IQHI vs UPGD

Comparison between NYLI MACKAY HIGH INCOME ETF (IQHI, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).

IQHI vs UPGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQHI(ETF)	UPGD(ETF)
Net Assets	$113M	$113M
Expense Ratio	0.41%	0.40%
Max Drawdown	7.33%	64.78%
Sharpe Ratio	0.87	0.90
5Y Beta	0.14	0.69
P/E Ratio	N/A	26.25
Forward P/E	N/A	21.49
PEG Ratio	N/A	0.98
5Y Dividends CAGR	N/A	55.56%
5Y EPS CAGR	N/A	13.33%
Debt to Equity	N/A	-40.76%
P/S Ratio	N/A	2.02
P/B Ratio	N/A	4.84

Net Assets

Winner

IQHI

$113M

UPGD

$113M

Expense Ratio

IQHI

0.41%

Winner

UPGD

0.40%

Max Drawdown

Winner

IQHI

7.33%

UPGD

64.78%

Sharpe Ratio

IQHI

0.87

Winner

UPGD

0.90

5Y Beta

Winner

IQHI

0.14

UPGD

0.69

P/E Ratio

IQHI

N/A

UPGD

26.25

Forward P/E

IQHI

N/A

UPGD

21.49

PEG Ratio

IQHI

N/A

UPGD

0.98

5Y Dividends CAGR

IQHI

N/A

UPGD

55.56%

5Y EPS CAGR

IQHI

N/A

UPGD

13.33%

Debt to Equity

IQHI

N/A

UPGD

-40.76%

P/S Ratio

IQHI

N/A

UPGD

2.02

P/B Ratio

IQHI

N/A

UPGD

4.84

IQHI vs UPGD - Historical Returns

Returns include dividend reinvestment.

Period	IQHI	UPGD
1 month	+0.28%	+4.29%
3 months	+0.81%	+4.51%
6 months	+2.21%	+9.61%
1 year	+6.99%	+16.93%
5 years(CAGR)	N/A	+6.84%
10 years(CAGR)	N/A	+10.03%
Max(CAGR)	+8.96%	+7.96%

IQHI

+0.28%

Winner

UPGD

+4.29%

IQHI

+0.81%

Winner

UPGD

+4.51%

IQHI

+2.21%

Winner

UPGD

+9.61%

IQHI

+6.99%

Winner

UPGD

+16.93%

5Y(CAGR)

IQHI

N/A

UPGD

+6.84%

10Y(CAGR)

IQHI

N/A

UPGD

+10.03%

Max(CAGR)

Winner

IQHI

+8.96%

UPGD

+7.96%

IQHI vs UPGD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IQHI	UPGD
2026	+1.01%	+9.20%
2025	+8.31%	+8.98%
2024	+8.11%	+13.80%
2023	+11.98%	+16.47%
2022	+2.77%	-13.97%
2021	N/A	+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%

IQHI vs UPGD Drawdown Comparison

The maximum drawdown for IQHI was -4.19%, occurring on Feb 21, 2023. Recovery took 92 trading sessions.

The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.

The current IQHI drawdown is -0.37%. The current UPGD drawdown is -1.69%.

Rank	IQHI	UPGD
#1	-4.19% Feb 2, 2023 - Jun 15, 2023	-60.86% May 23, 2006 - Dec 3, 2010
#2	-3.97% Feb 28, 2025 - May 13, 2025	-50.19% Aug 29, 2018 - Dec 3, 2020
#3	-3.40% Sep 1, 2023 - Nov 14, 2023	-28.87% Apr 29, 2011 - Mar 15, 2012
#4	-2.46% Feb 20, 2026 - Apr 14, 2026	-27.28% Jun 23, 2015 - Nov 18, 2016
#5	-2.41% Dec 13, 2022 - Jan 9, 2023	-24.31% Nov 9, 2021 - Feb 27, 2024
#6	-1.92% Dec 27, 2023 - Feb 1, 2024	-16.90% Nov 29, 2024 - Aug 22, 2025
#7	-1.90% Mar 28, 2024 - May 15, 2024	-13.43% Mar 26, 2012 - Jan 2, 2013
#8	-1.68% Apr 17, 2026 - May 26, 2026	-12.68% Jul 3, 2014 - Feb 24, 2015
#9	-1.60% Oct 28, 2022 - Nov 10, 2022	-10.11% Jan 26, 2018 - May 16, 2018
#10	-1.38% Dec 6, 2024 - Jan 24, 2025	-10.01% Feb 27, 2026 - May 26, 2026
#11	-1.18% Jul 31, 2023 - Aug 29, 2023	-8.56% Jun 8, 2021 - Oct 19, 2021
#12	-1.16% Oct 27, 2025 - Nov 28, 2025	-6.75% Oct 6, 2025 - Dec 11, 2025
#13	-1.11% Jun 16, 2023 - Jul 12, 2023	-6.71% Jan 22, 2014 - Feb 26, 2014
#14	-1.08% Sep 22, 2025 - Oct 27, 2025	-6.69% Jul 25, 2017 - Sep 27, 2017
#15	-1.07% May 15, 2024 - Jun 4, 2024	-6.68% Apr 2, 2014 - Jun 18, 2014

Correlation

Correlation between IQHI and UPGD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

IQHI vs UPGD dividend yield comparison.

Year	IQHI	UPGD
2026	2.73%	0.00%
2025	7.88%	1.75%
2024	8.83%	1.28%
2023	6.92%	1.39%
2022	1.29%	0.72%
2021	0.00%	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%