BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

UPGDvsMOATETF Comparison

ETF 1

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

This fund is part of

US Large Cap

-1.05%

Full UPGD fund page

VS

ETF 2

MOAT

VanEck Morningstar Wide Moat ETF

This fund is part of

US Multi-Factor

-0.62%

Full MOAT fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. VanEck Morningstar Wide Moat ETF (MOAT) is part of the US Multi-Factor segment. UPGD's top 3 sector exposures are Industrials, Technology and Consumer Non-Cyclicals. In contrast, MOAT's top sector exposures are Technology, Consumer Non-Cyclicals and Healthcare. UPGD is less expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.46% for MOAT. UPGD is up 11.31% year-to-date (YTD) with +$656K in YTD flows. MOAT performs worse with 2.62% YTD performance, and -$1.50B in YTD flows. Run a side-by-side ETF comparison of UPGD and MOAT 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 MOAT 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 07/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	UPGD MOAT	+3.13%+4.88%	+6.23%+3.84%	+11.31%+2.62%	+16.14%+11.66%	+44.57%+34.57%	+51.86%+54.10%
Flows	UPGD MOAT	-$820K-$247M	+$113K-$921M	+$656K-$1.50B	-$4M-$2.30B	-$44M-$2.04B	-$53M+$1.16B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD MOAT	+14.79%+13.53%	+14.07%+13.89%	+15.24%+15.56%	+18.71%+18.27%
Max drawdown	UPGD MOAT	-3.67%-3.66%	-10.10%-12.41%	-16.72%-21.39%	-24.26%-23.94%
Max drawdown duration	UPGD MOAT	15d29d	82d183d	263d226d	839d571d

Trading data

Create an account to view trading data

Join for free

	UPGD	MOAT
Last sale 7/17/2026 at 1:30 PM	$82.33	$106.26
Previous close 07/16/2026	$82.76	$107.59
Consolidated volume 07/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of June 30, 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	MOAT
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 7/17/2026 at 1:30 PM

Live

Closed

	UPGD	MOAT
Last price	$82.33	$106.26
1D performance	-0.52%	-1.24%
AuM	$118.87 M	$11.68 B
E/R	0.4%	0.46%

Characteristics

	UPGD	MOAT
Management strategy	Passive	Passive
Provider	Invesco	VanEck
Benchmark	Bloomberg ANR Improvers Index	Morningstar Wide Moat Focus Index
N° of holdings	50	57
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 19, 2006	April 24, 2012
ESG	No	No

More UPGD data on Trackinsight

More MOAT data on Trackinsight

Exposure

Countries

UPGD

USA

96.52%

Other

3.48%

MOAT

USA

96.49%

Other

3.51%

Sectors

UPGD

Industrials

25.26%

Technology

21.28%

Consumer Non-Cycl.

14.04%

Consumer Cyclical.

9.71%

Consumer Services

8.08%

Other

21.63%

MOAT

Technology

26.85%

Consumer Non-Cycl.

22.06%

Healthcare

16.78%

Finance

9.65%

Business Services

8.83%

Industrials

7.36%

Other

8.46%

Diversification

UPGD

Total weight of top 15 holdings out of 15

37.52%

MOAT

Total weight of top 15 holdings out of 15

39.96%

Top 15 holdings

Data as of May 31, 2026

UPGD

Intel Corp.

5.17%

NetApp, Inc.

2.73%

Super Micro Computer, Inc.

2.70%

F5, Inc.

2.68%

Ford Motor Co.

2.34%

Cloudflare, Inc.

2.32%

Caterpillar, Inc.

2.29%

Old Dominion Freight Line, Inc.

2.22%

Cummins, Inc.

2.19%

Waters Corp.

2.18%

Best Buy Co., Inc.

2.17%

Dick's Sporting Goods, Inc.

2.17%

Zoom Communications, Inc.

2.14%

Marriott International, Inc.

2.11%

Airbnb, Inc.

2.10%

MOAT

NXP Semiconductors NV

3.51%

Masco Corp.

2.90%

Airbnb, Inc.

2.87%

Mondelez International, Inc.

2.83%

NVIDIA Corp.

2.76%

Constellation Brands, Inc.

2.70%

Bristol Myers Squibb Co.

2.70%

Fortinet, Inc.

2.67%

Kenvue, Inc.

2.61%

Zoetis, Inc.

2.45%

Brown-Forman Corp.

2.45%

LPL Financial Holdings, Inc.

2.44%

Microsoft Corp.

2.41%

TransUnion

2.34%

Otis Worldwide Corp.

2.32%

Frequently asked questions about UPGD and MOAT

How have the UPGD and MOAT ETFs performed in 2026?

As of July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while MOAT has returned 2.62%. That puts UPGD better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$656K in flows, compared to -$1.50B for MOAT.

Which ETF is more volatile: UPGD or MOAT?

Over the past year, UPGD had a volatility of 14.07%, while MOAT experienced 13.89%.

Which ETF is bigger: UPGD or MOAT?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while MOAT manages $11.68 B.

What sectors do the UPGD and MOAT ETFs invest in?

UPGD leans toward sectors like Industrials, Technology and Consumer Non-Cyclicals. Meanwhile, MOAT focuses on Technology, Consumer Non-Cyclicals and Healthcare.

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. MOAT holds in its top three: NXP Semiconductors NV, Masco Corp. and Airbnb, Inc..

Which ETF is more diversified: UPGD or MOAT?

UPGD holds 50 securities with 37.52% of its assets in the top 15. MOAT has 57 securities and a top 15 weight of 39.96%.

The ETF Underdogs, Part 9: Wide Moats and Competitive Advantages

July 7, 2026

MOAT

Invest like Warren Buffett with These Two ETFs

March 21, 2025

MOAT

UPGDvsMOATETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

VanEck Morningstar Wide Moat ETF

UPGD vs MOAT 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 MOAT ETFs performed in 2026?

As of July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while MOAT has returned 2.62%. That puts UPGD better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$656K in flows, compared to -$1.50B for MOAT.

Which ETF is more volatile: UPGD or MOAT?

Over the past year, UPGD had a volatility of 14.07%, while MOAT experienced 13.89%.

Which ETF is bigger: UPGD or MOAT?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while MOAT manages $11.68 B.

What sectors do the UPGD and MOAT ETFs invest in?

UPGD leans toward sectors like Industrials, Technology and Consumer Non-Cyclicals. Meanwhile, MOAT focuses on Technology, Consumer Non-Cyclicals and Healthcare.

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. MOAT holds in its top three: NXP Semiconductors NV, Masco Corp. and Airbnb, Inc..

Which ETF is more diversified: UPGD or MOAT?

UPGD holds 50 securities with 37.52% of its assets in the top 15. MOAT has 57 securities and a top 15 weight of 39.96%.

The ETF Underdogs, Part 9: Wide Moats and Competitive Advantages

Invest like Warren Buffett with These Two ETFs

The ETF Industry Is Evolving Fast