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 04/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPGD ETF 2 | +6.91%– | -0.27%– | +3.33%– | +15.68%– | +44.65%– | +32.46%– |
| Flows | UPGD ETF 2 | +$6M– | +$4M– | +$543K– | -$6M– | -$45M– | -$63M– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD ETF 2 | +15.49%– | +13.73%– | +15.47%– | +18.73%– |
| Max drawdown | UPGD ETF 2 | -10.10%– | -10.10%– | -16.72%– | -24.26%– |
| Max drawdown duration | UPGD ETF 2 | 58d– | 58d– | 263d– | 839d– |
Trading data
UPGD | ETF 2 | |
Last sale 4/29/2026 at 1:30 PM | $76.47 | – |
| Previous close 04/28/2026 | $76.49 | – |
| Consolidated volume 04/28/2026 | ||
| 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 4/29/2026 at 1:30 PM
Live
Closed
UPGD | ETF 2 | |
|---|---|---|
| Last price | $76.47 | – |
| 1D performance | -0.02% | – |
| AuM | $111.11 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
96.1%
Other
3.9%
ETF 2
Sectors
UPGD
Industrials
31.77%
Information Techn.
19.07%
Consumer Discreti.
17.8%
Consumer Staples
15.22%
Other
16.14%
ETF 2
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Diversification
UPGD
Total weight of top 15 holdings out of 15
32.77%
ETF 2
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Top 15 holdings
Data as of March 31, 2026
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%
ETF 2
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