UPGD vs PFIG
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF).
5-Year PerformanceUPGD has outperformed PFIG, delivering a return of +6.8% compared to +1.3%
UPGD vs PFIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UPGD vs PFIG - Historical Returns
Returns include dividend reinvestment.
UPGD vs PFIG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | PFIG |
|---|---|---|
| 2026 | +9.20% | -0.07% |
| 2025 | +8.98% | +7.73% |
| 2024 | +13.80% | +3.68% |
| 2023 | +16.47% | +6.70% |
| 2022 | -13.97% | -9.69% |
| 2021 | +25.57% | -1.30% |
| 2020 | +6.10% | +7.50% |
| 2019 | +30.23% | +9.72% |
| 2018 | -15.51% | -0.66% |
| 2017 | +12.33% | +3.47% |
| 2016 | +21.96% | +3.40% |
| 2015 | -5.93% | +0.95% |
| 2014 | +5.65% | +4.60% |
| 2013 | +39.25% | -1.16% |
| 2012 | +12.96% | +5.60% |
| 2011 | -3.39% | +1.99% |
| 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 PFIG Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.
The current UPGD drawdown is -1.69%. The current PFIG drawdown is -1.22%.
| Rank | UPGD | PFIG |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -15.58% Aug 3, 2021 - Apr 3, 2025 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -14.64% Mar 3, 2020 - May 29, 2020 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -5.24% May 1, 2013 - Apr 11, 2014 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -4.08% Nov 1, 2011 - May 7, 2012 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -3.65% Sep 27, 2016 - Jun 2, 2017 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -3.41% Sep 5, 2017 - Jan 30, 2019 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -2.89% Dec 30, 2020 - Jul 19, 2021 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -2.48% Sep 22, 2011 - Oct 19, 2011 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -2.32% Apr 1, 2015 - Mar 16, 2016 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -2.03% Apr 4, 2025 - May 30, 2025 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -1.95% Feb 23, 2026 - Mar 26, 2026 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -1.76% Oct 15, 2014 - Jan 12, 2015 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -1.55% Sep 4, 2019 - Oct 3, 2019 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -1.38% May 18, 2012 - Jun 18, 2012 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -1.37% Dec 5, 2012 - Apr 4, 2013 |
Correlation
Correlation between UPGD and PFIG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
UPGD vs PFIG dividend yield comparison.
| Year | UPGD | PFIG |
|---|---|---|
| 2026 | 0.00% | 1.81% |
| 2025 | 1.75% | 4.15% |
| 2024 | 1.28% | 4.12% |
| 2023 | 1.39% | 3.54% |
| 2022 | 0.72% | 2.58% |
| 2021 | 0.52% | 3.34% |
| 2020 | 0.28% | 2.81% |
| 2019 | 0.20% | 2.92% |
| 2018 | 1.43% | 2.88% |
| 2017 | 0.00% | 2.54% |
| 2016 | 1.55% | 2.58% |
| 2015 | 0.93% | 2.57% |
| 2014 | 0.26% | 2.39% |
| 2013 | 0.34% | 2.19% |
| 2012 | 0.35% | 2.30% |
| 2011 | 0.14% | 0.64% |
| 2008 | 0.31% | 0.00% |
| 2007 | 10.64% | 0.00% |
| 2006 | 0.60% | 0.00% |
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