UPGDvsTPLCETF Comparison
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. Timothy Plan US Large Cap Core ETF (TPLC) is part of the US Low Volatility segment. UPGD's top 3 sector exposures are Industrials, Information Technology and Consumer Discretionary. In contrast, TPLC's top sector exposures are Industrials, Information Technology and Utilities. UPGD is less expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.52% for TPLC. UPGD is up 4.45% year-to-date (YTD) with +$543K in YTD flows. TPLC performs better with 6.13% YTD performance, and +$17M in YTD flows. Run a side-by-side ETF comparison of UPGD and TPLC 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 TPLC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPGD TPLC | +5.43%+5.73% | -0.34%+1.78% | +4.45%+6.13% | +16.06%+16.46% | +46.53%+43.67% | +33.69%+44.52% |
| Flows | UPGD TPLC | +$6M+$7M | +$4M+$7M | +$543K+$17M | -$6M-$833K | -$45M+$66M | -$55M+$75M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD TPLC | +15.57%+13.07% | +13.77%+12.07% | +15.46%+14.14% | +18.73%+16.47% |
| Max drawdown | UPGD TPLC | -10.10%-7.48% | -10.10%-7.48% | -16.72%-18.09% | -24.26%-21.53% |
| Max drawdown duration | UPGD TPLC | 61d58d | 61d58d | 263d235d | 839d714d |
UPGD | TPLC | |
Last sale 5/1/2026 at 1:30 PM | $77.28 | $48.76 |
| Previous close 04/29/2026 | $77.38 | $48.94 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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UPGD | TPLC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
UPGD | TPLC | |
|---|---|---|
| Last price | $77.28 | $48.76 |
| 1D performance | -0.13% | -0.36% |
| AuM | $112.31 M | $353.13 M |
| E/R | 0.4% | 0.52% |
UPGD | TPLC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | Timothy Plan |
| Benchmark | Bloomberg ANR Improvers Index | Victory US Large Cap Volatility Weighted BRI Index |
| N° of holdings | 50 | 251 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2006 | May 1, 2019 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
