FEUS vs UPGD
Comparison between FLEXSHARES ESG & CLIMATE US LARGE CAP CORE INDEX FUND (FEUS, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).
5-Year PerformanceFEUS has outperformed UPGD, delivering a return of +12.0% compared to +6.8%
FEUS vs UPGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FEUS
$119M
UPGD
$119M
Expense Ratio
Winner
FEUS
0.09%
UPGD
0.40%
Max Drawdown
Winner
FEUS
26.03%
UPGD
64.78%
Sharpe Ratio
Winner
FEUS
1.41
UPGD
0.94
5Y Beta
FEUS
0.96
Winner
UPGD
0.70
P/E Ratio
FEUS
26.13
Winner
UPGD
25.56
Forward P/E
Winner
FEUS
20.00
UPGD
21.01
PEG Ratio
Winner
FEUS
0.54
UPGD
0.97
5Y Dividends CAGR
FEUS
N/A
UPGD
55.56%
5Y EPS CAGR
Winner
FEUS
24.82%
UPGD
14.16%
Debt to Equity
FEUS
64.53%
Winner
UPGD
-42.90%
P/S Ratio
FEUS
3.15
Winner
UPGD
1.97
P/B Ratio
FEUS
5.23
Winner
UPGD
4.79
FEUS vs UPGD - Holdings Comparison
FEUS and UPGD have 18 common holdings. Overlap is 6.23%
FEUS's top 25 holdings weight is 57.08%. UPGD's top 25 holdings weight is 58.35%.
| Rank | FEUS | UPGD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.09% | INTEL CORP (INTC) - 4.54% |
| #2 | APPLE INC (AAPL) - 7.31% | NETAPP INC (NTAP) - 3.32% |
| #3 | MICROSOFT CORP (MSFT) - 5.00% | SUPER MICRO COMPUTER INC (SMCI) - 3.23% |
| #4 | AMAZON.COM INC (AMZN) - 3.94% | F5 INC (FFIV) - 2.82% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.40% | CLOUDFLARE INC (NET) - 2.72% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.90% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.42% |
| #7 | BROADCOM INC (AVGO) - 2.71% | ZOOM COMMUNICATIONS INC (ZM) - 2.35% |
| #8 | TESLA INC (TSLA) - 2.30% | CATERPILLAR INC (CAT) - 2.31% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.98% | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 2.26% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.93% | FORD MOTOR CO (F) - 2.23% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.86% | CUMMINS INC (CMI) - 2.17% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.55% | WATERS CORP (WAT) - 2.17% |
| #13 | VISA INC CLASS A (V) - 1.40% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.15% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.38% | BEST BUY CO INC (BBY) - 2.08% |
| #15 | WALMART INC (WMT) - 1.32% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.07% |
| #16 | INTEL CORP (INTC) - 1.23% | DICK'S SPORTING GOODS INC (DKS) - 2.03% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.13% | MONSTER BEVERAGE CORP (MNST) - 2.03% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.12% | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.02% |
| #19 | ADVANCED MICRO DEVICES INC (AMD) - 1.03% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.02% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.01% |
| #21 | CATERPILLAR INC (CAT) - 0.95% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.91% |
| #22 | n/a (DELL) - 0.94% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.91% |
| #23 | MERCK & CO INC (MRK) - 0.90% | DEERE & CO (DE) - 1.87% |
| #24 | AMGEN INC (AMGN) - 0.87% | FASTENAL CO (FAST) - 1.86% |
| #25 | CVS HEALTH CORP (CVS) - 0.84% | WEC ENERGY GROUP INC (WEC) - 1.85% |
| Total Holdings | 176 | 52 |
FEUS vs UPGD - Historical Returns
Returns include dividend reinvestment.
