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UPGDvsEUSAETF Comparison

ETF 1

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

This fund is part of

US Large Cap

+0.36%

Full UPGD fund page

VS

ETF 2

EUSA

iShares MSCI USA Equal Weighted ETF

This fund is part of

US Large Cap

+0.36%

Full EUSA fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) and iShares MSCI USA Equal Weighted ETF (EUSA) belong to the same industry segment: US Large Cap. UPGD's top 3 sector exposures are Industrials, Information Technology and Consumer Discretionary. In contrast, EUSA's top sector exposures are Information Technology, Industrials and Financials. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.09% for EUSA. UPGD is up 4.45% year-to-date (YTD) with +$543K in YTD flows. EUSA performs better with 5.59% YTD performance, and +$69M in YTD flows. Run a side-by-side ETF comparison of UPGD and EUSA 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 EUSA 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 05/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	UPGD EUSA	+5.43%+6.51%	-0.34%+2.96%	+4.45%+5.59%	+16.06%+20.39%	+46.53%+51.72%	+33.69%+42.70%
Flows	UPGD EUSA	+$6M-$10M	+$4M+$22M	+$543K+$69M	-$6M-$38M	-$45M+$821M	-$55M+$861M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD EUSA	+15.57%+14.57%	+13.77%+12.50%	+15.46%+14.50%	+18.73%+17.09%
Max drawdown	UPGD EUSA	-10.10%-7.82%	-10.10%-7.82%	-16.72%-18.22%	-24.26%-25.29%
Max drawdown duration	UPGD EUSA	61d49d	61d49d	263d226d	839d834d

Trading data

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	UPGD	EUSA
Last sale 5/1/2026 at 1:30 PM	$77.28	$108.83
Previous close 04/29/2026	$77.38	$108.81
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	UPGD	EUSA
Last price	$77.28	$108.83
1D performance	-0.13%	+0.02%
AuM	$112.31 M	$1.59 B
E/R	0.4%	0.09%

Characteristics

	UPGD	EUSA
Management strategy	Passive	Passive
Provider	Invesco	iShares
Benchmark	Bloomberg ANR Improvers Index	MSCI USA Equal Weighted Index
N° of holdings	50	503
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 19, 2006	May 5, 2010
ESG	No	No

More UPGD data on Trackinsight

More EUSA data on Trackinsight

Exposure

Countries

UPGD

USA

96.1%

Other

3.9%

EUSA

USA

93.31%

Other

6.69%

Sectors

UPGD

Industrials

31.77%

Information Techn.

19.07%

Consumer Discreti.

17.8%

Consumer Staples

15.22%

Other

16.14%

EUSA

Information Techn.

18.15%

Industrials

14.23%

Financials

12.83%

Health Care

10.2%

Consumer Discreti.

9.16%

Other

35.42%

Diversification

UPGD

Total weight of top 15 holdings out of 15

32.77%

EUSA

Total weight of top 15 holdings out of 15

3.8%

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%

EUSA

LYONDELLBASELL INDUSTRIES

0.28%

OCCIDENTAL U

0.28%

DELL TECHNOLOGIES INC

0.28%

CF INDUSTRIES HOLDINGS

0.27%

DOW INC

0.26%

CHENIERE ENERGY

0.25%

CIENA

0.25%

VALERO ENERGY

0.25%

MARVELL TECHNOLOGY

0.25%

NETFLIX

0.24%

UTD THERAPEUT

0.24%

MARATHON PETROLEUM

0.24%

SAMSARA

0.24%

CONOCOPHILLIPS

0.24%

BLOCK INC

0.24%

Frequently asked questions about UPGD and EUSA

How have the UPGD and EUSA ETFs performed in 2026?

As of May 1, 2026, UPGD is up 4.45% year-to-date (YTD), while EUSA has returned 5.59%. That puts EUSA better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$543K in flows, compared to +$69M for EUSA.

Which ETF is more volatile: UPGD or EUSA?

Over the past year, UPGD had a volatility of 13.77%, while EUSA experienced 12.5%.

Which ETF is bigger: UPGD or EUSA?

As of May 1, 2026, UPGD holds $112.31 M in assets under management (AUM), while EUSA manages $1.59 B.

What sectors do the UPGD and EUSA ETFs invest in?

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

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

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. EUSA holds in its top three: LYONDELLBASELL INDUSTRIES, OCCIDENTAL U and DELL TECHNOLOGIES INC.

UPGDvsEUSAETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

iShares MSCI USA Equal Weighted ETF

UPGD vs EUSA 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 EUSA ETFs performed in 2026?

As of May 1, 2026, UPGD is up 4.45% year-to-date (YTD), while EUSA has returned 5.59%. That puts EUSA better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$543K in flows, compared to +$69M for EUSA.

Which ETF is more volatile: UPGD or EUSA?

Over the past year, UPGD had a volatility of 13.77%, while EUSA experienced 12.5%.

Which ETF is bigger: UPGD or EUSA?

As of May 1, 2026, UPGD holds $112.31 M in assets under management (AUM), while EUSA manages $1.59 B.

What sectors do the UPGD and EUSA ETFs invest in?

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

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

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. EUSA holds in its top three: LYONDELLBASELL INDUSTRIES, OCCIDENTAL U and DELL TECHNOLOGIES INC.

Which ETF is more diversified: UPGD or EUSA?

UPGD holds 50 securities with 32.77% of its assets in the top 15. EUSA has 538 securities and a top 15 weight of 3.8%.

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