BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

UPGDvsIMCBETF 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

IMCB

iShares Morningstar Mid-Cap ETF

This fund is part of

US Mid Cap

-0.34%

Full IMCB fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. iShares Morningstar Mid-Cap ETF (IMCB) is part of the US Mid Cap segment. UPGD's top 3 sector exposures are Industrials, Information Technology and Consumer Discretionary. In contrast, IMCB's top sector exposures are Industrials, Information Technology and Financials. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.04% for IMCB. UPGD is up 3.33% year-to-date (YTD) with +$543K in YTD flows. IMCB performs better with 8.67% YTD performance, and +$25M in YTD flows. Run a side-by-side ETF comparison of UPGD and IMCB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

UPGD vs IMCB performance and flow charts

Performance

Cumulative Flows

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

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 IMCB	+6.91%+9.29%	-0.27%+4.33%	+3.33%+8.67%	+15.68%+25.11%	+44.65%+57.23%	+32.46%+45.46%
Flows	UPGD IMCB	+$6M-$4M	+$4M+$13M	+$543K+$25M	-$6M+$310M	-$45M+$410M	-$63M+$317M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD IMCB	+15.49%+15.73%	+13.73%+13.15%	+15.47%+15.27%	+18.73%+17.71%
Max drawdown	UPGD IMCB	-10.10%-8.06%	-10.10%-8.06%	-16.72%-19.88%	-24.26%-25.13%
Max drawdown duration	UPGD IMCB	58d49d	58d49d	263d238d	839d835d

Trading data

Create an account to view trading data

Join for free

	UPGD	IMCB
Last sale 4/29/2026 at 1:30 PM	$76.47	$88.82
Previous close 04/28/2026	$76.49	$88.81
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

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

	UPGD	IMCB
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	IMCB
Last price	$76.47	$88.82
1D performance	-0.02%	+0.01%
AuM	$111.11 M	$1.54 B
E/R	0.4%	0.04%

Characteristics

	UPGD	IMCB
Management strategy	Passive	Passive
Provider	Invesco	iShares
Benchmark	Bloomberg ANR Improvers Index	Morningstar U.S. Mid Cap Index
N° of holdings	50	371
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 19, 2006	June 28, 2004
ESG	No	No

More UPGD data on Trackinsight

More IMCB data on Trackinsight

Exposure

Countries

UPGD

USA

96.1%

Other

3.9%

IMCB

USA

92.64%

Other

7.36%

Sectors

UPGD

Industrials

31.77%

Information Techn.

19.07%

Consumer Discreti.

17.8%

Consumer Staples

15.22%

Other

16.14%

IMCB

Industrials

18.09%

Information Techn.

14.67%

Financials

11.95%

Consumer Discreti.

9.78%

Health Care

8.16%

Energy

7.88%

Other

29.47%

Diversification

UPGD

Total weight of top 15 holdings out of 15

32.77%

IMCB

Total weight of top 15 holdings out of 15

10.08%

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%

IMCB

NEWMONT CORP

0.89%

CORNING

0.77%

VERTIV HOLDINGS

0.71%

WESTERN DIGITAL

0.69%

HOWMET AEROSPACE INC

0.67%

US80004C2008

0.67%

WILLIAMS

0.67%

SEAGATE TECHNOLOGY HOLDINGS PLC

0.66%

MARVELL TECHNOLOGY

0.65%

FREEPORT-MCMORAN INC

0.64%

PNC FINL SVC

0.63%

BANK OF NEW YORK MELLON

0.61%

QUANTA SERVICES

0.61%

US

0.61%

JOHNSON CONTROLS INTERNATIONAL

0.60%

Frequently asked questions about UPGD and IMCB

How have the UPGD and IMCB ETFs performed in 2026?

As of April 28, 2026, UPGD is up 3.33% year-to-date (YTD), while IMCB has returned 8.67%. That puts IMCB better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$543K in flows, compared to +$25M for IMCB.

Which ETF is more volatile: UPGD or IMCB?

Over the past year, UPGD had a volatility of 13.73%, while IMCB experienced 13.15%.

Which ETF is bigger: UPGD or IMCB?

As of April 28, 2026, UPGD holds $111.11 M in assets under management (AUM), while IMCB manages $1.54 B.

What sectors do the UPGD and IMCB ETFs invest in?

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

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

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. IMCB holds in its top three: NEWMONT CORP, CORNING and VERTIV HOLDINGS.

UPGDvsIMCBETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

iShares Morningstar Mid-Cap ETF

UPGD vs IMCB 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 IMCB ETFs performed in 2026?

As of April 28, 2026, UPGD is up 3.33% year-to-date (YTD), while IMCB has returned 8.67%. That puts IMCB better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$543K in flows, compared to +$25M for IMCB.

Which ETF is more volatile: UPGD or IMCB?

Over the past year, UPGD had a volatility of 13.73%, while IMCB experienced 13.15%.

Which ETF is bigger: UPGD or IMCB?

As of April 28, 2026, UPGD holds $111.11 M in assets under management (AUM), while IMCB manages $1.54 B.

What sectors do the UPGD and IMCB ETFs invest in?

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

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

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. IMCB holds in its top three: NEWMONT CORP, CORNING and VERTIV HOLDINGS.

Which ETF is more diversified: UPGD or IMCB?

UPGD holds 50 securities with 32.77% of its assets in the top 15. IMCB has 404 securities and a top 15 weight of 10.08%.

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up