UPGDvsSLTYETF Comparison
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. YieldMax Ultra Short Option Income Strategy ETF (SLTY) is part of the Alternatives segment. UPGD's top 3 sector exposures are Industrials, Information Technology and Consumer Discretionary. In contrast, SLTY's top sector exposures are Consumer Discretionary, Communication Services and Industrials. UPGD is less expensive with a Total Expense Ratio (TER) of 0.4%, versus 1.24% for SLTY. UPGD is up 3.33% year-to-date (YTD) with +$543K in YTD flows. SLTY performs worse with -4.29% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of UPGD and SLTY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
UPGD vs SLTY performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPGD SLTY | +6.91%-6.31% | -0.27%+4.78% | +3.33%-4.29% | +15.68%n/a | +44.65%n/a | +32.46%n/a |
| Flows | UPGD SLTY | +$6M+$3M | +$4M+$6M | +$543K+$3M | -$6M- | -$45M- | -$63M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD SLTY | +15.49%+13.82% | +13.73%n/a | +15.47%n/a | +18.73%n/a |
| Max drawdown | UPGD SLTY | -10.10%-8.17% | -10.10%n/a | -16.72%n/a | -24.26%n/a |
| Max drawdown duration | UPGD SLTY | 58d29d | 58dn/a | 263dn/a | 839dn/a |
UPGD | SLTY | |
Last sale 4/29/2026 at 1:30 PM | $76.47 | $26.18 |
| Previous close 04/28/2026 | $76.49 | $26.63 |
| Consolidated volume 04/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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UPGD | SLTY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
UPGD | SLTY | |
|---|---|---|
| Last price | $76.47 | $26.18 |
| 1D performance | -0.02% | -1.66% |
| AuM | $111.11 M | $19.96 M |
| E/R | 0.4% | 1.24% |
UPGD | SLTY | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Invesco | YieldMax ETFs |
| Benchmark | Bloomberg ANR Improvers Index | - |
| N° of holdings | 50 | 24 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2006 | August 21, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
