UPGD vs IQHI
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and NYLI MACKAY HIGH INCOME ETF (IQHI, ETF).
UPGD vs IQHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPGD
$113M
Winner
IQHI
$113M
Expense Ratio
Winner
UPGD
0.40%
IQHI
0.41%
Max Drawdown
UPGD
64.78%
Winner
IQHI
7.33%
Sharpe Ratio
Winner
UPGD
0.90
IQHI
0.87
5Y Beta
UPGD
0.69
Winner
IQHI
0.14
P/E Ratio
UPGD
26.25
IQHI
N/A
Forward P/E
UPGD
21.49
IQHI
N/A
PEG Ratio
UPGD
0.98
IQHI
N/A
5Y Dividends CAGR
UPGD
55.56%
IQHI
N/A
5Y EPS CAGR
UPGD
13.33%
IQHI
N/A
Debt to Equity
UPGD
-40.76%
IQHI
N/A
P/S Ratio
UPGD
2.02
IQHI
N/A
P/B Ratio
UPGD
4.84
IQHI
N/A
UPGD vs IQHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPGD
+4.29%
IQHI
+0.28%
3M
Winner
UPGD
+4.51%
IQHI
+0.81%
6M
Winner
UPGD
+9.61%
IQHI
+2.21%
1Y
Winner
UPGD
+16.93%
IQHI
+6.99%
5Y(CAGR)
UPGD
+6.84%
IQHI
N/A
10Y(CAGR)
UPGD
+10.03%
IQHI
N/A
Max(CAGR)
UPGD
+7.96%
Winner
IQHI
+8.96%
UPGD vs IQHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | IQHI |
|---|---|---|
| 2026 | +9.20% | +1.01% |
| 2025 | +8.98% | +8.31% |
| 2024 | +13.80% | +8.11% |
| 2023 | +16.47% | +11.98% |
| 2022 | -13.97% | +2.77% |
| 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 IQHI Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for IQHI was -4.19%, occurring on Feb 21, 2023. Recovery took 92 trading sessions.
The current UPGD drawdown is -1.69%. The current IQHI drawdown is -0.37%.
| Rank | UPGD | IQHI |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -4.19% Feb 2, 2023 - Jun 15, 2023 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -3.97% Feb 28, 2025 - May 13, 2025 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -3.40% Sep 1, 2023 - Nov 14, 2023 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -2.46% Feb 20, 2026 - Apr 14, 2026 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -2.41% Dec 13, 2022 - Jan 9, 2023 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -1.92% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -1.90% Mar 28, 2024 - May 15, 2024 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -1.68% Apr 17, 2026 - May 26, 2026 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -1.60% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -1.38% Dec 6, 2024 - Jan 24, 2025 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -1.18% Jul 31, 2023 - Aug 29, 2023 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -1.16% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -1.11% Jun 16, 2023 - Jul 12, 2023 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -1.08% Sep 22, 2025 - Oct 27, 2025 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -1.07% May 15, 2024 - Jun 4, 2024 |
Correlation
Correlation between UPGD and IQHI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
UPGD vs IQHI dividend yield comparison.
| Year | UPGD | IQHI |
|---|---|---|
| 2026 | 0.00% | 2.73% |
| 2025 | 1.75% | 7.88% |
| 2024 | 1.28% | 8.83% |
| 2023 | 1.39% | 6.92% |
| 2022 | 0.72% | 1.29% |
| 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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