UPGDvsTPLCETF Comparison
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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 Consumer Non-Cyclicals, Industrials and Technology. In contrast, TPLC's top sector exposures are Industrials, Technology and Finance. UPGD is less expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.52% for TPLC. UPGD is up 11.36% year-to-date (YTD) with -$8M in YTD flows. TPLC performs worse with 10.53% YTD performance, and -$39M 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.
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UPGD vs TPLC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPGD TPLC | +2.19%+2.18% | -0.53%-0.86% | +11.36%+10.53% | +13.15%+10.98% | +56.85%+47.72% | +39.44%+44.82% |
| Flows | UPGD TPLC | -$9M-$2M | -$8M+$5M | -$8M-$39M | -$10M-$39M | -$47M-$11M | -$59M+$28M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPGD TPLC | +11.96%+9.09% | +13.80%+11.02% | +15.11%+13.86% | +18.55%+16.23% |
| Max drawdown | UPGD TPLC | -5.66%-6.69% | -10.10%-7.48% | -16.72%-18.09% | -24.26%-21.53% |
| Max drawdown duration | UPGD TPLC | 64d61d | 82d91d | 263d235d | 839d714d |
Trading data
UPGD | TPLC | |
Last sale 10/19/2026 at 1:30 PM | $82.24 | $49.67 |
| Previous close 10/16/2026 | $82.35 | $49.89 |
| 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 September 30, 2026
1-year trailing difference
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UPGD | TPLC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
UPGD | TPLC | |
|---|---|---|
| Last price | $82.24 | $49.67 |
| 1D performance | -0.13% | -0.44% |
| AuM | $109.86 M | $308.86 M |
| E/R | 0.4% | 0.52% |
Characteristics
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 | 268 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2006 | May 1, 2019 |
| ESG | No | Yes |
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Exposure
Countries
UPGD
USA
97.67%
Other
2.33%
TPLC
USA
94.44%
Other
5.56%
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%
TPLC
Industrials
18.44%
Technology
15.14%
Finance
14.32%
Healthcare
10.47%
Utilities
10.21%
Non-Energy Materi.
9.32%
Other
22.09%
Diversification
UPGD
Total weight of top 15 holdings out of 15
36.71%
TPLC
Total weight of top 15 holdings out of 15
9.74%
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%
TPLC
Palo Alto Networks, Inc.
0.72%
Evergy, Inc.
0.68%
Okta, Inc.
0.67%
NetApp, Inc.
0.66%
WEC Energy Group, Inc.
0.66%
Alliant Energy Corp.
0.65%
Ameren Corp.
0.65%
Union Pacific Corp.
0.64%
Aflac, Inc.
0.64%
Paychex, Inc.
0.64%
Cintas Corp.
0.64%
Atmos Energy Corp.
0.62%
Republic Services, Inc.
0.62%
DTE Energy Co.
0.62%
CenterPoint Energy, Inc.
0.61%
Frequently asked questions about UPGD and TPLC
How have the UPGD and TPLC ETFs performed in 2026?
As of October 16, 2026, UPGD is up 11.36% year-to-date (YTD), while TPLC has returned 10.53%. That puts UPGD better performer ahead so far this year.
Which ETF is attracting more investor money: UPGD or TPLC?
Year-to-date, the UPGD ETF saw -$8M in flows, compared to -$39M for TPLC.
Which ETF is more volatile: UPGD or TPLC?
Over the past year, UPGD had a volatility of 13.8%, while TPLC experienced 11.02%.
Which ETF is bigger: UPGD or TPLC?
As of October 16, 2026, UPGD holds $109.86 M in assets under management (AUM), while TPLC manages $308.86 M.
What sectors do the UPGD and TPLC ETFs invest in?
UPGD leans toward sectors like Consumer Non-Cyclicals, Industrials and Technology. Meanwhile, TPLC focuses on Industrials, Technology and Finance.
What are the top holdings of the UPGD ETF and TPLC ETF?
UPGD top holdings include NetApp, Inc., Expedia Group, Inc. and Airbnb, Inc.. TPLC holds in its top three: Palo Alto Networks, Inc., Evergy, Inc. and Okta, Inc..
Which ETF is more diversified: UPGD or TPLC?
UPGD holds 50 securities with 36.71% of its assets in the top 15. TPLC has 268 securities and a top 15 weight of 9.74%.
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