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UPGDvsCFOETF Comparison

ETF 1

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

This fund is part of

US Large Cap

-0.42%

Full UPGD fund page

VS

ETF 2

CFO

VictoryShares US 500 Enhanced Volatility Wtd ETF

This fund is part of

US Low Volatility

+0.16%

Full CFO fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) is part of the US Low Volatility segment. UPGD's top 3 sector exposures are Industrials, Information Technology and Consumer Discretionary. In contrast, CFO'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 CFO. UPGD is up 3.33% year-to-date (YTD) with +$543K in YTD flows. CFO performs better with 4.6% YTD performance, and -$15M in YTD flows. Run a side-by-side ETF comparison of UPGD and CFO 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 CFO performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	UPGD CFO	+6.91%+5.57%	-0.27%+1.19%	+3.33%+4.60%	+15.68%+17.48%	+44.65%+28.64%	+32.46%+20.09%
Flows	UPGD CFO	+$6M-$8M	+$4M-$12M	+$543K-$15M	-$6M-$55M	-$45M-$422M	-$63M-$467M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD CFO	+15.49%+12.53%	+13.73%+11.33%	+15.47%+12.85%	+18.73%+13.32%
Max drawdown	UPGD CFO	-10.10%-7.11%	-10.10%-7.11%	-16.72%-17.14%	-24.26%-24.25%
Max drawdown duration	UPGD CFO	58d57d	58d57d	263d254d	839d1039d

Trading data

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	UPGD	CFO
Last sale 4/29/2026 at 1:30 PM	$76.47	$76.55
Previous close 04/28/2026	$76.49	$76.86
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	UPGD	CFO
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/29/2026 at 1:30 PM

Live

Closed

	UPGD	CFO
Last price	$76.47	$76.55
1D performance	-0.02%	-0.40%
AuM	$111.11 M	$403.26 M
E/R	0.4%	0.39%

Characteristics

	UPGD	CFO
Management strategy	Passive	Passive
Provider	Invesco	VictoryShares
Benchmark	Bloomberg ANR Improvers Index	Nasdaq Victory US Large Cap 500 Long/Cash 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

More UPGD data on Trackinsight

More CFO data on Trackinsight

Exposure

Countries

UPGD

USA

96.1%

Other

3.9%

CFO

USA

91.93%

Other

8.07%

Sectors

UPGD

Industrials

31.77%

Information Techn.

19.07%

Consumer Discreti.

17.8%

Consumer Staples

15.22%

Other

16.14%

CFO

Industrials

17.48%

Financials

16.45%

Information Techn.

12.56%

Utilities

9.49%

Health Care

9.27%

Consumer Discreti.

8.25%

Other

26.49%

Diversification

UPGD

Total weight of top 15 holdings out of 15

32.77%

CFO

Total weight of top 15 holdings out of 15

6.11%

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%

CFO

DUKE ENERGY

0.44%

FIRSTENERGY

0.44%

WEC ENERGY GROUP INC

0.43%

BERKSHIRE HATHWAY

0.42%

ALLIANT ENERGY

0.41%

CMS ENERGY

0.41%

LOEWS

0.41%

AMEREN

0.41%

EVERGY

0.41%

ATMOS ENERGY

0.40%

DTE ENERGY

0.40%

CENTERPOINT ENERGY

0.39%

SOUTHERN

0.39%

CONSOLIDATED EDISON

0.37%

TJX

0.37%

Frequently asked questions about UPGD and CFO

How have the UPGD and CFO ETFs performed in 2026?

As of April 28, 2026, UPGD is up 3.33% year-to-date (YTD), while CFO has returned 4.6%. That puts CFO better performer ahead so far this year.

Which ETF is attracting more investor money: UPGD or CFO?

Year-to-date, the UPGD ETF saw +$543K in flows, compared to -$15M for CFO.

Which ETF is more volatile: UPGD or CFO?

Over the past year, UPGD had a volatility of 13.73%, while CFO experienced 11.33%.

Which ETF is bigger: UPGD or CFO?

As of April 28, 2026, UPGD holds $111.11 M in assets under management (AUM), while CFO manages $403.26 M.

What sectors do the UPGD and CFO ETFs invest in?

UPGD leans toward sectors like Industrials, Information Technology and Consumer Discretionary. Meanwhile, CFO focuses on Industrials, Financials and Information Technology.

What are the top holdings of the UPGD ETF and CFO ETF?

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. CFO holds in its top three: DUKE ENERGY, FIRSTENERGY and WEC ENERGY GROUP INC.

UPGDvsCFOETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

VictoryShares US 500 Enhanced Volatility Wtd ETF

UPGD vs CFO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the UPGD and CFO ETFs performed in 2026?

As of April 28, 2026, UPGD is up 3.33% year-to-date (YTD), while CFO has returned 4.6%. That puts CFO better performer ahead so far this year.

Which ETF is attracting more investor money: UPGD or CFO?

Year-to-date, the UPGD ETF saw +$543K in flows, compared to -$15M for CFO.

Which ETF is more volatile: UPGD or CFO?

Over the past year, UPGD had a volatility of 13.73%, while CFO experienced 11.33%.

Which ETF is bigger: UPGD or CFO?

As of April 28, 2026, UPGD holds $111.11 M in assets under management (AUM), while CFO manages $403.26 M.

What sectors do the UPGD and CFO ETFs invest in?

UPGD leans toward sectors like Industrials, Information Technology and Consumer Discretionary. Meanwhile, CFO focuses on Industrials, Financials and Information Technology.

What are the top holdings of the UPGD ETF and CFO ETF?

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. CFO holds in its top three: DUKE ENERGY, FIRSTENERGY and WEC ENERGY GROUP INC.

Which ETF is more diversified: UPGD or CFO?

UPGD holds 50 securities with 32.77% of its assets in the top 15. CFO has 481 securities and a top 15 weight of 6.11%.

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