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UPGDvsONEOETF 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

ONEO

State Street SPDR Russell 1000 Momentum Focus ETF

This fund is part of

US Multi-Factor

-0.62%

Full ONEO fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) is part of the US Multi-Factor segment. UPGD's top 3 sector exposures are Industrials, Technology and Consumer Non-Cyclicals. In contrast, ONEO's top sector exposures are Technology, Industrials and Finance. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.2% for ONEO. UPGD is up 11.31% year-to-date (YTD) with +$656K in YTD flows. ONEO performs better with 18.31% YTD performance, and -$26M in YTD flows. Run a side-by-side ETF comparison of UPGD and ONEO 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 ONEO 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 07/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	UPGD ONEO	+3.13%+1.04%	+6.23%+6.96%	+11.31%+18.31%	+16.14%+23.60%	+44.57%+58.24%	+51.86%+72.35%
Flows	UPGD ONEO	-$820K+$32K	+$113K+$32K	+$656K-$26M	-$4M-$74M	-$44M-$168M	-$53M-$320M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD ONEO	+14.79%+13.46%	+14.07%+13.31%	+15.24%+15.23%	+18.71%+17.36%
Max drawdown	UPGD ONEO	-3.67%-3.15%	-10.10%-7.42%	-16.72%-19.59%	-24.26%-22.42%
Max drawdown duration	UPGD ONEO	15d7d	82d48d	263d260d	839d757d

Trading data

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	UPGD	ONEO
Last sale 7/17/2026 at 1:30 PM	$82.33	$152.06
Previous close 07/16/2026	$82.76	$152.60
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

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	UPGD	ONEO
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	ONEO
Last price	$82.33	$152.06
1D performance	-0.52%	-0.35%
AuM	$118.87 M	$28.89 M
E/R	0.4%	0.2%

Characteristics

	UPGD	ONEO
Management strategy	Passive	Passive
Provider	Invesco	State Street Investment Management
Benchmark	Bloomberg ANR Improvers Index	Russell 1000 Momentum Focused Factor Index
N° of holdings	50	891
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 19, 2006	December 2, 2015
ESG	No	No

More UPGD data on Trackinsight

More ONEO data on Trackinsight

Exposure

Countries

UPGD

USA

96.52%

Other

3.48%

ONEO

USA

95.79%

Other

4.21%

Sectors

UPGD

Industrials

25.26%

Technology

21.28%

Consumer Non-Cycl.

14.04%

Consumer Cyclical.

9.71%

Consumer Services

8.08%

Other

21.63%

ONEO

Technology

23.56%

Industrials

15.77%

Finance

11.98%

Healthcare

8.89%

Non-Energy Materi.

7.89%

Consumer Non-Cycl.

7.36%

Other

24.55%

Diversification

UPGD

Total weight of top 15 holdings out of 15

37.52%

ONEO

Total weight of top 15 holdings out of 15

13.06%

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%

ONEO

Western Digital Corp.

2.03%

Flex Ltd.

1.40%

Micron Technology, Inc.

1.38%

Dell Technologies, Inc.

0.93%

Monolithic Power Systems, Inc.

0.90%

Jabil, Inc.

0.77%

Lam Research Corp.

0.70%

Qnity Electronics, Inc.

0.67%

Devon Energy Corp.

0.65%

Super Micro Computer, Inc.

0.65%

Teradyne, Inc.

0.63%

McKesson Corp.

0.61%

Marathon Petroleum Corp.

0.59%

KLA Corp.

0.59%

TechnipFMC plc

0.57%

Frequently asked questions about UPGD and ONEO

How have the UPGD and ONEO ETFs performed in 2026?

As of July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while ONEO has returned 18.31%. That puts ONEO better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$656K in flows, compared to -$26M for ONEO.

Which ETF is more volatile: UPGD or ONEO?

Over the past year, UPGD had a volatility of 14.07%, while ONEO experienced 13.31%.

Which ETF is bigger: UPGD or ONEO?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while ONEO manages $28.89 M.

What sectors do the UPGD and ONEO ETFs invest in?

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

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. ONEO holds in its top three: Western Digital Corp., Flex Ltd. and Micron Technology, Inc..

UPGDvsONEOETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

State Street SPDR Russell 1000 Momentum Focus ETF

UPGD vs ONEO 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 ONEO ETFs performed in 2026?

As of July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while ONEO has returned 18.31%. That puts ONEO better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$656K in flows, compared to -$26M for ONEO.

Which ETF is more volatile: UPGD or ONEO?

Over the past year, UPGD had a volatility of 14.07%, while ONEO experienced 13.31%.

Which ETF is bigger: UPGD or ONEO?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while ONEO manages $28.89 M.

What sectors do the UPGD and ONEO ETFs invest in?

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

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. ONEO holds in its top three: Western Digital Corp., Flex Ltd. and Micron Technology, Inc..

Which ETF is more diversified: UPGD or ONEO?

UPGD holds 50 securities with 37.52% of its assets in the top 15. ONEO has 897 securities and a top 15 weight of 13.06%.

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