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UPGDvsSIZEETF 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

SIZE

iShares MSCI USA Size Factor ETF

This fund is part of

US Large Cap

-1.05%

Full SIZE fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) and iShares MSCI USA Size Factor ETF (SIZE) belong to the same industry segment: US Large Cap. UPGD's top 3 sector exposures are Industrials, Technology and Consumer Non-Cyclicals. In contrast, SIZE's top sector exposures are Finance, Technology and Industrials. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.15% for SIZE. UPGD is up 11.31% year-to-date (YTD) with +$656K in YTD flows. SIZE performs worse with 10.8% YTD performance, and -$556K in YTD flows. Run a side-by-side ETF comparison of UPGD and SIZE 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 SIZE 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 SIZE	+3.13%+2.05%	+6.23%+5.10%	+11.31%+10.80%	+16.14%+15.52%	+44.57%+47.84%	+51.86%+52.42%
Flows	UPGD SIZE	-$820K-	+$113K-$103K	+$656K-$556K	-$4M+$24M	-$44M-$21M	-$53M-$364M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD SIZE	+14.79%+11.09%	+14.07%+12.28%	+15.24%+14.55%	+18.71%+17.09%
Max drawdown	UPGD SIZE	-3.67%-2.26%	-10.10%-7.92%	-16.72%-18.57%	-24.26%-24.05%
Max drawdown duration	UPGD SIZE	15d8d	82d49d	263d219d	839d820d

Trading data

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	UPGD	SIZE
Last sale 7/17/2026 at 1:30 PM	$82.33	$178.06
Previous close 07/16/2026	$82.76	$179.24
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	SIZE
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	SIZE
Last price	$82.33	$178.06
1D performance	-0.52%	-0.66%
AuM	$118.87 M	$427.14 M
E/R	0.4%	0.15%

Characteristics

	UPGD	SIZE
Management strategy	Passive	Passive
Provider	Invesco	iShares
Benchmark	Bloomberg ANR Improvers Index	MSCI USA Low Size Index
N° of holdings	50	524
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 19, 2006	April 16, 2013
ESG	No	No

More UPGD data on Trackinsight

More SIZE data on Trackinsight

Exposure

Countries

UPGD

USA

96.52%

Other

3.48%

SIZE

USA

94.57%

Other

5.43%

Sectors

UPGD

Industrials

25.26%

Technology

21.28%

Consumer Non-Cycl.

14.04%

Consumer Cyclical.

9.71%

Consumer Services

8.08%

Other

21.63%

SIZE

Finance

20.89%

Technology

18.13%

Industrials

14.08%

Healthcare

10.58%

Consumer Non-Cycl.

7.11%

Other

29.21%

Diversification

UPGD

Total weight of top 15 holdings out of 15

37.52%

SIZE

Total weight of top 15 holdings out of 15

4.03%

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%

SIZE

Dell Technologies, Inc.

0.32%

Super Micro Computer, Inc.

0.29%

IonQ, Inc.

0.29%

Okta, Inc.

0.28%

Snowflake, Inc.

0.28%

NetApp, Inc.

0.28%

Credo Technology Group Holding Ltd.

0.26%

First Solar, Inc.

0.26%

Astera Labs, Inc.

0.26%

Best Buy Co., Inc.

0.26%

IREN Ltd.

0.26%

Aptiv Plc

0.25%

HP, Inc.

0.25%

Dollar Tree, Inc.

0.25%

Ford Motor Co.

0.25%

Frequently asked questions about UPGD and SIZE

How have the UPGD and SIZE ETFs performed in 2026?

As of July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while SIZE has returned 10.8%. That puts UPGD better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$656K in flows, compared to -$556K for SIZE.

Which ETF is more volatile: UPGD or SIZE?

Over the past year, UPGD had a volatility of 14.07%, while SIZE experienced 12.28%.

Which ETF is bigger: UPGD or SIZE?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while SIZE manages $427.14 M.

What sectors do the UPGD and SIZE ETFs invest in?

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

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. SIZE holds in its top three: Dell Technologies, Inc., Super Micro Computer, Inc. and IonQ, Inc..

Which ETF is more diversified: UPGD or SIZE?

UPGD holds 50 securities with 37.52% of its assets in the top 15. SIZE has 528 securities and a top 15 weight of 4.03%.

ETFs for contrarian investors

December 21, 2022

SIZE

UPGDvsSIZEETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

iShares MSCI USA Size Factor ETF

UPGD vs SIZE 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 SIZE ETFs performed in 2026?

As of July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while SIZE has returned 10.8%. That puts UPGD better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$656K in flows, compared to -$556K for SIZE.

Which ETF is more volatile: UPGD or SIZE?

Over the past year, UPGD had a volatility of 14.07%, while SIZE experienced 12.28%.

Which ETF is bigger: UPGD or SIZE?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while SIZE manages $427.14 M.

What sectors do the UPGD and SIZE ETFs invest in?

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

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. SIZE holds in its top three: Dell Technologies, Inc., Super Micro Computer, Inc. and IonQ, Inc..

Which ETF is more diversified: UPGD or SIZE?

UPGD holds 50 securities with 37.52% of its assets in the top 15. SIZE has 528 securities and a top 15 weight of 4.03%.

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