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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 +13.3% compared to +6.8%

UPGD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UPGD
$113M
Winner
SPY
$735B
Expense Ratio
UPGD
0.40%
Winner
SPY
0.09%
Max Drawdown
UPGD
64.78%
Winner
SPY
56.47%
Sharpe Ratio
UPGD
0.90
Winner
SPY
1.62
5Y Beta
Winner
UPGD
0.69
SPY
1.00
P/E Ratio
Winner
UPGD
26.25
SPY
28.99
Forward P/E
Winner
UPGD
21.49
SPY
22.37
PEG Ratio
UPGD
0.98
SPY
N/A
5Y Dividends CAGR
Winner
UPGD
55.56%
SPY
5.43%
5Y EPS CAGR
UPGD
13.33%
Winner
SPY
26.05%
Debt to Equity
Winner
UPGD
-40.76%
SPY
32.40%
P/S Ratio
Winner
UPGD
2.02
SPY
3.74
P/B Ratio
Winner
UPGD
4.84
SPY
5.61

UPGD vs SPY - Holdings Comparison

UPGD and SPY have 48 common holdings. Overlap is 5.15%

UPGD's top 25 holdings weight is 57.25%. SPY's top 25 holdings weight is 52.37%.

RankUPGDSPY
#1
INTEL CORP (INTC) - 5.37%
NVIDIA CORP (NVDA) - 8.10%
#2
F5 INC (FFIV) - 2.82%
APPLE INC (AAPL) - 7.02%
#3
NETAPP INC (NTAP) - 2.71%
MICROSOFT CORP (MSFT) - 4.79%
#4
SUPER MICRO COMPUTER INC (SMCI) - 2.47%
AMAZON.COM INC (AMZN) - 4.02%
#5
CATERPILLAR INC (CAT) - 2.39%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
DICK'S SPORTING GOODS INC (DKS) - 2.27%
BROADCOM INC (AVGO) - 3.10%
#7
CLOUDFLARE INC (NET) - 2.24%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CUMMINS INC (CMI) - 2.23%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 2.21%
TESLA INC (TSLA) - 1.89%
#10
FORD MOTOR CO (F) - 2.18%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ZOOM COMMUNICATIONS INC (ZM) - 2.17%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.12%
ELI LILLY AND CO (LLY) - 1.31%
#13
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.11%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MONSTER BEVERAGE CORP (MNST) - 2.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.07%
EXXON MOBIL CORP (XOM) - 0.97%
#16
WATERS CORP (WAT) - 2.04%
INTEL CORP (INTC) - 0.90%
#17
AMERICAN ELECTRIC POWER CO INC (AEP) - 2.03%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.02%
VISA INC CLASS A (V) - 0.85%
#19
TYSON FOODS INC CLASS A (TSN) - 2.01%
WALMART INC (WMT) - 0.81%
#20
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.99%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.98%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
WEC ENERGY GROUP INC (WEC) - 1.96%
CATERPILLAR INC (CAT) - 0.66%
#23
GENERAL DYNAMICS CORP (GD) - 1.95%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BRISTOL-MYERS SQUIBB CO (BMY) - 1.92%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
FASTENAL CO (FAST) - 1.91%
ABBVIE INC (ABBV) - 0.58%
Total Holdings52505

UPGD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UPGD
+4.29%
SPY
+1.90%
3M
UPGD
+4.51%
Winner
SPY
+8.55%
6M
Winner
UPGD
+9.61%
SPY
+8.18%
1Y
UPGD
+16.93%
Winner
SPY
+25.79%
5Y(CAGR)
UPGD
+6.84%
Winner
SPY
+13.32%
10Y(CAGR)
UPGD
+10.03%
Winner
SPY
+15.19%
Max(CAGR)
UPGD
+7.96%
Winner
SPY
+8.47%

UPGD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUPGDSPY
2026+9.20%+8.26%
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 -1.69%. The current SPY drawdown is -2.90%.

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 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

UPGD vs SPY dividend yield comparison.

YearUPGDSPY
20260.00%0.24%
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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