UPGD vs IBID
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID, ETF).
UPGD vs IBID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPGD
$118M
IBID
$118M
Expense Ratio
UPGD
0.40%
Winner
IBID
0.10%
Max Drawdown
UPGD
64.78%
Winner
IBID
2.77%
Sharpe Ratio
Winner
UPGD
0.73
IBID
-0.42
5Y Beta
UPGD
0.70
Winner
IBID
-0.02
P/E Ratio
UPGD
32.02
IBID
N/A
Forward P/E
UPGD
19.27
IBID
N/A
PEG Ratio
UPGD
-0.03
IBID
N/A
5Y Dividends CAGR
UPGD
55.56%
IBID
N/A
5Y EPS CAGR
UPGD
11.96%
IBID
N/A
Debt to Equity
UPGD
443.07%
IBID
N/A
P/S Ratio
UPGD
1.83
IBID
N/A
P/B Ratio
UPGD
4.46
IBID
N/A
UPGD vs IBID - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPGD
+2.55%
IBID
+0.23%
3M
Winner
UPGD
+5.14%
IBID
+0.51%
6M
Winner
UPGD
+6.85%
IBID
+2.24%
1Y
Winner
UPGD
+14.65%
IBID
+3.34%
5Y(CAGR)
UPGD
+8.17%
IBID
N/A
10Y(CAGR)
UPGD
+9.83%
IBID
N/A
Max(CAGR)
Winner
UPGD
+8.05%
IBID
+5.35%
UPGD vs IBID - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | IBID |
|---|---|---|
| 2026 | +13.11% | +2.69% |
| 2025 | +8.98% | +5.68% |
| 2024 | +13.80% | +4.84% |
| 2023 | +16.47% | +2.61% |
| 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 IBID Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for IBID was -1.28%, occurring on Oct 3, 2023. Recovery took 32 trading sessions.
The current UPGD drawdown is -0.94%. The current IBID drawdown is -0.10%.
| Rank | UPGD | IBID |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -1.28% Sep 18, 2023 - Nov 1, 2023 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -1.00% Jan 12, 2024 - Mar 22, 2024 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -0.99% Apr 30, 2025 - Jul 11, 2025 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -0.92% Sep 24, 2024 - Jan 15, 2025 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -0.74% Apr 3, 2025 - Apr 25, 2025 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -0.64% Mar 22, 2024 - May 3, 2024 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -0.64% Nov 3, 2023 - Nov 14, 2023 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -0.55% Jun 8, 2026 - Aug 17, 2026 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -0.47% Dec 1, 2023 - Dec 13, 2023 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -0.47% Dec 27, 2023 - Jan 12, 2024 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -0.38% Jun 6, 2024 - Jun 18, 2024 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -0.36% Oct 22, 2025 - Dec 29, 2025 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -0.36% Mar 20, 2026 - Mar 31, 2026 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -0.33% Aug 5, 2024 - Aug 21, 2024 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -0.32% Nov 14, 2023 - Nov 20, 2023 |
Correlation
Correlation between UPGD and IBID is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
UPGD vs IBID dividend yield comparison.
| Year | UPGD | IBID |
|---|---|---|
| 2026 | 0.00% | 2.72% |
| 2025 | 1.75% | 4.43% |
| 2024 | 1.28% | 4.24% |
| 2023 | 1.39% | 0.81% |
| 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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