UPGD vs EOCT

Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and Innovator Emerging Markets Power Buffer ETF - October (EOCT, ETF).

5-Year PerformanceUPGD has outperformed EOCT, delivering a return of +6.8% compared to +6.4%

UPGD vs EOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPGD(ETF)	EOCT(ETF)
Net Assets	$113M	$112M
Expense Ratio	0.40%	0.89%
Max Drawdown	64.78%	20.35%
Sharpe Ratio	0.90	1.81
5Y Beta	0.69	0.42
P/E Ratio	26.25	N/A
Forward P/E	21.49	N/A
PEG Ratio	0.98	N/A
5Y Dividends CAGR	55.56%	N/A
5Y EPS CAGR	13.33%	N/A
Debt to Equity	-40.76%	N/A
P/S Ratio	2.02	N/A
P/B Ratio	4.84	N/A

Net Assets

Winner

UPGD

$113M

EOCT

$112M

Expense Ratio

Winner

UPGD

0.40%

EOCT

0.89%

Max Drawdown

UPGD

64.78%

Winner

EOCT

20.35%

Sharpe Ratio

UPGD

0.90

Winner

EOCT

1.81

5Y Beta

UPGD

0.69

Winner

EOCT

0.42

P/E Ratio

UPGD

26.25

EOCT

N/A

Forward P/E

UPGD

21.49

EOCT

N/A

PEG Ratio

UPGD

0.98

EOCT

N/A

5Y Dividends CAGR

UPGD

55.56%

EOCT

N/A

5Y EPS CAGR

UPGD

13.33%

EOCT

N/A

Debt to Equity

UPGD

-40.76%

EOCT

N/A

P/S Ratio

UPGD

2.02

EOCT

N/A

P/B Ratio

UPGD

4.84

EOCT

N/A

UPGD vs EOCT - Historical Returns

Returns include dividend reinvestment.

Period	UPGD	EOCT
1 month	+4.29%	-1.09%
3 months	+4.51%	+4.28%
6 months	+9.61%	+6.69%
1 year	+16.93%	+21.73%
5 years(CAGR)	+6.84%	+6.38%
10 years(CAGR)	+10.03%	N/A
Max(CAGR)	+7.96%	+6.38%

Winner

UPGD

+4.29%

EOCT

-1.09%

Winner

UPGD

+4.51%

EOCT

+4.28%

Winner

UPGD

+9.61%

EOCT

+6.69%

UPGD

+16.93%

Winner

EOCT

+21.73%

5Y(CAGR)

Winner

UPGD

+6.84%

EOCT

+6.38%

10Y(CAGR)

UPGD

+10.03%

EOCT

N/A

Max(CAGR)

Winner

UPGD

+7.96%

EOCT

+6.38%

UPGD vs EOCT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	UPGD	EOCT
2026	+9.20%	+4.57%
2025	+8.98%	+22.01%
2024	+13.80%	+10.78%
2023	+16.47%	+5.70%
2022	-13.97%	-11.13%
2021	+25.57%	-0.50%
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 EOCT Drawdown Comparison

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

The maximum drawdown for EOCT was -20.35%, occurring on Oct 24, 2022. Recovery took 683 trading sessions.

The current UPGD drawdown is -1.69%. The current EOCT drawdown is -2.02%.

Rank	UPGD	EOCT
#1	-60.86% May 23, 2006 - Dec 3, 2010	-20.35% Oct 19, 2021 - Jul 10, 2024
#2	-50.19% Aug 29, 2018 - Dec 3, 2020	-8.54% Oct 2, 2024 - May 12, 2025
#3	-28.87% Apr 29, 2011 - Mar 15, 2012	-7.03% Jul 12, 2024 - Sep 23, 2024
#4	-27.28% Jun 23, 2015 - Nov 18, 2016	-5.93% Feb 25, 2026 - Apr 17, 2026
#5	-24.31% Nov 9, 2021 - Feb 27, 2024	-2.89% Jul 23, 2025 - Aug 12, 2025
#6	-16.90% Nov 29, 2024 - Aug 22, 2025	-2.49% Oct 29, 2025 - Dec 26, 2025
#7	-13.43% Mar 26, 2012 - Jan 2, 2013	-2.12% Oct 8, 2025 - Oct 20, 2025
#8	-12.68% Jul 3, 2014 - Feb 24, 2015	-2.02% Jun 2, 2026 - Jun 5, 2026
#9	-10.11% Jan 26, 2018 - May 16, 2018	-1.51% May 11, 2026 - Jun 1, 2026
#10	-10.01% Feb 27, 2026 - May 26, 2026	-1.42% Jun 12, 2025 - Jun 24, 2025
#11	-8.56% Jun 8, 2021 - Oct 19, 2021	-1.36% Aug 13, 2025 - Aug 22, 2025
#12	-6.75% Oct 6, 2025 - Dec 11, 2025	-1.31% Aug 22, 2025 - Sep 8, 2025
#13	-6.71% Jan 22, 2014 - Feb 26, 2014	-1.15% Jan 29, 2026 - Feb 10, 2026
#14	-6.69% Jul 25, 2017 - Sep 27, 2017	-1.05% May 19, 2025 - Jun 4, 2025
#15	-6.68% Apr 2, 2014 - Jun 18, 2014	-0.97% Jul 3, 2025 - Jul 15, 2025