FLEE vs UPGD
Comparison between FRANKLIN FTSE EUROPE ETF (FLEE, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).
5-Year PerformanceFLEE has outperformed UPGD, delivering a return of +10.0% compared to +8.2%
FLEE vs UPGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FLEE
$118M
Winner
UPGD
$118M
Expense Ratio
Winner
FLEE
0.09%
UPGD
0.40%
Max Drawdown
Winner
FLEE
41.14%
UPGD
64.78%
Sharpe Ratio
Winner
FLEE
0.98
UPGD
0.73
5Y Beta
Winner
FLEE
0.68
UPGD
0.70
P/E Ratio
FLEE
N/A
UPGD
32.02
Forward P/E
FLEE
N/A
UPGD
19.27
PEG Ratio
FLEE
N/A
UPGD
-0.03
5Y Dividends CAGR
FLEE
5.34%
Winner
UPGD
55.56%
5Y EPS CAGR
FLEE
N/A
UPGD
11.96%
Debt to Equity
FLEE
N/A
UPGD
443.07%
P/S Ratio
FLEE
N/A
UPGD
1.83
P/B Ratio
FLEE
N/A
UPGD
4.46
FLEE vs UPGD - Holdings Comparison
FLEE and UPGD have 1 common holdings. Overlap is -0.01%
FLEE's top 25 holdings weight is 35.89%. UPGD's top 25 holdings weight is 55.86%.
| Rank | FLEE | UPGD |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 4.49% | NETAPP INC (NTAP) - 2.99% |
| #2 | HSBC HOLDINGS PLC (n/a) - 2.31% | EXPEDIA GROUP INC (EXPE) - 2.68% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.13% | WILLIAMS-SONOMA INC (WSM) - 2.58% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.96% | INTERNATIONAL PAPER CO (IP) - 2.56% |
| #5 | SHELL PLC (n/a) - 1.73% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.48% |
| #6 | NESTLE SA (n/a) - 1.68% | ALLEGION PLC (ALLE) - 2.39% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 1.63% | INCYTE CORP (INCY) - 2.32% |
| #8 | SIEMENS AG (n/a) - 1.56% | PACCAR INC (PCAR) - 2.27% |
| #9 | SAP SE (n/a) - 1.48% | DOLLAR GENERAL CORP (DG) - 2.27% |
| #10 | BANCO SANTANDER SA (n/a) - 1.37% | CINTAS CORP (CTAS) - 2.22% |
| #11 | ALLIANZ SE (n/a) - 1.29% | KIMBERLY-CLARK CORP (KMB) - 2.14% |
| #12 | SCHNEIDER ELECTRIC SE (n/a) - 1.23% | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.14% |
| #13 | TOTALENERGIES SE (TTE) - 1.15% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.14% |
| #14 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.15% | GENERAL DYNAMICS CORP (GD) - 2.12% |
| #15 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.11% | PPG INDUSTRIES INC (PPG) - 2.11% |
| #16 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.07% | VERISK ANALYTICS INC (VRSK) - 2.11% |
| #17 | IBERDROLA SA (n/a) - 1.06% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.10% |
| #18 | ABB LTD (n/a) - 1.03% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.08% |
| #19 | NOVO NORDISK AS CLASS B (n/a) - 0.98% | MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.08% |
| #20 | UNICREDIT SPA (n/a) - 0.96% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.07% |
| #21 | AIRBUS SE (n/a) - 0.94% | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.04% |
| #22 | SAFRAN SA (n/a) - 0.93% | FORD MOTOR CO (F) - 2.01% |
| #23 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.90% | F5 INC (FFIV) - 2.01% |
| #24 | UNILEVER PLC (n/a) - 0.88% | CHURCH & DWIGHT CO INC (CHD) - 2.00% |
