UPGDvsFLQMETF Comparison
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Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. Franklin U.S. Mid Cap Multifactor Index ETF (FLQM) is part of the US Multi-Factor segment. UPGD's top 3 sector exposures are Consumer Non-Cyclicals, Industrials and Technology. In contrast, FLQM's top sector exposures are Finance, Healthcare and Industrials. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.3% for FLQM. UPGD is up 11.36% year-to-date (YTD) with -$8M in YTD flows. FLQM performs worse with 8.56% YTD performance, and -$395M in YTD flows. Run a side-by-side ETF comparison of UPGD and FLQM 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 FLQM 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 FLQM | +2.19%+2.30% | -0.53%+1.36% | +11.36%+8.56% | +13.15%+10.65% | +56.85%+46.13% | +39.44%+42.35% |
| Flows | UPGD FLQM | -$9M-$65M | -$8M-$140M | -$8M-$395M | -$10M-$410M | -$47M+$889M | -$59M+$1.12B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD FLQM | +11.96%+11.56% | +13.80%+12.12% | +15.11%+14.44% | +18.55%+16.41% |
| Max drawdown | UPGD FLQM | -5.66%-7.14% | -10.10%-7.59% | -16.72%-19.74% | -24.26%-22.41% |
| Max drawdown duration | UPGD FLQM | 64d53d | 82d137d | 263d406d | 839d714d |
Trading data
UPGD | FLQM | |
Last sale 10/19/2026 at 1:30 PM | $82.24 | $60.14 |
| Previous close 10/16/2026 | $82.35 | $60.36 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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UPGD | FLQM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
UPGD | FLQM | |
|---|---|---|
| Last price | $82.24 | $60.14 |
| 1D performance | -0.13% | -0.36% |
| AuM | $109.86 M | $1.45 B |
| E/R | 0.4% | 0.3% |
Characteristics
UPGD | FLQM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | Franklin Templeton |
| Benchmark | Bloomberg ANR Improvers Index | LibertyQ US Mid Cap Equity Index |
| N° of holdings | 50 | 201 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2006 | April 26, 2017 |
| ESG | No | No |
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Exposure
Countries
UPGD
USA
97.67%
Other
2.33%
FLQM
USA
94.98%
Other
5.02%
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%
FLQM
Finance
19.19%
Healthcare
15.75%
Industrials
13.95%
Technology
13.28%
Consumer Non-Cycl.
10.45%
Consumer Cyclical.
7.51%
Other
19.87%
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Diversification
UPGD
Total weight of top 15 holdings out of 15
36.71%
FLQM
Total weight of top 15 holdings out of 15
16.6%
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%
FLQM
Expedia Group, Inc.
1.37%
Paychex, Inc.
1.20%
The Allstate Corp.
1.19%
Garmin Ltd.
1.15%
Cencora, Inc.
1.14%
Prudential Financial, Inc.
1.12%
Williams-Sonoma, Inc.
1.09%
Fastenal Co.
1.08%
Arch Capital Group Ltd.
1.05%
Anglogold Ashanti Plc
1.05%
Kenvue, Inc.
1.04%
NetApp, Inc.
1.04%
The Hartford Insurance Group, Inc.
1.03%
Sysco Corp.
1.02%
Cincinnati Financial Corp.
1.02%
Frequently asked questions about UPGD and FLQM
How have the UPGD and FLQM ETFs performed in 2026?
As of October 16, 2026, UPGD is up 11.36% year-to-date (YTD), while FLQM has returned 8.56%. That puts UPGD better performer ahead so far this year.
Which ETF is attracting more investor money: UPGD or FLQM?
Year-to-date, the UPGD ETF saw -$8M in flows, compared to -$395M for FLQM.
Which ETF is more volatile: UPGD or FLQM?
Over the past year, UPGD had a volatility of 13.8%, while FLQM experienced 12.12%.
Which ETF is bigger: UPGD or FLQM?
As of October 16, 2026, UPGD holds $109.86 M in assets under management (AUM), while FLQM manages $1.45 B.
What sectors do the UPGD and FLQM ETFs invest in?
UPGD leans toward sectors like Consumer Non-Cyclicals, Industrials and Technology. Meanwhile, FLQM focuses on Finance, Healthcare and Industrials.
What are the top holdings of the UPGD ETF and FLQM ETF?
UPGD top holdings include NetApp, Inc., Expedia Group, Inc. and Airbnb, Inc.. FLQM holds in its top three: Expedia Group, Inc., Paychex, Inc. and The Allstate Corp..
Which ETF is more diversified: UPGD or FLQM?
UPGD holds 50 securities with 36.71% of its assets in the top 15. FLQM has 204 securities and a top 15 weight of 16.6%.
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