UPGD vs EWK
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and ISHARES MSCI BELGIUM ETF (EWK, ETF).
5-Year PerformanceUPGD has outperformed EWK, delivering a return of +6.8% compared to +5.9%
UPGD vs EWK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UPGD vs EWK - Historical Returns
Returns include dividend reinvestment.
UPGD vs EWK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | EWK |
|---|---|---|
| 2026 | +9.20% | +9.08% |
| 2025 | +8.98% | +35.87% |
| 2024 | +13.80% | +1.33% |
| 2023 | +16.47% | +7.19% |
| 2022 | -13.97% | -15.08% |
| 2021 | +25.57% | +11.60% |
| 2020 | +6.10% | -0.97% |
| 2019 | +30.23% | +26.61% |
| 2018 | -15.51% | -20.92% |
| 2017 | +12.33% | +23.57% |
| 2016 | +21.96% | -0.64% |
| 2015 | -5.93% | +13.66% |
| 2014 | +5.65% | +2.19% |
| 2013 | +39.25% | +24.29% |
| 2012 | +12.96% | +31.94% |
| 2011 | -3.39% | -16.35% |
| 2010 | +25.78% | +1.34% |
| 2009 | +51.42% | +44.49% |
| 2008 | -38.29% | -62.08% |
| 2007 | +2.96% | -3.13% |
| 2006 | -14.71% | +30.72% |
| 2005 | N/A | +7.66% |
| 2004 | N/A | +42.99% |
| 2003 | N/A | +37.15% |
| 2002 | N/A | -10.75% |
| 2001 | N/A | -13.53% |
| 2000 | N/A | -20.19% |
| 1999 | N/A | +2.80% |
UPGD vs EWK Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for EWK was -74.13%, occurring on Mar 9, 2009. Recovery took 2491 trading sessions.
The current UPGD drawdown is -1.69%. The current EWK drawdown is -2.91%.
| Rank | UPGD | EWK |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -74.13% Jul 12, 2007 - Jun 2, 2017 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -53.88% Nov 17, 1999 - Aug 26, 2004 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -42.79% Jan 26, 2018 - Apr 21, 2021 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -35.17% Jun 15, 2021 - Apr 29, 2025 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -16.05% May 10, 2006 - Aug 30, 2006 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -15.47% Feb 17, 2026 - Mar 20, 2026 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -9.13% Mar 9, 2005 - Aug 11, 2005 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -8.75% Feb 14, 2007 - Apr 3, 2007 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -6.06% Aug 11, 2005 - Dec 12, 2005 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -5.86% May 7, 2007 - Jul 12, 2007 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -5.14% Dec 28, 2004 - Feb 14, 2005 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -4.38% Jul 23, 2025 - Aug 14, 2025 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -4.29% Jun 2, 2017 - Jul 20, 2017 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -4.20% Oct 13, 2017 - Jan 4, 2018 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -4.15% Oct 8, 2004 - Oct 26, 2004 |
Correlation
Correlation between UPGD and EWK is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2025)
UPGD vs EWK dividend yield comparison.
| Year | UPGD | EWK |
|---|---|---|
| 2025 | 1.75% | 1.73% |
| 2024 | 1.28% | 3.25% |
| 2023 | 1.39% | 2.09% |
| 2022 | 0.72% | 2.58% |
| 2021 | 0.52% | 3.64% |
| 2020 | 0.28% | 1.66% |
| 2019 | 0.20% | 2.77% |
| 2018 | 1.43% | 2.78% |
| 2017 | 0.00% | 2.91% |
| 2016 | 1.55% | 1.75% |
| 2015 | 0.93% | 2.06% |
| 2014 | 0.26% | 1.85% |
| 2013 | 0.34% | 4.62% |
| 2012 | 0.35% | 2.70% |
| 2011 | 0.14% | 5.35% |
| 2010 | 0.00% | 1.86% |
| 2009 | 0.00% | 1.81% |
| 2008 | 0.31% | 13.65% |
| 2007 | 10.64% | 2.95% |
| 2006 | 0.60% | 1.72% |
| 2005 | 0.00% | 4.23% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 7.76% |
| 2002 | 0.00% | 1.15% |
| 2001 | 0.00% | 2.75% |
| 2000 | 0.00% | 3.10% |
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