UPGD vs GSEU
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and GOLDMAN SACHS ACTIVEBETA(R) EUROPE EQUITY ETF (GSEU, ETF).
5-Year PerformanceGSEU has outperformed UPGD, delivering a return of +8.5% compared to +7.6%
UPGD vs GSEU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPGD
$118M
Winner
GSEU
$118M
Expense Ratio
UPGD
0.40%
Winner
GSEU
0.25%
Max Drawdown
UPGD
64.78%
Winner
GSEU
39.42%
Sharpe Ratio
UPGD
0.87
Winner
GSEU
0.96
5Y Beta
UPGD
0.70
Winner
GSEU
0.67
P/E Ratio
UPGD
33.53
GSEU
N/A
Forward P/E
UPGD
18.76
GSEU
N/A
PEG Ratio
UPGD
0.07
GSEU
N/A
5Y Dividends CAGR
Winner
UPGD
55.56%
GSEU
14.37%
5Y EPS CAGR
UPGD
10.83%
GSEU
N/A
Debt to Equity
UPGD
-74.82%
GSEU
N/A
P/S Ratio
UPGD
1.83
GSEU
N/A
P/B Ratio
UPGD
4.46
GSEU
N/A
UPGD vs GSEU - Holdings Comparison
UPGD and GSEU have 1 common holdings. Overlap is 0.00%
UPGD's top 25 holdings weight is 54.14%. GSEU's top 25 holdings weight is 28.69%.
| Rank | UPGD | GSEU |
|---|---|---|
| #1 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.56% | ASML HOLDING NV (n/a) - 4.41% |
| #2 | NETAPP INC (NTAP) - 2.45% | HSBC HOLDINGS PLC (n/a) - 1.99% |
| #3 | WILLIAMS-SONOMA INC (WSM) - 2.39% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.89% |
| #4 | INTERNATIONAL PAPER CO (IP) - 2.37% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.88% |
| #5 | EXPEDIA GROUP INC (EXPE) - 2.33% | ASTRAZENECA PLC (AZN:XLON) - 1.58% |
| #6 | INCYTE CORP (INCY) - 2.28% | BANCO SANTANDER SA (n/a) - 1.46% |
| #7 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.28% | SHELL PLC (n/a) - 1.33% |
| #8 | PPG INDUSTRIES INC (PPG) - 2.27% | NESTLE SA (n/a) - 1.27% |
| #9 | KIMBERLY-CLARK CORP (KMB) - 2.22% | SIEMENS AG (n/a) - 1.22% |
| #10 | LENNOX INTERNATIONAL INC (LII) - 2.18% | ALLIANZ SE (n/a) - 1.09% |
| #11 | MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.16% | NOVO NORDISK AS CLASS B (n/a) - 0.96% |
| #12 | DOLLAR GENERAL CORP (DG) - 2.13% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.92% |
| #13 | VERISK ANALYTICS INC (VRSK) - 2.09% | SAP SE (n/a) - 0.88% |
| #14 | GENERAL DYNAMICS CORP (GD) - 2.08% | BAYER AG (n/a) - 0.82% |
| #15 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.08% | IBERDROLA SA (n/a) - 0.82% |
| #16 | ALLEGION PLC (ALLE) - 2.06% | TOTALENERGIES SE (TTE) - 0.81% |
| #17 | DICK'S SPORTING GOODS INC (DKS) - 2.04% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.80% |
| #18 | W.W. GRAINGER INC (GWW) - 2.04% | BARCLAYS PLC (n/a) - 0.79% |
| #19 | YUM BRANDS INC (YUM) - 2.04% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.78% |
| #20 | WEC ENERGY GROUP INC (WEC) - 2.03% | SCHNEIDER ELECTRIC SE (n/a) - 0.78% |
| #21 | F5 INC (FFIV) - 2.02% | RATIONAL AG (n/a) - 0.45% |
| #22 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.02% | NEXT PLC (n/a) - 0.45% |
| #23 | PACCAR INC (PCAR) - 2.02% | AVOLTA AG (n/a) - 0.44% |
| #24 | CINTAS CORP (CTAS) - 2.00% | POSTE ITALIANE SPA (n/a) - 0.44% |
| #25 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.00% | ORION OYJ CLASS B (n/a) - 0.43% |
| Total Holdings | 53 | 308 |
UPGD vs GSEU - Historical Returns
Returns include dividend reinvestment.
1M
UPGD
+1.02%
Winner
GSEU
+1.12%
3M
Winner
UPGD
+5.66%
GSEU
+3.86%
6M
Winner
UPGD
+5.35%
GSEU
+4.28%
1Y
UPGD
+12.37%
Winner
GSEU
+14.26%
5Y(CAGR)
UPGD
+7.60%
Winner
GSEU
+8.50%
10Y(CAGR)
Winner
UPGD
+9.77%
GSEU
+9.72%
Max(CAGR)
UPGD
+7.91%
Winner
GSEU
+9.45%
UPGD vs GSEU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | GSEU |
|---|---|---|
| 2026 | +9.36% | +6.79% |
| 2025 | +8.98% | +36.61% |
| 2024 | +13.80% | +3.19% |
| 2023 | +16.47% | +19.66% |
| 2022 | -13.97% | -18.32% |
| 2021 | +25.57% | +15.89% |
| 2020 | +6.10% | +5.86% |
| 2019 | +30.23% | +25.35% |
| 2018 | -15.51% | -14.27% |
| 2017 | +12.33% | +27.21% |
| 2016 | +21.96% | +2.19% |
| 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 GSEU Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for GSEU was -35.71%, occurring on Mar 18, 2020. Recovery took 213 trading sessions.
The current UPGD drawdown is -2.60%. The current GSEU drawdown is -2.08%.
| Rank | UPGD | GSEU |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -35.71% Jan 17, 2020 - Nov 19, 2020 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -34.03% Sep 2, 2021 - Mar 7, 2024 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -22.26% Jan 26, 2018 - Dec 27, 2019 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -14.12% Mar 7, 2025 - Apr 28, 2025 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -12.51% Jun 8, 2016 - Sep 2, 2016 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -11.90% Feb 25, 2026 - Jun 12, 2026 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -10.90% Sep 26, 2024 - Mar 3, 2025 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -9.25% Sep 7, 2016 - Mar 1, 2017 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -7.48% Jun 5, 2024 - Aug 23, 2024 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -5.29% Nov 12, 2025 - Dec 10, 2025 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -5.05% Jul 23, 2025 - Aug 20, 2025 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -4.64% Jun 15, 2021 - Aug 3, 2021 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -4.56% Mar 27, 2024 - May 8, 2024 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -4.27% Jan 8, 2021 - Feb 12, 2021 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -4.27% Apr 20, 2016 - Jun 7, 2016 |
Correlation
Correlation between UPGD and GSEU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
UPGD vs GSEU dividend yield comparison.
| Year | UPGD | GSEU |
|---|---|---|
| 2026 | 0.00% | 1.93% |
| 2025 | 1.75% | 2.72% |
| 2024 | 1.28% | 2.35% |
| 2023 | 1.39% | 3.41% |
| 2022 | 0.72% | 3.34% |
| 2021 | 0.52% | 2.71% |
| 2020 | 0.28% | 1.84% |
| 2019 | 0.20% | 3.69% |
| 2018 | 1.43% | 3.40% |
| 2017 | 0.00% | 2.51% |
| 2016 | 1.55% | 2.74% |
| 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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