UPGD vs NFTY
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF (NFTY, ETF).
5-Year PerformanceUPGD has outperformed NFTY, delivering a return of +8.2% compared to +5.4%
UPGD vs NFTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UPGD vs NFTY - Historical Returns
Returns include dividend reinvestment.
UPGD vs NFTY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | NFTY |
|---|---|---|
| 2026 | +13.11% | -6.11% |
| 2025 | +8.98% | +3.36% |
| 2024 | +13.80% | +4.68% |
| 2023 | +16.47% | +23.54% |
| 2022 | -13.97% | -5.37% |
| 2021 | +25.57% | +24.73% |
| 2020 | +6.10% | +8.43% |
| 2019 | +30.23% | +1.27% |
| 2018 | -15.51% | -1.51% |
| 2017 | +12.33% | +21.71% |
| 2016 | +21.96% | +13.47% |
| 2015 | -5.93% | -17.96% |
| 2014 | +5.65% | +14.73% |
| 2013 | +39.25% | +7.78% |
| 2012 | +12.96% | -4.33% |
| 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 NFTY Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for NFTY was -47.66%, occurring on Mar 23, 2020. Recovery took 685 trading sessions.
The current UPGD drawdown is -0.94%. The current NFTY drawdown is -13.64%.
| Rank | UPGD | NFTY |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -47.66% Apr 16, 2018 - Jan 4, 2021 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -37.70% Apr 27, 2015 - Jan 17, 2018 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -21.54% Sep 27, 2024 - Mar 30, 2026 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -19.09% Oct 14, 2021 - Jul 5, 2023 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -14.83% Jul 23, 2014 - Apr 6, 2015 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -14.52% Feb 28, 2012 - May 2, 2013 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -9.44% May 8, 2013 - Sep 19, 2013 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -8.34% Jan 26, 2018 - Mar 21, 2018 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -8.28% Mar 11, 2021 - May 7, 2021 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -7.81% Sep 20, 2013 - Apr 8, 2014 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -6.75% Jan 13, 2021 - Feb 2, 2021 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -5.68% Sep 11, 2023 - Nov 17, 2023 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -5.41% Jun 3, 2024 - Jun 12, 2024 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -4.56% Mar 8, 2024 - May 23, 2024 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -4.48% Jul 31, 2024 - Aug 30, 2024 |
Correlation
Correlation between UPGD and NFTY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
UPGD vs NFTY dividend yield comparison.
| Year | UPGD | NFTY |
|---|---|---|
| 2026 | 0.00% | 0.56% |
| 2025 | 1.75% | 1.24% |
| 2024 | 1.28% | 1.61% |
| 2023 | 1.39% | 0.13% |
| 2022 | 0.72% | 5.89% |
| 2021 | 0.52% | 1.53% |
| 2020 | 0.28% | 0.61% |
| 2019 | 0.20% | 0.97% |
| 2018 | 1.43% | 0.00% |
| 2017 | 0.00% | 4.10% |
| 2016 | 1.55% | 3.28% |
| 2015 | 0.93% | 4.39% |
| 2014 | 0.26% | 0.52% |
| 2013 | 0.34% | 1.72% |
| 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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