UPGDvsCFAETF Comparison
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. VictoryShares US 500 Volatility Wtd ETF (CFA) is part of the US Low Volatility segment. UPGD's top 3 sector exposures are Industrials, Information Technology and Consumer Discretionary. In contrast, CFA's top sector exposures are Industrials, Financials and Information Technology. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.39% for CFA. UPGD is up 3.33% year-to-date (YTD) with +$543K in YTD flows. CFA performs better with 4.6% YTD performance, and -$19M in YTD flows. Run a side-by-side ETF comparison of UPGD and CFA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
UPGD vs CFA performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPGD CFA | +6.91%+5.57% | -0.27%+1.19% | +3.33%+4.60% | +15.68%+17.48% | +44.65%+43.13% | +32.46%+44.19% |
| Flows | UPGD CFA | +$6M-$9M | +$4M-$14M | +$543K-$19M | -$6M-$54M | -$45M-$211M | -$63M-$337M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD CFA | +15.49%+12.53% | +13.73%+11.33% | +15.47%+13.18% | +18.73%+15.23% |
| Max drawdown | UPGD CFA | -10.10%-7.11% | -10.10%-7.11% | -16.72%-17.14% | -24.26%-20.77% |
| Max drawdown duration | UPGD CFA | 58d57d | 58d57d | 263d254d | 839d752d |
UPGD | CFA | |
Last sale 4/29/2026 at 1:30 PM | $76.47 | $94.43 |
| Previous close 04/28/2026 | $76.49 | $94.82 |
| Consolidated volume 04/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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UPGD | CFA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
UPGD | CFA | |
|---|---|---|
| Last price | $76.47 | $94.43 |
| 1D performance | -0.02% | -0.40% |
| AuM | $111.11 M | $525.93 M |
| E/R | 0.4% | 0.39% |
UPGD | CFA | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | VictoryShares |
| Benchmark | Bloomberg ANR Improvers Index | Nasdaq Victory US Large Cap 500 Volatility Weighted Index |
| N° of holdings | 50 | 463 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2006 | July 1, 2014 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
