UPGDvsAVMCETF Comparison
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Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. Avantis U.S. Mid Cap Equity ETF (AVMC) is part of the US Mid Cap segment. UPGD's top 3 sector exposures are Consumer Non-Cyclicals, Industrials and Technology. In contrast, AVMC's top sector exposures are Finance, Industrials and Technology. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.18% for AVMC. UPGD is up 11.36% year-to-date (YTD) with -$8M in YTD flows. AVMC performs better with 11.64% YTD performance, and +$231M in YTD flows. Run a side-by-side ETF comparison of UPGD and AVMC 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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UPGD vs AVMC 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 AVMC | +2.19%+0.78% | -0.53%-0.78% | +11.36%+11.64% | +13.15%+14.30% | +56.85%n/a | +39.44%n/a |
| Flows | UPGD AVMC | -$9M+$22M | -$8M+$63M | -$8M+$231M | -$10M+$256M | -$47M- | -$59M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD AVMC | +11.96%+10.87% | +13.80%+13.32% | +15.11%n/a | +18.55%n/a |
| Max drawdown | UPGD AVMC | -5.66%-7.36% | -10.10%-7.92% | -16.72%n/a | -24.26%n/a |
| Max drawdown duration | UPGD AVMC | 64d60d | 82d49d | 263dn/a | 839dn/a |
Trading data
UPGD | AVMC | |
Last sale 10/16/2026 at 1:30 PM | $82.35 | $77.63 |
| Previous close 10/15/2026 | $82.81 | $78.33 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 18, 2026
1-year trailing difference
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AVMC
is actively managed and doesn’t replicate an indexUPGD | AVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
UPGD | AVMC | |
|---|---|---|
| Last price | $82.35 | $77.63 |
| 1D performance | -0.56% | -0.89% |
| AuM | $109.86 M | $516.66 M |
| E/R | 0.4% | 0.18% |
Characteristics
UPGD | AVMC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Invesco | American Century Investments |
| Benchmark | Bloomberg ANR Improvers Index | - |
| N° of holdings | 50 | 603 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2006 | November 8, 2023 |
| ESG | No | No |
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Exposure
Countries
UPGD
USA
97.67%
Other
2.33%
AVMC
USA
94.89%
Other
5.11%
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%
AVMC
Finance
19.11%
Industrials
15.02%
Technology
13.37%
Healthcare
12.4%
Non-Energy Materi.
8.01%
Consumer Non-Cycl.
7.74%
Other
24.34%
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Diversification
UPGD
Total weight of top 15 holdings out of 15
36.71%
AVMC
Total weight of top 15 holdings out of 15
8.51%
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%
AVMC
Western Digital Corp.
0.83%
Devon Energy Corp.
0.71%
State Street Corp.
0.60%
Cheniere Energy, Inc.
0.60%
Moderna, Inc.
0.57%
Nucor Corp.
0.56%
Ameriprise Financial, Inc.
0.56%
Delta Air Lines, Inc.
0.53%
Humana, Inc.
0.52%
Vistra Corp.
0.51%
Targa Resources Corp.
0.51%
Fifth Third Bancorp
0.51%
Edwards Lifesciences Corp.
0.51%
Prudential Financial, Inc.
0.50%
Flex Ltd.
0.50%
Frequently asked questions about UPGD and AVMC
How have the UPGD and AVMC ETFs performed in 2026?
As of October 16, 2026, UPGD is up 11.36% year-to-date (YTD), while AVMC has returned 11.64%. That puts AVMC better performer ahead so far this year.
Which ETF is attracting more investor money: UPGD or AVMC?
Year-to-date, the UPGD ETF saw -$8M in flows, compared to +$231M for AVMC.
Which ETF is more volatile: UPGD or AVMC?
Over the past year, UPGD had a volatility of 13.8%, while AVMC experienced 13.32%.
Which ETF is bigger: UPGD or AVMC?
As of October 16, 2026, UPGD holds $109.86 M in assets under management (AUM), while AVMC manages $516.66 M.
What sectors do the UPGD and AVMC ETFs invest in?
UPGD leans toward sectors like Consumer Non-Cyclicals, Industrials and Technology. Meanwhile, AVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the UPGD ETF and AVMC ETF?
UPGD top holdings include NetApp, Inc., Expedia Group, Inc. and Airbnb, Inc.. AVMC holds in its top three: Western Digital Corp., Devon Energy Corp. and State Street Corp..
Which ETF is more diversified: UPGD or AVMC?
UPGD holds 50 securities with 36.71% of its assets in the top 15. AVMC has 612 securities and a top 15 weight of 8.51%.
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