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UPGDvsREMCETF Comparison

ETF 1

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

This fund is part of

US Large Cap

-1.25%

Full UPGD fund page

VS

ETF 2

REMC

Columbia Research Enhanced Mid Cap ETF

This fund is part of

US Multi-Factor

-1.01%

Full REMC fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. Columbia Research Enhanced Mid Cap ETF (REMC) is part of the US Multi-Factor segment. UPGD's top 3 sector exposures are Consumer Non-Cyclicals, Industrials and Technology. In contrast, REMC's top sector exposures are Finance, Technology and Industrials. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.32% for REMC. UPGD is up 11.36% year-to-date (YTD) with -$8M in YTD flows. REMC performs better with 14.46% YTD performance, and +$323K in YTD flows. Run a side-by-side ETF comparison of UPGD and REMC 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 REMC 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 10/16/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	UPGD REMC	+2.19%+0.97%	-0.53%+1.16%	+11.36%+14.46%	+13.15%n/a	+56.85%n/a	+39.44%n/a
Flows	UPGD REMC	-$9M-	-$8M+$2M	-$8M+$323K	-$10M-	-$47M-	-$59M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD REMC	+11.96%+10.40%	+13.80%n/a	+15.11%n/a	+18.55%n/a
Max drawdown	UPGD REMC	-5.66%-5.24%	-10.10%n/a	-16.72%n/a	-24.26%n/a
Max drawdown duration	UPGD REMC	64d61d	82dn/a	263dn/a	839dn/a

Trading data

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	UPGD	REMC
Last sale 10/19/2026 at 1:30 PM	$82.24	$23.00
Previous close 10/16/2026	$82.35	$23.00
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 October 19, 2026

1-year trailing difference

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REMC

is actively managed and doesn’t replicate an index

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

Main metrics

Last update 10/19/2026 at 1:30 PM

Live

Closed

	UPGD	REMC
Last price	$82.24	$23.00
1D performance	-0.13%	+0.02%
AuM	$109.86 M	$5.75 M
E/R	0.4%	0.32%

Characteristics

	UPGD	REMC
Management strategy	Passive	Active
Provider	Invesco	Columbia Threadneedle Investments
Benchmark	Bloomberg ANR Improvers Index	-
N° of holdings	50	278
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	May 19, 2006	December 11, 2025
ESG	No	No

More UPGD data on Trackinsight

More REMC data on Trackinsight

Exposure

Countries

UPGD

USA

97.67%

Other

2.33%

REMC

USA

97.98%

Other

2.02%

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%

REMC

Finance

19.94%

Technology

17.92%

Industrials

14.32%

Healthcare

12.07%

Non-Energy Materi.

7.3%

Other

28.45%

Diversification

UPGD

Total weight of top 15 holdings out of 15

36.71%

REMC

Total weight of top 15 holdings out of 15

21.08%

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%

REMC

Phillips 66

2.36%

Snowflake, Inc.

1.95%

Anglogold Ashanti Plc

1.58%

Simon Property Group, Inc.

1.52%

Occidental Petroleum Corp.

1.44%

The Allstate Corp.

1.43%

Datadog, Inc.

1.38%

Comfort Systems USA, Inc.

1.34%

Delta Air Lines, Inc.

1.25%

Cardinal Health, Inc.

1.22%

Becton, Dickinson & Co.

1.15%

State Street Corp.

1.15%

Rockwell Automation, Inc.

1.13%

Ford Motor Co.

1.10%

The Kroger Co.

1.08%

Frequently asked questions about UPGD and REMC

How have the UPGD and REMC ETFs performed in 2026?

As of October 16, 2026, UPGD is up 11.36% year-to-date (YTD), while REMC has returned 14.46%. That puts REMC better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw -$8M in flows, compared to +$323K for REMC.

Which ETF is bigger: UPGD or REMC?

As of October 16, 2026, UPGD holds $109.86 M in assets under management (AUM), while REMC manages $5.75 M.

What sectors do the UPGD and REMC ETFs invest in?

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

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

UPGD top holdings include NetApp, Inc., Expedia Group, Inc. and Airbnb, Inc.. REMC holds in its top three: Phillips 66, Snowflake, Inc. and Anglogold Ashanti Plc.

UPGDvsREMCETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

Columbia Research Enhanced Mid Cap ETF

UPGD vs REMC 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 REMC ETFs performed in 2026?

As of October 16, 2026, UPGD is up 11.36% year-to-date (YTD), while REMC has returned 14.46%. That puts REMC better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw -$8M in flows, compared to +$323K for REMC.

Which ETF is bigger: UPGD or REMC?

As of October 16, 2026, UPGD holds $109.86 M in assets under management (AUM), while REMC manages $5.75 M.

What sectors do the UPGD and REMC ETFs invest in?

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

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

UPGD top holdings include NetApp, Inc., Expedia Group, Inc. and Airbnb, Inc.. REMC holds in its top three: Phillips 66, Snowflake, Inc. and Anglogold Ashanti Plc.

Which ETF is more diversified: UPGD or REMC?

UPGD holds 50 securities with 36.71% of its assets in the top 15. REMC has 280 securities and a top 15 weight of 21.08%.

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