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UPGD vs SPY

Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UPGD, delivering a return of +12.4% compared to +7.6%

UPGD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UPGD
$118M
Winner
SPY
$781B
Expense Ratio
UPGD
0.40%
Winner
SPY
0.09%
Max Drawdown
UPGD
64.78%
Winner
SPY
56.47%
Sharpe Ratio
UPGD
0.87
Winner
SPY
1.22
5Y Beta
Winner
UPGD
0.70
SPY
1.00
P/E Ratio
UPGD
33.53
Winner
SPY
28.78
Forward P/E
Winner
UPGD
18.76
SPY
21.25
PEG Ratio
UPGD
0.07
SPY
N/A
5Y Dividends CAGR
Winner
UPGD
55.56%
SPY
6.00%
5Y EPS CAGR
UPGD
10.83%
Winner
SPY
25.62%
Debt to Equity
Winner
UPGD
-74.82%
SPY
31.92%
P/S Ratio
Winner
UPGD
1.83
SPY
3.76
P/B Ratio
Winner
UPGD
4.46
SPY
5.64

UPGD vs SPY - Holdings Comparison

UPGD and SPY have 45 common holdings. Overlap is 5.70%

UPGD's top 25 holdings weight is 54.14%. SPY's top 25 holdings weight is 51.74%.

RankUPGDSPY
#1
RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.56%
NVIDIA CORP (NVDA) - 7.89%
#2
NETAPP INC (NTAP) - 2.45%
APPLE INC (AAPL) - 7.37%
#3
WILLIAMS-SONOMA INC (WSM) - 2.39%
MICROSOFT CORP (MSFT) - 4.50%
#4
INTERNATIONAL PAPER CO (IP) - 2.37%
AMAZON.COM INC (AMZN) - 3.82%
#5
EXPEDIA GROUP INC (EXPE) - 2.33%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
INCYTE CORP (INCY) - 2.28%
BROADCOM INC (AVGO) - 2.86%
#7
METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.28%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
PPG INDUSTRIES INC (PPG) - 2.27%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
KIMBERLY-CLARK CORP (KMB) - 2.22%
TESLA INC (TSLA) - 1.70%
#10
LENNOX INTERNATIONAL INC (LII) - 2.18%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.16%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
DOLLAR GENERAL CORP (DG) - 2.13%
ELI LILLY AND CO (LLY) - 1.40%
#13
VERISK ANALYTICS INC (VRSK) - 2.09%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
GENERAL DYNAMICS CORP (GD) - 2.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.08%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ALLEGION PLC (ALLE) - 2.06%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
DICK'S SPORTING GOODS INC (DKS) - 2.04%
VISA INC CLASS A (V) - 0.90%
#18
W.W. GRAINGER INC (GWW) - 2.04%
WALMART INC (WMT) - 0.76%
#19
YUM BRANDS INC (YUM) - 2.04%
INTEL CORP (INTC) - 0.75%
#20
WEC ENERGY GROUP INC (WEC) - 2.03%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
F5 INC (FFIV) - 2.02%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.02%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PACCAR INC (PCAR) - 2.02%
ABBVIE INC (ABBV) - 0.66%
#24
CINTAS CORP (CTAS) - 2.00%
CATERPILLAR INC (CAT) - 0.65%
#25
EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.00%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings53505

UPGD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UPGD
+1.02%
SPY
+0.63%
3M
Winner
UPGD
+5.66%
SPY
+4.46%
6M
UPGD
+5.35%
Winner
SPY
+7.67%
1Y
UPGD
+12.37%
Winner
SPY
+17.68%
5Y(CAGR)
UPGD
+7.60%
Winner
SPY
+12.42%
10Y(CAGR)
UPGD
+9.77%
Winner
SPY
+14.84%
Max(CAGR)
UPGD
+7.91%
Winner
SPY
+8.44%

UPGD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUPGDSPY
2026+9.36%+8.63%
2025+8.98%+18.00%
2024+13.80%+25.59%
2023+16.47%+26.72%
2022-13.97%-18.64%
2021+25.57%+30.52%
2020+6.10%+17.28%
2019+30.23%+31.09%
2018-15.51%-5.24%
2017+12.33%+20.78%
2016+21.96%+13.59%
2015-5.93%+1.31%
2014+5.65%+14.56%
2013+39.25%+29.00%
2012+12.96%+14.17%
2011-3.39%+0.85%
2010+25.78%+13.14%
2009+51.42%+22.67%
2008-38.29%-36.25%
2007+2.96%+5.32%
2006-14.71%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UPGD vs SPY Drawdown Comparison

The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UPGD drawdown is -2.60%. The current SPY drawdown is -2.57%.

RankUPGDSPY
#1-60.86%
May 23, 2006 - Dec 3, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.19%
Aug 29, 2018 - Dec 3, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-28.87%
Apr 29, 2011 - Mar 15, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.28%
Jun 23, 2015 - Nov 18, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.31%
Nov 9, 2021 - Feb 27, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.90%
Nov 29, 2024 - Aug 22, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.43%
Mar 26, 2012 - Jan 2, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.68%
Jul 3, 2014 - Feb 24, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.11%
Jan 26, 2018 - May 16, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.01%
Feb 27, 2026 - May 26, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.56%
Jun 8, 2021 - Oct 19, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.75%
Oct 6, 2025 - Dec 11, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.71%
Jan 22, 2014 - Feb 26, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.69%
Jul 25, 2017 - Sep 27, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.68%
Apr 2, 2014 - Jun 18, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UPGD and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

UPGD vs SPY dividend yield comparison.

YearUPGDSPY
20260.00%0.50%
20251.75%1.07%
20241.28%1.21%
20231.39%1.40%
20220.72%1.65%
20210.52%1.20%
20200.28%1.52%
20190.20%1.75%
20181.43%2.04%
20170.00%1.80%
20161.55%2.03%
20150.93%2.06%
20140.26%1.87%
20130.34%1.81%
20120.35%2.18%
20110.14%2.05%
20100.00%1.80%
20090.00%1.95%
20080.31%3.02%
200710.64%1.85%
20060.60%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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