UPGD vs APLY
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF).
UPGD vs APLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPGD
$118M
APLY
$118M
Expense Ratio
Winner
UPGD
0.40%
APLY
1.04%
Max Drawdown
UPGD
64.78%
Winner
APLY
51.36%
Sharpe Ratio
UPGD
0.87
Winner
APLY
1.41
5Y Beta
Winner
UPGD
0.70
APLY
0.92
P/E Ratio
UPGD
33.53
APLY
N/A
Forward P/E
UPGD
18.76
APLY
N/A
PEG Ratio
UPGD
0.07
APLY
N/A
5Y Dividends CAGR
UPGD
55.56%
APLY
N/A
5Y EPS CAGR
UPGD
10.83%
APLY
N/A
Debt to Equity
UPGD
-74.82%
APLY
N/A
P/S Ratio
UPGD
1.83
APLY
N/A
P/B Ratio
UPGD
4.46
APLY
N/A
UPGD vs APLY - Holdings Comparison
UPGD and APLY have 0 common holdings. Overlap is 0.00%
UPGD's top 25 holdings weight is 54.14%. APLY's top 25 holdings weight is 2.47%.
| Rank | UPGD | APLY |
|---|---|---|
| #1 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.56% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53% |
| #2 | NETAPP INC (NTAP) - 2.45% | APPLE INC (AAPL) - -0.06% |
| #3 | WILLIAMS-SONOMA INC (WSM) - 2.39% | N/A |
| #4 | INTERNATIONAL PAPER CO (IP) - 2.37% | N/A |
| #5 | EXPEDIA GROUP INC (EXPE) - 2.33% | N/A |
| #6 | INCYTE CORP (INCY) - 2.28% | N/A |
| #7 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.28% | N/A |
| #8 | PPG INDUSTRIES INC (PPG) - 2.27% | N/A |
| #9 | KIMBERLY-CLARK CORP (KMB) - 2.22% | N/A |
| #10 | LENNOX INTERNATIONAL INC (LII) - 2.18% | N/A |
| #11 | MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.16% | N/A |
| #12 | DOLLAR GENERAL CORP (DG) - 2.13% | N/A |
| #13 | VERISK ANALYTICS INC (VRSK) - 2.09% | N/A |
| #14 | GENERAL DYNAMICS CORP (GD) - 2.08% | N/A |
| #15 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.08% | N/A |
| #16 | ALLEGION PLC (ALLE) - 2.06% | N/A |
| #17 | DICK'S SPORTING GOODS INC (DKS) - 2.04% | N/A |
| #18 | W.W. GRAINGER INC (GWW) - 2.04% | N/A |
| #19 | YUM BRANDS INC (YUM) - 2.04% | N/A |
| #20 | WEC ENERGY GROUP INC (WEC) - 2.03% | N/A |
| #21 | F5 INC (FFIV) - 2.02% | N/A |
| #22 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.02% | N/A |
| #23 | PACCAR INC (PCAR) - 2.02% | N/A |
| #24 | CINTAS CORP (CTAS) - 2.00% | N/A |
| #25 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.00% | N/A |
| Total Holdings | 53 | 2 |
UPGD vs APLY - Historical Returns
Returns include dividend reinvestment.
1M
UPGD
+1.02%
Winner
APLY
+7.16%
3M
UPGD
+5.66%
Winner
APLY
+12.39%
6M
UPGD
+5.35%
Winner
APLY
+21.04%
1Y
UPGD
+12.37%
Winner
APLY
+31.80%
5Y(CAGR)
UPGD
+7.60%
APLY
N/A
10Y(CAGR)
UPGD
+9.77%
APLY
N/A
Max(CAGR)
UPGD
+7.91%
Winner
APLY
+14.34%
UPGD vs APLY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | APLY |
|---|---|---|
| 2026 | +9.36% | +11.67% |
| 2025 | +8.98% | +7.24% |
| 2024 | +13.80% | +23.34% |
| 2023 | +16.47% | +11.56% |
| 2022 | -13.97% | N/A |
| 2021 | +25.57% | N/A |
| 2020 | +6.10% | N/A |
| 2019 | +30.23% | N/A |
| 2018 | -15.51% | N/A |
| 2017 | +12.33% | N/A |
| 2016 | +21.96% | N/A |
| 2015 | -5.93% | N/A |
| 2014 | +5.65% | N/A |
| 2013 | +39.25% | N/A |
| 2012 | +12.96% | N/A |
| 2011 | -3.39% | N/A |
| 2010 | +25.78% | N/A |
| 2009 | +51.42% | N/A |
| 2008 | -38.29% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | -14.71% | N/A |
UPGD vs APLY Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for APLY was -30.32%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.
The current UPGD drawdown is -2.60%. The current APLY drawdown is -3.04%.
| Rank | UPGD | APLY |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -30.32% Dec 26, 2024 - Oct 27, 2025 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -15.78% Jul 31, 2023 - Jun 17, 2024 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -11.71% Jun 2, 2026 - Jul 15, 2026 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -11.70% Dec 2, 2025 - May 7, 2026 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -9.44% Jul 16, 2024 - Sep 30, 2024 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -4.67% Oct 22, 2024 - Nov 25, 2024 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -4.12% Sep 30, 2024 - Oct 15, 2024 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -3.18% Jun 17, 2024 - Jun 27, 2024 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -3.04% Jul 17, 2026 - Jul 23, 2026 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -2.50% Jun 30, 2023 - Jul 17, 2023 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -2.42% Nov 11, 2025 - Nov 24, 2025 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -2.02% May 1, 2023 - May 5, 2023 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -1.99% May 28, 2026 - Jun 2, 2026 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -1.72% Jun 2, 2023 - Jun 12, 2023 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -1.67% May 19, 2023 - May 26, 2023 |
Correlation
Correlation between UPGD and APLY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2006 - 2026)
UPGD vs APLY dividend yield comparison.
| Year | UPGD | APLY |
|---|---|---|
| 2026 | 0.00% | 19.34% |
| 2025 | 1.75% | 36.38% |
| 2024 | 1.28% | 24.95% |
| 2023 | 1.39% | 14.36% |
| 2022 | 0.72% | 0.00% |
| 2021 | 0.52% | 0.00% |
| 2020 | 0.28% | 0.00% |
| 2019 | 0.20% | 0.00% |
| 2018 | 1.43% | 0.00% |
| 2016 | 1.55% | 0.00% |
| 2015 | 0.93% | 0.00% |
| 2014 | 0.26% | 0.00% |
| 2013 | 0.34% | 0.00% |
| 2012 | 0.35% | 0.00% |
| 2011 | 0.14% | 0.00% |
| 2008 | 0.31% | 0.00% |
| 2007 | 10.64% | 0.00% |
| 2006 | 0.60% | 0.00% |
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