UPGD vs KSPY
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and KRANESHARES HEDGEYE HEDGED EQUITY INDEX ETF (KSPY, ETF).
UPGD vs KSPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPGD
$118M
Winner
KSPY
$119M
Expense Ratio
Winner
UPGD
0.40%
KSPY
0.88%
Max Drawdown
UPGD
64.78%
Winner
KSPY
11.67%
Sharpe Ratio
UPGD
0.73
Winner
KSPY
1.38
5Y Beta
UPGD
0.70
Winner
KSPY
0.56
P/E Ratio
UPGD
32.02
KSPY
N/A
Forward P/E
UPGD
19.27
KSPY
N/A
PEG Ratio
UPGD
-0.03
KSPY
N/A
5Y Dividends CAGR
UPGD
55.56%
KSPY
N/A
5Y EPS CAGR
UPGD
11.96%
KSPY
N/A
Debt to Equity
UPGD
443.07%
KSPY
N/A
P/S Ratio
UPGD
1.83
KSPY
N/A
P/B Ratio
UPGD
4.46
KSPY
N/A
UPGD vs KSPY - Holdings Comparison
UPGD and KSPY have 0 common holdings. Overlap is 0.00%
UPGD's top 25 holdings weight is 55.86%. KSPY's top 25 holdings weight is 99.07%.
| Rank | UPGD | KSPY |
|---|---|---|
| #1 | NETAPP INC (NTAP) - 2.99% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 99.07% |
| #2 | EXPEDIA GROUP INC (EXPE) - 2.68% | N/A |
| #3 | WILLIAMS-SONOMA INC (WSM) - 2.58% | N/A |
| #4 | INTERNATIONAL PAPER CO (IP) - 2.56% | N/A |
| #5 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.48% | N/A |
| #6 | ALLEGION PLC (ALLE) - 2.39% | N/A |
| #7 | INCYTE CORP (INCY) - 2.32% | N/A |
| #8 | PACCAR INC (PCAR) - 2.27% | N/A |
| #9 | DOLLAR GENERAL CORP (DG) - 2.27% | N/A |
| #10 | CINTAS CORP (CTAS) - 2.22% | N/A |
| #11 | KIMBERLY-CLARK CORP (KMB) - 2.14% | N/A |
| #12 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.14% | N/A |
| #13 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.14% | N/A |
| #14 | GENERAL DYNAMICS CORP (GD) - 2.12% | N/A |
| #15 | PPG INDUSTRIES INC (PPG) - 2.11% | N/A |
| #16 | VERISK ANALYTICS INC (VRSK) - 2.11% | N/A |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.10% | N/A |
| #18 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.08% | N/A |
| #19 | MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.08% | N/A |
| #20 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.07% | N/A |
| #21 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.04% | N/A |
| #22 | FORD MOTOR CO (F) - 2.01% | N/A |
| #23 | F5 INC (FFIV) - 2.01% | N/A |
| #24 | CHURCH & DWIGHT CO INC (CHD) - 2.00% | N/A |
| #25 | TRACTOR SUPPLY CO (TSCO) - 1.95% | N/A |
| Total Holdings | 52 | 1 |
UPGD vs KSPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPGD
+2.55%
KSPY
+1.68%
3M
Winner
UPGD
+5.14%
KSPY
+3.36%
6M
Winner
UPGD
+6.85%
KSPY
+6.15%
1Y
UPGD
+14.65%
Winner
KSPY
+15.03%
5Y(CAGR)
UPGD
+8.17%
KSPY
N/A
10Y(CAGR)
UPGD
+9.83%
KSPY
N/A
Max(CAGR)
UPGD
+8.05%
Winner
KSPY
+12.45%
UPGD vs KSPY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | KSPY |
|---|---|---|
| 2026 | +13.11% | +8.50% |
| 2025 | +8.98% | +14.13% |
| 2024 | +13.80% | +3.43% |
| 2023 | +16.47% | N/A |
| 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 KSPY Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for KSPY was -11.67%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current UPGD drawdown is -0.94%. The current KSPY drawdown is -0.24%.
| Rank | UPGD | KSPY |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -11.67% Feb 19, 2025 - Jun 25, 2025 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -4.87% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -4.46% Feb 9, 2026 - Apr 14, 2026 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -3.04% Nov 10, 2025 - Dec 5, 2025 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -2.51% Dec 26, 2024 - Jan 22, 2025 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -1.94% Jun 15, 2026 - Jul 6, 2026 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -1.84% Jun 2, 2026 - Jun 15, 2026 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -1.73% Dec 16, 2024 - Dec 24, 2024 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -1.61% Feb 2, 2026 - Feb 6, 2026 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -1.47% Jan 12, 2026 - Jan 26, 2026 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -1.37% Oct 9, 2025 - Oct 20, 2025 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -1.21% Jul 15, 2026 - Jul 31, 2026 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -1.20% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -1.05% Jul 29, 2025 - Aug 4, 2025 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -0.86% Oct 28, 2024 - Nov 6, 2024 |
Correlation
Correlation between UPGD and KSPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2025)
UPGD vs KSPY dividend yield comparison.
| Year | UPGD | KSPY |
|---|---|---|
| 2025 | 1.75% | 6.16% |
| 2024 | 1.28% | 1.31% |
| 2023 | 1.39% | 0.00% |
| 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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