1M
FEUS
+0.69%
Winner
UPGD
+5.61%
3M
Winner
FEUS
+12.88%
UPGD
+10.22%
6M
FEUS
+8.52%
Winner
UPGD
+9.03%
1Y
Winner
FEUS
+22.42%
UPGD
+17.71%
5Y(CAGR)
Winner
FEUS
+11.99%
UPGD
+6.76%
10Y(CAGR)
FEUS
N/A
UPGD
+10.49%
Max(CAGR)
Winner
FEUS
+11.99%
UPGD
+7.99%
FEUS vs UPGD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FEUS | UPGD |
|---|---|---|
| 2026 | +8.67% | +10.05% |
| 2025 | +15.05% | +8.98% |
| 2024 | +23.67% | +13.80% |
| 2023 | +25.92% | +16.47% |
| 2022 | -19.59% | -13.97% |
| 2021 | +9.98% | +25.57% |
| 2020 | N/A | +6.10% |
| 2019 | N/A | +30.23% |
| 2018 | N/A | -15.51% |
| 2017 | N/A | +12.33% |
| 2016 | N/A | +21.96% |
| 2015 | N/A | -5.93% |
| 2014 | N/A | +5.65% |
| 2013 | N/A | +39.25% |
| 2012 | N/A | +12.96% |
| 2011 | N/A | -3.39% |
| 2010 | N/A | +25.78% |
| 2009 | N/A | +51.42% |
| 2008 | N/A | -38.29% |
| 2007 | N/A | +2.96% |
| 2006 | N/A | -14.71% |
FEUS vs UPGD Drawdown Comparison
The maximum drawdown for FEUS was -25.32%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The current FEUS drawdown is -2.58%. The current UPGD drawdown is -0.93%.
| Rank | FEUS | UPGD |
|---|---|---|
| #1 | -25.32% Dec 29, 2021 - Dec 18, 2023 | -60.86% May 23, 2006 - Dec 3, 2010 |
| #2 | -19.47% Feb 19, 2025 - Jul 2, 2025 | -50.19% Aug 29, 2018 - Dec 3, 2020 |
| #3 | -9.55% Jan 12, 2026 - Apr 16, 2026 | -28.87% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -8.82% Jul 16, 2024 - Sep 19, 2024 | -27.28% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -5.59% Mar 28, 2024 - May 15, 2024 | -24.31% Nov 9, 2021 - Feb 27, 2024 |
| #6 | -5.28% Oct 28, 2025 - Dec 10, 2025 | -16.90% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -4.67% Dec 11, 2024 - Feb 19, 2025 | -13.43% Mar 26, 2012 - Jan 2, 2013 |
| #8 | -4.45% Jun 2, 2026 - Jun 10, 2026 | -12.68% Jul 3, 2014 - Feb 24, 2015 |
| #9 | -3.96% Nov 18, 2021 - Dec 27, 2021 | -10.11% Jan 26, 2018 - May 16, 2018 |
| #10 | -3.57% Sep 24, 2021 - Oct 14, 2021 | -10.01% Feb 27, 2026 - May 26, 2026 |
| #11 | -2.88% Oct 8, 2025 - Oct 24, 2025 | -8.56% Jun 8, 2021 - Oct 19, 2021 |
| #12 | -2.86% Oct 14, 2024 - Nov 6, 2024 | -6.75% Oct 6, 2025 - Dec 11, 2025 |
| #13 | -2.46% Jul 25, 2025 - Aug 8, 2025 | -6.71% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -2.04% Nov 11, 2024 - Nov 25, 2024 | -6.69% Jul 25, 2017 - Sep 27, 2017 |
| #15 | -1.94% Dec 11, 2025 - Dec 23, 2025 | -6.68% Apr 2, 2014 - Jun 18, 2014 |
Correlation
Correlation between FEUS and UPGD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
FEUS vs UPGD dividend yield comparison.
| Year | FEUS | UPGD |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 1.06% | 1.75% |
| 2024 | 1.15% | 1.28% |
| 2023 | 1.41% | 1.39% |
| 2022 | 1.48% | 0.72% |
| 2021 | 0.36% | 0.52% |
| 2020 | 0.00% | 0.28% |
| 2019 | 0.00% | 0.20% |
| 2018 | 0.00% | 1.43% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 0.93% |
| 2014 | 0.00% | 0.26% |
| 2013 | 0.00% | 0.34% |
| 2012 | 0.00% | 0.35% |
| 2011 | 0.00% | 0.14% |
| 2008 | 0.00% | 0.31% |
| 2007 | 0.00% | 10.64% |
| 2006 | 0.00% | 0.60% |
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