UPGD vs FLEE
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and FRANKLIN FTSE EUROPE ETF (FLEE, ETF).
5-Year PerformanceFLEE has outperformed UPGD, delivering a return of +10.0% compared to +8.2%
UPGD vs FLEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPGD
$118M
FLEE
$118M
Expense Ratio
UPGD
0.40%
Winner
FLEE
0.09%
Max Drawdown
UPGD
64.78%
Winner
FLEE
41.14%
Sharpe Ratio
UPGD
0.73
Winner
FLEE
0.98
5Y Beta
UPGD
0.70
Winner
FLEE
0.68
P/E Ratio
UPGD
32.02
FLEE
N/A
Forward P/E
UPGD
19.27
FLEE
N/A
PEG Ratio
UPGD
-0.03
FLEE
N/A
5Y Dividends CAGR
Winner
UPGD
55.56%
FLEE
5.34%
5Y EPS CAGR
UPGD
11.96%
FLEE
N/A
Debt to Equity
UPGD
443.07%
FLEE
N/A
P/S Ratio
UPGD
1.83
FLEE
N/A
P/B Ratio
UPGD
4.46
FLEE
N/A
UPGD vs FLEE - Holdings Comparison
UPGD and FLEE have 1 common holdings. Overlap is -0.01%
UPGD's top 25 holdings weight is 55.86%. FLEE's top 25 holdings weight is 35.89%.
| Rank | UPGD | FLEE |
|---|---|---|
| #1 | NETAPP INC (NTAP) - 2.99% | ASML HOLDING NV (n/a) - 4.49% |
| #2 | EXPEDIA GROUP INC (EXPE) - 2.68% | HSBC HOLDINGS PLC (n/a) - 2.31% |
| #3 | WILLIAMS-SONOMA INC (WSM) - 2.58% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.13% |
| #4 | INTERNATIONAL PAPER CO (IP) - 2.56% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.96% |
| #5 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.48% | SHELL PLC (n/a) - 1.73% |
| #6 | ALLEGION PLC (ALLE) - 2.39% | NESTLE SA (n/a) - 1.68% |
| #7 | INCYTE CORP (INCY) - 2.32% | ASTRAZENECA PLC (AZN:XLON) - 1.63% |
| #8 | PACCAR INC (PCAR) - 2.27% | SIEMENS AG (n/a) - 1.56% |
| #9 | DOLLAR GENERAL CORP (DG) - 2.27% | SAP SE (n/a) - 1.48% |
| #10 | CINTAS CORP (CTAS) - 2.22% | BANCO SANTANDER SA (n/a) - 1.37% |
| #11 | KIMBERLY-CLARK CORP (KMB) - 2.14% | ALLIANZ SE (n/a) - 1.29% |
| #12 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.14% | SCHNEIDER ELECTRIC SE (n/a) - 1.23% |
| #13 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.14% | TOTALENERGIES SE (TTE) - 1.15% |
| #14 | GENERAL DYNAMICS CORP (GD) - 2.12% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.15% |
| #15 | PPG INDUSTRIES INC (PPG) - 2.11% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.11% |
| #16 | VERISK ANALYTICS INC (VRSK) - 2.11% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.07% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.10% | IBERDROLA SA (n/a) - 1.06% |
| #18 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.08% | ABB LTD (n/a) - 1.03% |
| #19 | MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.08% | NOVO NORDISK AS CLASS B (n/a) - 0.98% |
| #20 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.07% | UNICREDIT SPA (n/a) - 0.96% |
| #21 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.04% | AIRBUS SE (n/a) - 0.94% |
| #22 | FORD MOTOR CO (F) - 2.01% | SAFRAN SA (n/a) - 0.93% |
| #23 | F5 INC (FFIV) - 2.01% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.90% |
| #24 | CHURCH & DWIGHT CO INC (CHD) - 2.00% | UNILEVER PLC (n/a) - 0.88% |
| #25 | TRACTOR SUPPLY CO (TSCO) - 1.95% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.87% |
| Total Holdings | 52 | 510 |
UPGD vs FLEE - Historical Returns
Returns include dividend reinvestment.
1M
UPGD
+2.55%
Winner
FLEE
+4.93%
3M
UPGD
+5.14%
Winner
FLEE
+5.37%
6M
Winner
UPGD
+6.85%
FLEE
+4.13%
1Y
UPGD
+14.65%
Winner
FLEE
+21.63%
5Y(CAGR)
UPGD
+8.17%
Winner
FLEE
+9.98%
10Y(CAGR)
Winner
UPGD
+9.83%
FLEE
+8.91%
Max(CAGR)
UPGD
+8.05%
Winner
FLEE
+8.91%
UPGD vs FLEE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | FLEE |
|---|---|---|
| 2026 | +13.11% | +11.63% |
| 2025 | +8.98% | +36.30% |
| 2024 | +13.80% | +3.28% |
| 2023 | +16.47% | +19.50% |
| 2022 | -13.97% | -15.69% |
| 2021 | +25.57% | +15.55% |
| 2020 | +6.10% | +4.39% |
| 2019 | +30.23% | +25.48% |
| 2018 | -15.51% | -15.33% |
| 2017 | +12.33% | +1.47% |
| 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 FLEE Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for FLEE was -37.27%, occurring on Mar 18, 2020. Recovery took 216 trading sessions.
The current UPGD drawdown is -0.94%.
| Rank | UPGD | FLEE |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -37.27% Jan 17, 2020 - Nov 24, 2020 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -31.60% Sep 2, 2021 - Dec 14, 2023 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -22.67% Jan 26, 2018 - Jan 2, 2020 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -14.59% Mar 18, 2025 - Apr 29, 2025 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -12.37% Feb 25, 2026 - Jul 2, 2026 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -11.08% Sep 26, 2024 - Feb 28, 2025 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -6.61% Jun 6, 2024 - Aug 19, 2024 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -5.71% Jun 15, 2021 - Aug 5, 2021 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -5.53% Jul 23, 2025 - Aug 20, 2025 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -5.22% Nov 12, 2025 - Dec 10, 2025 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -4.90% Jan 8, 2021 - Feb 16, 2021 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -4.29% Dec 27, 2023 - Feb 21, 2024 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -4.20% Mar 27, 2024 - May 7, 2024 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -3.70% Aug 30, 2024 - Sep 26, 2024 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -3.21% Jun 12, 2025 - Jul 2, 2025 |
Correlation
Correlation between UPGD and FLEE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
UPGD vs FLEE dividend yield comparison.
| Year | UPGD | FLEE |
|---|---|---|
| 2026 | 0.00% | 2.15% |
| 2025 | 1.75% | 2.76% |
| 2024 | 1.28% | 3.93% |
| 2023 | 1.39% | 2.58% |
| 2022 | 0.72% | 3.48% |
| 2021 | 0.52% | 3.61% |
| 2020 | 0.28% | 1.88% |
| 2019 | 0.20% | 3.02% |
| 2018 | 1.43% | 3.85% |
| 2017 | 0.00% | 0.02% |
| 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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