| #25 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.87% | TRACTOR SUPPLY CO (TSCO) - 1.95% |
| Total Holdings | 510 | 52 |
FLEE vs UPGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FLEE
+4.93%
UPGD
+2.55%
3M
Winner
FLEE
+5.37%
UPGD
+5.14%
6M
FLEE
+4.13%
Winner
UPGD
+6.85%
1Y
Winner
FLEE
+21.63%
UPGD
+14.65%
5Y(CAGR)
Winner
FLEE
+9.98%
UPGD
+8.17%
10Y(CAGR)
FLEE
+8.91%
Winner
UPGD
+9.83%
Max(CAGR)
Winner
FLEE
+8.91%
UPGD
+8.05%
FLEE vs UPGD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FLEE | UPGD |
|---|---|---|
| 2026 | +11.63% | +13.11% |
| 2025 | +36.30% | +8.98% |
| 2024 | +3.28% | +13.80% |
| 2023 | +19.50% | +16.47% |
| 2022 | -15.69% | -13.97% |
| 2021 | +15.55% | +25.57% |
| 2020 | +4.39% | +6.10% |
| 2019 | +25.48% | +30.23% |
| 2018 | -15.33% | -15.51% |
| 2017 | +1.47% | +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% |
FLEE vs UPGD Drawdown Comparison
The maximum drawdown for FLEE was -37.27%, occurring on Mar 18, 2020. Recovery took 216 trading sessions.
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The current UPGD drawdown is -0.94%.
| Rank | FLEE | UPGD |
|---|---|---|
| #1 | -37.27% Jan 17, 2020 - Nov 24, 2020 | -60.86% May 23, 2006 - Dec 3, 2010 |
| #2 | -31.60% Sep 2, 2021 - Dec 14, 2023 | -50.19% Aug 29, 2018 - Dec 3, 2020 |
| #3 | -22.67% Jan 26, 2018 - Jan 2, 2020 | -28.87% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -14.59% Mar 18, 2025 - Apr 29, 2025 | -27.28% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -12.37% Feb 25, 2026 - Jul 2, 2026 | -24.31% Nov 9, 2021 - Feb 27, 2024 |
| #6 | -11.08% Sep 26, 2024 - Feb 28, 2025 | -16.90% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -6.61% Jun 6, 2024 - Aug 19, 2024 | -13.43% Mar 26, 2012 - Jan 2, 2013 |
| #8 | -5.71% Jun 15, 2021 - Aug 5, 2021 | -12.68% Jul 3, 2014 - Feb 24, 2015 |
| #9 | -5.53% Jul 23, 2025 - Aug 20, 2025 | -10.11% Jan 26, 2018 - May 16, 2018 |
| #10 | -5.22% Nov 12, 2025 - Dec 10, 2025 | -10.01% Feb 27, 2026 - May 26, 2026 |
| #11 | -4.90% Jan 8, 2021 - Feb 16, 2021 | -8.56% Jun 8, 2021 - Oct 19, 2021 |
| #12 | -4.29% Dec 27, 2023 - Feb 21, 2024 | -6.75% Oct 6, 2025 - Dec 11, 2025 |
| #13 | -4.20% Mar 27, 2024 - May 7, 2024 | -6.71% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -3.70% Aug 30, 2024 - Sep 26, 2024 | -6.69% Jul 25, 2017 - Sep 27, 2017 |
| #15 | -3.21% Jun 12, 2025 - Jul 2, 2025 | -6.68% Apr 2, 2014 - Jun 18, 2014 |
Correlation
Correlation between FLEE and UPGD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
FLEE vs UPGD dividend yield comparison.
| Year | FLEE | UPGD |
|---|---|---|
| 2026 | 2.15% | 0.00% |
| 2025 | 2.76% | 1.75% |
| 2024 | 3.93% | 1.28% |
| 2023 | 2.58% | 1.39% |
| 2022 | 3.48% | 0.72% |
| 2021 | 3.61% | 0.52% |
| 2020 | 1.88% | 0.28% |
| 2019 | 3.02% | 0.20% |
| 2018 | 3.85% | 1.43% |
| 2017 | 0.02% | 0.00% |
| 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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