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UPGDvsVOETF Comparison

ETF 1

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

This fund is part of

US Large Cap

+0%

Full UPGD fund page

VS

ETF 2

VO

Vanguard Mid-Cap ETF

This fund is part of

US Mid Cap

+0%

Full VO fund page

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) belongs to the US Large Cap segment. Vanguard Mid-Cap ETF (VO) is part of the US Mid Cap segment. UPGD's top 3 sector exposures are Industrials, Information Technology and Consumer Discretionary. In contrast, VO's top sector exposures are Industrials, Information Technology and Financials. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.03% for VO. UPGD is up 3.32% year-to-date (YTD) with +$543K in YTD flows. VO performs better with 5.19% YTD performance, and +$2.85B in YTD flows. Run a side-by-side ETF comparison of UPGD and VO 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 VO 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 04/29/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	UPGD VO	+6.91%+8.21%	-0.16%+1.93%	+3.32%+5.19%	+14.95%+21.25%	+44.95%+52.32%	+31.78%+40.63%
Flows	UPGD VO	+$6M+$450M	+$4M+$2.56B	+$543K+$2.85B	-$6M+$9.41B	-$45M+$20.25B	-$63M+$29.48B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD VO	+15.48%+15.05%	+13.72%+12.65%	+15.47%+14.79%	+18.73%+17.60%
Max drawdown	UPGD VO	-10.10%-8.12%	-10.10%-8.12%	-16.72%-18.93%	-24.26%-27.54%
Max drawdown duration	UPGD VO	59d49d	59d49d	263d211d	839d972d

Trading data

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	UPGD	VO
Last sale 4/30/2026 at 7:55 PM	$77.46	$77.51
Previous close 04/29/2026	$76.47	$77.31
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 28, 2026

1-year trailing difference

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

Main metrics

Last update 4/30/2026 at 7:55 PM

Live

Closed

	UPGD	VO
Last price	$77.46	$77.51
1D performance	+1.29%	+0.26%
AuM	$111.10 M	$97.97 B
E/R	0.4%	0.03%

Characteristics

	UPGD	VO
Management strategy	Passive	Passive
Provider	Invesco	Vanguard
Benchmark	Bloomberg ANR Improvers Index	CRSP U.S. Mid Cap Index
N° of holdings	50	269
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 19, 2006	January 26, 2004
ESG	No	No

More UPGD data on Trackinsight

More VO data on Trackinsight

Exposure

Countries

UPGD

USA

96.1%

Other

3.9%

VO

USA

92.71%

Other

7.29%

Sectors

UPGD

Industrials

31.77%

Information Techn.

19.07%

Consumer Discreti.

17.8%

Consumer Staples

15.22%

Other

16.14%

VO

Industrials

16.8%

Information Techn.

14.58%

Financials

12.17%

Consumer Discreti.

10.4%

Utilities

8.82%

Energy

8.76%

Other

28.46%

Diversification

UPGD

Total weight of top 15 holdings out of 15

32.77%

VO

Total weight of top 15 holdings out of 15

12.84%

Top 15 holdings

Data as of March 31, 2026

UPGD

CLOUDFLARE INC

2.32%

PALANTIR TECHNOLOGIES

2.31%

AMERICAN ELECTRIC POWER

2.24%

F5 INC

2.22%

NETAPP

2.21%

WEC ENERGY GROUP INC

2.20%

TYSON FOODS

2.19%

GENERAL DYNAMICS

2.17%

AIRBNB

2.17%

BRISTOL-MYERS SQUIBB

2.15%

FASTENAL

2.14%

OLD DOMINION

2.13%

JACK HENRY AND ASSOCIATES

2.11%

HERSHEY FOODS

2.11%

PUBLIC SRVCE ENT

2.10%

VO

VERTIV HOLDINGS

1.02%

HOWMET AEROSPACE INC

1.00%

WESTERN DIGITAL

1.00%

CONSTELLATION ENERGY CORP

0.93%

SEAGATE TECHNOLOGY HOLDINGS PLC

0.93%

QUANTA SERVICES

0.89%

SCHLUMBERGER

0.84%

CUMMINS

0.81%

VALERO ENERGY

0.80%

PHILLIPS 66

0.79%

MARATHON PETROLEUM

0.78%

MOTOROLA SOLUTIONS

0.78%

CRH PLC

0.76%

ROSS STORES

0.76%

GENERAL MOTORS

0.73%

Frequently asked questions about UPGD and VO

How have the UPGD and VO ETFs performed in 2026?

As of April 29, 2026, UPGD is up 3.32% year-to-date (YTD), while VO has returned 5.19%. That puts VO better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$543K in flows, compared to +$2.85B for VO.

Which ETF is more volatile: UPGD or VO?

Over the past year, UPGD had a volatility of 13.72%, while VO experienced 12.65%.

Which ETF is bigger: UPGD or VO?

As of April 29, 2026, UPGD holds $111.10 M in assets under management (AUM), while VO manages $97.97 B.

What sectors do the UPGD and VO ETFs invest in?

UPGD leans toward sectors like Industrials, Information Technology and Consumer Discretionary. Meanwhile, VO focuses on Industrials, Information Technology and Financials.

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

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. VO holds in its top three: VERTIV HOLDINGS, HOWMET AEROSPACE INC and WESTERN DIGITAL.

UPGDvsVOETF Comparison

Invesco Bloomberg Analyst Rating Improvers ETF

Vanguard Mid-Cap ETF

UPGD vs VO 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 VO ETFs performed in 2026?

As of April 29, 2026, UPGD is up 3.32% year-to-date (YTD), while VO has returned 5.19%. That puts VO better performer ahead so far this year.

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

Year-to-date, the UPGD ETF saw +$543K in flows, compared to +$2.85B for VO.

Which ETF is more volatile: UPGD or VO?

Over the past year, UPGD had a volatility of 13.72%, while VO experienced 12.65%.

Which ETF is bigger: UPGD or VO?

As of April 29, 2026, UPGD holds $111.10 M in assets under management (AUM), while VO manages $97.97 B.

What sectors do the UPGD and VO ETFs invest in?

UPGD leans toward sectors like Industrials, Information Technology and Consumer Discretionary. Meanwhile, VO focuses on Industrials, Information Technology and Financials.

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

UPGD top holdings include CLOUDFLARE INC, PALANTIR TECHNOLOGIES and AMERICAN ELECTRIC POWER. VO holds in its top three: VERTIV HOLDINGS, HOWMET AEROSPACE INC and WESTERN DIGITAL.

Which ETF is more diversified: UPGD or VO?

UPGD holds 50 securities with 32.77% of its assets in the top 15. VO has 289 securities and a top 15 weight of 12.84%.

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