +$656K– | -$4M– | -$44M– | -$53M– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD ETF 2 | +14.79%– | +14.07%– | +15.24%– | +18.71%– |
| Max drawdown | UPGD ETF 2 | -3.67%– | -10.10%– | -16.72%– | -24.26%– |
| Max drawdown duration | UPGD ETF 2 | 15d– | 82d– | 263d– | 839d– |
Trading data
UPGD | ETF 2 | |
Last sale 7/17/2026 at 1:30 PM | $82.33 | – |
| Previous close 07/16/2026 | $82.76 | – |
| Consolidated volume 07/16/2026 | ||
| 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 7/17/2026 at 1:30 PM
Live
Closed
UPGD | ETF 2 | |
|---|---|---|
| Last price | $82.33 | – |
| 1D performance | -0.52% | – |
| AuM | $118.87 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
96.52%
Other
3.48%
ETF 2
Sectors
UPGD
Industrials
25.26%
Technology
21.28%
Consumer Non-Cycl.
14.04%
Consumer Cyclical.
9.71%
Consumer Services
8.08%
Other
21.63%
ETF 2
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Diversification
UPGD
Total weight of top 15 holdings out of 15
37.52%
ETF 2
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Top 15 holdings
Data as of May 31, 2026
UPGD
Intel Corp.
5.17%
NetApp, Inc.
2.73%
Super Micro Computer, Inc.
2.70%
F5, Inc.
2.68%
Ford Motor Co.
2.34%
Cloudflare, Inc.
2.32%
Caterpillar, Inc.
2.29%
Old Dominion Freight Line, Inc.
2.22%
Cummins, Inc.
2.19%
Waters Corp.
2.18%
Best Buy Co., Inc.
2.17%
Dick's Sporting Goods, Inc.
2.17%
Zoom Communications, Inc.
2.14%
Marriott International, Inc.
2.11%
Airbnb, Inc.
2.10%
ETF 2
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