BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

UPGDvsVOETF 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

VO

Vanguard Mid-Cap ETF

This fund is part of

US Mid Cap

-0.54%

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, Technology and Consumer Non-Cyclicals. In contrast, VO's top sector exposures are Technology, Finance and Industrials. UPGD is more expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.03% for VO. UPGD is up 11.31% year-to-date (YTD) with +$656K in YTD flows. VO performs better with 11.39% YTD performance, and +$5.54B 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.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

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

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 VO	+3.13%+1.20%	+6.23%+4.87%	+11.31%+11.39%	+16.14%+14.93%	+44.57%+48.76%	+51.86%+50.68%
Flows	UPGD VO	-$820K-$5.64B	+$113K+$3.05B	+$656K+$5.54B	-$4M+$8.36B	-$44M+$22.41B	-$53M+$31.07B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	UPGD VO	+14.79%+11.81%	+14.07%+12.64%	+15.24%+14.73%	+18.71%+17.59%
Max drawdown	UPGD VO	-3.67%-3.19%	-10.10%-8.12%	-16.72%-18.93%	-24.26%-27.54%
Max drawdown duration	UPGD VO	15d8d	82d49d	263d211d	839d972d

Trading data

Create an account to view trading data

Join for free

	UPGD	VO
Last sale 7/17/2026 at 1:30 PM	$82.33	$80.24
Previous close 07/16/2026	$82.76	$80.61
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

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

	UPGD	VO
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	VO
Last price	$82.33	$80.24
1D performance	-0.52%	-0.46%
AuM	$118.87 M	$106.11 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	284
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

96.52%

Other

3.48%

VO

USA

96.18%

Other

3.82%

Sectors

UPGD

Industrials

25.26%

Technology

21.28%

Consumer Non-Cycl.

14.04%

Consumer Cyclical.

9.71%

Consumer Services

8.08%

Other

21.63%

VO

Technology

19.44%

Finance

18.86%

Industrials

16.43%

Utilities

7.86%

Energy

7.56%

Healthcare

7.48%

Other

22.36%

Diversification

UPGD

Total weight of top 15 holdings out of 15

37.52%

VO

Total weight of top 15 holdings out of 15

14.84%

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%

VO

Seagate Technology Holdings Plc

1.90%

Western Digital Corp.

1.78%

Vertiv Holdings Co.

1.17%

Quanta Services, Inc.

1.05%

Howmet Aerospace, Inc.

1.02%

Marvell Technology, Inc.

0.88%

Cummins, Inc.

0.88%

Constellation Energy Corp.

0.88%

SLB Ltd.

0.81%

Datadog, Inc.

0.80%

General Motors Co.

0.74%

Ross Stores, Inc.

0.74%

Robinhood Markets, Inc.

0.74%

Marathon Petroleum Corp.

0.72%

Valero Energy Corp.

0.72%

Frequently asked questions about UPGD and VO

How have the UPGD and VO ETFs performed in 2026?

As of July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while VO has returned 11.39%. 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 +$656K in flows, compared to +$5.54B for VO.

Which ETF is more volatile: UPGD or VO?

Over the past year, UPGD had a volatility of 14.07%, while VO experienced 12.64%.

Which ETF is bigger: UPGD or VO?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while VO manages $106.11 B.

What sectors do the UPGD and VO ETFs invest in?

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

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. VO holds in its top three: Seagate Technology Holdings Plc, Western Digital Corp. and Vertiv Holdings Co..

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 July 17, 2026, UPGD is up 11.31% year-to-date (YTD), while VO has returned 11.39%. 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 +$656K in flows, compared to +$5.54B for VO.

Which ETF is more volatile: UPGD or VO?

Over the past year, UPGD had a volatility of 14.07%, while VO experienced 12.64%.

Which ETF is bigger: UPGD or VO?

As of July 17, 2026, UPGD holds $118.87 M in assets under management (AUM), while VO manages $106.11 B.

What sectors do the UPGD and VO ETFs invest in?

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

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

UPGD top holdings include Intel Corp., NetApp, Inc. and Super Micro Computer, Inc.. VO holds in its top three: Seagate Technology Holdings Plc, Western Digital Corp. and Vertiv Holdings Co..

Which ETF is more diversified: UPGD or VO?

UPGD holds 50 securities with 37.52% of its assets in the top 15. VO has 288 securities and a top 15 weight of 14.84%.

Have you tried our ETF Compare tool?